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.
Analyst Insights
Research notes and analysis from the Futurum practice areas.
160 results · page 4 of 8
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Abridge Brings Clinical AI to Every Clinician, Not Just Early Adopters
Abridge expanded its clinical AI agent to all clinicians across 300+ health systems serving 250M patients, proving that EHR integration and workflow embeddedness drive enterprise AI adoption.
Gofore’s Q2 Surge: AI Consulting Bet Starts Paying Off
Gofore’s strategic pivot toward AI consulting, Defence, Space, and Intelligent Industry is delivering strong results, with Q2 2026 net sales surging 32.4% YoY to €58.5M and adjusted EBITA tripling to €4.2M.
FPT IS Bets on AI-Powered Justice as ASEAN’s Legal Tech Moment Arrives
FPT IS unveiled an AI-Powered Justice ecosystem at ASEAN Law Forum 2026, demonstrating deployments with 170,000+ legal documents and positioning itself as a full-stack AI integrator for Southeast Asian legal digitization.
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.
IBM and Together AI: Did IBM Cloud Just Become a Neocloud?
Brendan Burke, Research Director at Futurum, shares his insights on the $240 million IBM and Together AI agreement and why an anchor-tenant inference cluster moves IBM Cloud to the landlord side of the GPU lease.
Nagarro’s Strategic Shift: What Persistent’s Takeover Offer Means for the Market
Persistent Systems’ takeover offer for Nagarro creates a scaled AI services provider positioned to capture surging channel partner demand for AI consulting and custom application development in a market forecast to reach $41.8B by 2029.
Is the Rise of Agentic AI Threatening Cybersecurity Readiness?
Taiwan confirmed an autonomous AI cyber attack in July 2026. Tenable tracked seven incidents across three threat actors, signaling enterprises must urgently build defenses against offensive AI.
Unisys Positions Itself as a Leader in AI and Cloud with Upcoming Investor Conferences
Unisys is positioning itself as a leader in AI and cloud transformation as the Software Lifecycle Engineering market reaches $344B by 2028, driven by accelerating enterprise AI adoption.
Can Google’s Pixel 11 Series Redefine the Smartphone Experience?
Google’s Pixel 11 series features the Tensor G6 chip, delivering advanced AI and enhanced photography. Starting at $899, these devices redefine smartphones through personalized AI and superior camera performance.
ASUS Q2 FY 2026 Earnings Hit Record Revenue on AI Servers
Olivier Blanchard, Research Director & Practice Lead, Intelligent Devices with Futurum, analyzes ASUS Q2 FY 2026 earnings, focusing on AI server revenue doubling, and how agentic AI compute positions the company for a multi-year AI cycle.
Ruder Finn’s LLM Shift: A Major shift for Communications Agencies?
Ruder Finn launched a custom AI model as its website interface, positioning itself as a first-mover in AI-native communications and signaling how agencies can differentiate through AI expertise.
How Movate and Leena AI Are Redefining Employee Experience with Agentic AI
Movate and Leena AI partner to deliver agentic AI solutions that streamline fragmented enterprise workflows, reflecting CIOs’ growing automation priorities.
CoreWeave Q2 FY 2026: AI Demand Drives Pricing and Capacity Growth
Futurum Research analyzes CoreWeave’s Q2 FY 2026 earnings, focusing on AI cloud demand, managed inference growth, power expansion, and raised FY 2026 guidance.
From Blaize to NVIDIA: Why Is AI Infrastructure Converging on Indonesia?
Brendan Burke, Research Director at Futurum, shares his insights on 100 days that put Blaize, CoreWeave, NVIDIA, Nokia, Firmus, and Indosat on Indonesia’s sovereign AI map, and the generation-plus-distribution model that can expand globally.
Intuit’s AI-Native Enterprise Suite Deepens Its Mid-Market Grip—Can SAP and Oracle Defend Downmarket?
Intuit’s Summer 2026 Enterprise Suite embeds generative AI and industry-specific workflows, positioning itself as the AI-native alternative to traditional ERP vendors for mid-market dominance.
Is AI Governance the Next Frontier in Cybersecurity Strategy?
Rapid7’s Omdia research exposes a critical governance gap in security operations: 75% of organizations experienced AI-related production incidents, yet foundational governance controls remain sparse across the industry.
FIS Earns Top Honors for Treasury Management Software Amid Growing Market Needs
Global Finance named FIS the World’s Best Treasury Management Software in 2026, validating its leadership as enterprises prioritize AI integration and faster implementation timelines in financial software solutions.
Lovable’s $400M Series C: A Major shift for Software Creation?
Lovable closed a $400M Series C at $13.3B valuation, positioning itself as a major competitor in the AI platform market forecast to reach $181.3B in 2026. The funding reflects accelerating enterprise demand for AI-assisted software engineering.
Can Appian and Synechron’s Open Underwriting Stack Transform Insurance Underwriting?
Appian and Synechron’s Open Underwriting Stack addresses the enterprise AI orchestration gap by combining process automation with financial services domain expertise to deliver production-ready, AI-powered connected underwriting workflows.