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...
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...
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...
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...
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...
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...
A new analysis benchmarks large language models on real clinician conversations, revealing critical safety insights as healthcare organizations rapidly adopt generative AI—findings that will shape enterprise strategies and regulatory approaches....
KORE Group's proposed sale faces shareholder investigations over board conduct and deal fairness, potentially reshaping enterprise IoT security vendors' risk assessment and platform stability....
Southern California Edison's quarterly dividend declaration on preference stocks underscores financial stability despite mounting pressure to modernize infrastructure for AI-powered data center expansion....
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....
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....
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