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Insight Type: Research Note

Lightmatter: Solving How to Interconnect Millions of Chips
Ron Westfall

Lightmatter: Solving How to Interconnect Millions of Chips

Lightmatter Breakthrough 3D Photonic Interposer Tech Provides Highest Bandwidth and Largest Die Complexes for AI Infrastructure Chips
The Futurum Group’s Ron Westfall shares his insights on why Lightmatter can be a frontrunner in photonic supercomputing through its Passage M1000 and L200 products aimed at transforming AI infrastructure with breakthrough 3D photonic innovation.
SAP Q1 FY 2025 Results Exceed Profit Forecasts as Cloud ERP Drives Growth
Keith Kirkpatrick & Daniel Newman

SAP Q1 FY 2025 Results Exceed Profit Forecasts as Cloud ERP Drives Growth

Sap Q1 FY 2025 Sees Continued Success in Cloud Transformation, With 27% Cloud Growth and Operating Margin up 810 BPS
Keith Kirkpatrick and Daniel Newman at The Futurum Group examine SAP’s Q1 FY 2025 earnings, highlighting strong cloud ERP growth, rising AI adoption, and resilience amid macro and tariff pressures.
CyberArk Impact 2025 Articulates a Possible Future of Identity-Driven Security
Krista Case
Krista Case

CyberArk Impact 2025 Articulates a Possible Future of Identity-Driven Security

As It Gathered Its Community, CyberArk Moves Beyond PAM With Bold Plays in Securing AI Agents, Machine Identity Control, and Unified Platform Integration
Krista Case, Research Director at The Futurum Group, shares her insights on CyberArk IMPACT 2025.
Micron Introducing Breakthrough G9 NAND to Premium Smartphones
Ron Westfall

Micron Introducing Breakthrough G9 NAND to Premium Smartphones

The Micron G9 NAND Mobile UFS 4.1 Solution Provides the Innovation Key to Enabling Faster and More Responsive Experiences on Flagship Smartphones
The Futurum Group’s Ron Westfall shares his insights on why Micron’s G9 NAND with UFS 4.1 and UFS 3.1 drives the mobile ecosystem forward by delivering faster, more efficient, and AI-optimized storage solutions.
Can NetApp Volumes Deliver on AI and EDA Storage Demands in the Cloud?
Camberley Bates
Krista Case
Camberley Bates & Krista Case

Can Google Cloud Deliver on AI and EDA Storage Demands with NetApp?

Expanded NetApp Volumes Capabilities Extend Enterprise-Grade AI and EDA Storage to Google Cloud with Enhanced Scalability, Cost Control, and Compliance Features
Camberley Bates and Krista Case of The Futurum Group share insights on how NetApp and Google Cloud’s storage updates enable scalable, AI-ready, and compliance-aware cloud infrastructure.
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.
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