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Beyond Raw Compute: Equinix’s Strategic Bet on AI Infrastructure

At Its First Horizon Customer Event, Equinix Bets That Neutral Connectivity, Not Raw Compute, Wins the Distributed AI Era
Nick Patience, VP & AI Platforms Practice Lead at The Futurum Group, examines Equinix Fabric One and Inference Exchange, and asks whether neutral infrastructure solves a problem enterprises have today or one they may have later.

Damovo’s SovereignStack: Ending Public-Sector Comms Fragmentation

Damovo Launches Integrated Sovereign Communications Platform
Damovo introduces SovereignStack, the first integrated sovereign communications platform for the German public sector, unifying Rocket.Chat, Pexip, and Mitel to eliminate fragmentation and streamline government operations.

Broadcom Builds Sovereign Agentic AI Foundations Around VMware Tanzu

Broadcom Expands VMware Tanzu Platform with Deny-by-Default Agent Runtimes, AI-Ready Data Foundations, and TrueSource Security
Brad Shimmin, Vice President and Practice Lead at The Futurum Group, analyzes Broadcom's VMware Tanzu Platform updates at VMware Explore 2026, covering deny-by-default agent runtimes, AI-ready data foundations, and TrueSource OSS security.

CrowdStrike Bets on Its Own Models to Secure the AI Revolution

The Company Leaned Hard Into AI, From SafeMind to Falcon Guardian, While Keeping the Endpoint and Its Founding Promise at the Center
Fernando Montenegro, VP at Futurum, analyzes CrowdStrike's Fal.Con 2026: an ambitious, largely defensible push into its own AI models and agent security, anchored to the endpoint and the promise to stop breaches.

Kaseya Bets on Compliance to Unlock Regulated-Industry MSP Deals

FIPS 140-3 Cryptography Expands MSP Access to Restricted Markets
Kaseya's Connect Edge summit unveiled FIPS 140-3 validated cryptography and native Apple MDM for Datto RMM, enabling MSPs to capture government, healthcare, and defense contracts previously locked behind compliance barriers.

Tech Mahindra and Uniphore Build an Agentic AI Factory

Tech Mahindra and Uniphore Launch Agentic AI Factory Partnership
Tech Mahindra and Uniphore partnered to create an Agentic AI Factory, combining Uniphore's Business AI Cloud with Tech Mahindra's global reach across 90 countries to serve BFSI and Retail enterprises.

OpenAI’s GPT-6 Astra: Benchmarks, Cyber Risks, and Market Impact

GPT-6 Astra’s Benchmarks, Cyber Capability, and Alignment Trade-Offs Test Anthropic and Google’s Competitive Standing
Nick Patience, VP and Practice Lead, AI Platforms at Futurum, shares his insights on GPT-6 Astra and what its cyber threshold and monitorability trade-offs mean for Anthropic and Google.

Cisco and NVIDIA Bring Splunk AI to Enterprises

NVIDIA Infrastructure Supports Local AI as Splunk Expands Cost and Security Oversight
Fernando Montenegro, VP at The Futurum Group, shares insights on Splunk AI, the Cisco–NVIDIA partnership, and enterprise requirements for hybrid deployment.

FPT IS Puts Its AI Platform on the Mekong Map

Regional Government Delegation Validates FPT’s AI-Powered Digital Transformation Strategy
FPT IS demonstrates its Akabot AI ecosystem to Lao PDR's Deputy Prime Minister, signaling growing credibility as a regional platform partner for public-sector digital modernization across Southeast Asia.

NVIDIA Q2 FY 2027: AI Infrastructure Demand Extends Into FY 2028

NVIDIA’s Latest Earnings Position the Company for Continued AI Infrastructure Growth as Vera Rubin Enters Full Production and Demand Extends Into FY 2028
Futurum Research analyzes NVIDIA’s Q2 FY 2027 earnings, focusing on AI infrastructure demand, Vera Rubin production, Blackwell Ultra momentum, and FY 2028 growth expectations.

Autonomy Over Analytics: The Read-Write Decree Rewiring Enterprise Data Platforms

The Transition from Passive Copilots to Autonomous Execution is Reworking the Data Intelligence Platform, Promoting Databricks, Snowflake, and Oracle, While Exposing Hyperscaler Friction
Brad Shimmin, VP & Practice Lead at Futurum, reveals findings from the new Data Intelligence Platforms Signal report, highlighting how read-write AI agents and transactional execution realigned competitive market standings.

Sierra's AIUC-1 Certification Sets a New Bar for Agentic AI Trust

Third-Party Validation Addresses Enterprise AI Adoption Barriers
Sierra achieves AIUC-1 certification, the first standard purpose-built for AI agent behavior. Independent audit and adversarial testing validate reliability and security for regulated industries.

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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.

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Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

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