Research notes and analysis from the Futurum practice areas.
412 results · page 16 of 21
Brendan Burke, Research Director at Futurum, shares his insights on Samsung zHBM, the FMS 2026 concept that stacks memory directly on AI accelerators, and on whether V10 BV-NAND and HBM4E keep Samsung ahead in AI memory.
Brendan Burke, Research Director at Futurum, shares his insights on AMD’s Taalas acquisition and why the two-month model-to-silicon design flow, arriving alongside agentic EDA, is the asset that matters.
Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, examines how Adobe’s ChatGPT plugin integrates 70+ creative tools into conversational AI, opening new distribution channels while deepening ecosystem lock-in.
Brad Shimmin, VP at Futurum, analyzes the launch of native vector search in AWS DynamoDB. By embedding semantic retrieval directly into its serverless operational database, AWS eliminates fragile AI data pipelines and challenges standalone vector DBs.
Futurum’s Keith Kirkpatrick examines Pega’s FedRAMP Class D expansion in Pega Cloud for Government and how it measures up against competitors in the marketplace.
Brendan Burke, Research Director at Futurum, analyzes IonQ’s Q2 FY 2026 earnings, focusing on quantum platform growth, SkyWater integration, security demand, and raised FY 2026 guidance.
Brendan Burke, Research Director at Futurum, analyzes Lattice Semiconductor’s Q2 FY 2026 earnings, focusing on AI server demand, FPGA attach, AMI, and guidance.
Brendan Burke, Research Director at Futurum, analyzes AMD’s Q2 FY 2026 earnings, focusing on Data Center growth, EPYC demand, Helios momentum, and the next phase of AI infrastructure execution.
Futurum Research analyzes Freshworks’ Q2 FY 2026 earnings, focusing on EX growth, Freddy AI monetization, and service operations expansion.
Futurum Research analyzes Teradata’s Q2 FY 2026 earnings, focusing on hybrid AI, Teradata Factory, AI Studio, and guidance.
DigiCert earned Digital Trust Leader recognition from Frost & Sullivan for its PKI and intelligent trust infrastructure dominance, as enterprises increasingly prioritize quantum-safe encryption and machine identity management.
Integris launched a $100K AI Investment Fund to transform client-submitted ideas into production-ready solutions, positioning itself as an implementation partnership leader in the $344B Software Lifecycle Engineering market.
SK Hynix announces a massive 54 trillion won investment in AI memory production facilities, positioning itself at the center of the data intelligence supercycle as enterprise AI spending accelerates globally.
Wiz’s H1 2026 threat report documents a 60% surge in cloud incidents and more than doubled supply-chain attacks, exposing critical security gaps in cloud-native and AI infrastructure. Organizations must modernize their defense strategies now.
Gofore’s August 18 half-year report will reveal if the Finnish IT firm is capturing AI consulting demand, with investors scrutinizing organic revenue, AI bookings, and margins.
Conduent’s Virginia Medicaid contract win reflects rising demand for AI-enabled public-sector IT services, with 84.5% of channel partners expecting AI to drive 2026 growth.
Allgeier SE’s 10% H1 2026 revenue growth significantly outpaces European peers, driven by surging AI software and consulting demand, yet questions remain about sustaining this momentum through hyperscaler partnerships.
AI’s rapid expansion is causing execution failures in data centers, with 92% of operators facing accelerated timelines and power shortages, leading to costly delays and reworks.
Futurum Research analyzes Lumen Technologies’ Q2 FY 2026 earnings, focusing on NaaS adoption, Alkira integration, strategic revenue growth, and AI networking strategy.
Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, examines how Epicor Prism’s embedded AI agents are reshaping supply chain operations for manufacturers and distributors across Australia and New Zealand thro.