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Author: Nick Patience

Alphabet Q4 2024: Ad Strength Overshadowed by Cloud Revenue Miss
Keith Kirkpatrick & Nick Patience

Alphabet Q4 2024: Ad Strength Overshadowed by Cloud Revenue Miss

Alphabet’s Q4 Saw Solid Gains in Search and YouTube, Yet Google Cloud’s Revenue Fell Short, and a $75 Billion Capex Forecast Raised Investor Concerns
The Futurum Group’s Keith Kirkpatrick and Nick Patience analyze Alphabet’s Q4 2024 earnings, highlighting strong ad revenue from Search and YouTube, concerns over Google Cloud’s growth miss, and the company’s aggressive $75 billion capex plan.
HPE Private Cloud AI with NVIDIA AI Computing by HPE Essential to Accelerating GenAI Industrial Transformation
Nick Patience & Ron Westfall

HPE Private Cloud AI with NVIDIA AI Computing by HPE: Essential to Accelerating GenAI Industrial Transformation

The Futurum Group’s latest research report, HPE Private Cloud AI with NVIDIA AI Computing by HPE: Essential to Accelerating GenAI Industrial Transformation, completed in partnership with HPE and NVIDIA, assesses why HPE Private Cloud AI directly addresses the top challenges enterprises face in adopting AI across their entire organization.
Unlocking the Power of Private Cloud With NVIDIA AI Computing by HPE A Smarter Approach
Nick Patience & Ron Westfall

Unlocking the Power of Private Cloud With NVIDIA AI Computing by HPE: A Smarter Approach

In our latest brief, Unlocking the Power of Private Cloud With NVIDIA AI Computing by HPE: A Smarter Approach, completed in partnership with HPE and NVIDIA, delves into HPE’s Private Cloud AI, which offers enterprises a turnkey solution that eliminates the complexities of a DIY approach while accelerating AI adoption.
DeepSeek Disrupts AI Market with Low-Cost Training and Open Source, Yet Many Questions Loom
Mitch Ashley
Olivier Blanchard
Krista Case
Fernando Montenegro
Daniel Newman, Mitch Ashley, Olivier Blanchard, Krista Case, Keith Kirkpatrick, Fernando Montenegro, Nick Patience & Ron Westfall

DeepSeek Disrupts AI Market with Low-Cost Training and Open Source, Yet Many Questions Loom

AI Investors, Tech Leaders, and Customers Sort Through Short-Term Fallout and Longer-Term Claims By China’s DeepSeek
The Futurum Group analysts share their insights on DeepSeek R1 claims of model training and cost efficiency, questions about the potential use of competitors' models, and security and privacy concerns. Analysts discuss the near and long-term implications of faster and lower-cost LLM development.
Microsoft Q2 FY 2025: Cloud and AI Strength Offset Margin Pressures from Rising Capex
Keith Kirkpatrick & Nick Patience

Microsoft Q2 FY 2025: Cloud and AI Strength Offset Margin Pressures from Rising Capex

Cloud and AI Services Saw Strong Adoption, While Heightened Capex for AI Infrastructure Affected Margin Performance
The Futurum Group’s Keith Kirkpatrick and Nick Patience analyze Microsoft’s Q2 FY 2025 results, highlighting strong cloud and AI-driven growth, a surge in commercial bookings, and record-high AI infrastructure investments.
AI Software Market Shows Strong Growth as Organizations Accelerate AI Adoption
Nick Patience

AI Software Market Shows Strong Growth as Organizations Accelerate AI Adoption

Nick Patience, VP & AI Practice Lead at The Futurum Group reveals key findings from comprehensive AI market research showing surge to $127B in 2024 and rapid enterprise adoption, with 56% of organizations expecting major transformation from AI by 2027-2029.
US Govt Unveils $500B Stargate Alliance to Lead US AI Infrastructure Push
Nick Patience

US Government Unveils $500B Stargate Alliance to Lead US AI Infrastructure Push

OpenAI, Oracle, and SoftBank Join Forces to Build Massive Data Center Network as a Key Issue for US National Security
Nick Patience, AI Practice Lead at The Futurum Group examines President Trump's ambitious $500B Stargate initiative that aims to revolutionize US AI infrastructure while countering China's rapid advances in AI development.
CoreWeave Stakes Claim in UK AI Market with Advanced GPU Infrastructure Build-Out
Nick Patience

CoreWeave Stakes Claim in UK AI Market with Advanced GPU Infrastructure Build-Out

CoreWeave’s Newly Opened Crawley and London Docklands Facilities, Featuring NVIDIA H200 GPUs, Bolster Its AI Hyperscaling Efforts in Alignment With the UK’s AI Opportunities Action Plan
Nick Patience, VP and AI Practice Lead at The Futurum Group, explores CoreWeave's launch of UK-based data centers featuring NVIDIA H200 GPUs, driving AI innovation and supporting the UK’s AI Opportunities Action Plan.
2025 AI Predictions - Executive Summary
Nick Patience

2025 AI Predictions – Executive Summary

Nick Patience, VP and Practice Lead for AI at The Futurum Group, provides key predictions for 2025, highlighting the dominance of agentic AI, major industry shake-ups including IPOs and acquisitions, and the shift toward multi-modal AI applications.
Will Google’s AI Enhancements Help Drive Greater User Adoption?
Nick Patience & Keith Kirkpatrick

Will Google’s AI Enhancements Help Drive Greater User Adoption?

Google Upgrades Its AI With New TPUs, Enhanced Gemini Model & Agentic AI
Nick Patience and Keith Kirkpatrick at The Futurum Group share their insights into Google’s late-2024 AI announcements, and discuss what the company needs to do to drive and retain customer interest in its AI offerings.
Salesforce Pitches New Agentforce 2.0 as a Digital Labor Platform
Tiffani Bova
Nick Patience & Tiffani Bova

Salesforce Pitches New Agentforce 2.0 as a Digital Labor Platform

With Businesses Stretched and Customer Expectations as High as They’ve Ever Been, Agentforce Aims to Automate Repetitive Tasks
Nick Patience, AI Practice Lead and Tiffani Bova, Chief Strategy and Research Officer at The Futurum Group share their insights on Salesforce new Agentforce 2.0 digital labour platform and how it might create an unlimited pool of digital labor for companies.
Amazon unveils models, chips, and tools at re:Invent, boosting its AI credentials
Nick Patience

Amazon Unveils Models, Chips, and Tools at re:Invent, Boosting its AI Credentials

Nick Patience, Vice President & AI Practice Lead at The Futurum Group, analyzes AWS's major AI announcements at re:Invent 2024, including new Nova foundation models, Trainium2 chip availability, and significant enhancements to SageMaker and Bedrock services.
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