Technology Insights

The Futurum Group’s analysts cover a myriad of technologies across the technological landscape. Here you can narrow down our insights by technology category. If you prefer to filter by industry vertical, you can do that here.

Oracle Fusion Agentic Applications: Is ChatGPT the New Front Door?
October 27, 2026

Oracle Fusion Agentic Applications: Is ChatGPT the New Front Door?

Keith Kirkpatrick, VP, Research at Futurum, shares his insights on Oracle Fusion agentic applications, Fusion Companion's ChatGPT access, and why pricing will decide adoption....
Enterprises Embrace Open Weights but Infrastructure Sellers Profit Most
October 27, 2026

Enterprises Embrace Open Weights but Infrastructure Sellers Profit Most

Open-weight models are moving into enterprise production for routine AI work, but Futurum data show the gains going to the platform vendors that sell the infrastructure underneath them, while frontier...
Amazon Ads unBoxed 2026 Amazon Positions Its Ad Business Around Agents
October 27, 2026

Amazon Ads unBoxed 2026: Amazon Positions Its Ad Business Around Agents

Olivier Blanchard, Research Director at Futurum, shares his insights on Amazon Ads unBoxed 2026, where Amazon merged its DSP and console into Amazon Ads Agent and pushed sponsored ads into...
Qualcomm Wins Liability Verdict Against Arm With Royalty Suspension Ruling To Follow
October 27, 2026

Qualcomm Wins Liability Verdict Against Arm With Royalty Suspension Ruling To Follow

Olivier Blanchard, Research Director, Intelligent Devices at Futurum, shares his insights on the Qualcomm v. Arm verdict, why the nominal $2 award masks a much bigger win, and how a...
Frenemies in the Cloud Anthropic’s IPO and Its Hyperscaler Reliance
October 27, 2026

Frenemies in the Cloud: Anthropic’s IPO and Its Hyperscaler Reliance

Nick Patience, VP and Practice Lead for AI Platforms at Futurum, shares his insights on the Anthropic S-1, which shows compute costs falling fast and an adjusted profit, but heavy...
NetSuite Autonomous Suite: Is Zero-Day Close Real or Roadmap?
October 27, 2026

NetSuite Autonomous Suite: Is Zero-Day Close Real or Roadmap?

Keith Kirkpatrick, VP, Research at Futurum, shares his insights on the NetSuite Autonomous Suite unveiled at SuiteWorld 2026, and whether its promise of a zero-day close is ready for finance...
Ricoh Bets on Inkjet Solar to Redefine Its Channel Play
October 27, 2026

Ricoh Bets on Inkjet Solar to Redefine Its Channel Play

Ricoh pivots to clean-energy manufacturing with mass-production inkjet-printed perovskite solar cells, targeting hundreds of MW annually by 2030 in a $41.8B growing ecosystem....
Robotics TAM Mobile Ground Robots, Not Humanoids, Will Lead by 2035
October 26, 2026

Robotics TAM: Mobile Ground Robots, Not Humanoids, Will Lead by 2035

Futurum's robotics TAM model projects the market growing from $83B in 2025 to $391B by 2035. Humanoids draw the attention, but Mobile ground robots, driven by sub-two-year payback, build the...
Micron Accelerates 3D DRAM From a Fifth Consecutive Node of Process Leadership
October 26, 2026

Micron Accelerates 3D DRAM From a Fifth Consecutive Node of Process Leadership

Brendan Burke, Research Director at Futurum, analyzes Micron's technology webinar, the 3D DRAM roadmap through 1-delta and wafer bonding at 1-epsilon, the decision to skip 4F², and the 2x execution...
Synopsys GPU-Accelerated EDA Shows up to 40x Gains at GTC Berlin
October 26, 2026

Synopsys GPU-Accelerated EDA Shows up to 40x Gains at GTC Berlin

Brendan Burke, Research Director at Futurum, shares his insights on Synopsys at NVIDIA GTC Berlin, where 12x to 40x customer speedups across lithography, power devices, and photonics make the case...
Cadence Opens Europe's First Sovereign AI Platform for Chip and AI Factory Design With NVIDIA
October 26, 2026

Cadence Opens Europe's First Sovereign AI Platform for Chip and AI Factory Design With NVIDIA

Brendan Burke, Research Director at Futurum, shares his insights on the Cadence sovereign AI data center in Munich with NVIDIA and why selling jurisdiction plus Blackwell compute gives Cadence a...
Claude Agent Observability Can't Be the Audit Record on Its Own
October 26, 2026

Claude Agent Observability Can't Be the Audit Record on Its Own

Vikram Rathnam, Research Director, Software Lifecycle Engineering at Futurum, examines how Anthropic's new OpenTelemetry trace export for Claude Managed Agents...

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If any of this is useful, I would love to talk.

Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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