Insight Type: News

Smartsheet Bets on APAC Leadership to Capture AI Work Management Surge
September 9, 2026

Smartsheet Bets on APAC Leadership to Capture AI Work Management Surge

Keith Kirkpatrick, Vice President, Research, at Futurum, says Smartsheet's APAC leadership moves signal aggressive enterprise work management positioning, driven by generative AI adoption and integration capabilities....
Qualcomm Lands $60 Billion Custom Silicon and 1.6T Optics Deal with AWS, Backed by a $4 Billion Warrant
September 9, 2026

Qualcomm Lands $60 Billion Custom Silicon and 1.6T Optics Deal with AWS, Backed by a $4 Billion Warrant

Qualcomm announced a multi-generation collaboration with AWS covering customized silicon for AI inference and optical connectivity solutions extending up to 1.6T....
Why HPE Gave Oracle Equity Instead of a Price Cut on AI Gear
September 9, 2026

Why HPE Gave Oracle Equity Instead of a Price Cut on AI Gear

Tom Hollingsworth at Futurum examines why HPE issued Oracle a nominal-cost equity warrant alongside an expanded Juniper networking deal for Oracle's AI data centers....
HCLTech's Semiconductor Lab Bet Targets a $25.7B Channel Opportunity
September 8, 2026

HCLTech’s Semiconductor Lab Bet Targets a $25.7B Channel Opportunity

HCLTech launched its Advanced Semiconductor Lab in Bengaluru, investing Rs. 185 crore in a 40,000 sq ft facility to capitalize on a $25.7B channel ecosystem opportunity....
Entelgy Brasil Bets on Febraban Tech to Own LatAm's AI Banking Moment
September 8, 2026

Entelgy Brasil Bets on Febraban Tech to Own LatAm’s AI Banking Moment

Entelgy Brasil's full-team commitment to Febraban Tech 2026 signals a deliberate channel-ecosystem strategy timed to capture AI consulting growth in Latin American banking, where 86.7% of partners identify AI as...
Sovereign Cloud as Channel Strategy: Visiativ's Free Pro Bet
September 8, 2026

Sovereign Cloud as Channel Strategy: Visiativ’s Free Pro Bet

Visiativ's deployment of Free Pro's sovereign cloud infrastructure across French datacenters demonstrates how ISVs are turning data residency compliance into a competitive channel trust asset, shielding clients from extraterritorial legislation....
PyTorch Foundation Deepens Chinese AI Ecosystem Ties
September 8, 2026

PyTorch Foundation Deepens Chinese AI Ecosystem Ties

The PyTorch Foundation welcomed Alibaba Cloud, Cambricon, and Ant Group as Platinum and Gold members at PyTorch Conference China 2026, strengthening its position in the world's second-largest AI market with...
OPSWAT at GISEC 2026: Can You Secure What You Can't Detect?
September 7, 2026

OPSWAT at GISEC 2026: Can You Secure What You Can’t Detect?

OPSWAT debuted its AI Content Inspector at GISEC Global 2026, introducing a new defense layer against semantic fraud and AI-generated content that bypasses traditional malware scans in enterprise environments....
HGC and Macroview Bet on AI SecOps Education to Win Enterprise Trust
September 7, 2026

HGC and Macroview Bet on AI SecOps Education to Win Enterprise Trust

HGC and Macroview Telecom co-launch an AI ASOC Workshop Series in October-November 2026, positioning themselves as trusted advisors helping enterprises modernize network and security operations amid critical SOC capacity gaps....
GPT-6 Astra Sharpens Cross-File Bug Detection at a 2.5× Price
September 5, 2026

GPT-6 Astra Sharpens Cross-File Bug Detection at a 2.5× Price

CodeRabbit's evaluation reveals GPT-6 Astra catches 20% more bugs than GPT-5.6 Sol on cross-file reviews, demonstrating superior multi-system reasoning despite premium pricing at $10/M input tokens....
Guidewire FY2026: AI Demand Accelerates the Cloud Transition
September 5, 2026

Guidewire FY2026: AI Demand Accelerates the Cloud Transition

Guidewire closed FY2026 with $1.24B ARR (19% growth) and $1.48B total revenue (23% growth), with AI emerging as the primary catalyst for insurance customers' cloud transition and platform modernization....
Forescout Brings National-Scale OT Security to Water Utilities
September 5, 2026

Forescout Brings National-Scale OT Security to Water Utilities

Forescout Technologies joins Project Watershed 250, a White House and Texas-backed initiative delivering continuous monitoring and AI-enabled defense to water and wastewater utilities across the nation....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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