Category: AI Platforms

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....
Salesforce Q4 FY 2026 Earnings Show Agentic AI Scaling, Guidance Steadies
February 27, 2026

Salesforce Q4 FY 2026 Earnings Show Agentic AI Scaling, Guidance Steadies

Keith Kirkpatrick, VP and Research Director at Futurum, analyzes Salesforce’s Q4 FY 2026 earnings, focusing on Agentforce scaling, enterprise AI execution metrics, and what FY 2027 guidance signals for growth...
The Open Lakehouse Imperative: Delivering AI Value Without Compromise
February 27, 2026

The Open Lakehouse Imperative: Delivering AI Value Without Compromise

In The Open Lakehouse Imperative: Delivering AI Value Without Compromise, a report commissioned by Oracle, Futurum Research explains why many lakehouse stacks still force tradeoffs—and what a truly open, multi-cloud,...
The Storage Era is Dead; Long Live Everpure!
February 25, 2026

Storage Evolved: Everpure Takes on Data Challenges for an AI World

Brad Shimmin, VP and Practice Lead at Futurum, shares his insights on Pure Storage’s rebrand to Everpure as well as its supportive acquisition of 1touch.io, exploring why dropping "Storage" is...
Five9 Q4 FY 2025 Earnings Revenue Beat, AI Momentum, Cash Flow High
February 25, 2026

Five9 Q4 FY 2025 Earnings: Revenue Beat, AI Momentum, Cash Flow High

Keith Kirkpatrick, VP & Research Director, Enterprise Software & Digital Workflows at Futurum, notes Five9’s Q4 FY 2025 AI momentum and record bookings signal strong H2 FY 2026 growth....
Amazon Ads MCP Server Debuts, Streamlining AI-Managed Campaign Execution
February 24, 2026

Amazon Ads MCP Server Debuts, Streamlining AI-Managed Campaign Execution

Futurum Research examines the Amazon Ads MCP Server and how AI-managed workflows streamline ad execution while redefining the role of human oversight in Amazon advertising....
The Agentic Frontier: Why Converged Data Engines are the Optimal Foundation for Autonomous Enterprise AI
February 20, 2026

The Agentic Frontier: Why Converged Data Engines are the Optimal Foundation for Autonomous Enterprise AI

In our latest report, The Agentic Frontier: Why Converged Data Engines are the Optimal Foundation for Autonomous Enterprise AI, commissioned by Oracle, Futurum Research examines why agentic AI is exposing...
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...
Will NVIDIA’s Meta Deal Ignite a CPU Supercycle
February 20, 2026

Will NVIDIA’s Meta Deal Ignite a CPU Supercycle?

Brendan Burke, Research Director at Futurum, analyzes NVIDIA and Meta's expanded partnership, deploying standalone Grace and Vera CPUs at hyperscale, signaling that agentic AI workloads are creating a new discrete...
February 17, 2026

A Shift from Technology to Intelligence: The Rise of the Frontier Partner

Discover the Orchestration Era of enterprise AI. Frontier Partners: AI-first firms building original, agent-based solutions for business transformation....
CoreWeave ARENA is AI Production Readiness Redefined
February 17, 2026

CoreWeave ARENA is AI Production Readiness Redefined

Alastair Cooke, Research Director, Cloud and Data Center at Futurum, shares his insights on the announcement of CoreWeave ARENA, a tool for customers to identify costs and operational processes for...
Arista Networks Q4 FY 2025 Revenue Beat on AI Ethernet Momentum
February 16, 2026

Arista Networks Q4 FY 2025: Revenue Beat on AI Ethernet Momentum

Futurum Research analyzes Arista’s Q4 FY 2025 results, highlighting AI Ethernet adoption across model builders and cloud titans, growing DCI/7800 spine roles, AMD-driven open networking wins, and a Q1 guide...

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