Research notes and analysis from the Futurum practice areas.
413 results · page 12 of 21
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.
Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, Salesforce’s Headless 360 positions agentic AI as the dominant enterprise priority, enabling rapid agent deployment with 100+ reusable skills.
Brendan Burke and Olivier Blanchard, Research Directors at Futurum, share their insights on why NXP’s MCX A5, the first MCU to combine a 10BASE-T1S digital PHY, topology discovery, and post-quantum cryptography, gives industrial defenders a head start on agentic attacks.
FPT IS unveiled its ‘Made by FPT’ AI-native ecosystem, positioning itself as the primary technology partner for Vietnamese banks transitioning to AI-First Banking with sovereign infrastructure.
Thales and Systematic’s partnership integrates command-and-control software with SAMP/T NG air defence systems for Denmark, showing that integration capabilities now outrank feature innovation in enterprise cybersecurity.
Tom Hollingsworth, Research Director at Futurum, shares his insights on the 1.6TbE transition, highlighting that it’s a massive architectural shift requiring data centers to rethink topology, power, and cooling to meet modern AI demands.
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…
Keith Kirkpatrick, Research Director at The Futurum Group, shares insights on SAP’s open ABAP tooling, migration agents, and usage-based model for enterprise AI development.
Lovable migrated lovable.dev to TanStack Start on Cloudflare, now serving 42M+ monthly visitors, stress-testing its AI platform at scale while gathering production insights for its AI builder agent.
Wayve appoints Apple’s Alex Toshev as Research Director to lead general robotics intelligence team, marking strategic expansion from autonomous driving into broader Physical AI applications across robot manipulation and mobility.
Brad Shimmin, Vice President and Practice Lead at Futurum, shares his insights on how AWS Context moves beyond basic RAG to deliver a governed, open-format knowledge graph that provides autonomous systems with the mathematical truth they desperately need.
Futurum Research analyzes Lenovo’s Q1 FY 2027 earnings, focusing on AI infrastructure growth, AI PCs, services momentum, and guidance.
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.
Silver Lake’s reported acquisition talks with Workday pushed the company above $51B valuation, exposing a disconnect between public market pessimism and the durable fundamentals of deeply embedded enterprise software platforms.
Abridge expanded its clinical AI agent to all clinicians across 300+ health systems serving 250M patients, proving that EHR integration and workflow embeddedness drive enterprise AI adoption.
Gofore’s strategic pivot toward AI consulting, Defence, Space, and Intelligent Industry is delivering strong results, with Q2 2026 net sales surging 32.4% YoY to €58.5M and adjusted EBITA tripling to €4.2M.
Fragmented multi-cloud visibility creates operational and financial risks; unified OpenTelemetry/LGTM stacks across AWS and GCP achieve 99.8% availability while controlling costs.
FPT IS unveiled an AI-Powered Justice ecosystem at ASEAN Law Forum 2026, demonstrating deployments with 170,000+ legal documents and positioning itself as a full-stack AI integrator for Southeast Asian legal digitization.
Strategy’s coordinated $282M capital action—combining a $150M reserve increase with a $132M STRC repurchase—demonstrates deliberate balance sheet management aligned with surging enterprise generative AI investment priorities.
Peraton secures $117M Army cyber contract through 2031, demonstrating how proven partnerships drive national security and recurring revenue for defense contractors.