Research notes and analysis from the Futurum practice areas.
231 results · page 9 of 12
Nick Patience, VP and Practice Lead, AI Platforms at Futurum, examines Meta’s return to open weights with Muse Glimmer and what Mark Zuckerberg’s superintelligence letter reveals about the company’s real distribution strategy.
Futurum analysts Brad Shimmin and Guy Currier discuss how Tokenomics and AI FinOps are forcing enterprises to abandon massive frontier models in favor of smaller, domain-specific AI endpoints governed by strict agent control planes. Utilizing AI – Ep.
Conduent’s Q2 2026 results reveal a deliberate transformation: $234M in divestitures fund a pivot to AI-driven business process services, though thin margins leave little room for execution error.
Klaviyo accelerates its autonomous B2C CRM strategy through the acquisition of Agency’s agentic AI technology. The move positions the platform against entrenched competitors as enterprise buyers prioritize autonomous agents at 86.6% adoption rates.
Octopus Deploy’s expanded MCP server enables AI agents to actively create Kubernetes deployments and workflows, addressing enterprise demand for governed pipeline-level automation as the SLE market races toward $344B by 2028.
HCLTech’s designation as an OpenAI Advanced Partner positions the GSI to help enterprises deploy secure, scalable AI solutions at scale. The move reflects OpenAI’s strategy to rely on Global Systems Integrators for enterprise-grade AI deployment.
nCino launches Mortgage MCP, integrating AI agents into mortgage workflows. With 86.6% of buyers prioritizing autonomous agents, this addresses critical enterprise demand for agentic AI.
Keith Kirkpatrick, Vice President & Research Director, Enterprise Software & Di at Futurum, analyzes Salesforce’s Agentic AI deployment trends showing organizations tripling active agents and reducing creation times by 53%, signaling a major shift i.
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.
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.
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.
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.
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.