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Category: Hybrid Cloud & Infrastructure

Can AI Save the Mainframe BMC Bets on Governance and Agentic AI
April 10, 2026

Can AI Save the Mainframe? BMC Bets on Governance and Agentic AI

Brad Shimmin and Mitch Ashley, Analysts at Futurum, examine BMC Software’s April 2026 AI expansion. The report details how uniting AMI with Control-M's new Agent Gateway addresses the mainframe demographic...
Anthropic's Gigawatt-Scale TPU Deal with Broadcom Creates a Structural Advantage
April 9, 2026

Anthropic’s Gigawatt-Scale TPU Deal with Broadcom Creates a Structural Advantage

Brendan Burke, Research Director at Futurum, examines Anthropic TPU expansion with Google and Broadcom, highlighting how multi-gigawatt compute deals and custom silicon are reshaping AI infrastructure scale and competition....
Packaging the AI Frontier: Intel Foundry’s Advanced Packaging Alignment with the XPU Industry Roadmap
April 9, 2026

Packaging the AI Frontier: Intel Foundry’s Advanced Packaging Alignment with the XPU Industry Roadmap

In our latest market brief, Packaging the AI Frontier: Intel Foundry’s Advanced Packaging Alignment with the XPU Industry Roadmap, completed in partnership with Intel Foundry, Futurum Research examines why advanced...
Can Nasuni’s File Data Activation Drive Real AI ROI, or Is It More AI Hype?
April 8, 2026

Can Nasuni’s File Data Activation Drive Real AI ROI, or Is It More AI Hype?

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...
IBM and Arm Partner on Dual-Architecture Computing To Redefine Mainframes for AI
April 7, 2026

IBM and Arm Partner on Dual-Architecture Computing To Redefine Mainframes for AI

Brendan Burke, Research Director at Futurum, shares insights on IBM/Arm dual architecture. Arm workloads on IBM Z systems can expand software compatibility, flexibility, and support AI in regulated enterprise environments....
Will NVIDIA Investment Accelerate Marvell’s XPU Growth?
April 2, 2026

Will NVIDIA Investment Accelerate Marvell’s XPU Growth?

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....
Will Starcloud’s Orbital Data Centers Solve NVIDIA’s Terrestrial Energy Crisis?
April 2, 2026

Will Starcloud’s Orbital Data Centers Solve NVIDIA’s Terrestrial Energy Crisis?

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...
IBM Pushes Voice AI Into watsonx. Can It Drive Enterprise Adoption
March 31, 2026

IBM Pushes Voice AI Into watsonx. Can It Drive Enterprise Adoption?

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 IPO 2026: Trillion-Dollar Bet or Regulatory Minefield?
March 30, 2026

SpaceX IPO 2026: Trillion-Dollar Bet or Regulatory Minefield?

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....
Will Supermicro's Legal Crisis Shift Server Market Share to New Dell and HPE GPU Platforms?
March 27, 2026

Will Supermicro’s Legal Crisis Shift Server Market Share to New Dell and HPE GPU Platforms?

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...
Does RSA's Microsoft Alliance Signal a New Passwordless Standard for the Enterprise?
March 26, 2026

Does RSA’s Microsoft Alliance Signal a New Passwordless Standard for the Enterprise?

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