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...
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....
Keith Kirkpatrick, VP and Research Director at Futurum, covers the New York Microsoft AI Tour stop and discusses how the company is shifting the conversation around AI from features to...
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,...
Brad Shimmin, VP & Practice Lead at Futurum, examines Snowflake’s intent to acquire Observe and integrate AI-powered observability into the AI Data Cloud....
Futurum Research analyzes Intel’s Q4 FY 2025 results, highlighting AI PC and data center demand, 18A/14A progress, and near-term supply constraints with guidance improving as supply recovers from Q2 FY...
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....
Brendan Burke, Research Director at Futurum, explores how Tesla’s dual-foundry strategy for its AI5 chip enables record production scale and could make multi-foundry production the new standard for AI silicon....
Mitch Ashley, VP & Practice Lead, Software Lifecycle Engineering at Futurum, analyzes Harness's introduction of the Human-Aware Change Agent and what it signals about AI agents emerging across software delivery,...
Keith Kirkpatrick and Alex Smith of Futurum cover Smartsheet’s enhancements to its Aligned Partner Program, which may serve as a key differentiator for the work management platform provider....
Nick Patience, AI Platforms Practice Lead at Futurum, shares his/her insights on AWS’s launch of its European Sovereign Cloud. It is an independently-run cloud in the EU aimed at meeting...
Brendan Burke, Research Director at Futurum, evaluates GlobalFoundries’ acquisition of Synopsys’ Processor IP to lead in specialized silicon for Physical AI. Synopsys pivots to a neutral ecosystem strategy, prioritizing foundation...
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