My report on the SpaceX-xAI deal: futurumgroup.com/insights/spa...

Some quick thoughts on the SpaceX-xAI merger/acquisition: www.linkedin.com/posts/nickpa...

Some of my thoughts on #Moltbook in this CNBC report by Kai Nicol-Schwarz Suffice to say I don't think it signals that we're approaching the singularity 🤔 www.cnbc.com/2026/02/02/s...

The new investment from Nvidia was big news for CoreWeave yesterday for various reasons, not just the money, though that helped establish a baseline for its share price for sure. Here's my report on the significance of it: futurumgroup.com/insights/nvi...

Big win for #$CRWV today, let alone the $2bn investment, having NVIDIA use its clout to help secure land & including its software included in NVIDIA reference architectures for 1st time investors.coreweave.com/news/news-de...

My report on yesterday's launch of the AWS European Sovereign Cloud: futurumgroup.com/insights/aws...

China has said it will investigate Meta's proposed acquisition of Manus, the Chinese-origin company that moved to Singapore in mid-2025. Some of my thoughts in this CNBC report about that it might mean www.cnbc.com/2026/01/08/c...

Kicking off the new year with what else? A podcast! New episode of @Utilizing_AI has dropped, with Brad Shimmin Stephen Foskett & me talking CES, Nvidia , Groq & Accenture's acquisition of the UK's Faculty. On Youtube & all podcast platforms www.youtube.com/watch?v=chDD...

I’ll be speaking at #Predict2026 on January 15! Join me as I dive into AI's structural shifts & physical limits - a key topic in 2026 as we explore how #AI is powering an entire new economy. Register for free: buff.ly/AQQFZdw

I expect 2026 to be the year we start to see some prominent enterprise AI IPOs, notably OpenAI, Anthropic & Databricks. Tasmin Lockwood of CNBC Europe asked me my thought on the first two of those as well as SpaceX. www.cnbc.com/2026/01/06/s...

Check out our latest Utilizing AI podcast with Brad Shimmin, @Stephen.Fosketts.net & I discuss the announcements at AWS re:Invent, IBM's pickup of Confluent & NVIDIA's optimization of mixture-of-experts architectures for efficiency & scale

@NVIDIA's big open-source push: The new Nemotron-3 models + SchedMD (Slurm) acquisition. My new report breaks down the impact on AI/HPC and enterprise AI strategy. futurumgroup.com/insights/nvi...

I had an interesting chat with the folks from Qlik recently where we talked about building scalable AI-ready data architectures youtu.be/Tw0LbrfiQ54?... via @YouTube

Some thoughts on the OpenAI & Deutsche Telekom deal in here: www.fierce-network.com/cloud/openai...

I put together a short video looking back on the year in AI from the POV of the three US hyperscalers: AWS, Google Cloud & Microsoft Azure, reflecting on the different ways they're approaching the market & their points of differentiation. Hope you find it useful!

Unveiling Google Gemini Three: The Future of AI | Utilizing AI Podcast Ep. 5 @Stephen.Fosketts.net @NickPatience.bsky.social @BradShimmin.bsky.social #UtilizingAI #AI #GoogleGemini3 #GenAI #AIInfrastructure Watch on YouTube: youtu.be/i31aPdCpp-Y

My very quick thoughts on AWS re:Invent 2025

I'm enjoying recording these, just done another one in fact. Look for them every Wednesday on your podcast platform of choice

A Realistic Approach to Agentic AI with Nick Patience Listen here: buff.ly/qTAKCAb @TechFieldDay.com @UtilizingTech.bsky.social @Stephen.Fosketts.net @FredericVanHaren.bsky.social @NickPatience.bsky.social #TheFuturumGroup #UtilizingTech #AgenticAI #AI #AIAgents #AIApps #GenAI

I've been following AI21 Labs for a few years & just got briefed on its Maestro agentic orchestration layer. It's got some interesting model-agnostic integration and validation methods. Read more here: www.linkedin.com/posts/nickpa...

We launched our new Utilizing AI podcast today- the first episode can be found here with Stephen Foskett & me & new episodes drop every Wednesday at 11am ET utilizingai.podbean.com

My thoughts on the OpenAI-AWS partnership: www.linkedin.com/feed/update/...

The seven-year deal, which takes OpenAI’s total recent commitments to close to $1.5tn, will allow OpenAI to make immediate use of AWS infrastructure to run its products, including ChatGPT. on.ft.com/4qCZ6Ke

Had fun recording the first episode of Utilizing AI today, a new weekly podcast with @stephen.fosketts.net Look for it in your podcast platform of choice every Wednesday!

Tune in live to AI Field Day next week Oct 29-30. I'll be there myself on 30th #AIFD7

Very proud to launch Futurum Signal: AI Cloud Platforms - our first evaluation of the key AI cloud vendors, revealing the market leaders and innovators. Deep dives in 9 market leaders & assessment of broader ecosystem. 📄 Access the full report here: futurumgroup.com/signal

Some of my thoughts on Deepseek's new model in this @cnbc.com report www.cnbc.com/2025/09/30/w...

It's relentless: NVIDIA & OpenAI partnership including a $100bn investment in OpenAI as the systems are deployed. OpenAI free to date other people and it's going for it nvidianews.nvidia.com/news/openai-...

I had the privilege of attending NVIDIA’s event in London last night, at the end of a week of announcements from the company including, of course, the Intel deal. But last night was very much focused on the UK www.linkedin.com/feed/update/...

My take on what's been announced in the UK AI sector - correct as of yesterday, it's changing very quickly! futurumgroup.com/insights/uk-...

Some of my thoughts in here about Nscale & it's rapid ascent to become a strategic partner of NVIDIA, among other things www.cnbc.com/2025/09/17/a...

My thoughts on the ASML & MistralAI tie-up and what it might mean for European AI futurumgroup.com/insights/is-...

Another half marathon, this time #TheBigHalf taking in some of the London Marathon course & some famous landmarks. Not pleased with the time tbh, heat & prep not ideal but great experience ahead of a winter's worth of training. Oh, and I got the boat home

I was quoted by CNBC on OpenAI's plans in India. I mentioned their lower-cost ChatGPT is a "classic wedge strategy to capture a price-sensitive market." It will be fascinating to watch challenges like infrastructure and domestic competition unfold. www.cnbc.com/2025/09/05/o...

Some of my thoughts on Anthropic's recent $13bn fundraising and the circular nature of revenue generation in this TechTarget report www.techtarget.com/searchenterp...

Great to be back on Schwab Network again last night, talking about Palantir. They asked about the stock's recent weakness after such a strong 2025 performance. My quote that drove the headline was "I don’t think it’s as much of a game changer as perhaps it likes to portray"...

I tend to agree: Silicon Valley Needs to Stop Obsessing Over Superhuman A.I. www.nytimes.com/2025/08/19/o...

Palantir is soaring while C3.ai stumbles - why? 🚀🤖 My latest report dives into the diverging fortunes of these two AI Platforms futurumgroup.com/insights/if-...

Just published my coverage initiation of Decagon the fast-growing company doing innovative things in the AI-powered customer experience market. Exec summary here, full report for Futurum Research subscription clients futurumgroup.com/press-releas...

My thoughts included in this CNBC report on this morning's tariff news www.cnbc.com/2025/08/11/t...

What a life Stephanie "Steve" Shirley had - from a traumatic childhood in Germany to becoming a true UK tech pioneer & an inspiration for women in technology www.bbc.co.uk/news/article...

I was asked what I thought of the concept of artificial general intelligence (AGI) - funny you should ask, I thought.... www.cnbc.com/2025/08/11/s...

West London looking good tonight

Excited to share my perspectives in this CNBC report on South Korea's ambitious national AI initiative. South Korea possesses the entire AI stack from memory chips to cloud infrastructure to AI models making it a alternative to U.S. & Chinese systems www.cnbc.com/2025/08/08/s...

Is Big Tech buying the future of AI through acqui-hires? Our new report explores how talent-focused acquisitions are shaking up the industry. Read more about the #AcquiHire Revolution. #AI #Tech Report summary : futurumgroup.com/press-releas...

The White House AI Action Plan tackles real challenges - infrastructure bottlenecks, workforce development, streamlined data center permits. Focus on open-source models and expanded compute access could genuinely accelerate innovation. 1/3

AWS Summit NYC unveiled Amazon Bedrock AgentCore - a platform for deploying AI agents at enterprise scale. The new service includes runtime, memory, identity, and observability tools to move agentic AI from prototypes to production. futurumgroup.com/insights/aws... 🤖 #AWSSummitNYC

Jensen Huang left his imprimatur on the @nebius.bsky.social stand at #GTCParis this morning

Thrilled to be hosting NVIDIA GTC Live at #VivaTech Paris 2025 ahead of CEO Jensen Huang’s keynote! We'll be joined by exclusive guests to look back at NVIDIA's journey and explore how the rise of industrial AI is shaping Europe’s future. We're live June 11 at 9:30 AM CEST nvda.ws/4kQalvp #GTCParis

Salesforce to buy Informatica for $8bn - the information integration equivalent of its pick up of Mulesoft back in 2018 for app integration? After all, data is pretty important for AI, so I've heard www.salesforce.com/news/press-r...