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NVIDIA Q2 FY 2026 Earnings: Networking Steals the Spotlight and Q3 Ramp Will Be Key To Watch

NVIDIA Earnings Highlight Strong Blackwell Adoption, Record Networking, and Strong AI Momentum
Futurum’s Ray Wang and Daniel Newman examine NVIDIA’s Q2 FY 2026 earnings, highlighting strong Blackwell adoption, record networking revenue, and accelerating AI demand across data center, gaming, and professional visualization.

Is PyTorch Europe’s Rise a Turning Point for Open Source AI Leadership?

How PyTorch’s European Momentum Challenges Proprietary AI Platforms
PyTorch Conference Europe 2026 drew 600+ AI leaders to Paris, showing open source AI's growing enterprise influence as organizations shift from proprietary solutions toward agentic AI and hybrid deployments.

Cisco Q3 FY 2025 Sees 20% Order Growth, AI Demand Hits Key Milestone

Webscale AI Orders Surpass $1 Billion YTD as Cisco Beats Top and Bottom-Line Estimates
Krista Case and Fernando Montenegro at Futurum analyze Cisco’s Q3 FY 2025 results, highlighting strong AI infrastructure growth, security momentum with Splunk, and solid execution across networking and enterprise transformation.

Partners Weary on SaaS as Infrastructure Surges Again

Networking Joins AI, Cloud, and Cybersecurity as 2026 Growth Drivers
Alex Smith, VP & Practice Lead at Futurum, shares insights on how the partner ecosystem is shifting from SaaS to infrastructure and custom services like AI consulting as new growth drivers in 2026.

Futurum Signal

Futurum Signal: Continuous Intelligence, Powered by Hybrid Insight Reports Now Available – Sign Up Below Futurum Signal combines analyst rigor with AI to deliver a continuously updated, data-driven view of technology vendor performance and market readiness. Signal adds real-time visibility and predictive depth to a

Mistral AI Shifts to Full-Stack Strategy With Vibe and Industrial AI

Vibe Agent Platform, Industrial Engineering Stack, and Own Inference Infrastructure Signal a Shift Toward Full-Stack Enterprise AI
Nick Patience, VP and Practice Lead for AI Platforms at Futurum, analyses Mistral AI’s AI Now Summit announcements: a unified Vibe agent platform, an industrial engineering stack with Airbus, BMW, and ASML, and new inference infrastructure.

Mistral Forge Takes Aim at RAG. But Who Actually Needs Custom Models?

Mistral’s Forge Platform Targets Regulated Enterprises and Data-Mature Organizations With Full-Lifecycle Custom Enterprise AI Model Training
Nick Patience, AI Platforms Practice Lead at Futurum, examines Mistral Forge, a custom enterprise AI model training platform, and argues that while its approach is sound, the addressable market may be narrower than Mistral implies.

The Active Storage Revolution: VAST and Cloudera Team Up to Cure Enterprise GPU Starvation

VAST Data and Cloudera Partner to Deliver a Unified, NVIDIA-Accelerated AI Data Platform Designed to Eliminate Complex ETL Pipelines and Maximize GPU Utilization for Enterprise AI Workloads
Brad Shimmin, VP and Practice Lead at Futurum, explores the new strategic partnership between VAST Data and Cloudera. By integrating the VAST AI OS with Cloudera data services, the vendors aim to eradicate ETL complexity and eliminate GPU starvation.

Reply’s Half-Year Results Highlight AI’s Growing Role in Business Strategy

Reply's H1 2026 results show AI integration driving enterprise tech spending, with cloud absorbing 95% of new AI investments, positioning Reply to capitalize on accelerating demand.

SailPoint’s New Connector Addresses Security Gaps in AI-Driven Development

SailPoint's new Cursor Enterprise connector brings autonomous AI agents under centralized identity governance, addressing a critical security gap as enterprises adopt AI-driven development tools.

SailPoint’s New Connector Addresses Security Gaps in AI-Driven Development

SailPoint Extends Identity Governance Into the Agentic AI Era
SailPoint's new Cursor Enterprise connector brings autonomous AI agents under centralized identity governance, addressing a critical security gap as enterprises adopt AI-driven development tools.

Futurum Research 2026: Key Issues and Predictions

Futurum Research 2026 Key Issues & Predictions Download Report Request a Briefing or Inquiry Become a Client Welcome toFuturum’s 2026 Key Issues & Predictions Report From AI Experimentation to Operational Excellence As we enter the second half of 2026, the honeymoon phase of AI experimentation

Welcome

The vision behind everything in Futurum’s Custom Research practice is this: research should show you what is happening, what comes next, and what to do about it. It should be personal to each audience, easy for people to grasp, and structured so LLMs can reason over it accurately. And it should be fast and turnkey; you want answers now, not another project to carry for quarters.

Whether you are defining business, channel, or go-to-market strategy; evaluating vendors or justifying ROI; or commissioning research to fill an emerging market need, we have your back, with a program that answers your questions with the objectivity and credibility to drive real decisions.

To do it, we bring unmatched data to bear: Futurum research, surveys, and market projections; validated market feeds; ETR’s 15 years of insight from 10,000 technology decision-makers; G2’s buyer and user data; and what our analysts hear every day. Add leading primary collection, from AI-moderated voice interviews to surveys and analyst-led interviews, all turnkey, and every project comes out credible, nuanced, and actionable.

And we don’t just drop the results in your lap. For internal work, we provide analyst-led sessions, interactive dashboards, and a range of formats. For market-facing work, Futurum delivers turnkey activation and amplification that actually gets seen, by people and by LLMs, through our media and share of voice. This is research that moves decisions and markets.

We will meet you wherever you are, from a fast-turn brief to a multi-year program, and shape the work to your goals, timeline, and budget. The right program for your moment.

If any of this is useful, I would love to talk.

Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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