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Vertical Insights

The Futurum Group’s analysts cover topics from a variety of industry verticals. Here you can narrow down our insights by industry or vertical. If you prefer to filter by specific technologies, you can do that here.

Will NVIDIA Investment Accelerate Marvell’s XPU Growth?
April 2, 2026

Will NVIDIA Investment Accelerate Marvell’s XPU Growth?

Brendan Burke, Research Director at Futurum, reviews the NVIDIA-Marvell NVLink Fusion partnership, showing how heterogeneous AI infrastructure, custom silicon, and optical networking reshape ecosystem control and enterprise deployment flexibility....
Will Starcloud’s Orbital Data Centers Solve NVIDIA’s Terrestrial Energy Crisis?
April 2, 2026

Will Starcloud’s Orbital Data Centers Solve NVIDIA’s Terrestrial Energy Crisis?

Brendan Burke, Research Director at Futurum, shares insights on how Starcloud's $170M Series A funding validates the shift toward orbital data centers. As terrestrial power grids strain, space-based AI inference...
Will Ecolab's $4.75B CoolIT Systems Bet Define the Future of GPU Liquid Cooling?
April 1, 2026

Will Ecolab’s $4.75B CoolIT Systems Bet Define the Future of GPU Liquid Cooling?

Alex Smith and Brendan Burke share their insights on how Ecolab's $4.75 billion acquisition of CoolIT is a cross-industry move that reshapes the competitive landscape for data center liquid cooling....
Will MS Copilot Cowork Enable Real Enterprise AI Collaboration?
April 1, 2026

Will MS Copilot Cowork Enable Real Enterprise AI Collaboration?

Keith Kirkpatrick, VP & Research Director at Futurum, discusses Microsoft’s Copilot Cowork in Frontier, and discusses the steps Microsoft will need to take to enable enterprise-grade usage by customers....
CrowdStrike Deepens Agentic SOC Strategy Across Partners, Services, and Devices
April 1, 2026

CrowdStrike Deepens Agentic SOC Strategy Across Partners, Services, and Devices

Fernando Montenegro, VP & Practice Lead for Cybersecurity & Resilience at Futurum, examines CrowdStrike’s agentic SOC expansion across partners, IBM, and Intel, and what it means for security execution and...
LevelBlue–SentinelOne Partnership: Does Unified Security Improve Outcomes?
April 1, 2026

LevelBlue–SentinelOne Partnership: Does Unified Security Improve Outcomes?

Fernando Montenegro, VP & Practice Lead for Cybersecurity & Resilience at Futurum, analyzes the LevelBlue SentinelOne partnership and its focus on integrating threat intelligence, AI detection, and response to improve...
Palo Alto Bets on Agentic Endpoints Before Anyone Else Does
April 1, 2026

Palo Alto Bets on Agentic Endpoints Before Anyone Else Does

Palo Alto Networks bets big on AI agent security through Koi acquisition, with CEO Nikesh Arora backing it with a $10M stock purchase, positioning the company as first to formally...
IBM Pushes Voice AI Into watsonx. Can It Drive Enterprise Adoption
March 31, 2026

IBM Pushes Voice AI Into watsonx. Can It Drive Enterprise Adoption?

Nick Patience, VP and AI Practice Lead at Futurum, examines IBM ElevenLabs voice AI integration and how it enables multilingual, secure, voice-first AI agents within watsonx Orchestrate for enterprise workflows....
Bluesky's Attie Backlash Reveals the AI Trust Deficit in Social
March 31, 2026

Bluesky’s Attie Backlash Reveals the AI Trust Deficit in Social

Bluesky's Attie AI became the platform's second-most blocked account, revealing users' deep distrust of uninvited AI in personal spaces—a critical signal for enterprise AI strategies....
SpaceX IPO 2026: Trillion-Dollar Bet or Regulatory Minefield?
March 30, 2026

SpaceX IPO 2026: Trillion-Dollar Bet or Regulatory Minefield?

SpaceX's anticipated 2026 IPO could value the company above $350 billion, testing whether public markets can price a vertically integrated space-and-connectivity giant amid regulatory and geopolitical challenges....
Can AMD Strengthen Both Logic and Memory Supply Chains with Samsung?
March 30, 2026

Can AMD Strengthen Both Logic and Memory Supply Chains With Samsung?

Brendan Burke, Research Director at Futurum, examines Samsung and AMD’s AI memory collaboration, focusing on HBM4 supply, DDR5 integration, and how memory constraints are shaping next-generation AI infrastructure....

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