Insight Type: Market Coverage

July 30, 2026

PTC’s Q3 Results Signal Strong Demand for AI-Driven Product Lifecycle Solutions

PTC's Q3 FY2026 showed 9.1% ARR growth as enterprises demand AI-integrated PLM platforms, with the industrial software market projected to reach $762B by 2031....
Sovereign AI
July 30, 2026

Anyscale’s Strategic Move: Joining Forces with Nscale to Enhance AI Infrastructure

Anyscale's strategic merger with Nscale combines Ray-based AI orchestration with European sovereign GPU infrastructure, targeting enterprises requiring private cloud deployment and data sovereignty compliance....
Atlassian Fuses the Agent Work Surface, Workflow, and Control Plane Into Jira
July 29, 2026

Atlassian Fuses the Agent Work Surface, Workflow, and Control Plane Into Jira

Mitch Ashley, VP and Practice Lead at Futurum, shares his insights on how Atlassian fused the agent work surface, workflow, and control plane into Jira, with Teamwork Graph as the...
SiTime's Nasdaq IPO Puts MEMS Timing at the Center of AI Infrastructure
July 29, 2026

SiTime’s Acquisition of Renesas Timing Division: A Strategic Leap in Timing Solutions

Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices at Futurum, analyzes how SiTime's acquisition of Renesas' timing business consolidates 30 years of clocking legacy with innovative MEMS technology....
Is Adobe Commerce Poised to Revolutionize Product Discovery with AI?
July 29, 2026

Is Adobe Commerce Poised to Revolutionize Product Discovery with AI?

Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, Adobe Commerce's AI-driven product discovery transforms eCommerce as AI-driven retail traffic surges 125% year-over-year....
July 29, 2026

Is Adobe Commerce Poised to Revolutionize Product Discovery with AI?

Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, Adobe Commerce's AI-driven product discovery transforms eCommerce as AI-driven retail traffic surges 125% year-over-year....
HPE’s GX5000 Delivers 40% Denser AI Supercomputing With AMD EPYC
July 29, 2026

HPE’s GX5000 Delivers 40% Denser AI Supercomputing With AMD EPYC

Alastair Cooke, analyst at Futurum, shares insights on HPE's Cray Supercomputing GX5000, a 6th Gen AMD EPYC-powered system claiming 40% higher core density than rivals, and what it means for...
July 29, 2026

HPE’s GX5000 Delivers 40% Denser AI Supercomputing With AMD EPYC

Alastair Cooke, analyst at Futurum, shares insights on HPE's Cray Supercomputing GX5000, a 6th Gen AMD EPYC-powered system claiming 40% higher core density than rivals, and what it means for...
July 29, 2026

Synopsys, Cadence, and Siemens Take Agentic Chip Design Autonomous at DAC

Brendan Burke, Research Director at Futurum, examines how NVIDIA and AMD are driving agentic chip design at DAC 2026 through collaborations with Synopsys, Cadence, and Siemens spanning models, physics libraries,...
July 29, 2026

Atlassian Fuses the Agent Work Surface, Workflow, and Control Plane Into Jira

Mitch Ashley, VP and Practice Lead at Futurum, shares his insights on how Atlassian fused the agent work surface, workflow, and control plane into Jira, with Teamwork Graph as the...
Cadence Q2 FY 2026 Earnings Climb on Agentic AI and Record Backlog
July 29, 2026

Cadence Q2 FY 2026 Earnings Climb on Agentic AI and Record Backlog

Brendan Burke, Research Director at Futurum, reviews Cadence's Q2 FY 2026 earnings, agentic AI demand, record backlog, and raised full-year outlook....
Data Storage
July 29, 2026

Seagate’s Q4 Surge: What It Means for the Data Storage Market

Seagate Technology's fiscal Q4 results reveal record 52.3% gross margins, signaling structural demand for data storage as AI adoption accelerates across enterprises. The Data Intelligence market is projected to reach...

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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