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Cohere’s Multilingual & Sovereign AI Moat Ahead of a 2026 IPO

Focus on Decentralized Multilingual Innovation and Secure Infrastructure as the Catalyst for 2026 IPO Momentum
Nick Patience, AI Platforms Practice Lead at Futurum, breaks down the impact of Cohere's Tiny Aya and Rerank 4 launches. Explore how these efficient models and the new Model Vault platform drove Cohere to $240M in revenue, fueling 2026 IPO momentum.

AI Cloud Platforms – Futurum Signal

The AI Cloud Platforms market has matured past the point where a single definition can contain it, evolving from a conversation about GPU clusters and managed training pipelines into a broader category that now encompasses platforms built around proprietary foundation models with fine-tuning, retrieval-augmented generation,

Brave Bets on Agentic Payments and Creator Compensation to Fix Web Monetization

How Brave’s BAT Roadmap 4.0 Reimagines the Attention Economy
Brave's BAT Roadmap 4.0 transforms Basic Attention Token into an agentic payments rail for autonomous AI transactions, targeting the $181.3B AI market while preserving privacy for enterprises.

AWS re:Invent 2025: Wrestling Back AI Leadership

Advancing Frontier Models, Agent Development, Security, and Custom Silicon as the Platform for Next-Generation AI, Models, and Software Creation
Futurum analysts share their insights on how AWS re:Invent 2025 redefines the cloud giant as an AI manufacturer. We analyze Nova models, Trainium silicon, and AI Factories as AWS moves to own the full enterprise AI stack.

Will Supermicro’s Legal Crisis Shift Server Market Share to New Dell and HPE GPU Platforms?

Dell and HPE used NVIDIA GTC 2026 to Showcase Next-generation Vera Rubin Platforms, Positioning Both Vendors to Absorb Market Share From Supermicro
Brendan Burke, Research Director at Futurum, shares insights on how Supermicro's export crisis creates a GPU allocation opening for Dell and HPE, reshaping the AI server competitive landscape post-NVIDIA GTC 2026.

NVIDIA Becomes First to Reach $4 Trillion Market Cap — The Foundational Pillar of Accelerated Computing and AI Infrastructure

Ray Wang, Research Director for Semiconductors, Supply Chain, and Emerging Technology at Futurum, shared his analysis on why NVIDIA became the first company to reach a 4 trillion market cap, and the outlook of the company in the near future.

Vertex’s 2025 Results Signal Strength Amidst E-Invoicing Opportunities

How Vertex Capitalizes on AI-Driven Enterprise Software Expansion
Vertex reports strong FY2025 results amid enterprise software market surge to $379B. With AI technologies dominating buyer priorities and 12.2% projected CAGR through 2031, the company's best-of-breed tax platform is well-positioned for growth.

Domino Data Lab: From MLOps Platform to Governed AI Application Factory

Domino Data Lab Is Pivoting to a ‘Governed AI Application Factory,’ Focusing on Auditability and Quality to Help Regulated Enterprises Securely Build and Deploy AI
Nick Patience, VP and Practice Lead, AI Platforms at Futurum, examines Domino Data Lab's pivot to governed AI application delivery, its agentic AI governance framework, and what the strategy means for regulated enterprises in 2026.

Arm Q4 FY 2025 Delivers Record Revenue as Armv9 and CSS Ramp Up

Armv9 Adoption and Smartphone Royalty Growth Drive Top-Line Performance
Olivier Blanchard and Daniel Newman at Futurum analyse Arm’s Q4 FY25 results, highlighting how Armv9 and CSS adoption are driving record royalty and licensing growth across smartphones, AI infrastructure, and automotive compute.

NVIDIA Q1 FY 2026 Revenue Jumps 69% Despite China Export Setback

Strong Blackwell Demand Offsets H20 Restrictions as NVIDIA Delivers Solid Q1 Results
Olivier Blanchard and Daniel Newman at Futurum analyse NVIDIA’s Q1 FY 2026 results. Despite a $4.5 billion export hit, Blackwell-fueled data center and gaming momentum underscores NVIDIA’s dominant position in the AI infrastructure race.

Can Avaya Nexus Redefine Mission-Critical Voice as a Strategic Asset?

Avaya’s Launch of Nexus™ Targets a Persistent Gap in Mission-Critical Voice for Regulated Sectors, Where Cloud-First Hype Often Collides With Real-World Risk Tolerance and Regulatory Mandates
Keith Kirkpatrick, VP & Research Director at Futurum, shares his insights on the launch of Avaya Nexus and discusses the implications for prospects, customers, and the CCaaS market.

How Autodesk’s $350 Million Commitment Shapes the Future of AI Careers

How Autodesk Leverages Generative AI To Reshape Enterprise Software
Autodesk's $350M AI investment positions it to capture share in the enterprise software market, projected to reach $762B by 2031 as AI becomes a universal priority.

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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