Insight Type: Research Note

Google Upgrades Its AI With New TPUs, Enhanced Gemini Model & Agentic AI
Nick Patience and Keith Kirkpatrick at The Futurum Group share their insights into Google’s late-2024 AI announcements, and discuss what the company needs to do to drive and retain customer interest in its AI offerings.
With Businesses Stretched and Customer Expectations as High as They’ve Ever Been, Agentforce Aims to Automate Repetitive Tasks
Nick Patience, AI Practice Lead and Tiffani Bova, Chief Strategy and Research Officer at The Futurum Group share their insights on Salesforce new Agentforce 2.0 digital labour platform and how it might create an unlimited pool of digital labor for companies.
Marvell Debuted Custom HBM Solutions Specifically Designed for XPUs Partnering With Samsung, Micron, and SK Hynix to Innovate Tailored Memory Solutions
Futurum’s Ron Westfall examines why Marvell’s new HBM customization solutions can play a crucial role in driving XPU innovation, particularly for AI and high-performance computing applications that require extreme memory bandwidth and efficiency.
Tenstorrent Lands $693 Million in New Funding Including Bezos Expeditions, Samsung, and LG to Challenge NVIDIA’s AI Chip Prominence
Futurum’s Ron Westfall assesses why Tenstorrent’s new funding can spur consistent competitive differentiation of its AI chips against GPUs.
Strategic Leadership Appointment Highlights AMD’s Focus On Navigating Regulatory Landscapes and Fostering Innovation in High-Performance Computing
Olivier Blanchard, Research Director at The Futurum Group, discusses Tim Keating's appointment as AMD’s Senior VP of Government Relations and Regulatory Affairs and how his leadership could shape AMD’s policy engagement.
Adobe Reports Record FY2024 Revenue Driven by Strong Digital Media and Digital Experience Segments While Leveraging AI to Drive Innovation and Meet Analyst Expectations
Keith Kirkpatrick, Research Director at The Futurum Group, analyzes Adobe’s FY2024 performance. Growth in the Digital Media and Digital Experience segments contributed to record revenue while addressing challenges like the impacts of foreign exchange.
Daniel Newman and Patrick Moorhead share insights on how NVIDIA, Microsoft, Qualcomm, OpenText, and Meta navigate AI-driven innovation, supply chain challenges, and market diversification.
Daniel Newman and Patrick Moorhead discuss the latest tech trends from Episode 240 of The Six Five Webcast, like Dell’s AI-driven innovations, Qualcomm’s edge AI growth, Coherent’s photonics breakthroughs, and Meta’s pivot to defense AI applications.
Cohesity Will Integrate Veritas NetBackup and Alta Data Protection to Bolster Its Large Enterprise Traction as Well as Its AI and Security Initiatives
Krista Case, Research Director at The Futurum Group, shares her insights on Cohesity’s acquisition of Veritas.
Oracle’s Q2 FY2025 Earnings Highlight AI-Driven Growth in Cloud and Healthcare Despite Narrowly Missing Analyst Expectations
Keith Kirkpatrick, Research Director at The Futurum Group, discusses Oracle’s Q2 FY2025 results and AI’s role in Oracle’s cloud revenue growth, its impact on healthcare innovations, and the strategic significance of recurring revenues.
Enabling Enterprises to Confidently Test, Deploy, and Refine AI Agents at Scale With Innovative Tools and Secure Environments
Keith Kirkpatrick, Research Director at The Futurum Group, discusses Salesforce’s Agentforce Testing Center, highlighting how its tools, such as secure sandboxes, synthetic testing, and analytics, redefine AI agent lifecycle management.
By Excluding “Soft” Services and Working on a Project Basis, SOUTHWORKS Offers a Completion-Focused Model for Engaging an External Firm on Application Development
Guy Currier, CTO of Visible Impact at The Futurum Group, shares his insights on the model provided by app dev services firm SOUTHWORKS for leveraging the expertise and reliable output of a service provider without creating ongoing dependencies that can delay release or cause lock-in.

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