Insights

IFS Ties Its Industrial AI Platform to a Governance Layer Built to Contain It
October 16, 2026

IFS Ties Its Industrial AI Platform to a Governance Layer Built to Contain It

IFS paired a new conversational AI platform with a governance layer at Unleashed 2026 — and admitted, in the same breath, where its differentiation claims still fall short....
Microsoft FabCon And SQLCon Europe: Microsoft Looks to Modernize Disparate Database Estates
October 15, 2026

Microsoft FabCon And SQLCon Europe: Microsoft Looks to Modernize Disparate Database Estates

Brad Shimmin, VP & Practice Lead at The Futurum Group, analyzes how Microsoft's database announcements at FabCon 2026 modernize relational estates, fleet governance, and vector indexing for enterprise agentic AI....
Microsoft FabCon And SQLCon Europe Elevating Semantic Models to an Enterprise AI Control Plane
October 14, 2026

Microsoft FabCon And SQLCon Europe: Elevating Semantic Models to an Enterprise AI Control Plane

Brad Shimmin examines how Microsoft Fabric elevates Power BI semantic models and ontologies into an authoritative operational control plane for enterprise AI agents....
Ethernet Won't Collapse the Four Enterprise Networks Into One
October 13, 2026

Ethernet Won’t Collapse the Four Enterprise Networks Into One

Futurum's Tom Hollingsworth argues that Ethernet's spread into AI back-end and scale-up fabrics won't merge the enterprise network into one. Network teams fully own only two of four networks and...
CoreWeave Fully Connected 2026 Forge Brings Frontier Lab RL to Every AI Team
October 6, 2026

CoreWeave Fully Connected 2026: Forge Brings Frontier Lab RL to Every AI Team

Brendan Burke and Nick Patience of Futurum share insights from CoreWeave Fully Connected 2026, where CoreWeave Forge packaged frontier lab RL for every customer while enterprises enter the AI loop...
Synopsys Investor Day 2026 Turns EDA Into a Royalty and AI Model Revenue Share Business
October 2, 2026

Synopsys Investor Day 2026 Turns EDA Into a Royalty and AI Model Revenue Share Business

Brendan Burke, Research Director at Futurum, shares insights on the Synopsys Investor Day 2026, where a $1 billion Amazon royalty deal and GPT-Synopsys with OpenAI reprice EDA around customer volumes...
The $246 Billion CPU Opportunity’s Winning Chip Has Not Been Designed Yet
October 1, 2026

The $246 Billion CPU Opportunity’s Winning Chip Has Not Been Designed Yet

Brendan Burke, Research Director at Futurum, sizes the 2030 server CPU market at $246 billion, two-thirds of it agentic. Scored against Microsoft Azure's fleet data, NVIDIA Vera is best aligned,...
Why Enterprise AI Budgets Keep Growing Despite AI Safety Pledges
September 30, 2026

Why Enterprise AI Budgets Keep Growing Despite AI Safety Pledges

ETR data suggest Anthropic and OpenAI's pacing pledges function as competitive distance-setting more than proven risk mitigation, and it hasn't cost either lab a dollar in enterprise spend. Keyphrase: frontier...
Splunk .conf26 Trust is Key for the Agentic Era
September 22, 2026

Splunk .conf26: Trust is Key for the Agentic Era

Fernando Montenegro, VP at Futurum, analyzes Splunk .conf26, where Cisco made trust and cost the gate on the agentic SOC and positioned the data and control layer beneath the agents...
Salesforce's Real Moat Behind Koa Is Its CRM Training Data
September 22, 2026

Salesforce’s Real Moat Behind Koa Is Its CRM Training Data

Keith Kirkpatrick, VP, Research, Enterprise Software & Digital Workflows at Futurum, argues that Koa's real defense isn't the model Salesforce built, but the CRM training data behind it....
AI Infra Summit 2026 – Can Optics Break the AI Power Wall by 2028?
September 22, 2026

AI Infra Summit 2026 – Can Optics Break the AI Power Wall by 2028?

Brendan Burke, Research Director at Futurum, shares insights from AI Infra Summit 2026, where power-capped data centers pushed vendors toward optics, near-memory silicon, and physical AI ahead of a 2028...

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The vision behind everything in Futurum’s Custom Research practice is this: research should show you what is happening, what comes next, and what to do about it. It should be personal to each audience, easy for people to grasp, and structured so LLMs can reason over it accurately. And it should be fast and turnkey; you want answers now, not another project to carry for quarters.

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If any of this is useful, I would love to talk.

Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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