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NVIDIA Bolsters AI/HPC Ecosystem with Nemotron 3 Models and SchedMD Buy
December 16, 2025

NVIDIA Bolsters AI/HPC Ecosystem with Nemotron 3 Models and SchedMD Buy

Nick Patience, AI Platforms Practice Lead at Futurum, shares his insights on NVIDIA's release of its Nemotron 3 family of open-source models and the acquisition of SchedMD, the developer of...
Will a Digital Adoption Platform Become a Must-Have App in 2026?
December 15, 2025

Will a DAP Become the Must-Have Software App in 2026?

Keith Kirkpatrick, Research Director with Futurum, covers WalkMe’s 2025 Analyst Day, and discusses the company’s key pillars for driving success with enterprise software in an AI- and agentic-dominated world heading...
Broadcom Q4 FY 2025 Earnings AI And Software Drive Beat
December 15, 2025

Broadcom Q4 FY 2025 Earnings: AI And Software Drive Beat

Futurum Research analyzes Broadcom’s Q4 FY 2025 results, highlighting accelerating AI semiconductor momentum, Ethernet AI switching backlog, and VMware Cloud Foundation gains, alongside system-level deliveries....
Oracle Q2 FY 2026 Cloud Grows; Capex Rises for AI Buildout
December 12, 2025

Oracle Q2 FY 2026: Cloud Grows; Capex Rises for AI Buildout

Futurum Research analyzes Oracle’s Q2 FY 2026 earnings, highlighting cloud infrastructure momentum, record RPO, rising AI-focused capex, and multicloud database traction driving workload growth across OCI and partner clouds....
Synopsys Q4 FY 2025 Earnings Highlight Resilient Demand, Ansys Integration
December 12, 2025

Synopsys Q4 FY 2025 Earnings Highlight Resilient Demand, Ansys Integration

Futurum Research analyzes Synopsys’ Q4 FY 2025 results, highlighting AI-era EDA demand, Ansys integration momentum, and the NVIDIA partnership....
Adobe Q4 FY 2025 Record Revenue, AI Adoption, ARR Targets
December 12, 2025

Adobe Q4 FY 2025: Record Revenue, AI Adoption, ARR Targets

Futurum Research analyzes Adobe’s Q4 FY 2025 results, emphasizing AI distribution via LLMs, enterprise adoption of Firefly Foundry, and a credit-based monetization model aligned to FY 2026 ARR growth and...
Hybrid Multi-Cloud GitOps Controls Your Continuous Delivery and Promotion
December 11, 2025

Hybrid Multi-Cloud GitOps Controls Your Continuous Delivery and Promotion

Alastair Cooke, Tech Field Day Event Lead at Futurum, shares his insights on the updated Akuity platform for continuous delivery and promotion. Akuity provides unified visibility and control for hybrid...
Five Key Reasons Why Confluent Is Strategic To IBM
December 9, 2025

Five Key Reasons Why Confluent Is Strategic To IBM

Brad Shimmin and Mitch Ashley at Futurum, share their insights on IBM’s $11B acquisition of Confluent. This bold move signals a strategic pivot, betting that real-time "data in motion" is...
Is Google Workspace Studio the Turning Point for Employee-Built AI Automation
December 8, 2025

Is Google Workspace Studio the Turning Point for Employee-Built AI Automation?

Keith Kirkpatrick, Research Director at Futurum, examines how Google Workspace Studio uses Gemini 3 to enable employees to build no-code AI agents that automate everyday tasks and accelerate complex workflows...
Hewlett Packard Enterprise Q4 FY 2025 ARR Surges as AI Orders Build
December 8, 2025

Hewlett Packard Enterprise Q4 FY 2025: ARR Surges as AI Orders Build

Futurum Research analyzes HPE’s Q4 FY 2025 results, highlighting networking-led margin resiliency, AI server order momentum, and GreenLake ARR growth....
AWS re:Invent 2025: Wrestling Back AI Leadership
December 5, 2025

AWS re:Invent 2025: Wrestling Back AI Leadership

Futurum analysts share their insights on how AWS re:Invent 2025 redefines the cloud giant as an AI manufacturer. We analyze Nova models, Trainium silicon, and AI Factories as AWS moves...
NVIDIA Deepens Synopsys Ties to Advance Accelerated Engineering
December 5, 2025

NVIDIA Deepens Synopsys Ties to Advance Accelerated Engineering

Futurum Research examines how the expanded NVIDIA Synopsys partnership leverages accelerated computing, agentic AI, and digital twins to transform engineering and design workflows....

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