Category: Hybrid Cloud & Infrastructure

Meta’s MTIA Partnership With Broadcom Solidifies the Future of XPUs in Inference Optimization
April 20, 2026

Meta’s MTIA Partnership With Broadcom Solidifies the Future of XPUs in Inference Optimization

Brendan Burke, Research Director at Futurum, examines how the Meta Broadcom MTIA partnership expands custom AI silicon and tests whether multi-gigawatt infrastructure can scale efficiently....
Can Cloudflare and Wiz Close the AI Security Visibility Gap?
April 17, 2026

Can Cloudflare and Wiz Close the AI Security Visibility Gap?

Fernando Montenegro, VP and Practice Lead, Cybersecurity at Futurum, how the Cloudflare-Wiz partnership integrates edge AI security with cloud risk mapping to close visibility gaps across enterprise AI endpoints....
ClickHouse Builds a CLI to Make its Databases Agent-Native
April 15, 2026

ClickHouse Builds a CLI to Make its Databases Agent-Native

Brad Shimmin, VP and Practice Lead at Futurum, explores Cloudera’s latest hybrid data platform updates. He analyzes how the Hybrid Multi-Cloud Fabric and Iceberg REST Catalog are designed to reduce...
Wasabi Acquires Lyve Cloud. Does This Strengthen Its Storage Position?
April 14, 2026

Wasabi Acquires Lyve Cloud. Does This Strengthen Its Storage Position?

Alex Smith and Brad Shimmin from Futurum examine the Wasabi Lyve Cloud acquisition and whether the deal meaningfully shifts cloud storage dynamics or primarily consolidates customers, capacity, and ecosystem integrations....
CoreWeave's Anthropic and Meta Partnerships
April 13, 2026

CoreWeave’s Anthropic and Meta Wins Validate Benchmark Outperformance

Brendan Burke, Research Director at Futurum, examines how CoreWeave's $21B Meta deal and Anthropic partnership validate the neocloud model for frontier AI infrastructure built on MLPerf-leading performance....
compute partnership
April 13, 2026

Anthropic’s Google-Broadcom Deal: Model Company or Infrastructure Play?

Anthropic's Google and Broadcom partnership signals a strategic pivot toward supply chain control, raising questions about whether vertical integration will strengthen or dilute its model-first identity....
Will Intel Xeon CPUs Increase Google’s CPU:XPU Ratio?
April 13, 2026

Will Intel Xeon CPUs Increase Google’s CPU:XPU Ratio?

Brendan Burke, Research Director at Futurum, examines how Intel and Google's multiyear collaboration on Xeon CPUs and custom IPUs reframes the CPU as a strategic layer in heterogeneous AI 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....

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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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