Category: Data Intelligence, Analytics, & Infrastructure

Oracle Positions AI Database 26ai to Lead $1.2 Trillion Market by Bridging the Agentic Reasoning Gap
March 25, 2026

Oracle Positions AI Database 26ai to Lead $1.2 Trillion Market by Bridging the Agentic Reasoning Gap

Brad Shimmin and Keith Kirkpatrick of Futurum explore Oracle's pivot to agentic plumbing. Oracle is embedding autonomous reasoning directly into Oracle AI Database 26ai to solve the enterprise data latency...
Grounding the Agentic Mandate As the Semantic Layer Market Eyes 19% Growth, Microsoft Fabric IQ Targets Leaders Prioritizing AI Investment
March 20, 2026

Grounding the Agentic Mandate: As the Semantic Layer Market Eyes 19% Growth, Microsoft Fabric IQ Targets Leaders Prioritizing AI Investment

Brad Shimmin, VP and Practice Lead at Futurum, shares insights from FabCon and SQLCon 2026 on how Microsoft is leveraging the new Database Hub and Fabric IQ to unify transactional...
NVIDIA GTC 2026 Day 1 - Can NVIDIA’s Ecosystem Accelerate the Inference Inflection
March 18, 2026

NVIDIA GTC 2026 Day 1 – Can NVIDIA’s Ecosystem Accelerate the Inference Inflection?

Brendan Burke, Research Director at Futurum, breaks down NVIDIA GTC 2026 Day 1, highlighting the NVIDIA Vera Rubin platform, the $27B Nebius-Meta deal, and how partners like HPE and Micron...
NVIDIA Agent Toolkit
March 16, 2026

At GTC 2026, NVIDIA Stakes Its Claim on Autonomous Agent Infrastructure

Nick Patience and Mitch Ashley, analysts at Futurum, examine NVIDIA's Agent Toolkit announcements at GTC 2026, covering NemoClaw, AI-Q, the Nemotron Coalition, and what they mean for enterprise agentic AI...
Domo Q4 FY 2026 Earnings Show Record Billings And Profitability Gains
March 13, 2026

Domo Q4 FY 2026 Earnings Show Record Billings And Profitability Gains

Brad Shimmin, Vice President & Practice Lead Futurum, analyzes Domo’s Q4 FY 2026 results, focusing on record billings, improving retention, and AI-led workflow automation strategy as the company pushes consumption...
Dataiku Pivots to AI Success. Can One Control Plane Master a Multi-Cloud Agent Wilderness
March 12, 2026

Dataiku Pivots to AI Success. Can One Control Plane Master a Multi-Cloud Agent Wilderness?

Brad Shimmin, VP and Practice Lead at Futurum, explores Dataiku's pivot to "The Platform for AI Success." He analyzes how new tools for agent management and visual orchestration aim to...
CData Trades in Vibe-Coding for Industrial-Grade Enterprise AI Infrastructure
March 10, 2026

CData Trades in Vibe-Coding for Industrial-Grade Enterprise AI Infrastructure

Brad Shimmin, Vice President at Futurum, analyzes CData’s March 9th pivot toward enterprise AI infrastructure. CData is tackling the AI "accuracy gap" with a validated 98.5% query success rate and...
Teradata Trades Duct Tape for Unified Intelligence With Its Latest Release
March 10, 2026

Teradata Trades Duct Tape for Unified Intelligence With Its Latest Release

Brad Shimmin, VP and Practice Lead at Futurum, analyzes Teradata’s launch of the Agentic Enterprise Vector Store. This multi-modal pivot aims to challenge the standalone vector database by bringing AI...
Planisware FY 2025 Earnings Close With SaaS-Led Momentum
March 3, 2026

Planisware FY 2025 Earnings Close With SaaS-Led Momentum

Dion Hinchcliffe, Vice President & Practice Lead, CIO & Technology Buyers, analyzes Planisware’s FY 2025 earnings, focusing on SaaS-led momentum, AI platform differentiation, pipeline conversion, and implications for FY 2026...
Snowflake Q4 FY 2026 Results Highlight AI-Led Consumption and Platform Expansion
March 2, 2026

Snowflake Q4 FY 2026 Results Highlight AI-Led Consumption and Platform Expansion

Brad Shimmin, Vice President & Practice Lead at Futurum analyzes Snowflake’s Q4 FY 2026 earnings, highlighting AI-driven consumption growth, expanding platform scope, and guidance shaping expectations for FY 2027....
NetApp Q3 FY 2026 Results Highlight All-Flash Growth And Cloud Services
March 2, 2026

NetApp Q3 FY 2026 Results Highlight All-Flash Growth And Cloud Services

Futurum Research analyzes NetApp’s Q3 FY 2026 earnings, focusing on all-flash growth, hyperscaler-native storage services, and AI data readiness initiatives....
Can Salesforce’s Data 360 Pricing Overhaul Deliver Predictable ROI?
March 2, 2026

Can Salesforce’s Data 360 Pricing Overhaul Deliver Predictable ROI?

Keith Kirkpatrick and Brad Shimmin of Futurum cover Salesforce’s pricing and packaging changes for Data 360, and discuss the implications for the company and the overall data platform market....

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