Author: Nick Patience

NVIDIA Agent Toolkit
March 16, 2026

At GTC 2026, NVIDIA Stakes Its Claim on Autonomous Agent Infrastructure

Nick Patience and Mitch Ashley, analysts at Futurum, examine NVIDIA's Agent Toolkit announcements at GTC 2026, covering NemoClaw, AI-Q, the Nemotron Coalition, and what they mean for enterprise agentic AI...
Yann LeCun’s AMI Raises $1BN Seed Round - Is the World Model Era Finally Here
March 13, 2026

Yann LeCun’s AMI Raises $1BN Seed Round – Is the World Model Era Finally Here?

Nick Patience, VP & AI Platforms Practice Lead at Futurum, examines AMI Labs' $1.03B seed round - Europe's largest - and what it means for the world model era, sovereign...
AI Grid Constraints Will Push Over 33% of Data Centers Off-Grid by 2030
March 12, 2026

AI Grid Constraints Will Push Over 33% of Data Centers Off-Grid by 2030

Brendan Burke, Nick Patience, and Olivier Blanchard, Analysts at Futurum, share their insights on how the power generation gap for AI data centers is forcing a permanent shift to off-grid...
S3NS & Sovereignty Can Thales-Google Venture Make AI Sovereignty Work at Scale
March 5, 2026

S3NS & Sovereignty: Can Thales-Google Venture Make AI Sovereignty Work at Scale?

Nick Patience, VP & Practice Lead for AI Platforms at Futurum Research, assesses S3NS’s progress following its SecNumCloud qualification, evaluates the sovereign AI roadmap, and examines what the Thales-Google Cloud...
Elastic Q3 FY 2026 Strong Quarter, but Reacceleration Thesis Unproven
March 3, 2026

Elastic Q3 FY 2026: Strong Quarter, but Reacceleration Thesis Unproven

Nick Patience, VP and Practice Lead for AI Platforms at Futurum reviews Elastic Q3 FY 2026 earnings, highlighting sales-led subscription momentum, AI context engineering adoption, and agentic workflow expansion across...
NVIDIA Q4 FY 2026 Earnings Highlight Durable AI Infrastructure Demand
February 27, 2026

NVIDIA Q4 FY 2026 Earnings Highlight Durable AI Infrastructure Demand

Futurum’s Nick Patience analyzes NVIDIA’s Q4 FY 2026 earnings, highlighting data center scale, networking expansion, and agentic AI adoption shaping AI infrastructure demand....
Cohere’s Multilingual & Sovereign AI Moat Ahead of a 2026 IPO
February 20, 2026

Cohere’s Multilingual & Sovereign AI Moat Ahead of a 2026 IPO

Nick Patience, AI Platforms Practice Lead at Futurum, breaks down the impact of Cohere's Tiny Aya and Rerank 4 launches. Explore how these efficient models and the new Model Vault...
Cisco Live EMEA 2026 Can a Networking Giant Become an AI Platform Company
February 16, 2026

Cisco Live EMEA 2026: Can a Networking Giant Become an AI Platform Company?

Nick Patience, AI Platforms Practice Lead at Futurum, shares insights direct from Cisco Live EMEA 2026 on Cisco’s ambitious pivot from networking vendor to full-stack AI platform company, and where...
AI Capex 2026 The $690B Infrastructure Sprint
February 12, 2026

AI Capex 2026: The $690B Infrastructure Sprint

Nick Patience, AI Platforms Practice Lead at Futurum, shares his insights on the massive AI capex plans of US hyperscalers, specifically whether the projected $700 billion infrastructure build-out can be...
OpenAI Frontier Close the Enterprise AI Opportunity Gap—or Widen It
February 9, 2026

OpenAI Frontier: Close the Enterprise AI Opportunity Gap—or Widen It?

Futurum Research Analysts Mitch Ashley, Keith Kirkpatrick, Fernando Montenegro, Nick Patience, and Brad Shimmin examine OpenAI Frontier and whether enterprise AI agents can finally move from pilots to production. The...
Accelerating Enterprise AI: From Complexity to Competitive Advantage
February 9, 2026

Accelerating Enterprise AI: From Complexity to Competitive Advantage

In Accelerating Enterprise AI: From Complexity to Competitive Advantage (January 2026), Futurum Research—completed in partnership with Dell Technologies—explores how enterprises can reduce AI complexity by pairing a programmatic AI lifecycle...
Code Generation and Process Automation Set to Lead AI Use Case Revenue
February 9, 2026

Code Generation and Process Automation Set to Lead AI Use Case Revenue

Nick Patience, VP & AI Platforms Practice Lead at Futurum, analyzes the shift in AI use case revenue as code generation and process automation move from experiments to dominant drivers,...

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