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,...
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...
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...
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...
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...
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...
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,...
Brad Shimmin, Nick Patience, Brendan Burke, and Fernando Montenegro analyze the Google Cloud Agentic Strategy from Next 2026. They explore how Gemini Enterprise, the Virgo network, and the Wiz integration...
Nick Patience, VP & Practice Lead at Futurum, analyses the Cohere and Aleph Alpha deal, examining strategic synergies, sovereign AI positioning, and key integration risks for the combined transatlantic enterprise...
In our latest market report, Gemini Enterprise: Governing and Scaling the Agentic Enterprise, completed in partnership with Google Cloud, Futurum Research examines the operational, governance, and lifecycle requirements for scaling...
Anthropic's Google and Broadcom partnership signals a strategic pivot toward supply chain control, raising questions about whether vertical integration will strengthen or dilute its model-first identity....
Nick Patience, VP & Practice Lead at Futurum, examines Glean's platform evolution from enterprise search to agentic AI, as it doubles ARR to $200M and battles Microsoft 365 Copilot for...
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