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Will Microsoft’s “Frontier Firms” Serve as Models for AI Utilization
January 26, 2026

Will Microsoft’s “Frontier Firms” Serve as Models for AI Utilization?

Keith Kirkpatrick, VP and Research Director at Futurum, covers the New York Microsoft AI Tour stop and discusses how the company is shifting the conversation around AI from features to...
Will Twilio's Partnership with AEG Redefine Fan Engagement in Live Events
January 26, 2026

Will Twilio’s Partnership with AEG Redefine Fan Engagement in Live Events?

Keith Kirkpatrick, VP and Research Director at Futurum, shares his insights on the new partnership between Twilio and entertainment company AEG, focusing on improving personalization and engagement in ticketing, sports,...
Snowflake Acquires Observe Operationalizing the Data Cloud
January 26, 2026

Snowflake Acquires Observe: Operationalizing the Data Cloud

Brad Shimmin, VP & Practice Lead at Futurum, examines Snowflake’s intent to acquire Observe and integrate AI-powered observability into the AI Data Cloud....
Intel Q4 FY 2025 AI PC Ramp Meets Supply Constraints
January 26, 2026

Intel Q4 FY 2025: AI PC Ramp Meets Supply Constraints

Futurum Research analyzes Intel’s Q4 FY 2025 results, highlighting AI PC and data center demand, 18A/14A progress, and near-term supply constraints with guidance improving as supply recovers from Q2 FY...
ServiceNow Bets on OpenAI to Power Agentic Enterprise Workflows
January 23, 2026

ServiceNow Bets on OpenAI to Power Agentic Enterprise Workflows

Keith Kirkpatrick, Research Director at Futurum, examines ServiceNow’s multi-year collaboration with OpenAI, highlighting a shift toward agentic AI embedded in core enterprise workflows....
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...

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