Brendan Burke, Research Director at Futurum, analyzes Meta's 6-gigawatt AMD deal, its custom MI450 inference GPU, performance-based equity warrant, and what it means for GPU duopoly economics....
Brendan Burke, Research Director at Futurum, explores how Intel and SambaNova are disrupting the AI inference market with specialized, power-efficient inference and low-latency logic engines designed for the next era...
Brad Shimmin, VP and Practice Lead at Futurum, shares his insights on Pure Storage’s rebrand to Everpure as well as its supportive acquisition of 1touch.io, exploring why dropping "Storage" is...
Keith Kirkpatrick, VP & Research Director, Enterprise Software & Digital Workflows at Futurum, notes Five9’s Q4 FY 2025 AI momentum and record bookings signal strong H2 FY 2026 growth....
Keith Kirkpatrick, VP and Research Director at Futurum, shares his insights on how Canva’s acquisition of MangoAI and Cavalry challenges Adobe by unifying motion design and AI-driven marketing....
Futurum Research examines the Amazon Ads MCP Server and how AI-managed workflows streamline ad execution while redefining the role of human oversight in Amazon advertising....
Brendan Burke, Research Director at Futurum, analyzes indie Semiconductor’s Q4 FY 2025, highlighting radar program ramps, DRAM‑less vision wins, and adjacencies in photonics and robotics, with Q1 guidance reflecting core...
Mitch Ashley, VP & Practice Lead at Futurum, shares his insights on AI-driven zero-day discovery and why Anthropic’s Claude Code Security exposes a race condition between vulnerability discovery and patch...
Keith Kirkpatrick, VP and Research Director at Futurum, shares his insights into the evolution of Zoho as a provider of enterprise technology, and discusses the steps it should take to...
Mitch Ashley, VP Practice Lead at Futurum, examines AWS Agent Plugins for AWS and why the deploy-to-AWS plugin is less a developer productivity tool and more a strategic move to...
Fernando Montenegro, VP & Practice Lead for Cybersecurity & Resilience at Futurum, analyzes Palo Alto Networks’ Q2 FY 2026 results, highlighting platformization momentum, SASE and AI SOC traction, and identity/observability...
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