NetApp Q1 FY 2027: AI-Ready Storage Drives Enterprise Momentum
Futurum Research analyzes NetApp’s Q1 FY 2027 earnings, focusing on AI data infrastructure, hybrid cloud demand, and migration momentum.
Analyst Insights
Research notes and analysis from the Futurum practice areas.
25 results · page 1 of 2
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Analyst
Hitachi Bets on Grid-to-AI Stack as Physical Infrastructure Play
Hitachi pairs sustainable insulating gas production in Germany with HMAX Physical AI expansion, positioning itself to capitalize on enterprise AI investment tied to reliable power infrastructure.
Broadcom Builds Sovereign Agentic AI Foundations Around VMware Tanzu
Brad Shimmin, Vice President and Practice Lead at The Futurum Group, analyzes Broadcom’s VMware Tanzu Platform updates at VMware Explore 2026, covering deny-by-default agent runtimes, AI-ready data foundations, and TrueSource OSS security.
Autonomy Over Analytics: The Read-Write Decree Rewiring Enterprise Data Platforms
Brad Shimmin, VP & Practice Lead at Futurum, reveals findings from the new Data Intelligence Platforms Signal report, highlighting how read-write AI agents and transactional execution realigned competitive market standings.
Nasuni Acquires DryvIQ to Bring AI-Ready Data Governance
Alastair Cooke, analyst at Futurum, shares his insights on why Nasuni acquires DryvIQ and what the deal means for AI data governance and file platform consolidation.
In-Process Analytics Goes Hyperscale: Inside the AWS DuckLabs Acqui-Hire
AWS acquires DuckLabs to embed DuckDB’s in-process OLAP engine natively into Amazon S3 storage, challenging data warehouse economics while keeping open-source governance independent.
ScyllaDB’s Rust Driver Delivers 58% Throughput Gain for DynamoDB Users
ScyllaDB released an open-source Rust driver for its DynamoDB-compatible Alternator API, achieving 58% higher throughput than AWS SDK on 3-node clusters. The driver maintains full API compatibility while enabling cluster-aware load balancing.
Salesforce Q2 FY 2027: Can Agentforce Drive Revenue Reacceleration?
Futurum Research analyzes Salesforce’s Q2 FY 2027 earnings, focusing on AI and data momentum, Agentforce adoption, Anthropic partnership expansion, and FY 2027 guidance.
AI Maps Cancer’s Hidden States to Predict Winning Drug Combos
AI algorithms identified ultraconserved cancer cell states across patients and predicted synergistic drug combinations with ~90% accuracy, challenging assumptions about tumor heterogeneity.
Can One Database Replace Three? Sprig’s ScyllaDB Bet Says Yes
Sprig replaced Postgres, ClickHouse, and Redis with ScyllaDB, achieving 4-8x better latency while processing 1.3 trillion events. The consolidation illustrates how enterprises are simplifying complex database stacks to manage explosive data growth.
Cloudera Anywhere Cloud Targets Hybrid AI Complexity With In-Place Execution
Brad Shimmin analyzes Cloudera Anywhere Cloud, examining how modular blueprints, Apache Iceberg, and zero-copy lakehouse architectures resolve data gravity and MLOps bottlenecks across hybrid enterprise AI estates.
Data Intelligence Platforms – Futurum Signal
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…
AWS and the End of the Naive Agent: Collapsing the Semantic Divide
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.
Runaway Token Costs Are Killing the Frontier AI Monolith
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.
Strategy’s $282M Capital Move Signals AI-Era Balance Sheet Confidence
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.
Jacobs Secures $750 Million Utah Water Infrastructure Project: What It Means
Jacobs Solutions won a $750 million contract to lead Utah’s Strawberry High Line Canal program, showcasing its expertise in complex water infrastructure projects enhanced by AI and digital engineering.
The End of Token Maxing: Why Pragmatic AI Engineering is Replacing Frontier Models
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.
Active Storage Takes Over: AWS DynamoDB Adds Native Vector Search for Agentic AI
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.
Teradata Q2 FY 2026: Hybrid AI Strategy Gains Enterprise Traction
Futurum Research analyzes Teradata’s Q2 FY 2026 earnings, focusing on hybrid AI, Teradata Factory, AI Studio, and guidance.
SK hynix’s 54 Trillion Won Investment: A Bold Move for AI Memory Dominance
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.