Insight Type: News

MRC Protocol
May 11, 2026

Can OpenAI’s MRC Networking Protocol Redefine the Economics of AI Training?

Brendan Burke, Research Director at Futurum, analyzes how OpenAI's MRC Networking Protocol addresses supercomputer bottlenecks and could redefine large-scale AI training economics through improved efficiency....
Agentic AI
May 8, 2026

Netskope Bets Agentic AI Can Solve the SOC Capacity Crisis

Fernando Montenegro, Vice President & Practice Lead, Cybersecurity & Resilience at Futurum, Netskope's AgentSkope deploys agentic AI agents to automate security workflows, relieving analyst overload and addressing the SOC capacity...
Microsoft Agent 365 Turns Shadow AI Into a Governed Asset Class
May 8, 2026

Microsoft Agent 365 Turns Shadow AI Into a Governed Asset Class

Keith Kirkpatrick, VP & RD, Enterprise Software, and Brad Shimmin, VP & Practice Lead, Data Intelligence and Analytics, examine Microsoft Agent 365's general availability and analyze how the cross-platform control...
Atlassian Teamwork Graph: The Secret Weapon That’s No Longer a Secret
May 8, 2026

Atlassian Teamwork Graph: The Secret Weapon That’s No Longer a Secret

Mitch Ashley, VP and Practice Lead for Software Lifecycle Engineering at Futurum, shares his insights on Atlassian's Teamwork Graph becoming a programmable platform for developer-built AI agents....
Can IREN Build a Full-Stack AI Cloud? The Mirantis Acquisition Makes the Case
May 7, 2026

Can IREN Build a Full-Stack AI Cloud? The Mirantis Acquisition Makes the Case

Nick Patience, VP & AI Platforms Practice Lead, and Mitch Ashley, VP & Software Lifecycle Engineering Practice Lead, at Futurum, examine IREN’s $625M acquisition of Mirantis and what it means...
Astera Labs' Scorpio Switch Family Adds Hardware Engines to Lift the Interconnect Ceiling for LLMs
May 7, 2026

Astera Labs’ Scorpio Switch Family Adds Hardware Engines to Lift the Interconnect Ceiling for LLMs

Brendan Burke, Research Director at Futurum, examines how Astera Labs' Scorpio X-Series 320 Lane Smart Fabric Switch embeds Hypercast and In-Network Compute engines to improve token economics and accelerator utilization...
Can Palo Alto Networks Route the Agentic Future Through Portkey’s AI Gateway?
May 7, 2026

Can Palo Alto Networks Route the Agentic Future Through Portkey’s AI Gateway?

Fernando Montenegro, VP and Practice Lead at Futurum, discusses how the intended acquisition of Portkey by Palo Alto Networks fits into a broader framework of agentic security and broader platformization...
Applied Materials Targets $3.5 Billion Electrochemical Deposition Market With NEXX Acquisition
May 7, 2026

Applied Materials Targets $3.5 Billion Electrochemical Deposition Market With NEXX Acquisition

Brendan Burke, Research Director at Futurum, examines how Applied Materials' acquisition of NEXX broadens its panel-level advanced packaging portfolio to address AI accelerator manufacturing demands....
Physical AI
May 6, 2026

Intel’s Client Computing Refresh: Leadership Announcements Signal Clear Trajectory

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, Intel consolidates client computing and physical AI under new leadership to compete against GPU-accelerated rivals in fragmented markets....
Agentic Layer
May 6, 2026

Is Twilio’s Next Generation Platform the Missing Agentic Layer for Enterprise CX?

Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, Twilio's Next Generation Platform aims to be the foundational agentic layer for intelligent, memory-driven customer conversations at...
Qlik’s CEO Transition and the Coming AI-Driven Shakeup in How Companies Build and Pay for Software
May 6, 2026

Qlik’s CEO Transition and the Coming AI-Driven Shakeup in How Companies Build and Pay for Software

Guy Currier, Chief Analyst, Visible Impact at Futurum, Qlik's leadership transition reflects how agentic AI is disrupting software pricing, token economics, and competition in data analytics and business intelligence....
Can SAP Finally Kill the ETL Monster? The Dremio and Prior Labs Acquisition Explained
May 6, 2026

Can SAP Finally Kill the ETL Monster? The Dremio and Prior Labs Acquisition Explained

Brad Shimmin, analyst at Futurum, analyzes SAP's major move to acquire Dremio and Prior Labs. This strategic play addresses the core challenges of enterprise data fragmentation and specialized AI reasoning...

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We will meet you wherever you are, from a fast-turn brief to a multi-year program, and shape the work to your goals, timeline, and budget. The right program for your moment.

If any of this is useful, I would love to talk.

Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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