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Author: Nick Patience

AI Capex 2026 The $690B Infrastructure Sprint
February 12, 2026

AI Capex 2026: The $690B Infrastructure Sprint

Nick Patience, AI Platforms Practice Lead at Futurum, shares his insights on the massive AI capex plans of US hyperscalers, specifically whether the projected $700 billion infrastructure build-out can be...
OpenAI Frontier Close the Enterprise AI Opportunity Gap—or Widen It
February 9, 2026

OpenAI Frontier: Close the Enterprise AI Opportunity Gap—or Widen It?

Futurum Research Analysts Mitch Ashley, Keith Kirkpatrick, Fernando Montenegro, Nick Patience, and Brad Shimmin examine OpenAI Frontier and whether enterprise AI agents can finally move from pilots to production. The...
Accelerating Enterprise AI: From Complexity to Competitive Advantage
February 9, 2026

Accelerating Enterprise AI: From Complexity to Competitive Advantage

In Accelerating Enterprise AI: From Complexity to Competitive Advantage (January 2026), Futurum Research—completed in partnership with Dell Technologies—explores how enterprises can reduce AI complexity by pairing a programmatic AI lifecycle...
Code Generation and Process Automation Set to Lead AI Use Case Revenue
February 9, 2026

Code Generation and Process Automation Set to Lead AI Use Case Revenue

Nick Patience, VP & AI Platforms Practice Lead at Futurum, analyzes the shift in AI use case revenue as code generation and process automation move from experiments to dominant drivers,...
Alphabet Q4 FY 2025 Highlights Cloud Acceleration and Enterprise AI Momentum
February 6, 2026

Alphabet Q4 FY 2025 Highlights Cloud Acceleration and Enterprise AI Momentum

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...
SpaceX Acquires xAI: Rockets, Starlink, and AI Under One Roof
February 3, 2026

SpaceX Acquires xAI: Rockets, Starlink, and AI Under One Roof

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...
Sovereign AI What Nations Want (And What They'll Actually Get) - Report Summary
February 2, 2026

Sovereign AI: What Nations Want (And What They’ll Actually Get) – Report Summary

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...
IonQ Buys a Foundry Is Vertical Integration the Path to Fault-Tolerant Quantum
January 28, 2026

IonQ Buys a Foundry: Is Vertical Integration the Path to Fault-Tolerant Quantum?

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....
AI Inference: Enterprise Infrastructure and Strategic Imperatives
January 27, 2026

AI Inference: Enterprise Infrastructure and Strategic Imperatives

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,...
Amazon EC2 G7e Goes GA With Blackwell GPUs. What Changes for AI Inference
January 27, 2026

Amazon EC2 G7e Goes GA With Blackwell GPUs. What Changes for AI Inference?

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....
NVIDIA and CoreWeave Team to Break Through Data Center Real Estate Bottlenecks
January 27, 2026

NVIDIA and CoreWeave Team to Break Through Data Center Real Estate Bottlenecks

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...
Hybrid and Edge Architectures to Claim 43% of AI Platform Market by 2030
January 26, 2026

Hybrid and Edge Architectures to Claim 43% of AI Platform Market by 2030

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...

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