Insights

Autonomous Enterprise
April 24, 2026

Will ServiceNow and Google Cloud’s AI Agent Alliance Disrupt the Autonomous Enterprise Race?

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....
Google's $750M Partner Bet Resets the Agentic Channel Playbook
April 24, 2026

Google’s $750M Partner Bet Resets the Agentic Channel Playbook

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....
Pegasystems Q1 FY 2026: Cloud ACV Nears $1 Billion Mark
April 24, 2026

Pegasystems Q1 FY 2026: Cloud ACV Nears $1 Billion Mark

Keith Kirkpatrick, Research Director with Futurum Research analyzes Pegasystems' Q1 FY 2026 earnings, focusing on Pega Cloud ACV growth nearing $1 billion, Blueprint AI's pipeline impact, and the enterprise AI...
Going Beyond the Data Graveyard With Google’s Agentic Data Cloud as the New Semantic Core for Agentic AI
April 24, 2026

Going Beyond the Data Graveyard With Google’s Agentic Data Cloud as the New Semantic Core for Agentic AI

Brad Shimmin, Analyst at Futurum, shares his insights on Google's new Agentic Data Cloud. See how this shift from passive storage to active intelligence helps organizations ditch manual data plumbing...
EDA Vendors Race to Align With TSMC's Angstrom-Era Roadmap at Technology Symposium
April 24, 2026

EDA Vendors Race to Align With TSMC’s Angstrom-Era Roadmap at Technology Symposium

Brendan Burke, Research Director at Futurum, examines how Synopsys, Cadence, and Siemens EDA align with TSMC's sub-2nm roadmap, revealing divergent strategies as COUPE co-packaged optics create a new multiphysics EDA...
Google Splits Its TPU Line to Enter the Era of Agentic Silicon
April 24, 2026

Google Splits Its TPU Line to Enter the Era of Agentic Silicon

Brendan Burke, Research Director at Futurum, examines Google's split of its eighth-generation TPU line into TPU 8t for training and TPU 8i for inference, signaling a structural shift toward workload-specific...
SUSECON 2026 - Big Bet On MCP and Partners for Infrastructure AI Operations
April 24, 2026

SUSECON 2026 – Big Bet On MCP and Partners for Infrastructure AI Operations

Mitch Ashley, VP Practice Lead at Futurum, shares his insights on SUSE's MCP integrations with AWS, Fsas Technologies, n8n, Revenium, and Stacklok, and what they signal about MCP becoming the...
ServiceNow Q1 FY 2026 Results Raise Full-Year Subscription Outlook
April 24, 2026

ServiceNow Q1 FY 2026 Results Raise Full-Year Subscription Outlook

Futurum Research at The Futurum Group reviews ServiceNow Q1 FY 2026 earnings, focusing on AI product adoption, security expansion through acquisitions, and what embedded AI packaging means for enterprise workflow...
Industrial AI
April 23, 2026

Can Lenovo’s AI Manufacturing Push at Hannover Messe Rewrite the Playbook for Industrial Scale?

Lenovo showcases AI solutions at Hannover Messe 2026, claiming 85% faster lead times. With 94% of manufacturers planning AI investment increases, competition intensifies between Lenovo, Siemens, and Rockwell Automation....
Universal Quantum Switch
April 23, 2026

Cisco’s Universal Quantum Switch: Will Interoperability Finally Unblock Quantum Networks?

Cisco's Universal Quantum Switch routes entangled photons across quantum computers via standard fiber, potentially solving quantum networking's biggest scaling challenge....
Is Anthropic’s $100 Billion Pact for AWS Silicon a Bargain in a Supply-Constrained Market?
April 23, 2026

Is Anthropic’s $100 Billion Pact for AWS Silicon a Bargain in a Supply-Constrained Market?

Brendan Burke, Research Director at Futurum, examines how Anthropic's $100 billion decade-long commitment to AWS Trainium and Graviton reshapes frontier AI infrastructure economics and supply dynamics....
IBM Quantum
April 22, 2026

Will IBM Quantum’s Q4Bio Challenge Results Lead to Biochemistry Breakthroughs?

IBM Quantum played a pivotal role in the Q4Bio Challenge Results, with five of six finalist teams using its quantum hardware to achieve novel discoveries in molecular simulation and drug...

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