Research notes and analysis from the Futurum practice areas.
11 results
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.
Olivier Blanchard, Research Director at Futurum, breaks down Apple’s newly confirmed iPhone Duo pricing and specs, the delayed base iPhone 18, and what CEO John Ternus debut keynote signals about Apple’s strategy.
Keith Kirkpatrick, Research Director at Futurum, shares insights on Adobe’s push to embed multi-model generation and AI assistance across professional video workflows.
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.
Nick Patience, VP & Practice Lead for AI Platforms at Futurum, examines Google Cloud’s new vertical AI platforms for legal and financial services, and asks whether governed connectors can finally close AI’s pilot-to-production gap.
Mitch Ashley, VP & Practice Lead at Futurum, shares insights on how AI implementation is the new account control point. Read more on how hyperscalers are reorganizing to capture distributed AI buying authority in 2026.
Brendan Burke, Research Director at Futurum, shares his insights on Marvell’s Google warrant, what the deal does to Marvell’s XPU outlook, and why the TPU stack now has contracted sockets for a second custom silicon partner alongside Broadcom.
The Data Intelligence Platform market is undergoing its most consequential shift since the move to cloud data warehousing, as enterprise AI matures from read-only copilots into read-write autonomous agents that plan, negotiate, and execute transactions across business systems without continuous…
Futurum analyst Brad Shimmin breaks down the economic breaking point of cloud APIs and why enterprise AI is shifting to highly quantized, sovereign open-weights models.
Futurum’s Brendan Burke on why a third of the $3 trillion AI data center buildout goes off-grid by 2030, and what launch, satellite hardware, and solar density must do before orbit competes on cost. From Above the Line with Shay Boloor.
Futurum analysts Brad Shimmin and Guy Currier discuss how Tokenomics and AI FinOps are forcing enterprises to abandon massive frontier models in favor of smaller, domain-specific AI endpoints governed by strict agent control planes. Utilizing AI – Ep.