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Insight Type: News

OpenAI Windsurf Acquisition Sends Shot Heard Around the AI World
Mitch Ashley
Mitch Ashley & Nick Patience
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OpenAI Windsurf Acquisition Sends Shot Heard Around the AI World

OpenAI Is Positioned as a Major AI-Powered Software Development Company, Competing With Microsoft, GitHub, Anthropic, and Startup Cursor
Analysts Mitch Ashley, VP of DevOps and Application Development, and Nick Patience, VP of AI Software and Tools, at Futurum, share their insights on the implications of OpenAI’s agreement to acquire AI coding tool company Windsurf. The acquisition propels OpenAI forward in its quest for leadership in the AI coding and agent development market.
RSAC 2025 HPE Transforms Cloud Security with ZTNA and Private Cloud Boosts
Ron Westfall
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RSAC 2025: HPE Transforms Cloud Security with ZTNA and Private Cloud Boosts

HPE Enhances Zero Trust Network Access Solutions, Fortifying Sovereign Cloud Infrastructure Against Security Threats
Futurum’s Ron Westfall shares his insights on why HPE’s new ZTNA security portfolio capabilities are ready to provide robust protection, enabling organizations to reduce risks, counter attacks, and enhance organization-wide resilience.
WalkMe and ABeam to Support Digital Adoption Efforts
Keith Kirkpatrick
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WalkMe Partners with ABeam Consulting to Support Digital Transformation Efforts

The Partnership Between a Digital Adoption Platform and a Consultancy Underscores the Need To Address People and Process Issues, Not Just Technology Challenges, When Undergoing a Digital Transformation
Keith Kirkpatrick, Research Director at The Futurum Group, discusses the partnership between digital adoption platform provider WalkMe and ABeam Consulting, highlighting the additional value created through the partnership.
Tariff Watch 2025 - Has the Tech Community Dodged a Bullet?
Alex Smith
Alex Smith
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TariffWatch 2025 – Has the Tech Community Dodged a Bullet?

Based on the Most Recent Announcements Regarding Tariffs, an Overview of Which Sectors and Vendors Will Be Most Impacted
Alex Smith, VP Channels Research at The Futurum Group, shares his insights on how tariffs impact different technology sectors and vendors. It will explore how the industry is looking to respond, and what potential tariffs are still to come.
RSAC 2025 Cisco Raises the AI Security Stakes
Ron Westfall
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RSAC 2025: Cisco Raises the AI Security Stakes

Cisco Raises the AI Security Stakes with New Agentic AI Portfolio Innovations and Partnership Updates
The Futurum Group’s Ron Westfall shares his insights on why Cisco’s new XDR and Splunk security enhancements can transform organizational security service delivery using a network-centric, open XDR framework, prioritizing clarity and decisiveness.
Microsoft 365 Copilot Wave 2: Latest Advances for Enterprise AI
Keith Kirkpatrick
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Microsoft Advances Enterprise AI With New Copilot Agents and Collab Features

Focus on Research, Data Analysis, Collaboration, and IT Governance in Microsoft 365 Copilot
Keith Kirkpatrick, Research Director at The Futurum Group, shares his insights on Microsoft 365 Copilot Wave 2’s new AI agents and collaboration features that aim to expand AI’s role across enterprise workflows and boost operational productivity.
Is Kyndryl’s Data Transformation Suite for SAP the Model for Future ERP Migrations?
Brad Shimmin
Brad Shimmin
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Is Kyndryl’s Data Transformation Suite for SAP the Model for Future ERP Migrations?

Kyndryl Rolls Out New Data Migration Suite Built on Its Own SAP S/4HANA Transformation Experience
Brad Shimmin, VP and Practice Lead at The Futurum Group, shares his insights on how Kyndryl’s SAP data migration suite, rooted in its own 18-month ERP journey, sets a new precedent in accelerating and de-risking cloud ERP transformations.
Google Debuts Ironwood TPU to Drive Inference-Focused AI Architecture at Scale
Daniel Newman
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Google Debuts Ironwood TPU to Drive Inference-Focused AI Architecture at Scale

Seventh-Generation TPU Delivers 42.5 Exaflops and 2x Energy Efficiency Over Trillium
Daniel Newman, CEO at The Futurum Group, shares insights on Google’s Ironwood TPU launch. With 42.5 exaflops at scale and 2x Trillium’s efficiency, Ironwood is Google’s clearest inference-focused chip yet.
Lightmatter: Solving How to Interconnect Millions of Chips
Ron Westfall
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Lightmatter: Solving How to Interconnect Millions of Chips

Lightmatter Breakthrough 3D Photonic Interposer Tech Provides Highest Bandwidth and Largest Die Complexes for AI Infrastructure Chips
The Futurum Group’s Ron Westfall shares his insights on why Lightmatter can be a frontrunner in photonic supercomputing through its Passage M1000 and L200 products aimed at transforming AI infrastructure with breakthrough 3D photonic innovation.
Micron Introducing Breakthrough G9 NAND to Premium Smartphones
Ron Westfall
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Micron Introducing Breakthrough G9 NAND to Premium Smartphones

The Micron G9 NAND Mobile UFS 4.1 Solution Provides the Innovation Key to Enabling Faster and More Responsive Experiences on Flagship Smartphones
The Futurum Group’s Ron Westfall shares his insights on why Micron’s G9 NAND with UFS 4.1 and UFS 3.1 drives the mobile ecosystem forward by delivering faster, more efficient, and AI-optimized storage solutions.
Can NetApp Volumes Deliver on AI and EDA Storage Demands in the Cloud?
Camberley Bates
Krista Case
Camberley Bates & Krista Case
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Can Google Cloud Deliver on AI and EDA Storage Demands with NetApp?

Expanded NetApp Volumes Capabilities Extend Enterprise-Grade AI and EDA Storage to Google Cloud with Enhanced Scalability, Cost Control, and Compliance Features
Camberley Bates and Krista Case of The Futurum Group share insights on how NetApp and Google Cloud’s storage updates enable scalable, AI-ready, and compliance-aware cloud infrastructure.
Altimeter and ARK Lead $100M Round in Hammerspace to Strengthen AI Infrastructure Performance
Brad Shimmin
Brad Shimmin
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Altimeter and ARK Lead $100M Round in Hammerspace to Strengthen AI Infrastructure Performance

Brad Shimmin, VP and Practice Lead at The Futurum Group, examines why investors behind NVIDIA and Meta are backing Hammerspace to remove AI data bottlenecks and improve performance at scale.
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