Amazon leverages its massive retail footprint and AWS dominance to expand into enterprise AI, but persistent trust gaps and competitive pressure from vertical-integrated rivals threaten its default-choice positioning in the...
Nick Patience, AI Platforms Practice Lead at Futurum, shares his/her insights on AWS’s launch of its European Sovereign Cloud. It is an independently-run cloud in the EU aimed at meeting...
Mitch Ashley, VP and Practice Lead for Software Lifecycle Engineering at Futurum, analyzes Red Hat and NVIDIA’s expanded collaboration around the Rubin platform and RHEL for NVIDIA, examining how Day...
Mitch Ashley, VP and Practice Lead for Software Lifecycle Engineering at Futurum, examines why industry researcher Andrej Karpathy’s X thread signals a breakpoint in AI-driven software development and what it...
Futurum analysts share their insights on how AWS re:Invent 2025 redefines the cloud giant as an AI manufacturer. We analyze Nova models, Trainium silicon, and AI Factories as AWS moves...
Futurum Research analyzes Marvell’s Q3 FY 2026 results, highlighting accelerating AI-driven custom silicon and optics demand, plus how the Celestial AI acquisition advances a photonics-first roadmap for multi-year data center...
Futurum Research analyzes Amazon’s Q3 FY 2025 results, highlighting AWS growth reacceleration, AI-driven capacity expansion, and the retail/ads flywheel, with Q4 guidance signaling continued momentum into the holiday period....
Olivier Blanchard, Research Director at Futurum, shares his insights on how Amazon’s Alexa+ redefines the AI assistant market by prioritizing voice-first, home-centered intelligence over productivity and search-driven models....
Brad Shimmin, Analyst at Futurum, shares insights on Neo4j's Infinigraph, its bold bet on becoming the data layer for agentic AI, and if it's a future-proof strategy or a solution...
Olivier Blanchard and Brad Shimmin at Futurum examine Amazon’s Q2 FY 2025 results, spotlighting strong retail and ad growth, mixed AI progress, and AWS margin compression amid intensifying cloud competition...
Ray Wang, Research Director at Futurum, shares his insights on AWS’s launch of EC2 P6e-GB200 UltraServers, highlighting how NVIDIA Grace Blackwell GPUs and liquid-cooled UltraClusters are enabling trillion-parameter AI workloads....
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