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Category: AI Platforms

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...
Amazon Q4 FY 2025 Revenue Beat, AWS +24% Amid $200B Capex Plan
February 9, 2026

Amazon Q4 FY 2025: Revenue Beat, AWS +24% Amid $200B Capex Plan

Futurum Research reviews Amazon’s Q4 FY 2025 results, highlighting AWS acceleration from AI workloads, expanding custom silicon use, and an AI-led FY 2026 capex plan shaped by satellite and international...
Arm Q3 FY 2026 Earnings Highlight AI-Driven Royalty Momentum
February 6, 2026

Arm Q3 FY 2026 Earnings Highlight AI-Driven Royalty Momentum

Futurum Research analyzes Arm’s Q3 FY 2026 results, highlighting CPU-led AI inference momentum, CSS-driven royalty leverage, and diversification across data center, edge, and automotive, with guidance pointing to continued growth....
Qualcomm Q1 FY 2026 Earnings Record Revenue, Memory Headwinds
February 6, 2026

Qualcomm Q1 FY 2026 Earnings: Record Revenue, Memory Headwinds

Futurum Research analyzes Qualcomm’s Q1 FY 2026 earnings, highlighting AI-native device momentum, Snapdragon X PCs, and automotive SDV traction amid near-term handset build constraints from industry-wide memory tightness....
Alphabet Q4 FY 2025 Highlights Cloud Acceleration and Enterprise AI Momentum
February 6, 2026

Alphabet Q4 FY 2025 Highlights Cloud Acceleration and Enterprise AI Momentum

Nick Patience, VP and AI Practice Lead at Futurum analyzes Alphabet’s Q4 FY 2025 results, highlighting AI-driven momentum across Cloud and Search, Gemini scale, and 2026 capex priorities to expand...
Amazon CES 2026 Do Ring, Fire TV, and Alexa+ Add Up to One Strategy
February 5, 2026

Amazon CES 2026: Do Ring, Fire TV, and Alexa+ Add Up to One Strategy?

Olivier Blanchard, Research Director at The Futurum Group, examines Amazon’s CES 2026 announcements across Ring, Fire TV, and Alexa+, focusing on AI-powered security, faster interfaces, and expanded assistant access across...
Is 2026 the Turning Point for Industrial-Scale Agentic AI?
February 5, 2026

Is 2026 the Turning Point for Industrial-Scale Agentic AI?

VP and Practice Lead Fernando Montenegro shares insights from the Cisco AI Summit 2026, where leaders from the major AI ecosystem providers gathered to discuss bridging the AI ROI gap...
AMD Q4 FY 2025: Record Data Center And Client Momentum
February 5, 2026

AMD Q4 FY 2025: Record Data Center And Client Momentum

Futurum Research analyzes AMD’s Q4 FY 2025 results, highlighting data center CPU/GPU momentum, AI software progress, and a potential H2 FY 2026 rack-scale inflection, amid mixed client, gaming, and embedded...
Accenture Bets on Palantir Momentum
February 4, 2026

Accenture Bets on Palantir Momentum

Alex Smith, GM Futurum Research, shares his insights on how Accenture is strategically betting on Palantir's exceptional Q4 2025 results to become the key services partner for enterprise AI and...
Running Virtualization, Kubernetes, and AI at Scale
February 3, 2026

Running Virtualization, Kubernetes, and AI at Scale

In this Market Report, Running Virtualization, Kubernetes, and AI at Scale, completed in partnership with Dell Technologies, Intel, and Red Hat, Futurum Research examines how enterprises can operate diverse platforms...
SpaceX Acquires xAI: Rockets, Starlink, and AI Under One Roof
February 3, 2026

SpaceX Acquires xAI: Rockets, Starlink, and AI Under One Roof

Nick Patience, VP and Practice Lead for AI Platforms at Futurum, analyzes SpaceX's acquisition of xAI, examining the financial rationale, valuation metrics, and competitive implications for AI and satellite infrastructure...

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