Research notes and analysis from the Futurum practice areas.
3 results
Fernando Montenegro, VP at Futurum, analyzes Splunk .conf26, where Cisco made trust and cost the gate on the agentic SOC and positioned the data and control layer beneath the agents as the thing worth owning.
Brendan Burke, Research Director at Futurum, shares insights from AI Infra Summit 2026, where power-capped data centers pushed vendors toward optics, near-memory silicon, and physical AI ahead of a 2028 co-packaged optics ramp.
Alex Smith, Analyst at The Futurum Group, covers the AWS Marketplace Seller Conference 2026, detailing strategies like ‘Marketplace Everywhere’, new GEO storefronts, and commercial upgrades such as 0% fees for professional services.