Insight Type: News

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...
Will SAP’s New Services Portfolio Deliver Continuous Transformation
March 4, 2026

Will SAP’s New Services Portfolio Deliver Continuous Transformation?

Keith Kirkpatrick, VP and Research Director at Futurum, shares his insights into SAP’s renewed multi-tiered Services and Support Portfolio, and assesses the risks to SAP and the impact on the...
Can Micron’s Modular Memory Upgrade Help NVIDIA’s CPUs Outperform
March 4, 2026

Can Micron’s Modular Memory Upgrade Help NVIDIA’s CPUs Outperform?

Brendan Burke, Research Director at Futurum Research, analyzes Micron's 256GB SOCAMM2 module and its role in NVIDIA's Vera Rubin AI platform, as AMD and Qualcomm explore SOCAMM adoption for agentic...
Salesforce Overhauls Consulting Track, Recasting Partners as Outcome Architects
March 3, 2026

Salesforce Overhauls Consulting Track, Recasting Partners as Outcome Architects

Futurum’s Alex Smith shares insights on Salesforce’s radical overhaul of its Consulting Track, recasting partners as outcome architects to accelerate the shift toward agentic AI delivery in the partner ecosystem....
NVIDIA's $4B Optics Bet Signals Photonics as AI's Next Bottleneck
March 3, 2026

NVIDIA’s $4B Optics Bet Signals Photonics as AI’s Next Bottleneck

Brendan Burke, Research Director at Futurum, shares insights on NVIDIA's $4 billion investment in Coherent and Lumentum to address the emerging optical interconnect bottleneck constraining AI data center scaling amid...
POCO and MediaTek Aim to Redefine Mid-Tier Performance Expectations in the Mobile Segment
March 3, 2026

POCO and MediaTek Aim to Redefine Mid-Tier Performance Expectations in the Mobile Segment

Olivier Blanchard, research Director at Futurum, dives into POCO’s X8 Pro and POCO X8 Pro Max launches, and discusses how, with the help of MediaTek, the Xiaomi subsidiary is redefining...
Google ADK Is Not a Toolkit – It Is an Agent Execution Framework
March 3, 2026

Google ADK Is Not a Toolkit – It Is an Agent Execution Framework

Mitch Ashley, VP and Practice Lead of Software Lifecycle Engineering at Futurum, shares his insights on how Google ADK’s new integrations turn agent frameworks into an execution layer, connecting GitHub,...
How Fast Can Arctic Wolf Turn Sevco's Visibility Into an Advantage
March 2, 2026

How Fast Can Arctic Wolf Turn Sevco’s Visibility Into an Advantage?

Fernando Montenegro, VP at Futurum, analyzes Arctic Wolf's acquisition of Sevco Security and the challenge of integrating exposure management into an MDR platform....
Can Salesforce’s Data 360 Pricing Overhaul Deliver Predictable ROI?
March 2, 2026

Can Salesforce’s Data 360 Pricing Overhaul Deliver Predictable ROI?

Keith Kirkpatrick and Brad Shimmin of Futurum cover Salesforce’s pricing and packaging changes for Data 360, and discuss the implications for the company and the overall data platform market....
Collapsing the Stack VAST Data’s Bid to Own the AI Data Loop
February 27, 2026

Collapsing the Stack: VAST Data’s Bid to Own the AI Data Loop

Brad Shimmin, Vice President at Futurum, analyzes the VAST Data platform updates from VAST Forward, detailing how the new Policy Engine, Tuning Engine, and Polaris architectures are simplifying the AI...

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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