NVIDIA Q2 FY 2027: AI Infrastructure Demand Extends Into FY 2028
Futurum Research analyzes NVIDIA’s Q2 FY 2027 earnings, focusing on AI infrastructure demand, Vera Rubin production, Blackwell Ultra momentum, and FY 2028 growth expectations.
Analyst Insights
Research notes and analysis from the Futurum practice areas.
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vLLM Becomes Production Infrastructure at PyTorch Conference 2026
vLLM crosses from research project to multi-vendor production infrastructure at PyTorch Conference North America 2026, with sessions on KV cache management, disaggregated serving, and hardware portability across 20+ accelerator architectures.
MANTECH Bets on AI-Native CTO to Lead Defense IT Transformation
MANTECH promoted Brandy Durham to CTO as part of a C-suite restructuring adding innovation and cyber leadership roles, positioning the defense IT contractor as AI-first amid forecasted cybersecurity market growth to $337.8B by 2029.
Okta Q2 FY 2027 Earnings Beat and Raise on Core Identity Strength
Mitch Ashley, VP and Practice Lead, CIO & Technology Buyers at The Futurum Group, reviews Okta’s Q2 FY 2027 earnings, where core identity strength and new products drove a beat and raise while agentic identity stayed an early, forward-looking driver.
NVIDIA Nears $12.9B Deal for Hugging Face, Escalating AI Ecosystem Strategy
Nick Patience, VP & Practice Lead of AI Platforms at Futurum, shares his insights on NVIDIA’s reported $12.9 billion bid for Hugging Face and what it would mean for the future of open AI.
QumulusAI Q2 FY 2026: 118% Revenue Growth for Hyperspeed AI Compute Deployment
Brendan Burke, Research Director at Futurum, analyzes QumulusAI’s Q2 FY 2026 earnings, focusing on direct AI compute demand, GPU fleet expansion, and capacity execution.
Conduent’s Tenth NEAT Leader Win: Is AI the New Moat?
Conduent has earned its tenth consecutive NelsonHall NEAT Leader designation in HR Transformation Services, marking a significant milestone that validates the company’s AI-first strategy centered on its Conni GenAI virtual assistant.
SCSK Embeds Generative AI Into Workforce DNA
SCSK launched an AI-powered Digital Skill Assessment System evaluating 40 competencies across all employees, reflecting industry momentum as 86.7% of AI consulting sellers expect AI-driven growth in 2026.
Tech Mahindra and Uniphore Build an Agentic AI Factory
Tech Mahindra and Uniphore partnered to create an Agentic AI Factory, combining Uniphore’s Business AI Cloud with Tech Mahindra’s global reach across 90 countries to serve BFSI and Retail enterprises.
FPT IS Puts Its AI Platform on the Mekong Map
FPT IS demonstrates its Akabot AI ecosystem to Lao PDR’s Deputy Prime Minister, signaling growing credibility as a regional platform partner for public-sector digital modernization across Southeast Asia.
PyTorch Grows Up: Open-Source AI Tooling Targets Enterprise Production
PyTorch Conference North America 2026 showcases the framework’s evolution into production-grade infrastructure, addressing enterprise deployment gaps as the AI platforms market reaches $181.3B.
You.com Turns Real-Time Web Search Into a One-Line Agent Capability
You.com and Pydantic AI integrate real-time web search into AI agents, directly addressing hallucination—the top barrier to enterprise AI adoption cited by 55.4% of decision-makers.
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.
Google Cloud Targets Legal AI With Purpose-Built Governed Platform
Google Cloud unveiled Gemini Enterprise for Legal on August 25, 2026, a domain-specific agentic platform combining secure MCP connectors, legal skills, and governed controls to address enterprise adoption barriers in confidentiality and reliability.
Google Cloud Targets Finance’s AI Gap With Vertical Platform
Google Cloud’s Gemini Enterprise for Financial Services tackles enterprise adoption barriers by addressing reliability, hallucination management, and data security in financial workflows.
RingCX Goes Agentic: Can AIR Pro Win Enterprise CCaaS?
RingCentral unveiled AIR Pro, an agentic AI suite designed for enterprise contact centers, featuring vertical readiness for healthcare, unified workforce engagement, and built-in compliance analytics at Customer Contact Week 2026.
Google’s Vertical AI Bet: Governance Matters More Than Models
Nick Patience, VP & Practice Lead for AI Platforms at Futurum, examines Google Cloud’s new vertical AI platforms for legal and financial services, and asks whether governed connectors can finally close AI’s pilot-to-production gap.
nCino’s Q2 FY2027: Agentic AI Banking Thesis Meets Margin Reality
nCino’s Q2 FY2027 results showcase agentic AI’s banking impact: subscription revenues grew 10% to $143.5M, GAAP operating income swung to $13.6M profit, aligning with 86.6% of tech leaders prioritizing agentic AI.
FPT IS Bets on Vietnam’s Insurance Gap With Atomi Digital MOU
FPT IS and Atomi Digital partner to develop end-to-end insurance technology solutions targeting Vietnam’s Insurance Gap. The MOU aims to capitalize on government initiatives to grow the sector from 1.8% to 3.5% of GDP by 2030.
Ransomware Hits 2026 Peak: Is Your Channel Ready for AI-Driven Attacks?
NCC Group’s July 2026 Threat Intelligence Report reveals 894 ransomware cases—a 22% surge and 2026 peak. The emergence of JADEPUFFER, the first fully autonomous AI attack agent, signals a critical escalation for channel partners and enterprises.