Category: Data Intelligence, Analytics, & Infrastructure

NetApp Q4 FY 2026: AI Deployments Accelerate High-Performance Storage Demand
June 1, 2026

NetApp Q4 FY 2026: AI Deployments Accelerate High-Performance Storage Demand

Futurum Research analyzes NetApp’s Q4 FY 2026 earnings, focusing on AI-driven infrastructure demand, hybrid cloud execution, public cloud mix, and what FY 2027 guidance implies for growth durability....
Databricks Lakebase Database Branching Promises to End Developer Bottlenecks
May 31, 2026

Databricks Lakebase Database Branching Promises to End Developer Bottlenecks

Databricks launches copy-on-write database branching in Lakehouse, enabling developers to instantly create production-scale branches at negligible cost, eliminating long-standing productivity bottlenecks....
Databricks' Model Units Redefine LLM Inference Economics, But Can Reliability Scale?
May 29, 2026

Databricks’ Model Units Redefine LLM Inference Economics, But Can Reliability Scale?

Databricks introduces 'model units' to revolutionize LLM inference, delivering 80% GPU cost reductions while maintaining reliability for agentic AI workloads. Futurum Group analyzes implications for hyperscalers and enterprise buyers....
Databricks and Health Samurai Aim to End Healthcare’s Data Fragmentation Problem
May 28, 2026

Databricks and Health Samurai Aim to End Healthcare’s Data Fragmentation Problem

Databricks and Health Samurai launched a FHIR-native platform standardizing clinical data from multiple formats, eliminating ETL processes while enabling real-time analytics and compliance....
Alteryx ONE Forges a Deterministic Path Through the Enterprise AI Wilderness
May 26, 2026

Alteryx ONE Forges a Deterministic Path Through the Enterprise AI Wilderness

Brad Shimmin at Futurum shares his insights on Alteryx's latest platform updates, exploring how injecting deterministic business logic into Alteryx ONE may solve the enterprise AI governance crisis and empower...
Nebius Q1 FY 2026 Earnings Show AI Cloud Capacity Scaling
May 26, 2026

Nebius Q1 FY 2026 Earnings Show AI Cloud Capacity Scaling

Dion Hinchcliffe, Vice President & Practice Lead, CIO & Technology Buyers at Futurum reviews Nebius Q1 FY 2026 earnings, focusing on AI cloud capacity scaling, and Token Factory inference momentum....
Ground Intelligence
May 22, 2026

Can Samsara’s AI Solutions Redefine Public Sector Infrastructure Management?

Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, Samsara's Ground Intelligence solution helps U.S. public agencies shift from reactive road repairs to proactive, data-driven infrastructure...
Breaking Data Gravity: Google’s Play for a Composable Agentic Ecosystem
May 22, 2026

Breaking Data Gravity: Google’s Play for a Composable Agentic Ecosystem

Brad Shimmin at Futurum unpacks the data announcements from Google I/O 2026, exploring how the Antigravity platform and open protocols drive an evolution away from monolithic data architectures and toward...
Informatica Unbundles the Monolith: Headless Data Management Meets the Agentic Enterprise
May 22, 2026

Informatica Unbundles the Monolith: Headless Data Management Meets the Agentic Enterprise

Brad Shimmin, Senior Analyst at Futurum, shares his insights on Informatica's architectural evolution into a headless data management platform, highlighting how new MCP integrations and the Agent Fabric Context Catalog...
NVIDIA Q1 FY2027: Data Center Diversification, Blackwell Scale, CPU Upside
May 22, 2026

NVIDIA Q1 FY2027: Data Center Diversification, Blackwell Scale, CPU Upside

Nick Patience, VP and Practice Lead for AI Platforms at The Futurum Group, examines NVIDIA’s Q1 FY2027 results: record Blackwell-driven data center revenue, the Vera CPU opportunity for agentic AI,...
Taming the Agentic Data Center Inside Dell's High-Density AI Platform and Exascale Expansion
May 21, 2026

Taming the Agentic Data Center: Inside Dell’s High-Density AI Platform and Exascale Expansion

Brad Shimmin shares his insights on day two of Dell Technologies World 2026, exploring how the new Dell AI Data Platform, Lightning parallel file system, and PowerStore Elite provide the...
The No-Compromise AI Foundation: Oracle Reimagines the Database for the Agentic Era
May 21, 2026

The No-Compromise AI Foundation: Oracle Reimagines the Database for the Agentic Era

In this report, completed in partnership with Oracle, Futurum Research examines why production-scale agentic AI requires a secure, converged, data-resident foundation built for real-time context, persistent memory, and open data...

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