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....
Despite record AI spending, enterprises lose 51 workdays per employee yearly to technology friction due to inadequate training, undermining ROI and requiring robust user enablement for platform-first strategies to succeed....
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....
Keith Kirkpatrick, Research Director at Futurum, examines ServiceNow AI platform strategy, including Context Engine and developer tools, and highlights trade-offs around control, cost visibility, and enterprise dependence....
Mitch Ashley, VP Practice Lead for Observability at Futurum, examines Cisco's Galileo acquisition and what real-time AI agent observability means for enterprises governing agents in production....
Oracle launches Fusion Agentic Applications with autonomous AI agents in enterprise platforms. Research shows 38.8% of enterprise buyers now expect GenAI delivery via agents, signaling a fundamental shift in how...
Brendan Burke, Research Director at Futurum, examines how SiFive's $400M Series G positions RISC-V to address the AI memory wall through decoupled vector architecture and latency-hiding queues for data center...
Brendan Burke, Research Director at Futurum, examines how Intel's Terafab partnership with Tesla, SpaceX, and xAI positions Intel Foundry as a domestic advanced packaging and fabrication alternative at scale....
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...
Keith Kirkpatrick, VP and Research Director at Futurum, covers Canva’s Simtheory and Ortto acquisitions, and discusses the impact on Canva and its competitors in the highly competitive enterprise content creation...
Brendan Burke, Research Director at Futurum, shares his analysis of Applied Materials' new GAA deposition systems and what the shift from lithography-led scaling to materials engineering means for the $115...
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....
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