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Microsoft Sovereign Cloud Shifts the Focus to Customer-Run AI

Microsoft Expands Sovereign Public Cloud, Sovereign Private Cloud, and Partner Ecosystem With Sovereign Control Panel, Foundry Local, and External Key Management
Nick Patience, VP and Practice Lead for AI Platforms at Futurum, shares his insights on Microsoft Sovereign Cloud's push into customer-run AI and why public cloud controls still leave Europe's jurisdiction question open.

Sovereign AI Goes Agentic: DataRobot Deepens Etisalat UAE Bet

DataRobot Expands Etisalat Partnership With On-Premises Agentic AI
DataRobot and Etisalat UAE deepen their strategic partnership with a new multi-year agreement deploying the Agent Workforce Platform on-premises, addressing critical enterprise demands for data sovereignty and governance in regulated markets.

Microsoft FabCon And SQLCon Europe: Microsoft Looks to Modernize Disparate Database Estates

Microsoft Unifies Relational Engines, Fleet Observability, Embedded Database Agents, and Autonomous Operations
Brad Shimmin, VP & Practice Lead at The Futurum Group, analyzes how Microsoft's database announcements at FabCon 2026 modernize relational estates, fleet governance, and vector indexing for enterprise agentic AI.

NVIDIA's 104-Qubit JUPITER Simulation Makes GPU Supercomputers the Design Platform for Fault-Tolerant Quantum

NVIDIA and Jülich Simulate Magic State Cultivation at Record Scale, Validating a Protocol That Cuts Physical Qubit Requirements by 90%
Brendan Burke, Research Director at Futurum, examines NVIDIA's record 104-qubit fault-tolerant quantum simulation on JUPITER and why GPU supercomputers are becoming the quantum industry's design platform.

At GTC Berlin, NVIDIA Puts the AI Factory in an Actual Container

DSX POD, OpenShell, and Physical AI Anchor NVIDIA’s Case for a European AI Economy Built on Its Full Stack, but Power and Sovereignty Gaps Remain
Nick Patience, VP and Practice Lead for AI Platforms at Futurum, shares his insights on NVIDIA GTC Berlin, where DSX POD, OpenShell, and physical AI anchored a pitch to Europe that leaves grid power unsolved.

Ethernet Won’t Collapse the Four Enterprise Networks Into One

Access, Front-End, Back-End, and Scale-Up Networks May Converge on Ethernet, but Network Teams Own Only Half of the Map
Futurum's Tom Hollingsworth argues that Ethernet's spread into AI back-end and scale-up fabrics won't merge the enterprise network into one. Network teams fully own only two of four networks and must manage the handoffs to the rest.

IFS Ties Its Industrial AI Platform to a Governance Layer Built to Contain It

IFS paired a new conversational AI platform with a governance layer at Unleashed 2026 — and admitted, in the same breath, where its differentiation claims still fall short.

TCS BaNCS Wins MyState's Post-Merger Core Banking Bet

TCS BaNCS Selected For MyState's Post-Merger System Consolidation
MyState Limited selected TCS BaNCS to consolidate systems post-merger with Auswide Bank, reflecting AI-driven modernization trends in Asia-Pacific financial services.

FIT Builds Sri Lanka's Most Advanced Renewable Energy NOC

Sri Lanka's Largest 24/7 Renewable Energy Operations Centre Launches
Hayleys Fentons Limited unveiled Sri Lanka's most advanced Renewable Energy Operations Centre, delivering unified monitoring, AI-driven alarm management, and performance analytics across residential, commercial, and utility-scale renewable assets.

Intel D-Series GPUs Make HBM Optional for Agentic Inference

Intel Details the GPU D-Series, 46,000-Core Xeon Agentic Racks, an Open Routing Software Stack, and a Silicon Photonics Roadmap at the 2026 OCP Global Summit
Brendan Burke, Research Director at Futurum, shares insights on Intel D-series GPUs, 46,000-core Xeon agentic racks, open prompt routing, and the photonics roadmap Intel detailed at the 2026 OCP Global Summit.

Thales Wins Ireland Radar Deal: A Sovereign Defence Benchmark

Thales Strengthens Irish Airspace Sovereignty With Advanced Radar Technology
Thales has won a major contract to deliver Ireland's first Recognised Air Picture system, comprising four GM400α long-range radars and one GM200 multi-mission radar, with deliveries beginning in 2027.

Scalian Names First CAIO to Scale AI in Critical Engineering

Scalian Appoints Chief AI Officer to Drive Engineering Innovation
Scalian has named Clément Charruel as its first Chief AI Officer, positioning the engineering services firm to compete in a $344B software lifecycle engineering market by embedding AI across critical aerospace, defense, and energy systems.

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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