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CoreWeave ARENA is AI Production Readiness Redefined
February 17, 2026
Article
Article

CoreWeave ARENA is AI Production Readiness Redefined

Alastair Cooke, Research Director, Cloud and Data Center at Futurum, shares his insights on the announcement of CoreWeave ARENA, a tool for customers to identify costs and operational processes for deploying production...
Applied Materials Q1 FY 2026 AI Demand Lifts Outlook
February 17, 2026
Article
Article

Applied Materials Q1 FY 2026: AI Demand Lifts Outlook

Brendan Burke, Research Director at Futurum, analyzes Applied Materials’ Q1 FY 2026, highlighting AI-driven mix to leading-edge logic, HBM, and advanced packaging, new product launches, and services leverage....
Can Proofpoint Secure the Intent of the Autonomous Agent
February 17, 2026
Article
Article

Can Proofpoint Secure the Intent of the Autonomous Agent?

Fernando Montenegro, VP at Futurum, analyzes Proofpoint’s acquisition of Acuvity and the strategic move to secure autonomous AI agents and "Read-Write AI" workflows....
Arista Networks Q4 FY 2025 Revenue Beat on AI Ethernet Momentum
February 16, 2026
Article
Article

Arista Networks Q4 FY 2025: Revenue Beat on AI Ethernet Momentum

Futurum Research analyzes Arista’s Q4 FY 2025 results, highlighting AI Ethernet adoption across model builders and cloud titans, growing DCI/7800 spine roles, AMD-driven open networking wins, and a Q1 guide...

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