Qualcomm Re-Enters the Data Center Market with Arm-Based CPUs Designed to Interface with NVIDIA AI Infrastructure
Olivier Blanchard, Research Director at Futurum, explores Qualcomm’s re-entry into the data center market with Arm-based CPUs designed to integrate with NVIDIA’s AI infrastructure, marking a strategic pivot from its past efforts.
AMD Launches Zen 5-Based EPYC 4005 CPUs Targeting Cost-Sensitive Enterprise, SMB, and Hosted IT Deployments Across Single-Socket AM5 Systems
Olivier Blanchard, Research Director at Futurum, shares his insights on AMD’s new EPYC 4005 CPUs. Built for SMBs and hosters, the Zen 5-based chips challenge Intel Xeon on price, performance, and deployment simplicity.
The SaaS Vendor Provides Customers and Prospects With More Flexibility Around AI Agent Pricing, and Reaffirms Its Goal of Demonstrating the Value of AI to Its Customers
Keith Kirkpatrick, Research Director at Futurum, discusses Salesforce’s new pricing strategy, which incorporates a consumption-based component, and discuss the potential impact on its customers and competitors in the SaaS marketplace.
Google Cloud Offers Options to Build Customized Infrastructure for Your Generative AI Applications in Their Locations
Futurum’s Alastair Cooke examines building customized infrastructure for generative AI applications using the Google Cloud Platform, which offers numerous options ranging from managed services to Infrastructure-as-a-Service (IaaS).
Zoho Launches Zoho Payments To Bring Native Payment Capabilities to US Businesses, Strengthening Operational Workflows and Boosting Financial Visibility
Keith Kirkpatrick, Research Director at Futurum, shares insights on Zoho Payments and how its in-house payment stack aims to reduce financial workflow friction and improve transaction success rates across business operations.
Zoho Adds Generative AI and Orchestration Tools to Its CX Platform, Expanding CRM Usage Beyond Sales Teams
Keith Kirkpatrick, Research Director at Futurum, shares insights on Zoho’s CRM for Everyone and how Zia-powered AI tools like Ask Zia are enabling prompt-based reports, workflows, and no-code customization for broader CRM adoption.
At FMX 2025, Hammerspace Highlights Its Deployment at Animationsinstitut To Support Project-Heavy Academic Pipelines With Automated Data Orchestration and Hybrid Infrastructure
Krista Case, Research Director at Futurum, explores how Hammerspace enables metadata-driven automation, hybrid rendering, and sustainable storage reuse across Animationsinstitut’s distributed media workflows.
Databricks Acquires Neon to Bolster Agentic AI Capabilities With Serverless, Open-Source PostgreSQL
Brad Shimmin, VP Practice Lead for Data Management and Analytics at Futurum, shares his insights on Databricks' acquisition of Neon. This move positions Databricks to empower agentic AI with a robust, serverless PostgreSQL database, expanding its AI tooling market reach.
Webscale AI Orders Surpass $1 Billion YTD as Cisco Beats Top and Bottom-Line Estimates
Krista Case and Fernando Montenegro at Futurum analyze Cisco’s Q3 FY 2025 results, highlighting strong AI infrastructure growth, security momentum with Splunk, and solid execution across networking and enterprise transformation.
Industry Analysts Get a Sneak Peak of the New Innovations That Are Being Deployed Within Oracle and NetSuite Products, With an Eye on Redefining the User Experience, Utilization of Data, and Agentic Workflows
Keith Kirkpatrick, Research Director with Futurum, covers the news from Oracle’s Applications + Industries Analyst Event, and discusses the impact on Oracle, NetSuite, and others vendors in the market.
Armv9 Adoption and Smartphone Royalty Growth Drive Top-Line Performance
Olivier Blanchard and Daniel Newman at Futurum analyse Arm’s Q4 FY25 results, highlighting how Armv9 and CSS adoption are driving record royalty and licensing growth across smartphones, AI infrastructure, and automotive compute.
Gross Margin Gains and Datacenter Momentum Support Coherent’s Record Quarterly Performance
Olivier Blanchard, Research Director at Futurum, shares insights on Coherent’s record Q3 FY 2025 results, driven by strong AI datacenter momentum, next-gen optical product launches, and the upcoming commercialization of its OCS platform.
