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Category: Sustainability, Markets, and Policy

AI Capex 2026 The $690B Infrastructure Sprint
February 12, 2026
 

AI Capex 2026: The $690B Infrastructure Sprint

Nick Patience, AI Platforms Practice Lead at Futurum, shares his insights on the massive AI capex plans of US hyperscalers, specifically whether the projected $700 billion infrastructure build-out can be...
SpaceX Acquires xAI: Rockets, Starlink, and AI Under One Roof
February 3, 2026
 

SpaceX Acquires xAI: Rockets, Starlink, and AI Under One Roof

Nick Patience, VP and Practice Lead for AI Platforms at Futurum, analyzes SpaceX's acquisition of xAI, examining the financial rationale, valuation metrics, and competitive implications for AI and satellite infrastructure...
TAE Technologies: America’s Answer to Fusion Energy—And Why It Matters for AI Dominance
December 18, 2025

TAE Technologies: America’s Answer to Fusion Energy—And Why It Matters for AI Dominance

In our latest Analyst Insight Report, TAE Technologies: America’s Answer to Fusion Energy—And Why It Matters for AI Dominance, completed in partnership with TMTG, The Futurum Group covers the critical...
Dell’s Strategic Convergence How Innovation in Sustainable Product Design Delivers Quantifiable ROI and Reduced TCO
December 9, 2025

Dell’s Strategic Convergence: How Innovation in Sustainable Product Design Delivers Quantifiable ROI and Reduced TCO

In our latest market brief, Dell’s Strategic Convergence: How Innovation in Sustainable Product Design Delivers Quantifiable ROI and Reduced TCO, completed in partnership with Dell Technologies, Futurum Research explores how...
Olivier Blanchard
Lenovo Introduces TruScale DaaS to Support Greener IT
August 12, 2025
 

Lenovo Introduces TruScale DaaS to Support Greener IT

Olivier Blanchard, Research Director at Futurum, shares insights on Lenovo TruScale DaaS for Sustainability, a modular, AI-powered offering to cut IT costs, extend device life, and deliver measurable carbon footprint...
Olivier Blanchard
The Six Five Pod | EP 264: Breaking Up and Making Up: Feuds, Forecasts & Foundries
June 9, 2025

The Six Five Pod | EP 264: Breaking Up and Making Up: Feuds, Forecasts & Foundries

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Microsoft's reorganization signaling the potential end of SaaS, the public feud between Elon Musk and...
AI & Energy Demands: Unlocking Data Center Efficiency - Six Five On The Road
February 25, 2025

AI & Energy Demands: Unlocking Data Center Efficiency – Six Five On The Road

Ty Schmitt and Dr. Jeremy Kepner join David Nicholson to share their insights on the AI energy challenge, exploring the balance between innovation and sustainability....
Antonio Neri Discusses Hewlett Packard Enterprise's Future - The View From Davos
January 28, 2025

Antonio Neri Discusses Hewlett Packard Enterprise’s Future – The View From Davos

Antonio Neri, President & CEO at Hewlett Packard Enterprise, joins Daniel Newman and Patrick Moorhead to share his insights on leading HPE into the future with a focus on innovation,...
The View from Davos with Cisco's Chuck Robbins
January 27, 2025

The View from Davos with Cisco’s Chuck Robbins

Chuck Robbins, Chair and CEO at Cisco joins hosts Daniel Newman and Patrick Moorhead, sharing his insights on global economic trends, Cisco's sustainability efforts, and the transformative power of technology...
The View from Davos with Qualcomm's Cristiano Amon
January 24, 2025

The View from Davos with Qualcomm’s Cristiano Amon

Cristiano Amon, President and CEO at Qualcomm, joins host Daniel Newman to share his insights on the technological foresights and innovations discussed at Davos, highlighting Qualcomm's role in pushing the...
The View from Davos with Fox Rothschild's Matthew Kittay
January 23, 2025

The View from Davos with Fox Rothschild’s Matthew Kittay

Matthew Kittay, National Co-Chair, M&A Team at Fox Rothschild, joins Daniel Newman and Patrick Moorhead to share his insights on the global economic trends, M&A strategies, and key takeaways from...
How VCs Are Supporting AI & Sustainability - Helena Capital - The View From Davos
January 22, 2025

How VCs Are Supporting AI & Sustainability – Helena Capital – The View From Davos

Sarah Antor, Founder & General Partner at Helena Capital, joins Daniel Newman sharing her insights on technology's pivotal role in investment and the emerging trends from the Davos conference....

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