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Insight Type: Market Coverage

IBM TechXchange 2025: The Real Headliner is Data, Not AI
October 10, 2025

IBM TechXchange 2025: The Real Headliner is Data, Not AI

Brad at Futurum looks at IBM TechXchange 2025 and uncovers a strategic pivot from AI hype to the foundational challenge of enterprise data. IBM's latest announcements for watsonx, AgentOps, and...
QumulusAI USD.AI Financing Model for AI Infrastructure Capital
October 9, 2025

Could QumulusAI–USD.AI Financing Model Be a New Model for AI Infrastructure Capital

Ray Wang and Daniel Newman at Futurum share their insights on how QumulusAI USD.AI financing uses tokenized GPU collateral and stablecoin liquidity to fund up to 70% of deployments, enabling...
AMD OpenAI Partnership Scale Win or Execution Risk at 6 GW
October 7, 2025

AMD OpenAI Partnership: Scale Win or Execution Risk at 6 GW?

Ray Wang, Research Director at Futurum, shares his insights on the AMD OpenAI partnership spanning 6 GW of Instinct GPUs, where milestone-linked warrants and power readiness define the next phase...
How Snapdragon Guardian Could Help Accelerate Commercial Snapdragon X Adoption
October 7, 2025

How Snapdragon Guardian Could Help Accelerate Commercial Snapdragon X Adoption

Olivier Blanchard, Research Director at Futurum, shares insights on Qualcomm’s Snapdragon Guardian, an always-on PC management platform with built-in cellular connectivity that challenges Intel vPro and reshapes enterprise security....
Can Lenovo’s GPU Services Close the AI Infrastructure Gap in Enterprises?
October 7, 2025

Can Lenovo’s GPU Services Close the AI Infrastructure Gap in Enterprises?

Ray Wang, Research Director at Futurum, shares his insights on Lenovo GPU Advanced Services, a modular suite designed to boost AI workload performance by up to 30% while simplifying GPU...
Will T-Satellite Apps Redefine Off-Grid Connectivity for Everyone?
October 7, 2025

Will T-Satellite Apps Redefine Off-Grid Connectivity for Everyone?

Tom Hollingsworth, Networking Technology Advisor and Event Lead at Futurum, shares insights on T-Mobile’s expansion of T-Satellite apps powered by Starlink, bringing WhatsApp, Google Maps, and AllTrails to off-grid connectivity....
Can Lenovo SMB IT Offerings Deliver Enterprise-Grade AI for SMBs?
October 6, 2025

Can Lenovo SMB IT Offerings Deliver Enterprise-Grade AI for SMBs?

Olivier Blanchard, Research Director at Futurum, shares insights on Lenovo’s SMB IT offerings that deliver AI-ready bundles, built-in security, and TruScale flexibility to accelerate modernization and growth....
IBM and AMD Team with Zyphra to Build AI Infrastructure on IBM Cloud
October 6, 2025

IBM and AMD Team with Zyphra to Build AI Infrastructure on IBM Cloud

Ray Wang, Research Director at Futurum, shares insights on IBM and AMD’s partnership with Zyphra to deliver one of the largest AI training clusters on IBM Cloud, advancing Zyphra’s $1...
CrowdStrike fal.con 2025: A Vision and a Path to the Human-Led Agentic SOC
October 3, 2025

CrowdStrike Fal.Con 2025: A Vision and a Path to the Human-Led Agentic SOC

Fernando Montenegro, VP and Practice Leadat Futurum shares his insights on CrowdStrike's Fal.Con 2025 conference, where the company went all-in on AI, unveiling its ambitious vision for an "agentic SOC"...
Momentum Shifts in the Tech Sector Q3 2025
October 3, 2025

Futurum Tech Vanguards 2025 Q3: The Established Resurge

Alex Smith, VP at Futurum, explores how established tech companies are resurging, detailing big tech performance and shifts in cloud power balance fueled by AI infrastructure and strategic pivots....
Balancing AI Goals and Core Strengths: Twilio’s Customer Engagement Platform
October 3, 2025

Balancing AI Goals and Core Strengths: Twilio’s Customer Engagement Platform

Keith Kirkpatrick and Mitch Ashley with Futurum share insights on Twilio’s shift to a unified customer engagement platform, its pragmatic AI strategy, and the company’s challenge of winning mindshare while...
Is Microsoft 365 Copilot Agent Mode Ready to Rival Human Accuracy?
October 2, 2025

Is Microsoft 365 Copilot Agent Mode Ready to Rival Human Accuracy?

Nick Patience, VP and AI Practice Lead at Futurum shares his insights on Microsoft 365 Copilot Agent Mode, exploring how new agentic features in Excel, Word, and Copilot chat are...

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