Alex Smith and Brendan Burke share their insights on how Ecolab's $4.75 billion acquisition of CoolIT is a cross-industry move that reshapes the competitive landscape for data center liquid cooling....
Keith Kirkpatrick, VP & Research Director at Futurum, discusses Microsoft’s Copilot Cowork in Frontier, and discusses the steps Microsoft will need to take to enable enterprise-grade usage by customers....
Fernando Montenegro, VP & Practice Lead for Cybersecurity & Resilience at Futurum, examines CrowdStrike’s agentic SOC expansion across partners, IBM, and Intel, and what it means for security execution and...
Fernando Montenegro, VP & Practice Lead for Cybersecurity & Resilience at Futurum, analyzes the LevelBlue SentinelOne partnership and its focus on integrating threat intelligence, AI detection, and response to improve...
Palo Alto Networks bets big on AI agent security through Koi acquisition, with CEO Nikesh Arora backing it with a $10M stock purchase, positioning the company as first to formally...
Nick Patience, VP and AI Practice Lead at Futurum, examines IBM ElevenLabs voice AI integration and how it enables multilingual, secure, voice-first AI agents within watsonx Orchestrate for enterprise workflows....
Bluesky's Attie AI became the platform's second-most blocked account, revealing users' deep distrust of uninvited AI in personal spaces—a critical signal for enterprise AI strategies....
SpaceX's anticipated 2026 IPO could value the company above $350 billion, testing whether public markets can price a vertically integrated space-and-connectivity giant amid regulatory and geopolitical challenges....
Brendan Burke, Research Director at Futurum, examines Samsung and AMD’s AI memory collaboration, focusing on HBM4 supply, DDR5 integration, and how memory constraints are shaping next-generation AI infrastructure....
Palo Alto Networks extended Prisma SASE to govern agentic AI workloads, but structural mismatches between SASE design and dynamic agent behavior raise critical enforcement questions....
Palo Alto Networks unveiled Prisma AIRS 3.0, a purpose-built security platform for autonomous AI agents. As enterprises deploy agentic systems across cloud and SaaS, control of the agentic security stack...
Brendan Burke, Research Director at Futurum, shares insights on how Supermicro's export crisis creates a GPU allocation opening for Dell and HPE, reshaping the AI server competitive landscape post-NVIDIA GTC...
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