Author: Nick Patience

At Snowflake Summit, the ‘Snowmentum’ Was Palpable
June 4, 2026

At Snowflake Summit, the ‘Snowmentum’ Was Palpable

Nick Patience, VP & Practice Lead at Futurum, shares his insights on the recent Snowflake Summit 2026 event, where, with CoCo, CoWork, and a deepened partnership with Anthropic, Snowflake moves...
Microsoft Build 2026 - The Platform, Integration Plane, and Developer Surface
June 4, 2026

Microsoft Build 2026 – The Platform, Integration Plane, and Developer Surface

Futurum Analysts Ashley, Kirkpatrick, Patience, and Shimmin analyze Microsoft Build 2026 across models, agents, data intelligence, governance, and silicon as Microsoft positions itself as the platform, the integration plane, and...
Anthropic Files For IPO, Looking to Beat OpenAI to the Punch
June 2, 2026

Anthropic Files For IPO, Looking to Beat OpenAI to the Punch

Nick Patience, VP & Practice Lead at Futurum, examines Anthropic’s confidential IPO filing — what the financial data available so far tells us, and what public investors will need to...
NVIDIA Cosmos 3 and Open Agent Tools Is Physical AI About to Leave the Lab
June 2, 2026

NVIDIA Cosmos 3 and Open Agent Tools: Is Physical AI About to Leave the Lab?

Nick Patience, VP & Practice Lead at Futurum, examines NVIDIA’s Cosmos 3 foundation model and open physical AI agent tools, assessing what the GTC Taipei announcements mean for enterprise robotics,...
Mistral AI Shifts to Full-Stack Strategy With Vibe and Industrial AI
May 29, 2026

Mistral AI Shifts to Full-Stack Strategy With Vibe and Industrial AI

Nick Patience, VP and Practice Lead for AI Platforms at Futurum, analyses Mistral AI’s AI Now Summit announcements: a unified Vibe agent platform, an industrial engineering stack with Airbus, BMW,...
NVIDIA Q1 FY2027: Data Center Diversification, Blackwell Scale, CPU Upside
May 22, 2026

NVIDIA Q1 FY2027: Data Center Diversification, Blackwell Scale, CPU Upside

Nick Patience, VP and Practice Lead for AI Platforms at The Futurum Group, examines NVIDIA’s Q1 FY2027 results: record Blackwell-driven data center revenue, the Vera CPU opportunity for agentic AI,...
Is the Cloud Too Expensive for Agentic AI? Dell Bets on Localized Tokens
May 20, 2026

Is the Cloud Too Expensive for Agentic AI? Dell Bets on Localized Tokens

Brad Shimmin and Nick Patience share their insights on Dell's expansion of the Dell AI Factory with NVIDIA, exploring how localized agentic infrastructure and data partnerships provide a secure alternative...
Red Hat Brings Developers, Product, and Operations to the Center of Agentic AI
May 13, 2026

Red Hat Brings Developers, Product, and Operations to the Center of Agentic AI

Mitch Ashley, VP Software Lifecycle Engineering, and Nick Patience, VP AI Platforms at Futurum, share their insights on Red Hat Summit 2026, introducing AI platform foundation, metal-to-agents stack, and putting...
AI Platforms Market Hits $109.9B, More Than Tripling by 2030
May 8, 2026

AI Platforms Market Hits $109.9B, More Than Tripling by 2030

Futurum Research’s 1H 2026 AI platforms market forecast finds a $109.9B market on a base-case path to $496.9B by 2030 (35.2% CAGR), with even the bear scenario more than tripling...
Can IREN Build a Full-Stack AI Cloud? The Mirantis Acquisition Makes the Case
May 7, 2026

Can IREN Build a Full-Stack AI Cloud? The Mirantis Acquisition Makes the Case

Nick Patience, VP & AI Platforms Practice Lead, and Mitch Ashley, VP & Software Lifecycle Engineering Practice Lead, at Futurum, examine IREN’s $625M acquisition of Mirantis and what it means...
The New Rules of Digital Sovereignty: Architecture, Control, and Competitive Advantage
May 4, 2026

The New Rules of Digital Sovereignty: Architecture, Control, and Competitive Advantage

In our latest Market Brief, The New Rules of Digital Sovereignty: Architecture, Control, and Competitive Advantage, completed in partnership with IBM, Futurum Research explores how MSPs and system integrators can...
Five Layers of the AI Cake
May 4, 2026

Five Layers of the AI Cake

In our latest Market Brief, Five Layers of the AI Cake, completed in partnership with NVIDIA, Futurum Research examines AI as a five-layer infrastructure stack and explores what policymakers, investors,...

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