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Cohere Acquires Aleph Alpha: A Deal Born of Sovereignty & Necessity

Nick Patience, VP & Practice Lead at Futurum, analyses the Cohere and Aleph Alpha deal, examining strategic synergies, sovereign AI positioning, and key integration risks for the combined transatlantic enterprise AI company.

Can AI Empower Vietnam’s Insurance Sector to Innovate and Thrive?

How Vietnam’s Insurance Sector Embraces AI Through Data Sovereignty
FPT IS positions itself as Vietnam's insurance sector's strategic partner for AI adoption, helping insurers take ownership of their data and technology to thrive in a $344B global market by 2028.

Thales Strengthens NATO Capabilities with Next-Gen Deployable TACAN System

Thales Strengthens NATO Defense Procurement With Next-Gen Navigation System
Thales will deliver a next-generation TACAN system to Spain's Air & Space Force, reinforcing its role as a trusted NATO defense supplier while expanding into cybersecurity and critical infrastructure protection.

NVIDIA Q1 FY2027: Data Center Diversification, Blackwell Scale, CPU Upside

NVIDIA’s Q1 FY2027 Results Confirm That the Infrastructure Build-Out Supporting AI Inference and Agentic Workloads Is Broadening Beyond Hyperscalers Into Sovereign, Enterprise, and Industrial Deployment, While the New CPU Platform, Vera, Opens a TAM That the Company Had Not Previously Addressed
Nick Patience, VP and Practice Lead for AI Platforms at The Futurum Group, examines NVIDIA’s Q1 FY2027 results: record Blackwell-driven data center revenue, the Vera CPU opportunity for agentic AI, and sovereign AI revenue growing 80%+ YoY.

Fortinet’s FortiOS 8.0 Pushes Secure Networking Toward AI Governance

Fortinet Has Launched FortiOS 8.0 to Expand Secure Networking With Secure AI Controls, Fabric-Based AI Agents, Flexible Secure Access Service Edge (SASE), and Quantum-Safe Protections Across Hybrid and Multi-Cloud Environments
Fernando Montenegro, VP and Practice Lead, Cybersecurity at Futurum, examines Fortinet’s FortiOS 8.0 adds AI governance, flexible SASE options, and quantum-safe protections to secure networking across hybrid environments.

Can DataRobot’s Unified AI Governance Break the Silo Trap for Enterprise AI?

DataRobot Unifies AI Governance Across All Deployment Boundaries
DataRobot's unified AI governance platform extends beyond public cloud to on-premises, edge, and air-gapped environments, directly addressing the enterprise AI fragmentation problem where visibility ends at deployment boundaries.

Can AMD and Rackspace Scale Sovereign AI Inference?

Strategic Partnership Scales Sovereign AI Infrastructure for Regulated Enterprises
Brendan Burke, Research Director at Futurum, examines AMD and Rackspace's agreement to deploy 30 MW of AI compute capacity that establishes governed enterprise infrastructure for regulated production workloads.

Wayve’s $60M Series D Extension: Can UK AI Autonomy Compete With US and China?

UK Autonomous Vehicle Startup Faces Off Against Global Superpowers
Wayve's $60M Series D from AMD, Arm, and Qualcomm signals backing for sovereign AI, but questions remain whether the UK startup can compete with better-capitalized US and Chinese rivals amid rising costs.

The US Just Switched Off Anthropic’s Frontier Model: What Happens Next?

What Happens When a Government Turns Off Access to a Frontier Model? We’re About to Find Out
Nick Patience, VP & Practice Lead at Futurum, examines the US export-control action that took two Anthropic models offline globally — and what it means for enterprise AI continuity planning and sovereign AI strategy.

Cisco Live EMEA 2026: Can a Networking Giant Become an AI Platform Company?

Cisco Bets on Sovereign Infrastructure, AI Canvas, and Data Fabric to Move Beyond Networking
Nick Patience, AI Platforms Practice Lead at Futurum, shares insights direct from Cisco Live EMEA 2026 on Cisco’s ambitious pivot from networking vendor to full-stack AI platform company, and where the risks lie.

Modern Private Cloud: Balancing Operational Agility with Data Sovereignty

In this Market Brief, Modern Private Cloud: Balancing Operational Agility with Data Sovereignty, Futurum Research explores why enterprises are rethinking public cloud-first strategies and how modern private cloud platforms enable sovereignty, resilience, and operational agility in an AI-driven world.

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

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Benjamin Brown

VP, Custom Research · The Futurum Group

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