Insight Type: News

Will the U.S. Army’s $5.6B Salesforce Deal Set the Standard for Modernization
January 28, 2026

Will the U.S. Army’s $5.6B Salesforce Deal Set the Standard for Modernization?

Keith Kirkpatrick, VP and Research Director at Futurum, shares his insights on Salesforce’s $5.6 billion contract with the U.S Army, and discusses the implications for Salesforce, its competitors, and agentic...
Nutanix and Pure Storage Join Forces Amid Enterprise Virtualization Upheaval
January 28, 2026

Nutanix and Pure Storage Join Forces Amid Enterprise Virtualization Upheaval

Alastair Cooke, CTO Adviser at Futurum, shares his insights on the partnership between Pure Storage and Nutanix to integrate Pure’s Evergreen Storage and FlashArray into Nutanix’s Cloud-like AHV and Prism....
Can Dell PowerScale’s Flexible Architecture Outpace Flash Costs in the AI Era
January 28, 2026

Can Dell PowerScale’s Flexible Architecture Outpace Flash Costs in the AI Era?

Alastair Cooke, CTO Advisor at Futurum, shares his insights on Dell’s view of Hybrid storage to mitigate rising SSD costs. All-flash arrays have dominated; hybrid HDD and SSD options are...
IonQ Buys a Foundry Is Vertical Integration the Path to Fault-Tolerant Quantum
January 28, 2026

IonQ Buys a Foundry: Is Vertical Integration the Path to Fault-Tolerant Quantum?

Futurum’s Nick Patience and Brendan Burke examine why IonQ’s acquisition of SkyWater signals that fault-tolerant quantum computing is now a manufacturing and supply-chain challenge, not just a physics one....
AI Is the Largest Infrastructure Buildout Ever—Are Investments Keeping Up
January 28, 2026

AI Is the Largest Infrastructure Buildout Ever—Are Investments Keeping Up?

Brendan Burke, Research Director at The Futurum Group, examines Jensen Huang’s view of AI as the largest infrastructure buildout in human history and why value is shifting to the application...
Microsoft’s Maia 200 Signals the XPU Shift Toward Reinforcement Learning
January 27, 2026

Microsoft’s Maia 200 Signals the XPU Shift Toward Reinforcement Learning

Brendan Burke, Research Director at Futurum, analyzes Microsoft’s custom Maia 200 architecture and market position. The accelerator supports reinforcement learning with low-precision formats and deterministic networking....
Amazon EC2 G7e Goes GA With Blackwell GPUs. What Changes for AI Inference
January 27, 2026

Amazon EC2 G7e Goes GA With Blackwell GPUs. What Changes for AI Inference?

Nick Patience, VP and AI Practice Lead at Futurum, examines Amazon’s EC2 G7e instances and how higher GPU memory, bandwidth, and networking change AI inference and graphics workloads....
NVIDIA and CoreWeave Team to Break Through Data Center Real Estate Bottlenecks
January 27, 2026

NVIDIA and CoreWeave Team to Break Through Data Center Real Estate Bottlenecks

Nick Patience, AI Platforms Practice Lead at Futurum, shares his insights on NVIDIA’s $2 billion investment in CoreWeave to accelerate the buildout of over 5 gigawatts of specialized AI factories...
Did SPIE Photonics West 2026 Set the Stage for Scale-up Optics
January 27, 2026

Did SPIE Photonics West 2026 Set the Stage for Scale-up Optics?

Brendan Burke, Research Director at The Futurum Group, explains how SPIE Photonics West 2026 revealed that scaling co-packaged optics depends on cross-domain engineering, thermal materials, and manufacturing testing....
Will Twilio's Partnership with AEG Redefine Fan Engagement in Live Events
January 26, 2026

Will Twilio’s Partnership with AEG Redefine Fan Engagement in Live Events?

Keith Kirkpatrick, VP and Research Director at Futurum, shares his insights on the new partnership between Twilio and entertainment company AEG, focusing on improving personalization and engagement in ticketing, sports,...
Snowflake Acquires Observe Operationalizing the Data Cloud
January 26, 2026

Snowflake Acquires Observe: Operationalizing the Data Cloud

Brad Shimmin, VP & Practice Lead at Futurum, examines Snowflake’s intent to acquire Observe and integrate AI-powered observability into the AI Data Cloud....
ServiceNow Bets on OpenAI to Power Agentic Enterprise Workflows
January 23, 2026

ServiceNow Bets on OpenAI to Power Agentic Enterprise Workflows

Keith Kirkpatrick, Research Director at Futurum, examines ServiceNow’s multi-year collaboration with OpenAI, highlighting a shift toward agentic AI embedded in core enterprise workflows....

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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