Nick Patience, AI Platforms Practice Lead at Futurum, shares his insights on the massive AI capex plans of US hyperscalers, specifically whether the projected $700 billion infrastructure build-out can be...
Keith Kirkpatrick, VP and Research Director at Futurum, shares his insights on Salesforce's acquisition of Cimulate: A bold move to integrate AI-powered, intent-driven product discovery into Agentforce Commerce, challenging rivals...
Keith Kirkpatrick, VP & Research Director at Futurum, shares his insights into Canva’s expansion of its Claude AI connector and discusses the potential impact on competitors such as Adobe, Microsoft,...
Brendan Burke, Research Director at Futurum, analyzes Cisco's Silicon One G300 announcement. The 102.4T chip and 1.6T optics target agentic AI workloads, promising 6x system consolidation and improved reliability for...
Keith Kirkpatrick, VP & Research Director at Futurum, shares his insights around the recent selloff of major SaaS vendors, fueled by fears of an AI-native software takeover, and provides his...
Keith Kirkpatrick, VP & Research Director at The Futurum Group, examines Qualtrics’ appointment of Jason Maynard as CEO and what tighter execution, AI adoption, and product focus could mean for...
Mitch Ashley, VP and Practice Lead, Software Lifecycle Engineering at Futurum, examines what Anthropic’s Claude agent teams reveal about AI-driven software development today, separating experience reports from externally credible capability...
Mitch Ashley, VP and Practice Lead, Software Lifecycle Engineering at Futurum, examines how Google’s Developer Knowledge API and Gemini CLI hooks externalize agent context and governance, shaping production-ready AI development...
Brendan Burke, Research Director at Futurum, examines Texas Instruments’ acquisition of Silicon Labs, assessing how manufacturing integration, portfolio scale, and cost discipline could reshape embedded wireless connectivity markets....
Futurum Research Analysts Mitch Ashley, Keith Kirkpatrick, Fernando Montenegro, Nick Patience, and Brad Shimmin examine OpenAI Frontier and whether enterprise AI agents can finally move from pilots to production. The...
Fernando Montenegro, VP & Practice Lead for Cybersecurity & Resilience at Futurum, examines Commvault Geo Shield and its focus on sovereign deployment models that retain control over data location, operations,...
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