Insight Type: Research Note

January 23, 2025

Keith Kirkpatrick

Research Note

Can WalkMe’s Refocused Strategy Drive New Logo Acquisition and Revenue Growth?

At WalkMe’s Analyst Day, Company Executives Laid Out a Compelling Plan to Leverage the Strengths of New Parent SAP and Sister Companies

Keith Kirkpatrick, Research Director at The Futurum Group, shares his insights into WalkMe’s 2025 Analyst Day, which covered the company’s current products and roadmap, corporate strategy and direction, and current go-to-market initiatives.

AI, Digital Transformation, Enterprise Applications

January 22, 2025

Dr. Bob Sutor

Research Note

Quantum in Context: Early-Stage Startups Are Still Finding Investors

Qolab, Quantum Brilliance, and SEEQC Raise Cash Despite Wild Stock Market Speculation

Bob Sutor, VP and Practice Lead for Emerging Technologies at The Futurum Group, examines three recent early-stage investment rounds by quantum computing companies Quantum Brilliance, Qolab, and SEEQC. These were finalized amid rampant market speculation on quantum computing stocks, followed by dramatic crashes.

Advanced Computing, Computing, Quantum Computing

January 22, 2025

Nick Patience

Research Note

US Government Unveils $500B Stargate Alliance to Lead US AI Infrastructure Push

OpenAI, Oracle, and SoftBank Join Forces to Build Massive Data Center Network as a Key Issue for US National Security

Nick Patience, AI Practice Lead at The Futurum Group examines President Trump's ambitious $500B Stargate initiative that aims to revolutionize US AI infrastructure while countering China's rapid advances in AI development.

AI, Semiconductors and Components

January 22, 2025

Nick Patience

Research Note

CoreWeave Stakes Claim in UK AI Market with Advanced GPU Infrastructure Build-Out

CoreWeave’s Newly Opened Crawley and London Docklands Facilities, Featuring NVIDIA H200 GPUs, Bolster Its AI Hyperscaling Efforts in Alignment With the UK’s AI Opportunities Action Plan

Nick Patience, VP and AI Practice Lead at The Futurum Group, explores CoreWeave's launch of UK-based data centers featuring NVIDIA H200 GPUs, driving AI innovation and supporting the UK’s AI Opportunities Action Plan.

AI, Cloud, Data Center, Infrastructure

January 21, 2025

Keith Kirkpatrick

Research Note

Smartsheet’s 2024 Product Design: Elevating UX to Meet Modern Business Needs

Smartsheet’s 2024 Product Experience Direction Introduces Scalable, Intuitive Features and a Modern Design System to Enhance Collaboration and Streamline Workflows

Keith Kirkpatrick, Research Director at The Futurum Group, shares insights into Smartsheet’s 2024 Product Experience Direction, highlighting its modern design system, scalable workflows, and transformative updates that position it as a strong contender in collaborative work management.

Automation, Collaboration, Workplace Collaboration

January 20, 2025

Ron Westfall

Research Note

Oracle Exadata X11M: The Enterprise AI Architecture

Oracle’s Latest Exadata X11M Platform Delivers Key Enhancements in Performance, Efficiency, and Energy Conservation for AI and Data Workloads

Futurum’s Ron Westfall examines why Exadata X11M allows customers to decide where they want to gain the best performance for their Oracle Database workloads from new levels of price performance, consolidation, and efficiency alongside savings in hardware, power and cooling, and data center space.

AI and Data Analytics, Data Center, Hybrid Cloud, Infrastructure, and Operations

January 20, 2025

Olivier Blanchard

Research Note

How Lenovo’s New ThinkPad X9 Aura Editions Advance AI Features in Premium PCs

Lenovo’s CES 2025 Lineup Included Two New AI-Powered ThinkPad X9 Prosumer PCs for Hybrid Workers

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on how Lenovo’s new Aura Edition ThinkPad X9 prosumer PCs help the company maximize Intel’s new Core Ultra processors to deliver a richer and more differentiated AI feature set on premium tier Copilot+ PCs to hybrid workers.

AI, Computing, Digital Transformation, Emerging Technologies, Innovation

January 20, 2025

Olivier Blanchard

Research Note

Why Lenovo’s New Rollable Laptop Might Not Be a Gimmick

Lenovo’s New ThinkBook Plus 6 Rollable Isn’t for Everyone, but It Might Not Be as Niche as It Seems at First Glance

Olivier Blanchard, Research Director at The Futurum Group, shares his insights on how Lenovo’s new ThinkBook Gen 6 Rollable laptop could make the case for more versatile, hybrid laptop form factors, and turn a niche play into a mainstream feature.

AI, Computing, Digital Home, Emerging Technologies, Innovation

January 20, 2025

Daniel Newman & Six Five Media

Research Note

Meta, NVIDIA, AMD: CES 2025 Highlights – A Recap from The Six Five Webcast

Daniel Newman and Patrick Moorhead discuss the biggest innovations unveiled at CES 2025. From Meta’s community-driven moderation to NVIDIA’s AI advancements and Qualcomm’s edge computing breakthroughs sharing a technical look at CES’s top trends.

Advanced Computing, AI and Data Analytics, Processors, Robotics, Semiconductors and Components

January 17, 2025

Krista Case

Research Note

HP Wolf Security Threat Intelligence: AI Ramps Efficiency for Cyber Attackers

HP Wolf Security Threat Intelligence Report Uncovers Nuances in AI-Driven Cyber Attacks

Krista Case, Research Director at The Futurum Group, shares her insights on HP’s most recent Wolf Threat Intelligence research.

AI, Cybersecurity

January 17, 2025

Keith Kirkpatrick

Research Note

Will Google’s New Pricing Model Spur Usage of Gemini Leading to AI Revenue?

Microsoft and Salesforce Are Going All-In on Consumption Pricing and Google May Not Be Far Behind

Keith Kirkpatrick, Research Director at The Futurum Group shares his insights on Google’s inclusion of Gemini within its Workspace Business and Enterprise editions, and discusses how this may spur greater demand for generative AI tools.