Insights

Canva Grow 2.0 Puts Ad Creation, Launch, and Optimization Into a Single AI Workflow
June 30, 2026

Canva Grow 2.0 Puts Ad Creation, Launch, and Optimization Into a Single AI Workflow

Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, examines how Canva Grow 2.0 integrates ad creation, launch, and optimization into a single AI-native workflow, challenging...
Applied Materials' Master Class Schools Memory Makers on Logic-Class Fabrication
June 30, 2026

Applied Materials’ Master Class Schools Memory Makers on Logic-Class Fabrication

Brendan Burke, Research Director at Futurum, frames Applied Materials' advanced packaging systems for AI-scale HBM and 3D stacking as a logic-memory convergence that could double DRAM equipment spending....
Zoho Writer Desktop 4.0 Raises the Bar for Offline Productivity and File Flexibility
June 29, 2026

Zoho Writer Desktop 4.0 Raises the Bar for Offline Productivity and File Flexibility

Zoho Writer Desktop 4.0 adds offline AI spell-check, a redesigned interface, and multi-format support, offering cost-conscious enterprises a viable Microsoft and Google alternative....
Microsoft Unifies CX on a Single Dynamics 365 Data Model
June 29, 2026

Microsoft Unifies CX on a Single Dynamics 365 Data Model

Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, analyzes how Microsoft's integration of agentic AI into Dynamics 365 unifies customer service, contact center operations, and...
Qualcomm’s Investor Day 2026 Agentic and AI Inference To Drive 2x Revenue Growth by 2030
June 29, 2026

Qualcomm’s Investor Day 2026: Agentic and AI Inference To Drive 2x Revenue Growth by 2030

Olivier Blanchard and Brendan Burke, Research Directors at Futurum, explain the significance of Qualcomm's June 24 Investor Day announcements as the company continues to evolve into a full-stack AI platform...
Qualcomm’s Data Center Reentry at Investor Day 2026 Arrives Just in Time for the Inference Decode Prize
June 29, 2026

Qualcomm’s Data Center Reentry at Investor Day 2026 Arrives Just in Time for the Inference Decode Prize

Brendan Burke and Olivier Blanchard, Research Directors at Futurum, explain why Qualcomm's June 24 Investor Day matters less for its new CPU than for its claim on the decode-heavy inference...
Jalapeño in Nine Months: Did AI Just Break Chip Design Timelines?
June 26, 2026

Jalapeño in Nine Months: Did AI Just Break Chip Design Timelines?

Brendan Burke, Research Director at Futurum, analyzes how OpenAI and Broadcom's Jalapeño accelerator achieved record nine-month tape-out using AI-assisted design optimization and advanced packaging....
Will Intel 18A-P Risk Production Bring External Foundry Customers Through the Door?
June 26, 2026

Will Intel 18A-P Risk Production Bring External Foundry Customers Through the Door?

Brendan Burke, Research Director at Futurum, examines how Intel 18A-P's new Power Boost transistor and 9% performance gain could drive external customer adoption and design starts on Intel's leading-edge foundry...
Look Past IBM’s 0.7nm Label: Nanostack Architecture Is the Real Breakthrough
June 26, 2026

Look Past IBM’s 0.7nm Label: Nanostack Architecture Is the Real Breakthrough

Brendan Burke, Research Director at Futurum, analyzes IBM's groundbreaking nanostack architecture that moves semiconductor scaling into the Z dimension for the first time, delivering transformative performance gains and restarts SRAM...
The Hard(er) Challenge in Agent Governance Is Authorization
June 25, 2026

The Hard(er) Challenge in Agent Governance Is Authorization

Fernando Montenegro, VP at Futurum Group, argues that the launch of the Agent Control Standard does not close the agent governance gap, and that "shrinkage," not universal coverage, is the...
Contact Center Silos
June 25, 2026

Zendesk’s AI-Native Voice Push Pressures Contact Center Silos as Voice Volume Surges

Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, examines how Zendesk's AI-native voice platform is unifying contact center channels and breaking down operational silos, challenging...
Agentic AI
June 25, 2026

Salesforce’s Agentforce Help Agent Bets on Pay-Per-Resolution, Will Enterprises Trust the Model?

Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, examines how Salesforce's Agentforce Help Agent is reshaping enterprise customer service through autonomous agentic AI and outcome-based...

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