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Insight Type: Market Coverage

Google Debuts Ironwood TPU to Drive Inference-Focused AI Architecture at Scale
April 23, 2025

Google Debuts Ironwood TPU to Drive Inference-Focused AI Architecture at Scale

Daniel Newman, CEO at The Futurum Group, shares insights on Google’s Ironwood TPU launch. With 42.5 exaflops at scale and 2x Trillium’s efficiency, Ironwood is Google’s clearest inference-focused chip yet....
Lightmatter: Solving How to Interconnect Millions of Chips
April 23, 2025

Lightmatter: Solving How to Interconnect Millions of Chips

The Futurum Group’s Ron Westfall shares his insights on why Lightmatter can be a frontrunner in photonic supercomputing through its Passage M1000 and L200 products aimed at transforming AI infrastructure...
SAP Q1 FY 2025 Results Exceed Profit Forecasts as Cloud ERP Drives Growth
April 23, 2025

SAP Q1 FY 2025 Results Exceed Profit Forecasts as Cloud ERP Drives Growth

Keith Kirkpatrick and Daniel Newman at The Futurum Group examine SAP’s Q1 FY 2025 earnings, highlighting strong cloud ERP growth, rising AI adoption, and resilience amid macro and tariff pressures....
CyberArk Impact 2025 Articulates a Possible Future of Identity-Driven Security
April 22, 2025

CyberArk Impact 2025 Articulates a Possible Future of Identity-Driven Security

Krista Case, Research Director at The Futurum Group, shares her insights on CyberArk IMPACT 2025....
Micron Introducing Breakthrough G9 NAND to Premium Smartphones
April 22, 2025

Micron Introducing Breakthrough G9 NAND to Premium Smartphones

The Futurum Group’s Ron Westfall shares his insights on why Micron’s G9 NAND with UFS 4.1 and UFS 3.1 drives the mobile ecosystem forward by delivering faster, more efficient, and...
Can NetApp Volumes Deliver on AI and EDA Storage Demands in the Cloud?
April 21, 2025

Can Google Cloud Deliver on AI and EDA Storage Demands with NetApp?

Camberley Bates and Krista Case of The Futurum Group share insights on how NetApp and Google Cloud’s storage updates enable scalable, AI-ready, and compliance-aware cloud infrastructure....
Altimeter and ARK Lead $100M Round in Hammerspace to Strengthen AI Infrastructure Performance
April 18, 2025

Altimeter and ARK Lead $100M Round in Hammerspace to Strengthen AI Infrastructure Performance

Brad Shimmin, VP and Practice Lead at The Futurum Group, examines why investors behind NVIDIA and Meta are backing Hammerspace to remove AI data bottlenecks and improve performance at scale....
Will Tableau’s New Enhancements Drive Use of Agentic AI Across the Enterprise
April 18, 2025

Will Tableau’s New Enhancements Drive Use of Agentic AI Across the Enterprise?

Futurum analysts Brad Shimmin and Keith Kirkpatrick cover the latest developments from Tableau Conference, focused on the new AI and data-management enhancements to the visualization platform....
Ericsson Goes Wireless-First for AI Enterprises
April 17, 2025

Ericsson Goes Wireless-First for AI Enterprises

The Futurum Group’s Ron Westfall shares his insights on why Ericsson’s new wireless-first architecture and the E400 fulfill key emerging enterprise trends, such as 5G Advanced, IoT proliferation, and increased...
Azure Kubernetes Services (AKS) Powers AI Workloads And Addresses Complexity
April 16, 2025

Azure Kubernetes Services (AKS) Powers AI Workloads And Addresses Complexity

Mitch Ashley at The Futurum Group shares his insights on advancements in Microsoft AKS with AI workload, Rag, vLLM upgrades, and Headlamp open-source contribution to CNCF to simplify Kubernetes management...
Oracle Database Analyst Summit 2025 Oracle Raises its Database Game
April 16, 2025

Oracle Database Analyst Summit 2025: Oracle Raises its Database Game

Futurum’s Brad Shimmin and Ron Westfall examine why Oracle is well-positioned to leverage its unique architectural approach to data management and cloud services to tackle evolving enterprise demand for more...
Smartsheet Enhances Enterprise Scability, Automation, Security
April 16, 2025

Will Smartsheet’s Product Investments Address Work Management Challenges?

Keith Kirkpatrick, Research Director at The Futurum Group, examines Smartsheet’s enterprise enhancements in automation, scalability, and security and its positioning against Microsoft, Asana, and Monday.com....

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