Market Pulse
SOX$7,833.390.40%·NVDA$177.390.93%·TSM$301.531.18%·INTC$41.535.03%·AMD$258.010.64%·QCOM$126.800.38%·ASML$1,052.480.71%·MRVL$102.307.88%·ARM$173.093.18%·AMAT$195.421.21%·SOX$7,833.390.40%·NVDA$177.390.93%·TSM$301.531.18%·INTC$41.535.03%·AMD$258.010.64%·QCOM$126.800.38%·ASML$1,052.480.71%·MRVL$102.307.88%·ARM$173.093.18%·AMAT$195.421.21%·

News

Semiconductor intelligence — news coverage from Futurum Advisory

Techstrong Semi
AI Silicon

GPU Alternatives Poised to Outgrow GPUs in 2026 as Enterprises Ramp XPU Spending

New Futurum Research data shows enterprise XPU adoption accelerating sharply, with alternative GPU architectures on track to capture a larger share of AI infrastructure spend in 2026.

analysis · Jan 26, 2026 · 12 min