Nick Patience, VP and AI Practice Lead at Futurum analyzes Alphabet’s Q4 FY 2025 results, highlighting AI-driven momentum across Cloud and Search, Gemini scale, and 2026 capex priorities to expand...
Nick Patience, VP and Practice Lead for AI Platforms at Futurum, analyzes SpaceX's acquisition of xAI, examining the financial rationale, valuation metrics, and competitive implications for AI and satellite infrastructure...
Futurum’s Nick Patience, VP and AI Platforms Practice Lead, and Fernando Montenegro, VP and Cybersecurity & Resilience Practice Lead, share insights on why 100% national AI sovereignty is a myth...
Futurum’s Nick Patience and Brendan Burke examine why IonQ’s acquisition of SkyWater signals that fault-tolerant quantum computing is now a manufacturing and supply-chain challenge, not just a physics one....
In our latest Market Report, AI Inference: Enterprise Infrastructure and Strategic Imperatives, completed in partnership with Lenovo, Futurum Research examines the growth of AI inference, the shift toward hybrid/edge deployment,...
Nick Patience, VP and AI Practice Lead at Futurum, examines Amazon’s EC2 G7e instances and how higher GPU memory, bandwidth, and networking change AI inference and graphics workloads....
Nick Patience, AI Platforms Practice Lead at Futurum, shares his insights on NVIDIA’s $2 billion investment in CoreWeave to accelerate the buildout of over 5 gigawatts of specialized AI factories...
Nick Patience, VP & AI Platforms Practice Lead at Futurum, explains how Hybrid and Edge AI will redefine the market, capturing 43.5% share by 2030 as enterprises shift from cloud-only...
Nick Patience, AI Platforms Practice Lead at Futurum, shares his/her insights on AWS’s launch of its European Sovereign Cloud. It is an independently-run cloud in the EU aimed at meeting...
In this Market Brief, Modern Private Cloud: Balancing Operational Agility with Data Sovereignty, Futurum Research explores why enterprises are rethinking public cloud-first strategies and how modern private cloud platforms enable...
Nick Patience, VP & AI Platforms Practice Lead at Futurum, shares his insights on new Futurum Research, which reveals a GenAI split between cloud (22.4%) and hybrid (20.8%), while GPU...
Nick Patience, AI Platforms Practice Lead at Futurum, shares his insights on NVIDIA's release of its Nemotron 3 family of open-source models and the acquisition of SchedMD, the developer of...
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