Research notes and analysis from the Futurum practice areas.
18 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.
Keith Kirkpatrick, VP, Research, Enterprise Software & Digital Workflows at Futurum, argues that Koa’s real defense isn’t the model Salesforce built, but the CRM training data behind it.
Brad Shimmin, industry analyst at The Futurum Group, analyzes how Salesforce and NVIDIA designed the Koa CRM reasoning model to solve inference economics and defend platform data gravity.
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.
Fernando Montenegro, VP at The Futurum Group, shares insights on Splunk AI, the Cisco–NVIDIA partnership, and enterprise requirements for hybrid deployment.
Brendan Burke, Research Director at Futurum, examines d-Matrix’s integration of Raptor inference XPUs into NVIDIA MGX racks via NVLink Fusion, testing if 3D-DRAM architecture outperforms Groq’s SRAM-based LPX.
Brendan Burke, Research Director at Futurum, shares his insights on how NVIDIA Groq 3 LPX strengthens Vera Rubin and what cloud providers must prove before faster tokens support premium pricing.
Brendan Burke, Research Director at Futurum, shares insights on NVIDIA Vera CPU adoption across Grok and Starmind and the evidence required to validate orbital AI computing.
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.
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.
Nick Patience, VP & Practice Lead of AI Platforms at Futurum, shares his insights on NVIDIA’s reported $12.9 billion bid for Hugging Face and what it would mean for the future of open AI.
Fernando Montenegro, VP & Practice Lead at Futurum, shares his insights on how offensive AI succeeds because it’s easier to verify than defensive security, shifting the need for vendors to sell proof of exploitability over volume.
Brendan Burke, Research Director at Futurum, shares his insights on NVIDIA’s exclusive guarantee of OpenAI’s Ohio data center at PORTS-Pike and why credit support is becoming the competitive weapon no rival chipmaker can match.
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’s AI Platforms practice examines NVIDIA Nemotron 3.5 Lightning and NeMo Switchyard.
Brendan Burke, Research Director at Futurum, shares his insights on NVIDIA’s $500 billion financing platforms and how DSX reference designs turn AI compute into collateral that banks, insurers, and pension funds can underwrite.
Brendan Burke, Research Director at Futurum, examines NVIDIA’s FMS 2026 storage push and whether openness extends NVIDIA’s platform control to the data path.
Brendan Burke, Research Director at Futurum, examines how NVIDIA and AMD are driving agentic chip design at DAC 2026 through collaborations with Synopsys, Cadence, and Siemens spanning models, physics libraries, runtimes, and CPUs.