Author: Nick Patience

Enterprises Embrace Open Weights but Infrastructure Sellers Profit Most
October 27, 2026

Enterprises Embrace Open Weights but Infrastructure Sellers Profit Most

Open-weight models are moving into enterprise production for routine AI work, but Futurum data show the gains going to the platform vendors that sell the infrastructure underneath them, while frontier...
Frenemies in the Cloud Anthropic’s IPO and Its Hyperscaler Reliance
October 27, 2026

Frenemies in the Cloud: Anthropic’s IPO and Its Hyperscaler Reliance

Nick Patience, VP and Practice Lead for AI Platforms at Futurum, shares his insights on the Anthropic S-1, which shows compute costs falling fast and an adjusted profit, but heavy...
At GTC Berlin, NVIDIA Puts the AI Factory in an Actual Container
October 22, 2026

At GTC Berlin, NVIDIA Puts the AI Factory in an Actual Container

Nick Patience, VP and Practice Lead for AI Platforms at Futurum, shares his insights on NVIDIA GTC Berlin, where DSX POD, OpenShell, and physical AI anchored a pitch to Europe...
Microsoft Sovereign Cloud Shifts the Focus to Customer-Run AI
October 20, 2026

Microsoft Sovereign Cloud Shifts the Focus to Customer-Run AI

Nick Patience, VP and Practice Lead for AI Platforms at Futurum, shares his insights on Microsoft Sovereign Cloud's push into customer-run AI and why public cloud controls still leave Europe's...
Delegating Outcomes: How a Universal Agent Changes the Way Enterprises Work
October 15, 2026

Delegating Outcomes: How a Universal Agent Changes the Way Enterprises Work

In our latest thought leadership brief, Delegating Outcomes: How a Universal Agent Changes the Way Enterprises Work, completed in partnership with Google Cloud, Futurum Research examines why first-generation agent programs...
Meta Muse Wonder Reaches the Frontier. Can Meta Sell It
October 14, 2026

Meta Muse Wonder Reaches the Frontier. Can Meta Sell It?

Nick Patience, VP and Practice Lead for AI Platforms at Futurum, shares his insights on Meta Muse Wonder, how it compares with Google’s Gemini 4 Argon, and what Meta must...
Google Gemini Agent Puts the Agent Ahead of the Model
October 9, 2026

Google Gemini Agent Puts the Agent Ahead of the Model

Nick Patience, VP and Practice Lead for AI Platforms at Futurum, shares his insights on the Google Gemini agent and why separating the agent from the model, Claude included, matters...
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...
Google Returns to the Frontier With Gemini 4 Argon
October 1, 2026

Google Returns to the Frontier With Gemini 4 Argon

Futurum’s Nick Patience and Fernando Montenegro share their insights on Gemini 4 Argon, Google’s new frontier model, and what its defender-first release means for enterprises and security vendors....
OpenAI Moves Up the Stack and Competes With the Platforms It Powers
October 1, 2026

OpenAI Moves Up the Stack and Competes With the Platforms It Powers

Futurum Research’s Mitch Ashley, Nick Patience, and Vikram Rothnam examine how OpenAI used DevDay 2026 to move up the stack, claiming the work surface, the agent runtime, and the pricing...
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...
NetApp Novus, PEAK:AIO and NetApp's Two-Market AI Strategy
September 30, 2026

NetApp Novus, PEAK:AIO and NetApp’s Two-Market AI Strategy

Nick Patience and Mitch Ashley, VPs and Practice Leads at Futurum, share their insights on NetApp Novus, the planned PEAK:AIO acquisition, and how NetApp is targeting AI factories and the...

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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