Category: Hybrid Cloud & Infrastructure

Nokia Q2 FY 2026 Optical Strength Positions Nokia for the AI Buildout
July 24, 2026

Nokia Q2 FY 2026: Optical Strength Positions Nokia for the AI Buildout

Futurum Research analyzes Nokia’s Q2 FY 2026 earnings, focusing on AI and cloud order strength, optical and IP demand, AI-RAN timing, and supply constraints....
WEKA Engineers the AI Chassis to Conquer the Inference Power Paradox
July 24, 2026

WEKA Engineers the AI Chassis to Conquer the Inference Power Paradox

Brad Shimmin, VP and Practice Lead at Futurum, shares his insights on WEKA’s launch of the WEKApod 3 appliances and NeuralMesh 6 software. By taking total control of its hardware...
Solving the Distributed AI Dilemma: Oracle Base Database Cloud@Customer Brings OCI Automation to Local Workloads
July 24, 2026

Solving the Distributed AI Dilemma: Oracle Base Database Cloud@Customer Brings OCI Automation to Local Workloads

Brad Shimmin at Futurum analyzes Oracle's launch of Base Database Cloud@Customer X11, exploring how converged application VMs and local AI Database 26ai deployments solve data gravity and latency issues....
ServiceNow Q2 FY 2026: AI, Security, and Workflow Expansion Fuel Growth
July 23, 2026

ServiceNow Q2 FY 2026: AI, Security, and Workflow Expansion Fuel Growth

Futurum Research analyzes ServiceNow Q2 FY 2026 earnings, focusing on AI Control Tower adoption, security expansion, and workflow demand....
Alphabet Q2 FY 2026: Google Cloud Leads Growth Amid Rising AI Investment
July 23, 2026

Alphabet Q2 FY 2026: Google Cloud Leads Growth Amid Rising AI Investment

Futurum Research analyzes Alphabet’s Q2 FY 2026 earnings, focusing on cloud AI demand, Gemini adoption, Search monetization, and rising AI infrastructure spending....
BlueAlly and NetBox Labs Forge Strategic Alliance to Enhance AI Solutions
July 23, 2026

BlueAlly and NetBox Labs Forge Strategic Alliance to Enhance AI Solutions

BlueAlly Technology Solutions and NetBox Labs partner to embed infrastructure intelligence into automation, targeting federal agencies, educational institutions, and enterprises in a market projected to reach $41.8 billion by 2029....
Microsoft and Mistral Expand Ties. Sovereignty, or Just Optionality?
July 22, 2026

Microsoft and Mistral Expand Ties. Sovereignty, or Just Optionality?

Nick Patience, VP & Practice Lead for AI Platforms at Futurum, unpacks Microsoft's expanded Mistral partnership and asks whether inference-only Foundry access and a multi-model sales pitch add up to...
Azure's AMD Partnership Expands: Is Reinforcement Learning the Hardware Bottleneck?
July 21, 2026

Azure’s AMD Partnership Expands: Is Reinforcement Learning the Hardware Bottleneck?

Brendan Burke, Research Director at Futurum, examines how Azure's AMD Partnership expands across GPUs, CPUs, and networking to address frontier model inference and reinforcement learning workloads, signaling evolution of AI...
SCSK Security Launches Prisma Browser to Enhance Cloud Security
July 21, 2026

SCSK Security Launches Prisma Browser to Enhance Cloud Security

SCSK Security Corporation launches Prisma Browser Deployment Support Service, enabling enterprises to implement cloud access control and data protection through standard web browsers, positioning itself to capture meaningful channel partner...
Microsoft Puts 3M EBO Technology to Work. Can 3M Scale It?
July 20, 2026

Microsoft Puts 3M EBO Technology to Work. Can 3M Scale It?

Tom Hollingsworth, Networking Technology Advisor and Event Lead at The Futurum Group, shares his insights on why Microsoft validates 3M EBO technology, while manufacturing scale and alternative sourcing remain unresolved....
QumulusAI Lists on Nasdaq: The Speed Advantage of a Distributed Path to Multi-Gigawatt Scale
July 20, 2026

QumulusAI Lists on Nasdaq: The Speed Advantage of a Distributed Path to Multi-Gigawatt Scale

Brendan Burke, Research Director at Futurum, examines QumulusAI's Nasdaq listing targeting 2.5 gigawatts of GPU capacity by 2027, with distributed inference accelerating infrastructure deployment....
Are Managed Services Failing to Deliver Real Business Outcomes?
July 20, 2026

Are Managed Services Failing to Deliver Real Business Outcomes?

Apps Associates argues that true success requires monitoring critical business processes, not just uptime metrics, fundamentally redefining how organizations evaluate service delivery....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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