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NVIDIA’s European AI Sovereignty Push: Infrastructure, Partnerships, and Policy—Report Summary

Nick Patience at Futurum shares insights on NVIDIA's European AI sovereignty expansion, including 20 AI factories, strategic government partnerships, and industrial transformation initiatives reshaping Europe's AI

Are We in a New Westphalian World Web? – Report Summary

Fernando Montenegro, VP and Practice Lead at Futurum, shares his insights on the "Splinternet." Geopolitical and legal conflicts are ending the global cloud era, forcing security vendors to re-architect for data sovereignty and adopt new, partner-led strategies.

Backblaze Q2 FY 2026: CoreWeave Deal Strengthens AI Storage Position

Backblaze’s Q2 FY 2026 Results Point to Stronger AI Infrastructure Positioning as B2 Cloud Storage Demand, Larger Customer Expansion, and the CoreWeave Agreement Increased Revenue Visibility
Brad Shimmin and Brendan Burke, analysts at Futurum, review Backblaze’s Q2 FY 2026 earnings, focusing on B2 Cloud Storage growth, AI infrastructure demand, and the CoreWeave agreement.

Tenstorrent’s Galaxy Blackhole: Can RISC-V Processors Expand Fast Inference Globally?

Tenstorrent’s Unified AI Compute Platform Reshapes Infrastructure Scaling
Brendan Burke, Research Director at Futurum, reviews Tenstorrent's Galaxy Blackhole launch event featuring record inference performance through open standards and integrated RISC-V processing, accelerating Sovereign AI.

AMD Helios Reaches Parity with Vera Rubin NVL72: Can Open Standards Outflank NVIDIA?

AMD Launches the Helios Rackscale Solution and Instinct MI400 Series GPUs at Advancing AI 2026, Targeting Frontier AI, Sovereign AI, and HPC Deployments
Brendan Burke, Research Director at Futurum, examines AMD's Helios launch and whether spec advantages over Vera Rubin NVL72 and a bet on open standards can convert into data center share.

AMD Helios Reaches Parity with Vera Rubin NVL72: Can Open Standards Outflank NVIDIA?

Brendan Burke, Research Director at Futurum, examines AMD's Helios launch and whether spec advantages over Vera Rubin NVL72 and a bet on open standards can convert into data center share.

Why Infosys & Telstra Are Betting Big on Sovereign Al and Digital Transformation – Six Five Media

Anand Swaminathan, EVP at Infosys, joins host Patrick Moorhead to reveal how the company's new venture with Telstra and Versent is reshaping AI-driven cloud and digital transformation in Australia, setting a template for sovereign cloud innovation.

SAP Q4 FY 2025 Earnings: Cloud ERP Strength, AI Traction

Cloud ERP Growth and Rising AI Attach Rates Supported Results, While Deal Mix and Sovereign Demand Extended Ramps and Tempered Near-Term Current Cloud Backlog
Futurum Research analyzes SAP’s Q4 FY 2025 earnings, highlighting Cloud ERP growth, AI and data cloud attach, and how deal mix and sovereignty considerations shaped near-term backlog while supporting multi-year revenue ramps.

Intel Bets on Agentic AI Economics with SambaNova Partnership

SambaNova’s Dataflow Architecture and Intel Collaboration Challenge GPU-Centric Inference Assumptions
Brendan Burke, Research Director at Futurum, explores how Intel and SambaNova are disrupting the AI inference market with specialized, power-efficient inference and low-latency logic engines designed for the next era of autonomous, agentic reasoning.

Can Anyscale on Azure Redefine Enterprise AI Control and Scale for Regulated Data?

How Anyscale’s Azure Native Integration Transforms Enterprise AI Governance
Anyscale's Azure preview enables enterprises to develop custom AI models with sovereign control, audit capabilities, and compliance alignment—shifting from API dependency to proprietary infrastructure.

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

Cisco Convenes Global Technology Leaders for Frank Conversations on the Infrastructure, Trust, and Physical Frontiers of the AI Era
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 through critical infrastructure and trust.

NVIDIA Q4 FY 2026 Earnings Highlight Durable AI Infrastructure Demand

Accelerating Data Center Scale, Networking Expansion, and Agentic AI Adoption Underpin Results and Outlook
Futurum’s Nick Patience analyzes NVIDIA’s Q4 FY 2026 earnings, highlighting data center scale, networking expansion, and agentic AI adoption shaping AI infrastructure demand.

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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