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Dell’s New Partner Program Blueprint for the AI Era

Dell’s Partner Program Updates Reorient Incentives Around Enterprise AI and Strategic Outcomes
Alex Smith, Analyst at Futurum, shares his insights on how Dell's massive partner program updates announced at Dell Technologies World 2026 are setting a new blueprint for the IT channel to monetize Enterprise AI and strategic outcomes.

What Role Will Microsoft 365 Copilot Agents Play in Enterprise Workflows?

Microsoft Expands Copilot With Collaborative Agents Across Teams, SharePoint, and Viva Engage, Introducing New AI-Powered Teammates for Meetings, Channels, and Communities
Keith Kirkpatrick, Research Director at Futurum, shares his insights on Microsoft 365 Copilot agents, exploring how new collaborative AI teammates in Teams, SharePoint, and Viva Engage transform teamwork and project execution.

Cerebras S-1 Teardown: Is the $23B Wafer-Scale IPO the End of GPU Homogeneity?

Cerebras Systems’ April 2026 S-1 Filing Reveals a $20 Billion OpenAI Deal, 86% Revenue Concentration in the UAE, and the Blueprint for Disaggregated AI Inference
Brendan Burke, Research Director at Futurum, examines Cerebras Systems' S-1 filing and $23B valuation, dissecting the $20B OpenAI deal, 86% UAE revenue concentration, and whether wafer-scale silicon can survive the leap to hyperscale cloud operator.

Dell Q1 FY 2026: Robust AI Server Sales, Guidance Lift Despite EPS Miss

Record $6.3 Billion in Server Sales and $12.1 Billion in AI Orders Support Full-Year EPS Upgrade
Olivier Blanchard and Daniel Newman of Futurum explore how Dell’s record AI server momentum and rising backlog are fueling its infrastructure lead, even as consumer softness delays broader PC refresh tailwinds.

Can Zoho’s Nathu La Server Redefine Enterprise Stack Sovereignty and TCO for AI?

The Futurum Group’s Keith Kirkpatrick and Brad Shimmin share their insights on Zoho’s Nathu La server, and discuss the impact on the SaaS market, end customers, and Zoho’s competitors.

Orbital Computing Can Reach $1 Trillion Addressable Market by 2030

The rise of orbital computing, driven by massive AI workload demand (300 GW by 2030) and the crisis of terrestrial grid connection delays, presents a trillion-dollar market opportunity. Futurum Research examines when the cost crossover point between orbital and terrestrial infrastructure will first occur for

Microsoft Q2 FY 2026: Cloud Surpasses $50B; Azure Up 38% CC

Microsoft’s Results Underscore Strong AI-Driven Cloud Demand and Product Adoption, While Record Capital Expenditures and Capacity Allocations to First-Party AI Temper Near-Term Cloud Margins
Futurum Research analyzes Microsoft’s Q2 FY 2026 earnings, highlighting AI-led cloud demand, agent platform traction, and Copilot adoption amid record capex and a substantially expanded commercial backlog.

Kore.ai’s Strategic Shift: Uma Sandilya Takes Charge as CCO

How Kore.ai Positions for the Enterprise Agentic AI Wave
Kore.ai consolidates leadership under Uma Sandilya to capitalize on the $181.3B agentic AI enterprise market, unifying sales, marketing, and strategy for faster market execution.

Hybrid Cloud & AI: The Future of Enterprises – Six Five On The Road

Menaka Sundar, VP at HPE, joins the discussion to share insights into how HPE's hybrid cloud and AI solutions are crafting the future of enterprises.

Accenture Bets on Palantir Momentum

Prior to Exceptional Q4 2025 Results for Palantir Technologies, Accenture Unveiled a Dedicated Business Group and Expansion Initiatives to Rapidly Scale Palantir-Based Services, Signaling the Consultancy’s Intent to Capitalize on Accelerating Enterprise Demand for Palantir Platforms
Alex Smith, GM Futurum Research, shares his insights on how Accenture is strategically betting on Palantir's exceptional Q4 2025 results to become the key services partner for enterprise AI and data transformation.

From Silicon to Security: Architecting the Autonomous Enterprise at Google Cloud Next 2026

Wrapping Up the Strategic Advantages of Google’s Virgo Network Fabric, Gemini Enterprise, and the Agentic Defense Strategy
Brad Shimmin, Nick Patience, Brendan Burke, and Fernando Montenegro analyze the Google Cloud Agentic Strategy from Next 2026. They explore how Gemini Enterprise, the Virgo network, and the Wiz integration are moving the market from passive AI to autonomous systems of action.

Is T-Mobile’s T-Satellite the First Real Step Toward Eliminating Dead Zones?

T-Mobile Launches Starlink-Powered Satellite Service for Texts and Alerts in Remote Areas
Olivier Blanchard, Research Director at Futurum, shares insights on T-Mobile’s T-Satellite launch, enabling satellite-based texting and alerts in dead zones, with broad device support and plans to expand features and coverage.

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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