The Futurum Group

The Futurum Group employs a team of analysts, researchers, advisors, content creators, and marketing specialists who assist business leaders in recognizing and comprehending changes in their sectors. Our goal is to help them develop strategies that capitalize on groundbreaking innovations. We focus on thorough analysis and research, using our insights to support clients throughout the entire go-to-market journey.

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Pegasystems Focuses on App, Workflow, and Process Transformation at PegaWorld

3 days ago | futurumgroup.com | Keith Kirkpatrick

Analyst(s): Keith KirkpatrickPublication Date: June 4, 2025What is Covered in this Article:AI-Enhanced Pega Blueprint: The latest Blueprint release uses AI agents to analyze legacy applications (e.g., COBOL) by ingesting video recordings, code, and documentation, automatically extracting metadata, workflows, and connections to generate cloud-native application previews before committing development resources.
Dell Q1 FY 2026: Robust AI Server Sales, Guidance Lift Despite EPS Miss

4 days ago | futurumgroup.com | Olivier Blanchard |Daniel Newman

Analyst(s): Olivier Blanchard, Daniel NewmanPublication Date: June 3, 2025Dell’s latest earnings highlight continued strength in AI-driven infrastructure, with momentum accelerating across its server portfolio and AI backlog. While infrastructure performance stood out, client device profitability remains pressured amid soft consumer demand.
MCP Is the New Control Point in AI—Are CIOs Ready for the Lock-In Battle?

5 days ago | futurumgroup.com | Dion Hinchcliffe

Analyst(s): Dion HinchcliffePublication Date: June 2, 2025What is Covered in this Article:The rapid emergence of the Model Context Protocol (MCP) as a vendor-backed standard for managing context across AI models and applications. Upshot: Every organization must now have a position on MCP within its AI strategy, given its sudden importance in the industry.
NVIDIA Q1 FY 2026 Revenue Jumps 69% Despite China Export Setback

5 days ago | futurumgroup.com | Olivier Blanchard |Daniel Newman

Analyst(s): Olivier Blanchard, Daniel NewmanPublication Date: June 2, 2025NVIDIA’s latest results reflect sustained global demand for AI computing, with data center and gaming segments driving performance. The company is scaling Blackwell deployments while navigating export-related challenges.
The Six Five Pod | EP 263: NVIDIA’s Big Week, The iPhone Made in America Debate, and the China Chip Crunch

5 days ago | futurumgroup.com | Daniel Newman

It’s NVIDIA Week! On Episode 263 of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman share a lively dialogue on the week’s most compelling tech news and earnings reports. From new US chip software restrictions on China, and Salesforce’s strategic acquisition of Informatica, to the latest tech earnings reports. This episode heats up! This week’s handpicked topics include:NVIDIA Earnings Analysis: Breakdown of NVIDIA’s strong quarterly performance despite trade restrictions with China.
Phison aiDAPTIV+ is Cost-Effective With Large Models to Enable Generative AI

1 week ago | futurumgroup.com | Alastair Cooke

Analyst(s): Alastair Cooke Publication Date: May 30, 2025 What is Covered in this Article: Phison aiDAPTIV+ enables cost-effective running of large AI models on modest GPUs The combination of the aiDAPTIVCache hardware and aiDAPTIVLink drivers runs unmodified PyTorch applications Training is vital to the successful adoption of AI into an organization The Event – Major Themes & Vendor Moves: AI Infrastructure Field Day is a semiannual, invitation-only event held in Santa Clara, organized by...
Salesforce Q1 FY 2026 Results Show AI Momentum and Strong RPO Growth

1 week ago | futurumgroup.com | Keith Kirkpatrick |Daniel Newman

Analyst(s): Keith Kirkpatrick, Daniel NewmanPublication Date: May 30, 2025Salesforce’s latest earnings highlight continued traction in enterprise AI adoption, with momentum building around Agentforce and Data Cloud. A raised full-year revenue outlook and healthy margin expansion signal strong execution despite ongoing macro uncertainty.
HP Q2 FY2025 Earnings: Healthy PC Growth and Swift Supply Chain Rebalancing Amid Tariff Headwinds

1 week ago | futurumgroup.com | Olivier Blanchard

Analyst(s): Olivier BlanchardPublication Date: May 30, 2025HP’s Q2 FY2025 earnings reflected solid commercial momentum for PCs and strategic agility. Revenue was ahead of prior-year results despite softer margins due to tariffs. Strength in Personal Systems and AI innovation bolstered the quarter as HP accelerated its supply chain rebalancing efforts.
Dell’s Pro Max Plus Laptop Broadens Local AI Development Opportunity

1 week ago | futurumgroup.com | Olivier Blanchard

Analyst(s): Olivier BlanchardPublication Date: May 29, 2025Dell has launched the Pro Max Plus, the first mobile workstation featuring a discrete enterprise-grade NPU. The device allows enterprises to run large AI models locally, bypassing the cloud for greater control, privacy, and cost-efficiency.
Can Dell and NVIDIA’s AI Factory 2.0 Solve Enterprise-Scale AI Infrastructure Gaps?

1 week ago | futurumgroup.com | Olivier Blanchard

Analyst(s): Olivier BlanchardPublication Date: May 29, 2025Dell Technologies and NVIDIA have launched the latest iteration of the Dell AI Factory at Dell Technologies World 2025, introducing updated PowerEdge servers powered by NVIDIA Blackwell Ultra GPUs, enhanced AI data management tools, and new managed services. The release supports AI lifecycle execution from training to deployment with high-performance compute, storage, and networking integrated into a single enterprise-grade solution.