Insight Type: Market Coverage

AWS Graviton5 Reframes the CPU as Agentic AI Infrastructure
June 12, 2026

AWS Graviton5 Reframes the CPU as Agentic AI Infrastructure

Brendan Burke, Research Director at Futurum, analyzes how AWS Graviton5's general availability redefines CPU architecture for agentic AI, with Meta deploying tens of millions of cores and customers halving their...
Zscaler Bets on Agentic AI Security at Zenith Live 2026
June 12, 2026

Zscaler Bets on Agentic AI Security at Zenith Live 2026

Fernando Montenegro, VP at Futurum, analyzes Zscaler's Zenith Live 2026 platform announcements spanning agentic AI security and Zero Trust SASE, in a market where every major vendor is converging on...
Adobe Q2 FY 2026: AI Demand Strengthens Results as Freemium Strategy Expands
June 12, 2026

Adobe Q2 FY 2026: AI Demand Strengthens Results as Freemium Strategy Expands

Futurum Research at The Futurum Group reviews Adobe’s Q2 FY 2026 earnings, focusing on AI product traction, the freemium acquisition pivot, and what the strategy implies for ARR and enterprise...
Can Zoho’s Nathu La Server Redefine Enterprise Stack Sovereignty and TCO for AI
June 12, 2026

Can Zoho’s Nathu La Server Redefine Enterprise Stack Sovereignty and TCO for AI?

The Futurum Group’s Keith Kirkpatrick and Brad Shimmin share their insights on Zoho’s Nathu La server, and discuss the impact on the SaaS market, end customers, and Zoho’s competitors....
Oracle Q4 FY 2026: AI Workloads Accelerate Cloud and Database Growth
June 12, 2026

Oracle Q4 FY 2026: AI Workloads Accelerate Cloud and Database Growth

Futurum Research reviews Oracle Q4 FY 2026 earnings, focusing on AI-driven cloud infrastructure growth, agentic AI commercialization moves, multicloud database traction, and FY 2027 outlook....
Aer Lingus Bets on Data Fluency Over Hype, Is This the Real Path to AI Scale?
June 12, 2026

Aer Lingus Bets on Data Fluency Over Hype, Is This the Real Path to AI Scale?

Aer Lingus redirects IT budget toward unified data platforms powered by Databricks, prioritizing data governance and literacy over trend-chasing. Industry data shows 73.6% of organizations increasing spend on analytical infrastructure—signaling...
Will ElevenLabs Avatars Redefine Video Creation for Enterprise Content Teams?
June 12, 2026

Will ElevenLabs Avatars Redefine Video Creation for Enterprise Content Teams?

ElevenLabs Avatars launches in ElevenCreative, enabling enterprises to generate talking-head videos with integrated voice and lip-sync automation, eliminating third-party tools and accelerating global content localization....
Cadence and Synopsys Accelerate Agentic EDA Race at Computex
June 11, 2026

Cadence and Synopsys Accelerate Agentic EDA Race at Computex

Brendan Burke, Research Director at Futurum, assesses how Cadence and Synopsys are accelerating the agentic EDA race, with Cadence reaching Level 5 autonomy and Synopsys expanding into multi-physics workflows....
Can AMD EPYC Extend Its Lead Over Vera and Xeon in the Agentic Data Center?
June 11, 2026

Can AMD EPYC Extend Its Lead Over Vera and Xeon in the Agentic Data Center?

Brendan Burke, Research Director at Futurum, examines AMD's EPYC 9965's claimed 2.37x NVIDIA Vera throughput and 1.6x Intel Xeon performance in 100 kW rack-scale agentic workloads....
Canonical’s Ubuntu TPU Optimization Shows the Coming Structural Shift in Enterprise AI Infrastructure
June 11, 2026

Canonical’s Ubuntu TPU Optimization Shows the Coming Structural Shift in Enterprise AI Infrastructure

Guy Currier at Futurum examines Canonical’s launch of optimized Ubuntu images for Google Cloud TPU virtual machines and its strategic implications for enterprise AI infrastructure economics, accelerator diversification beyond GPUs,...
Can Databricks' Unified AI Platform Break the AML Productivity Ceiling?
June 11, 2026

Can Databricks’ Unified AI Platform Break the AML Productivity Ceiling?

Databricks launched an AI-augmented AML compliance platform consolidating 10+ siloed systems, delivering 8-10x faster case processing, 75% fewer false positives, and $50-150M in annual savings for financial institutions....

Newsletter Sign-up Form

Get important insights straight to your inbox, receive first looks at eBooks, exclusive event invitations, custom content, and more. We promise not to spam you or sell your name to anyone. You can always unsubscribe at any time.

All fields are required






Thank you, we received your request, a member of our team will be in contact with you.