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....
Keith Kirkpatrick, VP and Research Director at Futurum, examines Salesforce’s Slackbot enterprise update, expanding Slack into a unified work interface with AI skills, CRM, and orchestration capabilities....
Matei Zaharia's ACM Prize for Apache Spark reflects enterprise AI's shift toward open-source platforms, showing how democratized data infrastructure is transforming competitive dynamics across the industry....
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...
Analysts Mitch Ashley and Fernando Montenegro explore Anthropic's Project Glasswing. As AI vulnerability detection crosses a new threshold, the economics and speed of offensive and defensive cybersecurity are forever changed....
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....
Nick Patience, VP & Practice Lead at Futurum, examines Glean's platform evolution from enterprise search to agentic AI, as it doubles ARR to $200M and battles Microsoft 365 Copilot for...
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