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Is Tesla’s Multi-Foundry Strategy the Blueprint for Record AI Chip Volumes
January 22, 2026

Is Tesla’s Multi-Foundry Strategy the Blueprint for Record AI Chip Volumes?

Brendan Burke, Research Director at Futurum, explores how Tesla’s dual-foundry strategy for its AI5 chip enables record production scale and could make multi-foundry production the new standard for AI silicon....
Harness Incident Agent Is DevOps Now The AI Engineers of Software Delivery
January 22, 2026

Harness Incident Agent: Is DevOps Now The AI Engineers of Software Delivery?

Mitch Ashley, VP & Practice Lead, Software Lifecycle Engineering at Futurum, analyzes Harness's introduction of the Human-Aware Change Agent and what it signals about AI agents emerging across software delivery,...
January 21, 2026

AI-Enabled Enterprise Workspace – Futurum Signal

The enterprise workspace is entering a new phase—one shaped less by device refresh cycles and more by intelligent integration. As AI-enabled PCs enter the mainstream, the real challenge for IT...
Does Smartsheet's Partner Program Transformation Signal Market Consolidation?
January 21, 2026

Does Smartsheet’s Partner Program Transformation Signal Market Consolidation?

Keith Kirkpatrick and Alex Smith of Futurum cover Smartsheet’s enhancements to its Aligned Partner Program, which may serve as a key differentiator for the work management platform provider....
AWS European Sovereign Cloud Debuts with Independent EU Infrastructure
January 16, 2026

AWS European Sovereign Cloud Debuts with Independent EU Infrastructure

Nick Patience, AI Platforms Practice Lead at Futurum, shares his/her insights on AWS’s launch of its European Sovereign Cloud. It is an independently-run cloud in the EU aimed at meeting...
Synopsys and GlobalFoundries Reshape Physical AI Through Processor IP Unbundling
January 16, 2026

Synopsys and GlobalFoundries Reshape Physical AI Through Processor IP Unbundling

Brendan Burke, Research Director at Futurum, evaluates GlobalFoundries’ acquisition of Synopsys’ Processor IP to lead in specialized silicon for Physical AI. Synopsys pivots to a neutral ecosystem strategy, prioritizing foundation...
Qualcomm Unveils Future of Intelligence at CES 2026, Pushes the Boundaries of On-Device AI
January 16, 2026

Qualcomm Unveils Future of Intelligence at CES 2026, Pushes the Boundaries of On-Device AI

Olivier Blanchard, Research Director at Futurum, shares his/her insights on Qualcomm’s CES 2026 announcements, which highlight both the breadth of Qualcomm’s Snapdragon and Dragonwing portfolios, and the velocity with which...
GitLab’s Salvo in the Agent Control Plane Race
January 16, 2026

GitLab’s Salvo in the Agent Control Plane Race

Mitch Ashley, VP and Practice Lead, Software Lifecycle Delivery at Futurum, analyzes how GitLab’s GA Duo Agent Platform positions the DevSecOps platform as the place where agent-driven delivery is controlled,...
Five9 Expands Google Cloud Partnership With a Unified Enterprise CX AI Platform
January 16, 2026

Five9 Expands Google Cloud Partnership With a Unified Enterprise CX AI Platform

Keith Kirkpatrick, Research Director at Futurum, examines Five9’s expanded partnership with Google Cloud and the launch of a joint Enterprise CX AI offering integrating Gemini Enterprise and Vertex AI....
TSMC Q4 FY 2025 Results and FY 2026 Outlook Signal AI-Led Growth
January 16, 2026

TSMC Q4 FY 2025 Results and FY 2026 Outlook Signal AI-Led Growth

Futurum Research analyzes TSMC’s Q4 FY 2025 update, highlighting AI-led demand, advanced-node mix, tight capacity, and a higher FY 2026 capex plan to scale N2 and advanced packaging while sustaining...
SiFive and NVIDIA Rewriting the Rules of AI Data Center Design
January 15, 2026

SiFive and NVIDIA: Rewriting the Rules of AI Data Center Design

Brendan Burke, Research Director at Futurum, analyzes the groundbreaking integration of NVIDIA NVLink Fusion into SiFive’s RISC-V IP, a move that signals the end of the proprietary CPU’s stranglehold on...
Will QAI Moon Beat Hyperscalers in GPU Latency
January 15, 2026

Will QAI Moon Beat Hyperscalers in GPU Latency?

The need for edge AI inference is being met by QAI Moon, a new joint venture formed by Moonshot Energy, QumulusAI, and IXP.us to pair carrier-neutral internet exchange points with...

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