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.

Google Splits Its TPU Line to Enter the Era of Agentic Silicon
April 24, 2026

Google Splits Its TPU Line to Enter the Era of Agentic Silicon

Brendan Burke, Research Director at Futurum, examines Google's split of its eighth-generation TPU line into TPU 8t for training and TPU 8i for inference, signaling a structural shift toward workload-specific...
SUSECON 2026 - Big Bet On MCP and Partners for Infrastructure AI Operations
April 24, 2026

SUSECON 2026 – Big Bet On MCP and Partners for Infrastructure AI Operations

Mitch Ashley, VP Practice Lead at Futurum, shares his insights on SUSE's MCP integrations with AWS, Fsas Technologies, n8n, Revenium, and Stacklok, and what they signal about MCP becoming the...
ServiceNow Q1 FY 2026 Results Raise Full-Year Subscription Outlook
April 24, 2026

ServiceNow Q1 FY 2026 Results Raise Full-Year Subscription Outlook

Futurum Research at The Futurum Group reviews ServiceNow Q1 FY 2026 earnings, focusing on AI product adoption, security expansion through acquisitions, and what embedded AI packaging means for enterprise workflow...
Can Large Language Models Be Trusted in Real Clinical Conversations?
April 24, 2026

Can Large Language Models Be Trusted in Real Clinical Conversations?

A new analysis benchmarks large language models on real clinician conversations, revealing critical safety insights as healthcare organizations rapidly adopt generative AI—findings that will shape enterprise strategies and regulatory approaches....
April 24, 2026

Will Edison International’s Board Refresh Accelerate Its AI and Digital Ambitions?

Edison International appoints M. Susan Hardwick as independent director, strengthening the utility's leadership as it confronts mounting pressure to modernize operations and leverage AI-driven infrastructure solutions....
Southern California Edison’s Dividend Consistency Signals Stability Amid AI-Driven Grid Disruption
April 24, 2026

Southern California Edison’s Dividend Consistency Signals Stability Amid AI-Driven Grid Disruption

Southern California Edison's quarterly dividend declaration on preference stocks underscores financial stability despite mounting pressure to modernize infrastructure for AI-powered data center expansion....
Industrial AI
April 23, 2026

Can Lenovo’s AI Manufacturing Push at Hannover Messe Rewrite the Playbook for Industrial Scale?

Lenovo showcases AI solutions at Hannover Messe 2026, claiming 85% faster lead times. With 94% of manufacturers planning AI investment increases, competition intensifies between Lenovo, Siemens, and Rockwell Automation....
Universal Quantum Switch
April 23, 2026

Cisco’s Universal Quantum Switch: Will Interoperability Finally Unblock Quantum Networks?

Cisco's Universal Quantum Switch routes entangled photons across quantum computers via standard fiber, potentially solving quantum networking's biggest scaling challenge....
Is Anthropic’s $100 Billion Pact for AWS Silicon a Bargain in a Supply-Constrained Market?
April 23, 2026

Is Anthropic’s $100 Billion Pact for AWS Silicon a Bargain in a Supply-Constrained Market?

Brendan Burke, Research Director at Futurum, examines how Anthropic's $100 billion decade-long commitment to AWS Trainium and Graviton reshapes frontier AI infrastructure economics and supply dynamics....
ChatGPT Images 2.0 Raises the Stakes in Enterprise AI—But Will Reliability Keep Pace?
April 23, 2026

ChatGPT Images 2.0 Raises the Stakes in Enterprise AI—But Will Reliability Keep Pace?

OpenAI's ChatGPT Images 2.0 intensifies competition with Microsoft and Google, but enterprise adoption hinges on reliability. Futurum Group's Decision Maker Survey reveals 55% cite AI agent hallucination management as the...
Qodo Hands PR-Agent to the Community: Will Open Governance Accelerate AI Code Review?
April 23, 2026

Qodo Hands PR-Agent to the Community: Will Open Governance Accelerate AI Code Review?

Qodo's transfer of PR-Agent to community ownership marks a pivotal test for open-source AI against proprietary competitors demanding transparency and rapid innovation....

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