Author: Nick Patience

January 30, 2025

Keith Kirkpatrick & Nick Patience

Research Note

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.

Artificial Intelligence Software and Tools, CIO Insights, Data Center, Enterprise Applications

January 23, 2025

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.

January 22, 2025

Nick Patience

Research Note

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.

Artificial Intelligence Software and Tools, Semiconductors

January 22, 2025

Nick Patience

Research Note

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.

Artificial Intelligence Software and Tools, CIO Insights, Data Center

January 22, 2025

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.

December 18, 2024

Nick Patience & Keith Kirkpatrick

Research Note

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.

Artificial Intelligence Software and Tools, CIO Insights, Enterprise Applications

December 18, 2024

Nick Patience & Tiffani Bova

Research Note

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.

Artificial Intelligence Devices, Artificial Intelligence Software and Tools, Enterprise Applications

December 12, 2024

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.

December 3, 2024

Nick Patience

Research Report

AI and Data Infrastructure: A Modern Approach

In this research brief, AI and Data Infrastructure: A Modern Approach, completed in partnership with Qlik, Futurum explores the critical importance of data quality and the transformative benefits of open architectures in AI development, while also examining Qlik's solutions for modern AI infrastructure.

Artificial Intelligence Devices, Artificial Intelligence Software and Tools, CIO Insights, Data Management & Analytics

November 19, 2024

Nick Patience

Do AI Foundation Model Specialists Have a Long-Term Future?

Nick Patience, VP & AI Practice Lead at The Futurum Group shares his insights on Generative AI and foundation model companies in particular. AI foundation models have evolved rapidly, with OpenAI leading at a $157bn valuation. While new players attract major funding, some firms pivot to applications. Success increasingly requires both strong models and practical use cases.

October 24, 2024

Nick Patience

Beyond DevOps and MLOps: What Companies Need to Know About GenAIOps

Nick Patience, AI Practice Lead at The Futurum Group shares his insights on GenAIOps, what it is and why it matters. Whether this is a standalone market, or inevitably part of something bigger isn’t clear yet as the market is still in its early evolution stages. But regardless of the structure of the market, the problem GenAIOps addresses is a very real and complex one for organizations as we move toward a multi-model and multi-modal Gen AI world.