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Insight Type: News

Can Applied Materials and Micron Crack the Materials Barrier Holding Back HBM?
March 11, 2026

Can Applied Materials and Micron Crack the Materials Barrier Holding Back HBM?

Brendan Burke, Research Director at Futurum, shares insights on the Applied Materials and Micron partnership to co-develop advanced materials engineering for next-generation memory scaling, and what it means for the...
Claude Marketplace Tests Whether Anthropic Can Win the Procurement Heart
March 11, 2026

Claude Marketplace Tests Whether Anthropic Can Win the Procurement Heart

Alex Smith, VP and Practice Lead at Futurum examines Anthropic’s Claude Marketplace and how commitment-based procurement and partner apps shift enterprise AI buying toward consolidated spend and workflow-specific tools....
CData Trades in Vibe-Coding for Industrial-Grade Enterprise AI Infrastructure
March 10, 2026

CData Trades in Vibe-Coding for Industrial-Grade Enterprise AI Infrastructure

Brad Shimmin, Vice President at Futurum, analyzes CData’s March 9th pivot toward enterprise AI infrastructure. CData is tackling the AI "accuracy gap" with a validated 98.5% query success rate and...
Teradata Trades Duct Tape for Unified Intelligence With Its Latest Release
March 10, 2026

Teradata Trades Duct Tape for Unified Intelligence With Its Latest Release

Brad Shimmin, VP and Practice Lead at Futurum, analyzes Teradata’s launch of the Agentic Enterprise Vector Store. This multi-modal pivot aims to challenge the standalone vector database by bringing AI...
Did GitHub Agent HQ Quietly Show Up in Microsoft VS Code 1.110
March 10, 2026

Did GitHub Agent HQ Quietly Show Up in Microsoft VS Code 1.110?

Mitch Ashley, VP Practice Lead at Futurum, shares his insights on how VS Code 1.110’s agent plugins, hooks, and Git-based distribution embed agent development control surface capabilities directly into the...
Can Microsoft's Frontier Suite Deliver AI Excellence at Scale
March 10, 2026

Can Microsoft’s Frontier Suite Deliver AI Excellence at Scale?

Futurum analysts Keith Kirkpatrick and Fernando Montenegro share their insights on Microsoft’s Frontier Suite, and discuss the implications for both enterprise buyers and the company’s competitors....
Commvault-CrowdStrike SIEM Link Tests Bi-Directional Resilience
March 6, 2026

Commvault-CrowdStrike SIEM Link Tests Bi-Directional Resilience

Fernando Montenegro, VP and Practice Lead, Cybersecurity at Futurum, examines how Commvault’s bi-directional integration with CrowdStrike Falcon Next-Gen SIEM enables shared backup-integrity telemetry to fasten recovery after cyberattacks....
Could Apple’s New $599 MacBook Neo Decimate The Mid-Range Windows Laptop Market
March 5, 2026

Could Apple’s New $599 MacBook Neo Decimate The Mid-Range Windows Laptop Market?

Olivier Blanchard, Analyst at Futurum, shares his insights on Apple's new $599 MacBook Neo. This breakthrough price point is set to disrupt the entire budget PC market and could be...
Qualcomm-Ericsson Partnership Accelerates Path to Intelligent AI6G Fabric
March 4, 2026

Qualcomm-Ericsson Partnership Accelerates Path to Intelligent AI/6G Fabric

Olivier Blanchard, Research Director at Futurum, shares his insights on the partnership between Qualcomm and Ericsson and how both companies are working to establish not only the foundations for AI-first...
Market News Coverage MediaTek Expands into Micro LED Optical Communication
March 4, 2026

Market News Coverage: MediaTek Expands into Micro LED Optical Communication

Olivier Blanchard, Research Director at Futurum, shares his insights on MediaTek’s micro-LED strategy, and how the expansion of data center and networking solutions from leading-edge and device-focused semiconductor vendors both...
Microsoft Leaders Have an Answer To AI Gutting the Developer Pipeline
March 4, 2026

Microsoft Leaders Have an Answer To AI Gutting the Developer Pipeline

Mitch Ashley, VP and Software Lifecycle Engineering Practice Lead at Futurum, examines Microsoft leaders' warning that AI productivity gains are gutting the developer talent pipeline and how their preceptorship model...
SentinelOne’s Identity Catch-Up Tests Its Endpoint-Led Platform Story
March 4, 2026

SentinelOne’s Identity Catch-Up Tests Its Endpoint-Led Platform Story

Fernando Montenegro, VP and Practice Lead, Cybersecurity at Futurum, examines SentinelOne’s identity portfolio expansion and its approach to securing human and non-human identities, including autonomous AI agents, browsers, and AI...

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