Salesforce’s Real Moat Behind Koa Is Its CRM Training Data
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.
Analyst Insights
Research notes and analysis from the Futurum practice areas.
13 results
Practice area
Company
Analyst
Salesforce Bets on Silicon Synergy and Metadata to Make Business AI Practical
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.
AI Infra Summit 2026 – Can Optics Break the AI Power Wall by 2028?
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.
d-Matrix Joins NVLink Fusion. Is It NVIDIA’s Hedge on Groq?
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.
NVIDIA Groq 3 LPX’s Promise of World’s Fastest Inference Enters Full Production
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.
NVIDIA and SpaceXAI Link Grok Expansion With Orbital Computing
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.
Beyond Raw Compute: Equinix’s Strategic Bet on AI Infrastructure
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.
NVIDIA Q2 FY 2027: AI Infrastructure 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.
NVIDIA Nears $12.9B Deal for Hugging Face, Escalating AI Ecosystem Strategy
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.
NVIDIA’s Credit Support Buys Exclusivity at OpenAI’s Ohio Data Center
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.
Who Decides Which Model Runs? NVIDIA Would Like a Say
Futurum’s AI Platforms practice examines NVIDIA Nemotron 3.5 Lightning and NeMo Switchyard.
Is the NVIDIA DSX Reference Design the Real Collateral for $500B in Financing?
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.
NVIDIA AI Storage Goes Open at FMS 2026. Is Open Source the New Moat?
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.