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.

Is 2026 the Turning Point for Industrial-Scale Agentic AI?
February 5, 2026

Is 2026 the Turning Point for Industrial-Scale Agentic AI?

VP and Practice Lead Fernando Montenegro shares insights from the Cisco AI Summit 2026, where leaders from the major AI ecosystem providers gathered to discuss bridging the AI ROI gap...
Supermicro Q2 FY2026 Delivers Breakout AI GPU Platform Revenue
February 5, 2026

Supermicro Q2 FY2026 Delivers Breakout AI GPU Platform Revenue

Brendan Burke, Research Director at Futurum, covers Supermicro’s Q2 FY2026 breakout revenue growth, driven by power-optimized rack-scale AI systems that are helping data center builders improve their energy efficiency....
NXP Q4 FY 2025: Auto Stabilises, Edge AI Platforms Gain Traction
February 5, 2026

NXP Q4 FY 2025: Auto Stabilises, Edge AI Platforms Gain Traction

Futurum Research analyzes NXP’s Q4 FY 2025 earnings, highlighting SDV design wins, edge AI platform traction, and portfolio focus, with guidance pointing to steady margins and disciplined channel management into...
Agent-Driven Development - Two Paths, One Future
February 5, 2026

Agent-Driven Development – Two Paths, One Future

Mitch Ashley, VP Practice Lead at Futurum, examines how multi-agent execution and intent-first structuring form parallel paths toward agent-driven development, with OpenAI Codex establishing a baseline for multi-agent work....
AMD Q4 FY 2025: Record Data Center And Client Momentum
February 5, 2026

AMD Q4 FY 2025: Record Data Center And Client Momentum

Futurum Research analyzes AMD’s Q4 FY 2025 results, highlighting data center CPU/GPU momentum, AI software progress, and a potential H2 FY 2026 rack-scale inflection, amid mixed client, gaming, and embedded...
Pure Storage Revises Its Partner Program. Is Outcomes-Led Focus the Shift
February 5, 2026

Pure Storage Revises Its Partner Program. Is Outcomes-Led Focus the Shift?

Tiffani Bova and Alex Smith at Futurum examine the Pure Storage partner program update, including the new Ambassador tier and solution practice designations, and what this shift signals for a...
Teradyne Q4 FY 2025 Shifts the Narrative to Data Center and Physical AI
February 4, 2026

Teradyne Q4 FY 2025 Shifts the Narrative to Data Center and Physical AI

Brendan Burke, Research Director at Futurum, analyzes Teradyne’s Q4 2025 results, where AI-driven demand reached 60% of revenue. Record memory test growth and the strategic scaling of Physical AI in...
Accenture Bets on Palantir Momentum
February 4, 2026

Accenture Bets on Palantir Momentum

Alex Smith, GM Futurum Research, shares his insights on how Accenture is strategically betting on Palantir's exceptional Q4 2025 results to become the key services partner for enterprise AI and...
Xeon 6 Arrives for Workstations. Is Intel Reframing CPU Value
February 4, 2026

Xeon 6 Arrives for Workstations. Is Intel Reframing CPU Value?

Olivier Blanchard, Research Director at Futurum, examines Intel’s Xeon 6 workstation launch and whether core density and memory bandwidth can reshape CPU relevance in professional workloads....
Dell Scales Its Education PC Strategy. Is Rugged Hardware the Differentiator
February 4, 2026

Dell Scales Its Education PC Strategy. Is Rugged Hardware the Differentiator?

Olivier Blanchard, Research Director at Futurum, examines Dell’s education PC expansion and how rugged design, serviceability, and platform choice shape long-term classroom device strategies....
Cisco’s "End of Gold": A High-Stakes Pivot to Skills-First Architecture
February 3, 2026

Cisco’s “End of Gold”: A High-Stakes Pivot to Skills-First Architecture

Tiffani Bova, Chief Strategy and Research Officer at The Futurum Group, examines Cisco’s 360 Partner Program and how its redesigned incentives, designations, and tools aim to align partner profitability with...
Sandisk Q2 FY 2026 Revenue Beats on AI Storage Demand
February 3, 2026

Sandisk Q2 FY 2026 Revenue Beats on AI Storage Demand

Futurum Research analyzes Sandisk’s Q2 FY 2026 results, focusing on AI-driven data center SSD momentum, supply discipline with LTAs, and a premium mix in edge and consumer that supports margin...

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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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