Nick Patience
@nickpatience.bsky.social
š¤ 142
š„ 149
š 93
Tech analyst, VP & AI Platforms Lead at Futurum
@futurumgroup.bsky.social
. Fulham FC & NY Mets fan.
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
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Open by Design: Building Scalable AI-Ready Data Architectures Without Lock-In
YouTube video by Six Five Media
https://youtu.be/Tw0LbrfiQ54?si=YlZ8Zuv777t3lyW3
5 days ago
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Some thoughts on the OpenAI & Deutsche Telekom deal in here:
www.fierce-network.com/cloud/openai...
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OpenAI deal could help DT unlock new AI revenue
DT just inked a deal with OpenAI to co-create internal and customer-facing AI productsDT is one of few operators taking a full stack approach but its strategy | Coupled with other recent announcements...
https://www.fierce-network.com/cloud/openai-deal-could-help-dt-unlock-new-ai-revenue
6 days ago
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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!
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The Great AI Hyperscaler Reset of 2025. 𤯠Who Took the Lead? Nick Patience, Vice President & Practice Lead, AI Platforms, The Futurum Group, breaks down the massive shift in strategy from Google⦠...
The Great AI Hyperscaler Reset of 2025. 𤯠Who Took the Lead? Nick Patience, Vice President & Practice Lead, AI Platforms, The Futurum Group, breaks down the massive shift in strategy from Google, Micr...
https://www.linkedin.com/posts/thesixfive_the-great-ai-hyperscaler-reset-of-2025-activity-7404213861723193345-08wt?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAABkRUBbVKNvQbQKlEbb4bor8aAOCf8mdY
7 days ago
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reposted by
Nick Patience
Utilizing Tech - Season 9: Utilizing Agentic AI
12 days ago
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
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Unveiling Google Gemini Three: The Future of AI | Utilizing AI Podcast Ep. 5
Googleās Gemini Three signals a major shift in AI, moving from passive understanding to real, actionable intelligence. Stephen Foskett, Nick Patience, and Brad Shimmin break down the modelās newā¦
https://buff.ly/LtBDSR5
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My very quick thoughts on AWS re:Invent 2025
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12 days ago
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I'm enjoying recording these, just done another one in fact. Look for them every Wednesday on your podcast platform of choice
add a skeleton here at some point
21 days ago
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reposted by
Nick Patience
Utilizing Tech - Season 9: Utilizing Agentic AI
27 days ago
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
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Utilizing Tech - The Podcast Series about New and Emerging Technologies ⢠A podcast on Spotify for Creators
Utilizing Tech is a weekly podcast exploring practical technology in the modern enterprise. Each season spotlights an emerging area: three seasons on AI, plus dedicated seasons on CXL and Edge.ā¦
https://buff.ly/qTAKCAb
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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...
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AI21 Labs Aims to Fix AI Agents' Unreliability with Maestro ā Report Summary | Nick Patience
Reliability will be a challenge for AI agents in complex enterprise automation. My new Futurum Intelligence report examines AI21 Labsā Maestro, an orchestration layer designed to validate and manage m...
https://www.linkedin.com/posts/nickpatience_ai21-labs-aims-to-fix-ai-agents-unreliability-activity-7394680921750188032-Rs7_
about 1 month ago
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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
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Utilizing AI - A Futurum Group Podcast | The Futurum Group
<span>Welcome to Utilizing AI, the podcast about the application of artificial intelligence from The Futurum Group. This podcast features a variety of perspectives to discuss practical applications, u...
https://utilizingai.podbean.com/
about 1 month ago
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My thoughts on the OpenAI-AWS partnership:
www.linkedin.com/feed/update/...
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Quick thoughts on the OpenAI - Amazon Web Services (AWS) $38bn, 7-year deal announced earlier today: This is further evidence of OpenAI multi-cloud strategy, adding AWS to a list of cloud⦠| Nick P...
Quick thoughts on the OpenAI - Amazon Web Services (AWS) $38bn, 7-year deal announced earlier today: This is further evidence of OpenAI multi-cloud strategy, adding AWS to a list of cloud providers...
https://www.linkedin.com/feed/update/urn:li:activity:7391169213283053568/
about 1 month ago
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reposted by
Nick Patience
Financial Times
about 1 month ago
The seven-year deal, which takes OpenAIās 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
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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!
add a skeleton here at some point
about 2 months ago
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Tune in live to AI Field Day next week Oct 29-30. I'll be there myself on 30th
#AIFD7
add a skeleton here at some point
about 2 months ago
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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. š Access the full report here:
futurumgroup.com/signal
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Futurum Signal
Futurum Signal delivers unmatched market insights through a blend of AI analysis, expert research, and up-to-the-minute dataāincluding real customer reviews from G2. Get real-time evaluations on marke...
http://futurumgroup.com/signal
2 months ago
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Some of my thoughts on Deepseek's new model in this
@cnbc.com
report
www.cnbc.com/2025/09/30/w...
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China's DeepSeek launches next-gen AI model. Here's what makes it different
The Chinese artificial intelligence startup has now released DeepSeek-V3.2-Exp, an experimental version of its current model DeepSeek-V3.1-Terminus.
https://www.cnbc.com/2025/09/30/whats-new-in-deepseeks-latest-model-deepseek-v3point2-exp.html
3 months ago
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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-...
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OpenAI and NVIDIA Announce Strategic Partnership to Deploy 10 Gigawatts of NVIDIA Systems
OpenAI and NVIDIA today announced a letter of intent for a landmark strategic partnership to deploy at least 10 gigawatts of NVIDIA systems for OpenAIās next-generation AI infrastructure to train andā¦
https://nvidianews.nvidia.com/news/openai-and-nvidia-announce-strategic-partnership-to-deploy-10gw-of-nvidia-systems
3 months ago
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I had the privilege of attending NVIDIAās 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/...
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I had the privilege of attending NVIDIAās event in London last night, at the end of a week of announcements from the company including, of course, the Intel deal. But this was very much focused on⦠| ...
I had the privilege of attending NVIDIAās event in London last night, at the end of a week of announcements from the company including, of course, the Intel deal. But this was very much focused on the...
https://www.linkedin.com/feed/update/urn:li:activity:7374741953617342464/
3 months ago
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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-...
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UK AI Sector Boosted by $40bn+ Investments from Microsoft, NVIDIA & Others
UK AI sector sees $40B investment from Microsoft, NVIDIA, and others to build Europeās largest GPU hub, despite extensions of prior deals.
https://futurumgroup.com/insights/uk-ai-sector-boosted-by-40bn-investments-from-microsoft-nvidia-others/
3 months ago
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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...
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AI startup Nscale came out of nowhere and is blowing away Nvidia CEO Jensen Huang
Nscale has quickly become an important part of the U.K.'s bid to become a global AI player.
https://www.cnbc.com/2025/09/17/ai-startup-nscale-from-uk-is-blowing-away-nvidia-ceo-jensen-huang.html
3 months ago
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My thoughts on the ASML & MistralAI tie-up and what it might mean for European AI
futurumgroup.com/insights/is-...
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Is an ASML-Mistral Alliance the Blueprint for European AI?
ASML's ā¬1.7B investment in Mistral AI is a strategic move to secure European AI market leadership and compete with US tech giants.
https://futurumgroup.com/insights/is-an-asml-mistral-alliance-the-blueprint-for-european-ai/
3 months ago
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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
3 months ago
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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...
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OpenAI is going big in India ā here's everything the ChatGPT developer is up to
OpenAI is looking to expand its infrastructure and hiring in India after CEO Sam Altman visited the country this year.
https://www.cnbc.com/2025/09/05/openai-in-india-what-the-chatgpt-maker-is-doing-in-the-country.html
3 months ago
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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...
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Anthropic announces $13B fundraise, $183B valuation | TechTarget
Anthropic's new $13B fundraising round shows investors' continued confidence in the AI vendor.
https://www.techtarget.com/searchenterpriseai/news/366630358/Anthropic-announces-13B-fundraise-183B-valuation
3 months ago
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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 donāt think itās as much of a game changer as perhaps it likes to portray"...
4 months ago
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I tend to agree: Silicon Valley Needs to Stop Obsessing Over Superhuman A.I.
www.nytimes.com/2025/08/19/o...
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Opinion | Silicon Valley Needs to Stop Obsessing Over Superhuman A.I.
https://www.nytimes.com/2025/08/19/opinion/artificial-general-intelligence-superintelligence.html?smid=bs-share
4 months ago
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Palantir is soaring while
C3.ai
stumbles - why? šš¤ My latest report dives into the diverging fortunes of these two AI Platforms
futurumgroup.com/insights/if-...
4 months ago
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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...
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Decagon Aims to Simplify AI Agent Development with Natural Language
Learn how Decagonās AI-powered Agent Operating Procedures and $1.5 billion valuation position it to disrupt customer experience automation.
https://futurumgroup.com/press-release/decagon-aims-to-simplify-ai-agent-development-with-natural-language/
4 months ago
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My thoughts included in this CNBC report on this morning's tariff news
www.cnbc.com/2025/08/11/t...
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What Trump's Nvidia and AMD China deal means for the world
Analysts said the deal to give some China revenue to the U.S. government is positive for both AMD and Nvidia as they get access to a huge market.
https://www.cnbc.com/2025/08/11/trump-nvidia-amd-china-chip-revenue-deal-implications.html
4 months ago
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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...
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Dame Stephanie 'Steve' Shirley, technology pioneer, dies aged 91
She founded the software company Freelance Programmers in 1962, which almost exclusively hired women, and in later life donated almost £70m of her fortune.
https://www.bbc.co.uk/news/articles/c4gzzlp7p3po
4 months ago
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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...
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Sam Altman now says AGI, or human-level AI, is 'not a super useful termā ā and he's not alone
Computer science experts say it's better to focus on the more specialized use cases of AI.
https://www.cnbc.com/2025/08/11/sam-altman-says-agi-is-a-pointless-term-experts-agree.html
4 months ago
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West London looking good tonight
4 months ago
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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...
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South Korea charts one-of-a-kind course in AI race with U.S. and China
South Korea is looking to create a near self-sufficient AI industry and position its technology as an alternative to China and the U.S.
https://buff.ly/t4gYbcJ
4 months ago
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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...
5 months ago
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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
5 months ago
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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...
š¤
#AWSSummitNYC
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AWS Summit New York City: AWS Forges the Enterprise-grade Pipeline for Agentic AI
AWS forges enterprise pipeline for agentic AI with Amazon Bedrock AgentCore, marketplace expansion, and foundational data layer improvements.
https://futurumgroup.com/insights/aws-summit-new-york-city-aws-forges-the-enterprise-grade-pipeline-for-agentic-ai/
5 months ago
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Jensen Huang left his imprimatur on the
@nebius.bsky.social
stand at
#GTCParis
this morning
6 months ago
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Thrilled to be hosting NVIDIA GTC Live at
#VivaTech
Paris 2025 ahead of CEO Jensen Huangās 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 Europeās future. We're live June 11 at 9:30 AM CEST
nvda.ws/4kQalvp
#GTCParis
7 months ago
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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...
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Salesforce Signs Definitive Agreement to Acquire Informatica
SAN FRANCISCO/REDWOOD CITY, CA ā May 27, 2025 ā Salesforce (NYSE: CRM), the worldās #1 AI CRM, and Informatica (NYSE: INFA), a leader in enterprise
https://www.salesforce.com/news/press-releases/2025/05/27/salesforce-signs-definitive-agreement-to-acquire-informatica/
7 months ago
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London looking beautiful this morning
7 months ago
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OpenAI announces 'OpenAI for Countries' to help nations build out their AI infrastructure and leverage advanced models. On the surface, it's an attractive proposition: access to cutting-edge tech, customized systems for public services and a boost to local AI ecosystems. But I'm a bit sceptical.
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Introducing OpenAI for Countries
A new initiative to support countries around the world that want to build on democratic AI rails.
https://openai.com/global-affairs/openai-for-countries/
7 months ago
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Some of my thoughts (I have others too) quoted in this TechTarget report, such as this piece of original thinking, "We're a long way from Nvidia losing its lead in the high-performance GPU market"
www.techtarget.com/searchenterp...
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Tariffs not likely to undermine Nvidia's AI dominance | TechTarget
Tariffs on semiconductors could challenge AI hardware and software provider Nvidia, but they are unlikely to hurt its leadership position.
https://www.techtarget.com/searchenterpriseai/news/366623018/Tariffs-not-likely-to-undermine-Nvidias-AI-dominance
8 months ago
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#GoogleCloudNext
was a great event, full of interesting announcements, meetings and a few surprises. Read the collective thoughts of
@futurumgroup.bsky.social
analyst team who were there
futurumgroup.com/insights/goo...
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Google Cloud Next 2025: The Yellow Brick Road to AI Transformation
Google Cloud's road to AI transformation includes agent interoperability, application-centric tools, on-premises Gemini deployment options.
https://futurumgroup.com/insights/google-cloud-next-2025-the-yellow-brick-road-to-ai-transformation/
8 months ago
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Quite the kickoff for
#GoogleCloudNext
in the Las Vegas Sphere last night. Looking forward to whatās coming next, as it were
8 months ago
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What a beautiful afternoon at the Cottage! After Liverpool went 1-0 up I had my doubts, but three goals in 14 minutes changed that and then we hung on to inflict what was only Liverpoolās second defeat of the season
#COYW
8 months ago
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reposted by
Nick Patience
The Economist
9 months ago
Donald Trump has committed the most profound, harmful and unnecessary economic error in the modern era. Almost everything he saidāon history, economics and the technicalities of tradeāwas utterly deluded
econ.st/3YbbFjq
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Below is a summary of my post-NVIDIA GTC report for subscription clients
@futurumgroup.bsky.social
(you should consider becoming one!)
futurumgroup.com/press-releas...
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NVIDIA: Beyond Chips - A Foundational Infrastructure Company - Report Summary
NVIDIA reveals its strategy and roadmap as a foundational infrastructure provider for AI, positioning it toward comprehensive AI solutions.
https://futurumgroup.com/press-release/nvidia-beyond-chips-a-foundational-infrastructure-provider-report-summary/
9 months ago
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Sheffield Half Marathon done, already changed but still wandering around with the medal on. Did in 2:09:35, Iāll take that given the hills in the Peak District, loads of support from the locals too
9 months ago
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Interesting
AGNTCY.org
initiative from
@cisco.com
@langchain.bsky.social
&
@rungalileo.bsky.social
to drive an open source approach to agent interoperability. Analogous to early internet protocols, or is that a stretch?
#agenticAI
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AGNTCY.org
An open source collective for inter-agent collaboration.
https://AGNTCY.org
9 months ago
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My analysis of the CoreWeave
#IPO
filing and acquisition of Weights & Biases
futurumgroup.com/insights/cor...
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CoreWeave files for IPO: Specialized AI Cloud Provider Eyes Next Phase of Growth
CoreWeave's IPO filing: specialized AI cloud infrastructure provider with $1.9B revenue in 2024, majority of its revenue from Microsoft.
https://futurumgroup.com/insights/coreweave-ipo-filing-specialized-ai-cloud-infrastructure/
10 months ago
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My latest report for subscription clients TheFuturumGroup is here. I analyze the acceleration in
#GenAI
adoption strategies across industries, grouped in 5 stages of maturity now and where they expect to be in 12 months. Exec summary:
futurumgroup.com/press-releas...
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Beyond Experimentation: AI Becoming Enterprise Cornerstone
Gen AI usage accelerates as organizations move from awareness to transformation, with implementations set to more than double to 27%.
https://futurumgroup.com/press-release/beyond-experimentation-gen-ai-usage-becoming-enterprise-cornerstone/
10 months ago
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