Brendan Burke, Research Director at Futurum, reviews the NVIDIA-Marvell NVLink Fusion partnership, showing how heterogeneous AI infrastructure, custom silicon, and optical networking reshape ecosystem control and enterprise deployment flexibility....
Keith Kirkpatrick, VP & Research Director at Futurum, covers Zoho’s latest enhancements to content management within WorkDrive 6.0, and discusses what the company needs to do to ensure it is...
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...
Nick Patience, VP and AI Practice Lead at Futurum, examines IBM ElevenLabs voice AI integration and how it enables multilingual, secure, voice-first AI agents within watsonx Orchestrate for enterprise workflows....
SpaceX's anticipated 2026 IPO could value the company above $350 billion, testing whether public markets can price a vertically integrated space-and-connectivity giant amid regulatory and geopolitical challenges....
Brendan Burke, Research Director at Futurum, shares insights on how Supermicro's export crisis creates a GPU allocation opening for Dell and HPE, reshaping the AI server competitive landscape post-NVIDIA GTC...
Brendan Burke, Research Director at Futurum Research, analyzes Arm's AGI CPU launch, the company's first production silicon in 35 years, and what the dual revenue model means for the data...
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...
Brendan Burke, Research Director at Futurum, analyzes Marvell's dual PCIe 6.0 and CXL 3.0 switch launches from its XConn acquisition and what they mean for the open fabric challenge to...
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