Cisco and NVIDIA Bring Splunk AI to Enterprises
Fernando Montenegro, VP at The Futurum Group, shares insights on Splunk AI, the Cisco–NVIDIA partnership, and enterprise requirements for hybrid deployment.
Analyst Insights
Research notes and analysis from the Futurum practice areas.
10 results
Practice area
Company
Analyst
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.
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.
Synopsys, Cadence, and Siemens Take Agentic Chip Design Autonomous at DAC
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.