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Mistral Forge Takes Aim at RAG. But Who Actually Needs Custom Models
March 25, 2026

Mistral Forge Takes Aim at RAG. But Who Actually Needs Custom Models?

Nick Patience, AI Platforms Practice Lead at Futurum, examines Mistral Forge, a custom enterprise AI model training platform, and argues that while its approach is sound, the addressable market may...
Are Data Protection and Security Finally Converging—or Just Colliding?
March 25, 2026

Are Data Protection and Security Finally Converging—or Just Colliding?

Oracle Positions AI Database 26ai to Lead $1.2 Trillion Market by Bridging the Agentic Reasoning Gap
March 25, 2026

Oracle Positions AI Database 26ai to Lead $1.2 Trillion Market by Bridging the Agentic Reasoning Gap

Brad Shimmin and Keith Kirkpatrick of Futurum explore Oracle's pivot to agentic plumbing. Oracle is embedding autonomous reasoning directly into Oracle AI Database 26ai to solve the enterprise data latency...
Modern Data Protection for Modern Threats A Strategic Blueprint for Cyber Resilience
March 24, 2026

RSA 2026 Exposes Security Gaps as AI Factories and GPU Blind Spots Dominate Risk

Can Cisco's Security Overhaul Win the Agentic AI Trust Battle?
March 24, 2026

Can Cisco’s Security Overhaul Win the Agentic AI Trust Battle?

Will Sacumen's ConnectX Redefine AI Integration or Get Lost in the Platform Crowd?
March 24, 2026

Will Sacumen’s ConnectX Redefine AI Integration or Get Lost in the Platform Crowd?

Will AI-Driven Platformization Make Security Vendors Indispensable or Replaceable?
March 24, 2026

Can Device-Tied Identity Outrun Quantum Threats in Enterprise Security?

Will Aembit and Netskope's Alliance Set the Standard for Agentic AI Security?
March 24, 2026

Will Aembit and Netskope’s Alliance Set the Standard for Agentic AI Security?

Marvell's XConn Buy Yields a Two-Pronged Open Fabric Play Against NVLink
March 23, 2026

Marvell’s XConn Buy Yields a Two-Pronged Open Fabric Play Against NVLink

Brendan Burke, Research Director at Futurum, analyzes Marvell's dual PCIe 6.0 and CXL 3.0 switch launches from its XConn acquisition and what they mean for the open fabric challenge to...
Does NVIDIA’s Physical AI Gambit with T-Mobile Redraw the Edge Compute Map
March 23, 2026

Does NVIDIA’s Physical AI Gambit with T-Mobile Redraw the Edge Compute Map?

Tom Hollingsworth, Research Director at Futurum, examines how NVIDIA and T-Mobile are shifting AI from the cloud to the network edge, embedding intelligence directly into 5G networks to accelerate enterprise...
Coherent's $23 Billion Growth Opportunity Lifted by NVIDIA's Optical Ambitions
March 23, 2026

Coherent’s $23 Billion Growth Opportunity Lifted by NVIDIA’s Optical Ambitions

Brendan Burke, Research Director at Futurum, analyzes Coherent's expanded $21 billion CPO TAM disclosed at OFC 2026 and how NVIDIA's Spectrum-6 and Kyber architectures create structural demand for co-packaged optics...
Will AI-Driven Platformization Make Security Vendors Indispensable or Replaceable?
March 22, 2026

Will AI-Driven Platformization Make Security Vendors Indispensable or Replaceable?

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