Brendan Burke, Research Director at Futurum, explores Nebius’ acquisition of Tavily to create a unified "Agentic Cloud." By integrating real-time search, Nebius is addressing hallucinations and context gaps for autonomous...
Mitch Ashley, VP and Practice Lead at Futurum, shares his insights on Atlassian’s Rovo MCP Server GA and how it formalizes AI agent access to enterprise work data across Jira...
Futurum Research analyzes Lattice’s Q4 FY 2025 results, highlighting data center companion FPGA momentum, expanding security attach, and a growing new-product mix that supports FY 2026 growth and margin resilience....
Mitch Ashley, VP Practice Lead at Futurum, analyzes Entire's $60M launch, rethinking software development for AI agents. Former GitHub CEO Thomas Dohmke's platform captures agent context in Git, signaling that...
Nick Patience, AI Platforms Practice Lead at Futurum, shares his insights on the massive AI capex plans of US hyperscalers, specifically whether the projected $700 billion infrastructure build-out can be...
Keith Kirkpatrick, VP and Research Director at Futurum, shares his insights on Salesforce's acquisition of Cimulate: A bold move to integrate AI-powered, intent-driven product discovery into Agentforce Commerce, challenging rivals...
Keith Kirkpatrick, VP & Research Director at Futurum, shares his insights into Canva’s expansion of its Claude AI connector and discusses the potential impact on competitors such as Adobe, Microsoft,...
Brendan Burke, Research Director at Futurum, analyzes Cisco's Silicon One G300 announcement. The 102.4T chip and 1.6T optics target agentic AI workloads, promising 6x system consolidation and improved reliability for...
Brendan Burke, Research Director at Futurum, analyzes Amkor Technology's Q4 2025 earnings, highlighting record advanced packaging revenue, AI-driven growth, and a potential $3 billion capital expansion plan....
Keith Kirkpatrick, VP & Research Director at Futurum, shares his insights around the recent selloff of major SaaS vendors, fueled by fears of an AI-native software takeover, and provides his...
Keith Kirkpatrick, VP & Research Director at The Futurum Group, examines Qualtrics’ appointment of Jason Maynard as CEO and what tighter execution, AI adoption, and product focus could mean for...
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