Category: Hybrid Cloud & Infrastructure

Can U.S. Quantum Ambitions Survive Supply Chain and Workforce Reality Checks?
June 24, 2026

Can U.S. Quantum Ambitions Survive Supply Chain and Workforce Reality Checks?

Alastair Cooke, Research Director, Hybrid Cloud & Infrastructure at Futurum, examines how supply chain and workforce challenges could derail U.S. quantum ambitions despite aggressive federal directives and investment initiatives....
Can HPE's Unified Agentic IT Operations Cut Through AI Infrastructure Complexity?
June 24, 2026

Can HPE’s Unified Agentic IT Operations Cut Through AI Infrastructure Complexity?

Alastair Cooke, Research Director, Hybrid Cloud & Infrastructure at Futurum, HPE's new agentic AI capabilities across GreenLake and Morpheus Software promise unified orchestration for operational simplicity amid competition from Dell,...
HPE Discover 2026: A Coherent AI Story That Now Has to Convert
June 24, 2026

HPE Discover 2026: A Coherent AI Story That Now Has to Convert

Fernando Montenegro and Tom Hollingsworth analyze HPE Discover 2026, where HPE built a networking-centered, full-stack AI story and now must convert that breadth into spending momentum and a security story...
Can Nokia's Gemini-Based Network Agents Make Autonomous Networks Practical
June 24, 2026

Can Nokia’s Gemini-Based Network Agents Make Autonomous Networks Practical?

Tom Hollingsworth, Networking Technology Advisor and Event Lead at The Futurum Group, examines how Nokia and Google Cloud are using AI agents to automate network assurance, accelerate fault resolution, and...
AMD and Rackspace
June 22, 2026

Can AMD and Rackspace Scale Sovereign AI Inference?

Brendan Burke, Research Director at Futurum, examines AMD and Rackspace's agreement to deploy 30 MW of AI compute capacity that establishes governed enterprise infrastructure for regulated production workloads....
Can Databricks’ Security Upgrades Finally Unify AI Innovation and Compliance at Scale?
June 19, 2026

Can Databricks’ Security Upgrades Finally Unify AI Innovation and Compliance at Scale?

Databricks announces Automatic Identity Management for Entra ID and Okta, removing compliance bottlenecks for regulated industries. New security enhancements enable zero-trust access across all major clouds....
The US Just Switched Off Anthropic’s Frontier Model: What Happens Next?
June 15, 2026

The US Just Switched Off Anthropic’s Frontier Model: What Happens Next?

Nick Patience, VP & Practice Lead at Futurum, examines the US export-control action that took two Anthropic models offline globally — and what it means for enterprise AI continuity planning...
Oracle's Outcome-Based Pricing Gambit: Rewriting the Rules of Cloud Economics
June 15, 2026

Oracle’s Outcome-Based Pricing Gambit: Rewriting the Rules of Cloud Economics

Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, Oracle's shift to outcome-based pricing and AI-driven commercial models reshapes enterprise cloud procurement and vendor economics in...
How Desktop AI Hubs Could Deflect Over 56.23 TWh of Industrial Data Center Load by 2035
June 12, 2026

How Desktop AI Hubs Could Deflect Over 56.23 TWh of Industrial Data Center Load by 2035

Olivier Blanchard and Brendan Burke, Research Directors at Futurum, share their insights on how high-performance small-form-factor desktop AI PCs such as the DGX Spark and Mac Mini could form the...
AWS Graviton5 Reframes the CPU as Agentic AI Infrastructure
June 12, 2026

AWS Graviton5 Reframes the CPU as Agentic AI Infrastructure

Brendan Burke, Research Director at Futurum, analyzes how AWS Graviton5's general availability redefines CPU architecture for agentic AI, with Meta deploying tens of millions of cores and customers halving their...
Canonical’s Ubuntu TPU Optimization Shows the Coming Structural Shift in Enterprise AI Infrastructure
June 11, 2026

Canonical’s Ubuntu TPU Optimization Shows the Coming Structural Shift in Enterprise AI Infrastructure

Guy Currier at Futurum examines Canonical’s launch of optimized Ubuntu images for Google Cloud TPU virtual machines and its strategic implications for enterprise AI infrastructure economics, accelerator diversification beyond GPUs,...
Motive and Latin American Carriers Turn Mobile Infrastructure Into a Growth Engine
June 9, 2026

Motive and Latin American Carriers Turn Mobile Infrastructure Into a Growth Engine

Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, analyzes how Motive's Entitlement Server partnership with Latin American carriers unlocks new revenue streams through satellite connectivity,...

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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