Spent some time last week with @adobe.com in London, here's my repot on the company's progress & its new Coworker tool futurumgroup.com/insights/ado...

@nokia.bsky.social just launched what it's calling the industry's first commercial AI-RAN platform, built on its anyRAN software & NVIDIA's AI Aerial platform, targeting more than 100% spectral efficiency gains by 2028 futurumgroup.com/insights/nok...

Edition 7 of Patience on AI is live. Two weeks ago Washington switched off Anthropic's top models; this fortnight the switch flipped back. The off switch, it turns out, has a dimmer. That plus the neocloud money wave & lots of other stuff. www.linkedin.com/pulse/patien... via @LinkedIn

I've just published edition 6 of my newsletter: Patience on AI. Take a look: linkedin.com/pulse/patien...

I've just published editon 5 of my newsletter: Patience on AI. Check it out here: www.linkedin.com/pulse/patien...

Check out edition 4 of my newsletter: www.linkedin.com/pulse/patien...

My take on the @anthropic.com IPO filing futurumgroup.com/insights/ant...

Check out edition 3 of new newsletter: Patience on AI www.linkedin.com/pulse/patien... via @LinkedIn

AI isn't one technology - it's a five-layer stack. Most decisions treat it as if it were one thing. New research brief with Daniel Newman & NVIDIA breaks it down: Five Layers of the AI Cake 👉 futurumgroup.com/research-reports/five-layers-of-the-ai-cake/ #AI

I've just published the first edition of Patience on AI, my new bi-weekly look at the most interesting things to have happened recently in enterprise AI. I hope you find it useful and if you do, please subscribe and tell all your friends www.linkedin.com/newsletters/...

Great chat with Chintan Patel EMEA CTO at Cisco, on moving enterprise AI from experimentation to production. Key friction points: infrastructure not built for persistent agentic workloads, identity & access management for AI agents & sovereign AI www.youtube.com/watch?v=40nP...

Big news from OpenAI today - here's my quick take www.linkedin.com/posts/nickpa...

While much of the narrative around US vs China AI approaches focuses on who has the most GPUs, the real battleground is shifting toward inference efficiency and value realization - quoted in here: www.cnbc.com/2026/02/20/t...

New from me: AI Capex 2026: The $690B Infrastructure Sprint futurumgroup.com/insights/ai-...

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"...