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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 above consensus....
Can Cadence Shorten Chip Design Timelines with ChipStack AI
February 16, 2026
Article
Article

Can Cadence Shorten Chip Design Timelines with ChipStack AI?

Brendan Burke, Research Director at Futurum, assesses Cadence’s launch of ChipStack, an agentic AI workflow for front‑end chip design and verification, using a structured “Mental Model” to coordinate multiple agents....
Is Telefónica and Nokia's Agentic AI Push a Catalyst for Network API Adoption
February 16, 2026
Article
Article

Is Telefónica and Nokia’s Agentic AI Push a Catalyst for Network API Adoption?

Tom Holligsworth, Research Director, Networking at Futurum, shares his insights on how Telefónica and Nokia are accelerating Network API adoption using Agentic AI (A2A & MCP) in support of GSMA...
Enterprises Should Finally Stop Paying SSD Prices for Cold Data
February 16, 2026
Article
Article

Enterprises Should Finally Stop Paying SSD Prices for Cold Data

Alastair Cooke, Research Director, Cloud and Data Center at Futurum, shares his insights on how CTERA enables customers to use cloud object storage combined with small amounts of SSD to...

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