Brendan Burke, Research Director at Futurum Research, analyzes Arm's AGI CPU launch, the company's first production silicon in 35 years, and what the dual revenue model means for the data...
Brad Shimmin and Nick Patience explore Snowflake’s Project SnowWork and how the Agentic Enterprise Control Plane turns the AI Data Cloud into a "system of action" for autonomous workflows across...
Nick Patience, AI Platforms Practice Lead at Futurum, examines Mistral Forge, a custom enterprise AI model training platform, and argues that while its approach is sound, the addressable market may...
Brad Shimmin and Keith Kirkpatrick of Futurum explore Oracle's pivot to agentic plumbing. Oracle is embedding autonomous reasoning directly into Oracle AI Database 26ai to solve the enterprise data latency...
Brendan Burke, Research Director at Futurum, analyzes Marvell's dual PCIe 6.0 and CXL 3.0 switch launches from its XConn acquisition and what they mean for the open fabric challenge to...
Tom Hollingsworth, Research Director at Futurum, examines how NVIDIA and T-Mobile are shifting AI from the cloud to the network edge, embedding intelligence directly into 5G networks to accelerate enterprise...
Brendan Burke, Research Director at Futurum, analyzes Coherent's expanded $21 billion CPO TAM disclosed at OFC 2026 and how NVIDIA's Spectrum-6 and Kyber architectures create structural demand for co-packaged optics...
Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, examines Acer’s FY 2025 results and multi-engine strategy signal as PCs face potential 2026 headwinds and the company expands...
Keith Kirkpatrick, VP & Research Director at Futurum, covers the key announcements from X4, Qualtric’s annual conference, and discusses the implications for the company, its competitors, and the overall CX...
Keith Kirkpatrick, VP & Research Director at Futurum, covers Salesforce’s Agentforce Sales launch, and discusses the implications for customers, prospects, and other vendors in the market....
Brad Shimmin, VP and Practice Lead at Futurum, shares insights from FabCon and SQLCon 2026 on how Microsoft is leveraging the new Database Hub and Fabric IQ to unify transactional...
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