Brendan Burke, Research Director at Futurum, analyzes Texas Instruments’ Q1 FY 2026 earnings, focusing on data center power content, and how supply readiness shapes outlook for the next quarters....
Brendan Burke, Research Director, analyzes STMicroelectronics’ Q1 FY 2026 earnings, focusing on AI data center and LEO satellite momentum, photonics ramp timing....
Brendan Burke, Research Director at Futurum, analyzes Intel’s Q1 FY 2026 earnings, focusing on CPU demand tied to inference and agentic workloads, customer LTAs, and foundry and packaging execution signals....
Futurum Research reviews SAP Q1 FY 2026 earnings, focusing on cloud ERP Suite momentum, the path to trusted business AI, and what SAP’s guidance implies for enterprise software planning....
Nick Patience, VP & Practice Lead at Futurum, analyses the Cohere and Aleph Alpha deal, examining strategic synergies, sovereign AI positioning, and key integration risks for the combined transatlantic enterprise...
Brendan Burke, Research Director at Futurum, examines Meta's agreement with AWS to deploy tens of millions of Graviton cores, signaling a shift toward purpose-built CPUs as critical infrastructure for scaling...
Edison International appoints M. Susan Hardwick as independent director, strengthening the utility's leadership as it confronts mounting pressure to modernize operations and leverage AI-driven infrastructure solutions....
OpenAI's GPT-5.5 launches as a transformative enterprise AI platform, yet adoption barriers around trust, reliability, and data privacy remain critical concerns for 78% of organizations planning AI budget increases....
OpenAI's GPT-5.5 launch marks a critical moment in enterprise AI adoption. With 68% of organizations at advanced GenAI stages, competition from Microsoft and Google intensifies as buyers prioritize reliability and...
IBM Research's RITS Platform uses vLLM to centralize large language model access across enterprise teams, signaling a shift toward scalable, governed AI infrastructure that balances innovation, cost, and control....
ServiceNow and Google Cloud partnered to deliver AI agent solutions for autonomous enterprise operations, targeting 5G, retail, and IT sectors while raising concerns about vendor lock-in and scalability....
Tiffani Bova at Futurum examines Google's $750M agentic AI partner commitment and new alliance formations with Accenture, Deloitte, Salesforce, and Vista Equity that reset channel program expectations....
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