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Category: AI and Data Analytics

SAP Q1 FY 2025 Results Exceed Profit Forecasts as Cloud ERP Drives Growth
Keith Kirkpatrick & Daniel Newman

SAP Q1 FY 2025 Results Exceed Profit Forecasts as Cloud ERP Drives Growth

Sap Q1 FY 2025 Sees Continued Success in Cloud Transformation, With 27% Cloud Growth and Operating Margin up 810 BPS
Keith Kirkpatrick and Daniel Newman at The Futurum Group examine SAP’s Q1 FY 2025 earnings, highlighting strong cloud ERP growth, rising AI adoption, and resilience amid macro and tariff pressures.
Can NetApp Volumes Deliver on AI and EDA Storage Demands in the Cloud?
Camberley Bates
Krista Case
Camberley Bates & Krista Case

Can Google Cloud Deliver on AI and EDA Storage Demands with NetApp?

Expanded NetApp Volumes Capabilities Extend Enterprise-Grade AI and EDA Storage to Google Cloud with Enhanced Scalability, Cost Control, and Compliance Features
Camberley Bates and Krista Case of The Futurum Group share insights on how NetApp and Google Cloud’s storage updates enable scalable, AI-ready, and compliance-aware cloud infrastructure.
Altimeter and ARK Lead $100M Round in Hammerspace to Strengthen AI Infrastructure Performance
Brad Shimmin
Brad Shimmin

Altimeter and ARK Lead $100M Round in Hammerspace to Strengthen AI Infrastructure Performance

Brad Shimmin, VP and Practice Lead at The Futurum Group, examines why investors behind NVIDIA and Meta are backing Hammerspace to remove AI data bottlenecks and improve performance at scale.
Oracle Database Analyst Summit 2025 Oracle Raises its Database Game
Brad Shimmin
Brad Shimmin & Ron Westfall

Oracle Database Analyst Summit 2025: Oracle Raises its Database Game

Oracle, at Its Annual Oracle Database Analyst Summit, Showed Why It Is the Powerhouse for Optimizing Data Workloads in the AI Era
Futurum’s Brad Shimmin and Ron Westfall examine why Oracle is well-positioned to leverage its unique architectural approach to data management and cloud services to tackle evolving enterprise demand for more efficient data use and new ways of building enterprise software.
Is Oracle’s AI Agent Studio the Missing Layer for Enterprise-Wide Automation?
Keith Kirkpatrick

Is Oracle’s AI Agent Studio the Missing Layer for Enterprise-Wide Automation?

Oracle Introduces a Platform to Design, Deploy, and Manage AI Agents Across Fusion Cloud at No Additional Cost to Users
Keith Kirkpatrick, Research Director at The Futurum Group, analyzes Oracle’s AI Agent Studio, a platform enabling enterprise users to create, manage, and extend AI agents across Fusion Cloud Applications without added cost or complexity.
NBL100: Nokia Celebrates Bell Labs Innovation Powerhouse
Ron Westfall

NBL100: Nokia Celebrates Bell Labs Innovation Powerhouse

Nokia Bell Labs’ 100th Anniversary Created the Opportunity for Nokia CNS to Showcase How Collaboration with Bell Labs is Productizing Portfolio Innovation
Ron Westfall, Research Director at The Futurum Group, shares insights on why Nokia CNS and Bell Labs are driving the portfolio innovation key to enable CSP and enterprise transformation of cloud, AI and automation, and monetization capabilities.
Can Synopsys and NVIDIA Redefine Chip Design Timelines with 30x Speed Gains?
Richard Gordon
Richard Gordon

Can Synopsys and NVIDIA Redefine Chip Design Timelines with 30x Speed Gains?

Synopsys Deepens NVIDIA Collaboration to Accelerate EDA Workloads on Grace Blackwell Platform
Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, examines how Synopsys and NVIDIA aim to accelerate chip design with Grace Blackwell, targeting 30x EDA speedups and enhanced AI productivity.
Google Axion Challenges x86 in Cloud Workloads with Arm-Based Advantage
Richard Gordon
Richard Gordon

Google Axion Challenges x86 in Cloud Workloads with Arm-Based Advantage

Custom Arm Neoverse V2 Chip Posts Gains in AI, HPC, and General Compute Across C4A VMs
Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, unpacks Google Axion’s strong benchmarks across AI, HPC, and cloud workloads, showing how Google’s custom Arm CPU could reshape enterprise infrastructure.
Intel Vision 2025 Why Physical AI Beckons for Intel
Ron Westfall

Intel Vision 2025: Why Physical AI Beckons for Intel

Intel’s New CEO Lip-Bu Tan Spotlighted Physical AI and Its Importance at Intel Vision in Providing First Glimpses of His Unfolding Strategy
Ron Westfall, Research Director at The Futurum Group, shares insights on why Intel possesses the key portfolio building blocks, such as AI accelerators, edge computing expertise, and a legacy of powering complex systems, to become an integral player in the nascent Physical AI market.
OpenText Expands Enterprise Automation with Titanium X and CE 25.2
Keith Kirkpatrick

OpenText Expands Enterprise Automation with Titanium X and CE 25.2

OpenText Releases Titanium X to Integrate AI Agents Across Business Clouds and Operational Functions
Keith Kirkpatrick, Research Director at The Futurum Group, examines OpenText’s Titanium X rollout, which introduces AI agents across enterprise functions to support automation, security, and cloud-native.
How Intel’s 13-TOPS NPU Might Find Purpose in a World of Copilot+ PCs
Olivier Blanchard
Olivier Blanchard

How Intel’s 13-TOPS NPU Might Find Purpose in a World of Copilot+ PCs

Intel’s AI Gaming Push Shows Gains but Lacks the Firepower of Rival NPUs
Olivier Blanchard, Research Director at The Futurum Group, shares his insights on Intel’s AI-driven gaming features in the Core Ultra 200HX processors, spotlighting real-world performance gains and the limitations of its 13 TOPS NPU.
At Google Cloud Next, Google Brings its Databases to Bear on Agentic AI Opportunity
Brad Shimmin
Brad Shimmin

At Google Cloud Next, Google Brings Its Databases to Bear on Agentic AI Opportunity

New User Agents and Deeper GenAI Tool Integration With AlloyDB, BigQuery, et al. Promise To Streamline Data-Driven Agentic Workflows
Brad Shimmin, Principal Analyst at The Futurum Group, shares insights on how Google Cloud integrates databases like AlloyDB & BigQuery with GenAI tools to empower data-driven agentic AI workflows unveiled at Google Cloud Next.
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