Category: Data Intelligence, Analytics, & Infrastructure

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...
Is the Cloud Too Expensive for Agentic AI? Dell Bets on Localized Tokens
May 20, 2026

Is the Cloud Too Expensive for Agentic AI? Dell Bets on Localized Tokens

Brad Shimmin and Nick Patience share their insights on Dell's expansion of the Dell AI Factory with NVIDIA, exploring how localized agentic infrastructure and data partnerships provide a secure alternative...
Unified Private Cloud
May 19, 2026

Can HPE’s Unified Private Cloud and Data Platforms Really Deliver AI Simplicity?

Alastair Cooke, Research Director, Hybrid Cloud & Infrastructure at Futurum, Examines whether HPE's Unified Private Cloud and GreenLake innovations truly simplify enterprise AI data readiness or merely reduce operational friction....
Healthcare Data
May 18, 2026

Is Qualtrics’ $6.75B Press Ganey Forsta Bet the Healthcare Data Platform Play Others Can’t Match?

Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, Qualtrics' $6.75B acquisition of Press Ganey consolidates major healthcare datasets, positioning it to lead AI-driven experience management...
Databricks Expands Unity Catalog Interoperability, Is True Open Lakehouse Finally Here?
May 16, 2026

Databricks Expands Unity Catalog Interoperability, Is True Open Lakehouse Finally Here?

Databricks expands Unity Catalog to enable external engines like Apache Spark and DuckDB to access managed Delta tables, eliminating enterprise data silos and reducing operational friction through open lakehouse architecture....

Welcome

The vision behind everything in Futurum’s Custom Research practice is this: research should show you what is happening, what comes next, and what to do about it. It should be personal to each audience, easy for people to grasp, and structured so LLMs can reason over it accurately. And it should be fast and turnkey; you want answers now, not another project to carry for quarters.

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If any of this is useful, I would love to talk.

Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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