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Insight Type: Market Coverage

AMD Strengthens Supercomputing Lead With El Capitan and Frontier Holding Top Spots
June 16, 2025
 

AMD Strengthens Supercomputing Lead With El Capitan and Frontier Holding Top Spots

Olivier Blanchard, Research Director at Futurum, shares his insights on AMD’s supercomputing leadership as El Capitan and Frontier hold top rankings, while AMD expands its global footprint across HPC and...
Olivier Blanchard
Qualcomm Expands Data Center Push With $2.4 Billion Alphawave Acquisition
June 16, 2025
 

Qualcomm Expands Data Center Push With $2.4 Billion Alphawave Acquisition

Olivier Blanchard, Research Director at Futurum, analyzes Qualcomm’s $2.4 billion Alphawave deal and how it expands AI data center capabilities with high-speed connectivity IP....
Olivier Blanchard
June 16, 2025

Ray Wang

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Will Salesforce Marketing Cloud Next Deliver Real Agentic Marketing
June 16, 2025
 

Will Salesforce Marketing Cloud Next Deliver Real Agentic Marketing?

Keith Kirkpatrick, Research Director at Futurum, covers the highlights from Salesforce Connections, including agentic AI in marketing, unified journeys through Marketing Cloud Next, real-time Data Cloud activation, and new retail...
Cisco Builds Its Platform on the Tailwinds of Agentic AI and Secure Networking
June 16, 2025
 

Cisco Builds Its Platform on the Tailwinds of Agentic AI and Secure Networking

Fernando Montenegro, VP and Practice Lead, Cybersecurity at Futurum, shares his/her insights on the main announcements and key trends from Cisco Live US 2025, including agentic AI and secure networking....
Fernando Montenegro
Adobe Q2 FY 2025 Earnings Top Estimates With 11% Revenue Growth
June 13, 2025
 

Adobe Q2 FY 2025 Earnings Top Estimates With 11% Revenue Growth

Keith Kirkpatrick and Daniel Newman at Futurum analyze Adobe’s Q2 FY 2025 results, highlighting AI-fueled user growth, Firefly adoption, strong RPO gains, and raised FY 2025 guidance despite AI-native competitive...
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Oracle Delivers Q4 FY 2025 Results With 27% Cloud Growth, RPO Hits $138 Billion
June 12, 2025
 

Oracle Delivers Q4 FY 2025 Results With 27% Cloud Growth, RPO Hits $138 Billion

Keith Kirkpatrick and Daniel Newman at Futurum analyze Oracle’s Q4 FY 2025 earnings, highlighting strong cloud momentum, multicloud adoption, AI-driven demand, and aggressive capacity expansion, positioning Oracle for FY 2026...
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Kyndryl Expands Its Purview into Data Security with Microsoft Partnership
June 12, 2025
 

Kyndryl Expands Its Purview Into Data Security with Microsoft Partnership

Futurum’s Fernando Montenegro and Krista Case analyze Kyndryl's launch of data security posture management services using Microsoft Purview to enhance data protection and AI readiness....
Fernando Montenegro
Krista Case
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Is NVIDIA Building the Defining Infrastructure for AI-powered Robotics?
June 11, 2025
 

Is NVIDIA Building the Defining Infrastructure for AI-Powered Robotics?

Olivier Blanchard, Research Director at Futurum, shares insights on how NVIDIA’s Isaac GR00T platform and Blackwell systems aim to accelerate humanoid robotics through simulation, synthetic data, and integrated infrastructure....
Olivier Blanchard
Synopsys Collaboration Expands Startup Access to Chip Design Tools
June 11, 2025
 

Synopsys Collaboration Expands Startup Access to Chip Design Tools

Olivier Blanchard, Research Director at Futurum, explores how Synopsys’ collaboration with Plug and Play could reduce chip design costs and accelerate time-to-market for startups entering the semiconductor space....
Olivier Blanchard
Google Expands Sovereign Cloud to Address EU Data Sovereignty Requirements
June 10, 2025
 

Google Expands Sovereign Cloud to Address EU Data Sovereignty Requirements

Daniel Newman, CEO at Futurum, shares insights on Google Cloud’s sovereign cloud expansion, highlighting how new data controls and local partnerships aim to address EU regulatory concerns and customer sovereignty...
Broadcom Q2 FY 2025 Sees Record Revenue, Solid AI and Software Growth
June 10, 2025
 

Broadcom Q2 FY 2025 Sees Record Revenue, Solid AI and Software Growth

Olivier Blanchard and Daniel Newman, at Futurum, explore Broadcom’s strong Q2 FY2025 earnings driven by robust growth in AI networking, VMware-led infrastructure software, and strategic acceleration of custom AI chip...
Olivier Blanchard
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