Research notes and analysis from the Futurum practice areas.
4 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.
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.
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.