Brendan Burke, Research Director at Futurum, examines Cerebras Systems' S-1 filing and $23B valuation, dissecting the $20B OpenAI deal, 86% UAE revenue concentration, and whether wafer-scale silicon can survive the...
Mirantis and NVIDIA's k0rdent AI and Run:ai integration solves GPU infrastructure deployment by delivering fully orchestrated, multi-tenant AI environments in minutes instead of weeks....
With 78% of organizations boosting AI budgets, Eridu emerges from stealth with $200M+ in funding, claiming to break the data center bottleneck—but whether new architectures solve the problem or just...
Brendan Burke, Research Director at Futurum, examines how the Meta Broadcom MTIA partnership expands custom AI silicon and tests whether multi-gigawatt infrastructure can scale efficiently....
Alastair Cooke, Research Director, Cloud and Data Center at Futurum, shares his insights on Hammerspace's announcement of an AI data platform based on NVIDIA’s reference architecture and Hammerspace’s universal namespace....
Brendan Burke, Research Director at Futurum, examines how CoreWeave's $21B Meta deal and Anthropic partnership validate the neocloud model for frontier AI infrastructure built on MLPerf-leading performance....
Anthropic's Google and Broadcom partnership signals a strategic pivot toward supply chain control, raising questions about whether vertical integration will strengthen or dilute its model-first identity....
Alastair Cooke, Research Director, Cloud and Data Center at Futurum, shares his insights on Nasuni’s announcement of the Resilio Active Everywhere V6 and AI Active products, which enable file data...
Brendan Burke, Research Director at Futurum, shares insights on how Starcloud's $170M Series A funding validates the shift toward orbital data centers. As terrestrial power grids strain, space-based AI inference...
Alex Smith and Brendan Burke share their insights on how Ecolab's $4.75 billion acquisition of CoolIT is a cross-industry move that reshapes the competitive landscape for data center liquid cooling....
Nick Patience, AI Platforms Practice Lead at Futurum, examines Mistral Forge, a custom enterprise AI model training platform, and argues that while its approach is sound, the addressable market may...
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