
Nick Patience
Vice President and Practice Lead, AI at The Futurum Group
Tech analyst. VP & AI Practice lead @TheFuturumGroup. Co-founder @451Research. Dad, husband @Fulhamfc cat/dog owner. @nickpatience.bsky.social
Articles
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4 weeks ago |
futurumgroup.com | Nick Patience |Brad Shimmin
Analyst(s): Nick Patience, Brad ShimminPublication Date: May 9, 2025What is Covered in this Article:IBM extended its watsonx.orechstrate offering to enable further the responsible development, orchestration, and adoption of AI agents. Enhancing its support for unstructured data in supporting agentic AI development, IBM introduced several new watsonx.data integration and semantic search capabilities.
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1 month ago |
futurumgroup.com | Mitch Ashley |Nick Patience
Analyst(s): Mitch Ashley, Nick PatiencePublication Date: May 7, 2025As the startup Windsurf and Cursor consider acquisition and funding options, OpenAI intervenes to acquire Windsurf, propelling OpenAI forward in its quest for leadership in the AI coding and agent development market. What is Covered in this Article:AI technology leader OpenAI announced reaching an agreement to acquire Windsurf, a leading AI Integrated Development Environment (IDE) agentic tool startup company, for $3 billion.
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1 month ago |
futurumgroup.com | Nick Patience |Daniel Newman
Analyst(s): Nick Patience, Daniel NewmanPublication Date: April 25, 2025IBM’s Q1 FY 2025 earnings report highlights strong software-led momentum and continued demand for enterprise AI solutions. While consulting showed limited movement, IBM reaffirmed its full-year outlook, reflecting confidence in its hybrid cloud, automation, and AI execution strategy.
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2 months ago |
futurumgroup.com | Nick Patience
The next big wave of enterprise artificial intelligence (AI) centers around agent-based systems. Such agentic AI, defined as intelligent, action-oriented generative AI that executes complex, multi-step tasks, is poised to reshape how enterprise work gets done. While initial breakthroughs in generative AI focused on content creation, the new frontier is about autonomous, digitally embodied agents handling fundamental tasks end-to-end.
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2 months ago |
futurumgroup.com | Nick Patience
Analyst(s): Nick Patience Publication Date: March 13, 2025 What is Covered in this Article: SAS’s updated growth strategy centered on the Viya cloud platform Expansion of SAS Solutions in key areas, including agentic AI applications The acquisition of Hazy Data and developments in synthetic data generation Potential IPO considerations and market positioning against alternatives, including any Jupyter notebook-equipped data and analytics tool The News: SAS Institute held its annual analyst...
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Off on a trip to both coasts this morning: New York first, then San Francisco at the weekend, because nothing beats face-to-face conversations for building real relationships and exploring new opportunities ✈️

Yeah, right, NYT: “Two years ago, Charlie Ive, one of his 21-year-old twin sons, told him about ChatGPT, Mr. Ive said. Curious about his son’s excitement over the chatbot, Mr. Ive connected with Mr. Altman. They became friends.” 🤔

Huge implications in the near term for @OpenAI I’d argue, and longer term ones for @Apple

A $6.5 Billion bet on AI hardware and the person that helped make so many of Apple’s legendary products (Jony Ive) OpenAI devices are coming— —interesting implications for Apple as its iterative rather than innovative structure has made its ‘forever market leadership’ less