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Insight Type: Research Note

Altimeter and ARK Lead $100M Round in Hammerspace to Strengthen AI Infrastructure Performance
Brad Shimmin
Brad Shimmin

Altimeter and ARK Lead $100M Round in Hammerspace to Strengthen AI Infrastructure Performance

Brad Shimmin, VP and Practice Lead at The Futurum Group, examines why investors behind NVIDIA and Meta are backing Hammerspace to remove AI data bottlenecks and improve performance at scale.
Will Tableau’s New Enhancements Drive Use of Agentic AI Across the Enterprise
Brad Shimmin
Brad Shimmin & Keith Kirkpatrick

Will Tableau’s New Enhancements Drive Use of Agentic AI Across the Enterprise?

Looking Beyond the Dashboard: Tableau Bets Big on AI Grounded in Semantic Data to Define Its Next Chapter
Futurum analysts Brad Shimmin and Keith Kirkpatrick cover the latest developments from Tableau Conference, focused on the new AI and data-management enhancements to the visualization platform.
Ericsson Goes Wireless-First for AI Enterprises
Ron Westfall

Ericsson Goes Wireless-First for AI Enterprises

Ericsson Introduces Wireless-First Branch Architecture for Agile, Secure Connectivity to Support AI-Driven Enterprise Innovation
The Futurum Group’s Ron Westfall shares his insights on why Ericsson’s new wireless-first architecture and the E400 fulfill key emerging enterprise trends, such as 5G Advanced, IoT proliferation, and increased reliance on wireless-first implementations.
Azure Kubernetes Services (AKS) Powers AI Workloads And Addresses Complexity
Mitch Ashley
Mitch Ashley

Azure Kubernetes Services (AKS) Powers AI Workloads And Addresses Complexity

Microsoft Reinforces Its Commitment to Kubernetes, Announcing Open-Source Headmap UI and Enhancements for Running AI Workloads on Azure Kubernetes Services (AKS) with RAG, vLLM, Custom GPU Drivers
Mitch Ashley at The Futurum Group shares his insights on advancements in Microsoft AKS with AI workload, Rag, vLLM upgrades, and Headlamp open-source contribution to CNCF to simplify Kubernetes management and reduce complexity.
Oracle Database Analyst Summit 2025 Oracle Raises its Database Game
Brad Shimmin
Brad Shimmin & Ron Westfall

Oracle Database Analyst Summit 2025: Oracle Raises its Database Game

Oracle, at Its Annual Oracle Database Analyst Summit, Showed Why It Is the Powerhouse for Optimizing Data Workloads in the AI Era
Futurum’s Brad Shimmin and Ron Westfall examine why Oracle is well-positioned to leverage its unique architectural approach to data management and cloud services to tackle evolving enterprise demand for more efficient data use and new ways of building enterprise software.
Smartsheet Enhances Enterprise Scability, Automation, Security
Keith Kirkpatrick

Will Smartsheet’s Product Investments Address Work Management Challenges?

Smartsheet Expands Enterprise Capabilities with Next-Gen Scalability, AI Automation, and Security Enhancements
Keith Kirkpatrick, Research Director at The Futurum Group, examines Smartsheet’s enterprise enhancements in automation, scalability, and security and its positioning against Microsoft, Asana, and Monday.com.
Is Oracle’s AI Agent Studio the Missing Layer for Enterprise-Wide Automation?
Keith Kirkpatrick

Is Oracle’s AI Agent Studio the Missing Layer for Enterprise-Wide Automation?

Oracle Introduces a Platform to Design, Deploy, and Manage AI Agents Across Fusion Cloud at No Additional Cost to Users
Keith Kirkpatrick, Research Director at The Futurum Group, analyzes Oracle’s AI Agent Studio, a platform enabling enterprise users to create, manage, and extend AI agents across Fusion Cloud Applications without added cost or complexity.
NBL100: Nokia Celebrates Bell Labs Innovation Powerhouse
Ron Westfall

NBL100: Nokia Celebrates Bell Labs Innovation Powerhouse

Nokia Bell Labs’ 100th Anniversary Created the Opportunity for Nokia CNS to Showcase How Collaboration with Bell Labs is Productizing Portfolio Innovation
Ron Westfall, Research Director at The Futurum Group, shares insights on why Nokia CNS and Bell Labs are driving the portfolio innovation key to enable CSP and enterprise transformation of cloud, AI and automation, and monetization capabilities.
Can Synopsys and NVIDIA Redefine Chip Design Timelines with 30x Speed Gains?
Richard Gordon
Richard Gordon

Can Synopsys and NVIDIA Redefine Chip Design Timelines with 30x Speed Gains?

Synopsys Deepens NVIDIA Collaboration to Accelerate EDA Workloads on Grace Blackwell Platform
Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, examines how Synopsys and NVIDIA aim to accelerate chip design with Grace Blackwell, targeting 30x EDA speedups and enhanced AI productivity.
Google Axion Challenges x86 in Cloud Workloads with Arm-Based Advantage
Richard Gordon
Richard Gordon

Google Axion Challenges x86 in Cloud Workloads with Arm-Based Advantage

Custom Arm Neoverse V2 Chip Posts Gains in AI, HPC, and General Compute Across C4A VMs
Richard Gordon, VP & Practice Lead, Semiconductors at The Futurum Group, unpacks Google Axion’s strong benchmarks across AI, HPC, and cloud workloads, showing how Google’s custom Arm CPU could reshape enterprise infrastructure.
Intel Vision 2025 Why Physical AI Beckons for Intel
Ron Westfall

Intel Vision 2025: Why Physical AI Beckons for Intel

Intel’s New CEO Lip-Bu Tan Spotlighted Physical AI and Its Importance at Intel Vision in Providing First Glimpses of His Unfolding Strategy
Ron Westfall, Research Director at The Futurum Group, shares insights on why Intel possesses the key portfolio building blocks, such as AI accelerators, edge computing expertise, and a legacy of powering complex systems, to become an integral player in the nascent Physical AI market.
Google Cloud Next 2025: The Yellow Brick Road to AI Transformation
Mitch Ashley
Alex Smith
Keith Townsend
Nick Patience, Keith Kirkpatrick, Mitch Ashley, Alex Smith & Keith Townsend

Google Cloud Next 2025: The Yellow Brick Road to AI Transformation

Google’s AI Ambitions Expand Beyond the Cloud as It Builds an Interoperable Ecosystem for Agent Communication, Application Management, and On-Premises AI Deployment
Nick Patience, AI Practice Lead at The Futurum Group, shares his insights - along with those of colleagues - on Google’s Cloud Next 25 event, held last week in Las Vegas.
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