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Will Acrobat Studio’s Update Redefine Productivity and Content Creation
January 29, 2026

Will Acrobat Studio’s Update Redefine Productivity and Content Creation?

Keith Kirkpatrick, VP and Research Director at Futurum, covers Adobe’s Acrobat Studio updates and provides his assessment of how this will impact the use of software to manage and automate...
Commvault Q3 FY 2026 Record Revenue, ARR Guide Trimmed
January 29, 2026

Commvault Q3 FY 2026: Record Revenue, ARR Guide Trimmed

Futurum Research reviews Commvault’s Q3 FY 2026 results, citing Unity-led cross-sell momentum, SaaS cohort scaling, identity resilience partnerships, and a modest ARR guide-down from mix and duration normalization....
Texas Instruments Q4 FY 2025 Earnings Highlight Industrial, Auto, DC Traction
January 29, 2026

Texas Instruments Q4 FY 2025 Earnings Highlight Industrial, Auto, DC Traction

Futurum Research analyzes TI’s Q4 FY 2025 results, highlighting industrial and automotive recovery and rising data center mix, with 300mm capacity and inventory strategy positioning TI for improving near-term demand....
Teradata Set to Turn Data Gravity Into AI Gold With Enterprise AgentStack
January 29, 2026

Teradata Set to Turn Data Gravity Into AI Gold With Enterprise AgentStack

Brad Shimmin, Vice President and Practice Lead at Futurum, analyzes Teradata’s launch of Enterprise AgentStack. He explores how Teradata is leveraging data gravity and robust governance to bridge the "production...
Will the U.S. Army’s $5.6B Salesforce Deal Set the Standard for Modernization
January 28, 2026

Will the U.S. Army’s $5.6B Salesforce Deal Set the Standard for Modernization?

Keith Kirkpatrick, VP and Research Director at Futurum, shares his insights on Salesforce’s $5.6 billion contract with the U.S Army, and discusses the implications for Salesforce, its competitors, and agentic...
Nutanix and Pure Storage Join Forces Amid Enterprise Virtualization Upheaval
January 28, 2026

Nutanix and Pure Storage Join Forces Amid Enterprise Virtualization Upheaval

Alastair Cooke, CTO Adviser at Futurum, shares his insights on the partnership between Pure Storage and Nutanix to integrate Pure’s Evergreen Storage and FlashArray into Nutanix’s Cloud-like AHV and Prism....
Can Dell PowerScale’s Flexible Architecture Outpace Flash Costs in the AI Era
January 28, 2026

Can Dell PowerScale’s Flexible Architecture Outpace Flash Costs in the AI Era?

Alastair Cooke, CTO Advisor at Futurum, shares his insights on Dell’s view of Hybrid storage to mitigate rising SSD costs. All-flash arrays have dominated; hybrid HDD and SSD options are...
IonQ Buys a Foundry Is Vertical Integration the Path to Fault-Tolerant Quantum
January 28, 2026

IonQ Buys a Foundry: Is Vertical Integration the Path to Fault-Tolerant Quantum?

Futurum’s Nick Patience and Brendan Burke examine why IonQ’s acquisition of SkyWater signals that fault-tolerant quantum computing is now a manufacturing and supply-chain challenge, not just a physics one....
AI Is the Largest Infrastructure Buildout Ever—Are Investments Keeping Up
January 28, 2026

AI Is the Largest Infrastructure Buildout Ever—Are Investments Keeping Up?

Brendan Burke, Research Director at The Futurum Group, examines Jensen Huang’s view of AI as the largest infrastructure buildout in human history and why value is shifting to the application...
Microsoft’s Maia 200 Signals the XPU Shift Toward Reinforcement Learning
January 27, 2026

Microsoft’s Maia 200 Signals the XPU Shift Toward Reinforcement Learning

Brendan Burke, Research Director at Futurum, analyzes Microsoft’s custom Maia 200 architecture and market position. The accelerator supports reinforcement learning with low-precision formats and deterministic networking....
Amazon EC2 G7e Goes GA With Blackwell GPUs. What Changes for AI Inference
January 27, 2026

Amazon EC2 G7e Goes GA With Blackwell GPUs. What Changes for AI Inference?

Nick Patience, VP and AI Practice Lead at Futurum, examines Amazon’s EC2 G7e instances and how higher GPU memory, bandwidth, and networking change AI inference and graphics workloads....
NVIDIA and CoreWeave Team to Break Through Data Center Real Estate Bottlenecks
January 27, 2026

NVIDIA and CoreWeave Team to Break Through Data Center Real Estate Bottlenecks

Nick Patience, AI Platforms Practice Lead at Futurum, shares his insights on NVIDIA’s $2 billion investment in CoreWeave to accelerate the buildout of over 5 gigawatts of specialized AI factories...

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