Insight Type: Market Coverage

Amazon EC2 G7e Goes GA With Blackwell GPUs. What Changes for AI Inference
January 27, 2026

Amazon EC2 G7e Goes GA With Blackwell GPUs. What Changes for AI Inference?

Nick Patience, VP and AI Practice Lead at Futurum, examines Amazon’s EC2 G7e instances and how higher GPU memory, bandwidth, and networking change AI inference and graphics workloads....
NVIDIA and CoreWeave Team to Break Through Data Center Real Estate Bottlenecks
January 27, 2026

NVIDIA and CoreWeave Team to Break Through Data Center Real Estate Bottlenecks

Nick Patience, AI Platforms Practice Lead at Futurum, shares his insights on NVIDIA’s $2 billion investment in CoreWeave to accelerate the buildout of over 5 gigawatts of specialized AI factories...
Did SPIE Photonics West 2026 Set the Stage for Scale-up Optics
January 27, 2026

Did SPIE Photonics West 2026 Set the Stage for Scale-up Optics?

Brendan Burke, Research Director at The Futurum Group, explains how SPIE Photonics West 2026 revealed that scaling co-packaged optics depends on cross-domain engineering, thermal materials, and manufacturing testing....
Will Microsoft’s “Frontier Firms” Serve as Models for AI Utilization
January 26, 2026

Will Microsoft’s “Frontier Firms” Serve as Models for AI Utilization?

Keith Kirkpatrick, VP and Research Director at Futurum, covers the New York Microsoft AI Tour stop and discusses how the company is shifting the conversation around AI from features to...
Will Twilio's Partnership with AEG Redefine Fan Engagement in Live Events
January 26, 2026

Will Twilio’s Partnership with AEG Redefine Fan Engagement in Live Events?

Keith Kirkpatrick, VP and Research Director at Futurum, shares his insights on the new partnership between Twilio and entertainment company AEG, focusing on improving personalization and engagement in ticketing, sports,...
Snowflake Acquires Observe Operationalizing the Data Cloud
January 26, 2026

Snowflake Acquires Observe: Operationalizing the Data Cloud

Brad Shimmin, VP & Practice Lead at Futurum, examines Snowflake’s intent to acquire Observe and integrate AI-powered observability into the AI Data Cloud....
Intel Q4 FY 2025 AI PC Ramp Meets Supply Constraints
January 26, 2026

Intel Q4 FY 2025: AI PC Ramp Meets Supply Constraints

Futurum Research analyzes Intel’s Q4 FY 2025 results, highlighting AI PC and data center demand, 18A/14A progress, and near-term supply constraints with guidance improving as supply recovers from Q2 FY...
ServiceNow Bets on OpenAI to Power Agentic Enterprise Workflows
January 23, 2026

ServiceNow Bets on OpenAI to Power Agentic Enterprise Workflows

Keith Kirkpatrick, Research Director at Futurum, examines ServiceNow’s multi-year collaboration with OpenAI, highlighting a shift toward agentic AI embedded in core enterprise workflows....
Is Tesla’s Multi-Foundry Strategy the Blueprint for Record AI Chip Volumes
January 22, 2026

Is Tesla’s Multi-Foundry Strategy the Blueprint for Record AI Chip Volumes?

Brendan Burke, Research Director at Futurum, explores how Tesla’s dual-foundry strategy for its AI5 chip enables record production scale and could make multi-foundry production the new standard for AI silicon....
Harness Incident Agent Is DevOps Now The AI Engineers of Software Delivery
January 22, 2026

Harness Incident Agent: Is DevOps Now The AI Engineers of Software Delivery?

Mitch Ashley, VP & Practice Lead, Software Lifecycle Engineering at Futurum, analyzes Harness's introduction of the Human-Aware Change Agent and what it signals about AI agents emerging across software delivery,...
Does Smartsheet's Partner Program Transformation Signal Market Consolidation?
January 21, 2026

Does Smartsheet’s Partner Program Transformation Signal Market Consolidation?

Keith Kirkpatrick and Alex Smith of Futurum cover Smartsheet’s enhancements to its Aligned Partner Program, which may serve as a key differentiator for the work management platform provider....
AWS European Sovereign Cloud Debuts with Independent EU Infrastructure
January 16, 2026

AWS European Sovereign Cloud Debuts with Independent EU Infrastructure

Nick Patience, AI Platforms Practice Lead at Futurum, shares his/her insights on AWS’s launch of its European Sovereign Cloud. It is an independently-run cloud in the EU aimed at meeting...

Welcome

The vision behind everything in Futurum’s Custom Research practice is this: research should show you what is happening, what comes next, and what to do about it. It should be personal to each audience, easy for people to grasp, and structured so LLMs can reason over it accurately. And it should be fast and turnkey; you want answers now, not another project to carry for quarters.

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If any of this is useful, I would love to talk.

Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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