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Category: AI Platforms

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...
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...
Twilio Q4 FY 2025 Revenue Beat, Margin Expansion, AI Voice Momentum
February 16, 2026

Twilio Q4 FY 2025: Revenue Beat, Margin Expansion, AI Voice Momentum

Futurum Research analyzes Twilio’s Q4 FY 2025 results, highlighting voice AI momentum, solution-led selling, and disciplined margin management as Twilio positions its platform as an AI-era customer engagement infrastructure layer....
ServiceNow Buys Pyramid Does this Spell the End of the BI Dashboard
February 13, 2026

ServiceNow Buys Pyramid: Does this Spell the End of the BI Dashboard?

Brad Shimmin, VP and Practice Lead at Futurum, along with Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Digital Workflows, analyze ServiceNow’s acquisition of Pyramid Analytics. They explore...
Does Nebius’ Acquisition of Tavily Create the Leading Agentic Cloud
February 12, 2026

Does Nebius’ Acquisition of Tavily Create the Leading Agentic Cloud?

Brendan Burke, Research Director at Futurum, explores Nebius’ acquisition of Tavily to create a unified "Agentic Cloud." By integrating real-time search, Nebius is addressing hallucinations and context gaps for autonomous...
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...
Arm at the Center of the AI & Data Center Revolution
February 10, 2026

Arm at the Center of the AI & Data Center Revolution

In Arm at the Center of the AI & Data Center Revolution, Futurum Research examines how Arm’s scalable IP, partner ecosystem, and software enablement are positioning it as a unifying...

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