Category: AI Platforms

Tenstorrent Galaxy Blackhole
May 4, 2026

Tenstorrent’s Galaxy Blackhole: Can RISC-V Processors Expand Fast Inference Globally?

Brendan Burke, Research Director at Futurum, reviews Tenstorrent's Galaxy Blackhole launch event featuring record inference performance through open standards and integrated RISC-V processing, accelerating Sovereign AI....
The New Rules of Digital Sovereignty: Architecture, Control, and Competitive Advantage
May 4, 2026

The New Rules of Digital Sovereignty: Architecture, Control, and Competitive Advantage

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...
Five Layers of the AI Cake
May 4, 2026

Five Layers of the AI Cake

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,...
Twilio Q1 FY 2026 Earnings Show Accelerating Voice and Messaging Demand
May 4, 2026

Twilio Q1 FY 2026 Earnings Show Accelerating Voice and Messaging Demand

Futurum Research reviews Twilio’s Q1 FY 2026 earnings, focusing on accelerating voice and messaging demand, growing multi-product adoption, and how AI-driven use cases are shaping Twilio’s platform direction....
Amazon Q1 FY 2026: AWS Momentum Builds as AI Infrastructure Spend Surges
May 4, 2026

Amazon Q1 FY 2026: AWS Momentum Builds as AI Infrastructure Spend Surges

Futurum Research analyzes Amazon’s Q1 FY 2026 earnings, focusing on AWS re-acceleration, custom silicon expansion, and agentic AI product moves shaping near-term spending and longer-term positioning....
Microsoft Q3 FY 2026 Earnings Show Cloud Growth, With Capacity Still Tight
May 4, 2026

Microsoft Q3 FY 2026 Earnings Show Cloud Growth, With Capacity Still Tight

Brad Shimmin and Futurum Research analyze Microsoft Q3 FY 2026 earnings, focusing on cloud demand, Azure capacity constraints, Copilot usage intensity, and the shift toward user plus usage commercial models....
Agentic ERP Model
May 1, 2026

Can NetSuite’s Agentic ERP Model Survive the SaaS ‘Apocalypse’ and Win the Next AI Platform War?

Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Digital Workflows at Futurum, examines how NetSuite's agentic ERP model aims to deliver real AI ROI and counter the fragmenting...
Fusion Applications
May 1, 2026

Oracle Bets on Outcome-Driven AI Agents, But Will Enterprises Buy the Vision?

Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, examines Oracle's pivot toward AI agents embedded in Fusion Applications, analyzing enterprise demand for measurable business value,...
Marketplace Integration
May 1, 2026

Assessing Ingram Micro’s Q1 2026: Cyclical Growth or Structural Channel Shift?

Ingram Micro's Q1 2026 results show distributors must shift from logistics to marketplace orchestrators or risk disintermediation as CIOs consolidate platforms and adopt AI....
Microsoft Dynamics 365
May 1, 2026

Is Microsoft Dynamics 365 Contact Center the Catalyst for Agentic CX at Scale?

Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, Microsoft Dynamics 365 Contact Center's coordinated AI agents transform customer experience orchestration, challenging fragmented legacy solutions....
Alphabet Q1 FY 2026 AI Demand Surges as Cloud Capacity Caps Growth
May 1, 2026

Alphabet Q1 FY 2026: AI Demand Surges as Cloud Capacity Caps Growth

Futurum Research analyzes Alphabet’s Q1 FY 2026 earnings, focusing on Cloud AI demand, Search monetization changes, and rising capacity investment tied to TPUs and infrastructure....
Will ElevenMusic’s AI Platform Disrupt How Music Is Created and Monetized?
May 1, 2026

Will ElevenMusic’s AI Platform Disrupt How Music Is Created and Monetized?

ElevenLabs launches ElevenMusic, an AI platform letting creators discover, remix, and earn from fully licensed music while addressing copyright concerns that plagued earlier AI generators....

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