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.
February 20, 2026
Brendan Burke, Research Director at Futurum, analyzes NVIDIA and Meta's expanded partnership, deploying standalone Grace and Vera CPUs at hyperscale, signaling that agentic AI workloads are creating a new discrete...
February 20, 2026
Keith Kirkpatrick, VP and Research Director at Futurum, covers Salesforce’s acquisition of Momentum, and discusses the need to clearly lay out the vision and timing for integrating the technology into...
February 19, 2026
Alex Smith at Futurum shares his insights on Proofpoint’s new partner program launch, and the increased emphasis on cloud marketplaces as a route-to-market....
February 18, 2026
AI workloads are reshaping enterprise infrastructure strategy. As organizations scale model training, fine-tuning, and inference across environments, traditional storage...
February 18, 2026
Fernando Montenegro, VP at Futurum, analyzes Palo Alto Networks' acquisition of Koi Security, a move that shifts endpoint defense from file scanning to marketplace governance....
February 18, 2026
Alex Smith, Analyst at Futurum, shares insights on Xerox’s new global print sales structure, exploring how partner expansion and operational consolidation aim to reverse share loss in a declining print...
February 17, 2026
Alastair Cooke, Research Director, Cloud and Data Center at Futurum, shares his insights on the announcement of CoreWeave ARENA, a tool for customers to identify costs and operational processes for...
February 17, 2026
Brendan Burke, Research Director at Futurum, analyzes Applied Materials’ Q1 FY 2026, highlighting AI-driven mix to leading-edge logic, HBM, and advanced packaging, new product launches, and services leverage....
February 17, 2026
Fernando Montenegro, VP at Futurum, analyzes Proofpoint’s acquisition of Acuvity and the strategic move to secure autonomous AI agents and "Read-Write AI" workflows....
February 16, 2026
Futurum Research analyzes Arista’s Q4 FY 2025 results, highlighting AI Ethernet adoption across model builders and cloud titans, growing DCI/7800 spine roles, AMD-driven open networking wins, and a Q1 guide...
February 16, 2026
Brendan Burke, Research Director at Futurum, assesses Cadence’s launch of ChipStack, an agentic AI workflow for front‑end chip design and verification, using a structured “Mental Model” to coordinate multiple agents....
February 16, 2026
Tom Holligsworth, Research Director, Networking at Futurum, shares his insights on how Telefónica and Nokia are accelerating Network API adoption using Agentic AI (A2A & MCP) in support of GSMA...
