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WHAT YOUR PEERS ARE DECIDING RIGHT NOW
Explore Full Survey →
67%
of your peers are increasing AI budgets in H2 2026 — are you keeping pace?
n=847 CIOs & CTOs · Enterprise & Mid-Market
43%
of CIOs rank cybersecurity as their #1 budget priority — above cloud, above AI
n=847 · Cross-Industry · Filterable by vertical
#1
Agentic AI is the top emerging tech bet CTOs are making — here's who's winning
Agentic AI AI Platforms Automation
n=312 CTOs · Q1 2026
3.2×
Buyers are 3.2× more likely to shortlist vendors with proven AI integration
With AI
78%
Without
24%
n=847 · Vendor Selection Criteria
DECISIONS FUTURUM SUPPORTS EVERY DAY
📊
"Should we renew our Palo Alto contract or switch to CrowdStrike?"
VP of IT Security · F500 Manufacturing
📋
"Our board wants to know if our AI spend is in line with peers."
CIO · $8B Financial Services
🔍
"We got 3 vendor proposals for agentic AI — which one should I bet on?"
CTO · Mid-Market Healthcare
📄
"I need to double-check my cloud migration ROI before the CFO sees it."
SVP Digital Transformation · Retail
BREAKING INTELLIGENCE
Full Timeline →
Earnings
+82% YoY
NVIDIA
NVIDIA Q4 2026: Data Center Revenue Surges 82% — What It Means for Your AI Bet
NVIDIA · AI Platforms · 2 hours ago
Product
Autonomous Agents
Copilot Studio 2.0
Microsoft Launches Copilot Studio 2.0 — Should You Rethink Your Agent Strategy?
Microsoft · AI Platforms · 5 hours ago
Decision-Maker Data
H1
H2
67%
2026
CIO Survey · n=847
67% of CIOs Accelerating AI Spend — How Does Your Budget Compare?
Futurum Survey · Decision-Maker Data · 1 day ago
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Which vendors are you betting on?

Tell us which vendors you currently work with or are evaluating. We'll instantly surface composite scores, dimension breakdowns, portfolio-level health metrics, and actionable gaps you can take to your next vendor review.
1
Select your vendors, rate your satisfaction, and set their status
Click a vendor to add it. Rate your satisfaction (1-5 stars) and set the relationship status — Active, Evaluating, or Considering. We'll compare your real-world experience against Signal's objective scores to surface perception gaps you might be missing.
2
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Your vendor portfolio is only as strong as its weakest link. We'll calculate a portfolio health score, identify dimension gaps across your vendors, and flag risks that could affect your next renewal cycle.

Vendor Evaluation

Score a vendor across all six dimensions. Adjust weights to match your org's priorities and see the composite score update in real time.
Vendor Selection
Weight Configuration
100%
BVI17%
Innovation20%
Vision17%
GTM17%
Ecosystem13%
Trust16%
Dimension Scores
BVI (Business Value Index)
88
Innovation Capability
85
Strategic Vision
86
GTM Execution
90
Ecosystem & Partnerships
84
Trust & Transparency
87
Live Composite
86.6
Composite Score
ELITE
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Compare vendors side-by-side

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1
Start with a common matchup
These are the vendor battles CIOs ask us about most. Pick one to see instant results, or scroll down to build your own.
Cloud Giants (AWS vs Azure vs GCP) AI Leaders (NVIDIA vs OpenAI vs Anthropic) Security Leaders Enterprise SaaS
2
Or build your own comparison
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Side-by-side scores, dimension breakdowns, and analyst-generated strengths & weaknesses
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Will this deal pay for itself?

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20%

How fragile is your vendor shortlist?

Vendor rankings look solid until you change the weights. Shift what matters most to your organization and watch which vendors hold their position — and which ones collapse.
1
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Rankings vary dramatically by category. A vendor that's #1 in AI Platforms might be #4 in Cybersecurity.
2
Pick the vendor you're betting on
We'll stress-test this vendor across all 6 scoring dimensions and show you exactly where they're vulnerable.
Score Sensitivity — How each dimension weight shift impacts the score
AWS
Score: 88.8
ELITE
If you shift each dimension weight by +20%, here's what happens to the score:
BVI
-1.8 / +1.5
Innovation
-0.2 / +0.1
Vision
-2.2 / +5.1
GTM
-1.5 / +5.2
Ecosystem
-0.9 / -3.0
Trust
-3.7 / +1.5
Insight: AWS is most vulnerable on Trust
A +20% weight shift on Trust drops the score by 3.7 points. If Trust matters most to your org, dig deeper before committing.
Rank Stability — Does your vendor hold position under every weighting scenario?
How the top 5 AI Platform vendors re-rank under different weight emphases:
Rank Default BVI Heavy Innovation Heavy GTM Heavy
#1 AWS 88.8 Google 88.9 AWS 88.8 AWS 91.2
#2 Google 88.6 AWS 88.6 Google 86.7 Google 89.3
#3 Microsoft 86.6 Microsoft 86.1 Microsoft 86.5 Microsoft 85.2
#4 NVIDIA 84.5 Upgrade for full rank stability across all vendors
#5 OpenAI 81.1
Key finding: AWS holds #1 in 3 of 4 weight scenarios
Only loses to Google when BVI is overweighted. Microsoft is rock-stable at #3 regardless of emphasis.
Want to stress-test any vendor across all 12 practice areas?
Full sensitivity analysis lets you adjust all 6 dimension weights, compare unlimited vendors, and export tornado charts for board presentations.

What if the market shifts tomorrow?

You're making a 3-year commitment. What happens to your vendor choice if the market prioritizes innovation over stability? Or if a recession flips the script? Model it before you sign.
1
What category are you buying in?
The impact of market shifts varies by category. AI Platforms respond very differently to recession scenarios than Enterprise Software.
2
Choose the scenario that worries you most
Each scenario reweights the 6 scoring dimensions to model a different market reality. See which vendors rise and which ones fall.
AI Bull Case
Innovation & Vision heavily overweighted. Best vendor if AI bets pay off.
Recession / Risk-Off
BVI & GTM execution matter most. Who survives a downturn?
Security-First
Trust & Ecosystem overweighted. Best vendor for regulated industries.
Custom Scenario
Set your own dimension weights to match your org's priorities.
Pro
What you'll see: How vendor rankings shift under "AI Bull Case"
AI Bull Case weights:
BVI 12% Innovation 30% Vision 25% GTM 10% Ecosystem 8% Trust 15%
Rank Vendor Default Score AI Bull Case Change
#1 Google 88.6 88.2 +1
#2 AWS 88.8 87.4 -1
#3 Microsoft 86.6 86.6 --
#4 NVIDIA 84.5 84.0 --
#5 Databricks 71.3 77.0 +2
Watch out
AWS drops from #1 to #2 in an AI-heavy world. Google takes the lead on Innovation scores.
Opportunity
Databricks jumps from #7 to #5 — a dark horse if your org is betting big on AI.
Ready to build scenarios that match your board's priorities?
Create unlimited custom scenarios, compare side-by-side, and export scenario analysis for leadership presentations and vendor negotiations.
PROOF
Futurum ETR
ACQUISITION · MAY 2026 TSIS Apr 2026 · 35 Edge interviews · Live

From Opinion to Proof.

For 15 years, our analysts have given enterprise tech opinions. Now we have the data to prove them — or disprove them. ETR's verified, decision-grade spending data from 9,000+ IT decision-makers is now built into every Futurum analyst opinion, every market sizing, every vendor evaluation.
9,000+
IT Decision-Makers
$2T+
Annual Tech Spend
400+
Vendors Tracked
15+ yrs
Longitudinal Data
11
Practice Areas
1.5B
Audience Reach
Daniel Newman
"For fifteen years, I've been an analyst giving opinions on enterprise technology. Now we have the data to prove them — or disprove them. That's more powerful."
Daniel Newman · CEO & Chief Analyst, Futurum Group
The Insight Gap, Closed
Three fragmented data sources. Now one platform.
Before · Fragmented
Market &
Industry
Data
Analyst
Research
Buyer
& Customer
Insight
Lagging indicators · anecdotal feedback · analyst interpretation. Even the best teams fly blind.
Now
After · Unified
Futurum ETR
Market Data DM Survey 11 Practice Areas ★ ETR TSIS ★ Net Score ★ Edge / Insights G2 Futurum Signal
Verified · sourced from buyers. Decision-grade · forward-looking, longitudinal. One source of truth.
LIVE FROM POLARIS 4-Source Data Stream · Pulled 2026-05-05 Cross-checked · ready for analyst use
ETR SPEND PULSE APR26 TSIS
Anthropic +10pp
Net Score 78% · highest in ML/AI sector. 13 of 19 OpenAI decreasers cite Anthropic.
N=1,709 ITDMs · ETR APR26
SIG FUTURUM SIGNAL LIVE
Microsoft 79.4
Software Engineering Q1'26 · vs IBM 74.9 · Google 72.6 · GitHub 53.4. Microsoft leads.
app.futurumgroup.com/api/signal · Run 6983c41f
G2 BUYER INTENT LIVE
Gemini 9/10
G2 LLM category buyer-intent score · Feb 15 2026. Top of 100-signal pull.
api/g2-data/buyer-intent-signals
FEED INTEL FEED LIVE
218 items
Latest: Piraeus + Accenture + Anthropic Hub · Apr 20 2026 [threat]
api/intelligence-feed?search=Anthropic
Provenance: ETR figures sourced from APR26 TSIS findings report · Futurum Signal scores live from app.futurumgroup.com/api/signal/runs/{id}/scores · G2 buyer intent live from /api/g2-data/buyer-intent-signals · Intelligence feed live from /api/intelligence-feed. DM Survey figures throughout this prototype are illustrative — productized integration would query decisionMakerService in polaris.
★ Headline Insight
13 / 19
OpenAI spend decreasers
name Anthropic as the
direct beneficiary
The AI vendor share-shift is now measurable, not anecdotal — and it's faster than any analyst predicted six months ago.
OpenAI just posted its first Y/Y Net Score decline (-16pp) in ETR's history. In Edge interviews, 13 of 19 OpenAI decreasers explicitly named Anthropic. Cross-checked: Anthropic's Net Score hit 78% (+10pp YoY), the highest in ML/AI. Buyer DM priority for Anthropic rose +19pp in two quarters. G2 sentiment confirms (4.7/5 across 1,234 reviews). Four independent data sources, one direction.
Sources Aligned
ETRNet Score ✓
FIPDM Survey ✓
G2User Reviews ✓
EDGEdge Qual. ✓
TSIS Apr 2026 · CY26 IT Spend Growth
+3.6% ▼ 100bps from Jan
Erasing January's upward revision · matches July 2025 levels · N=1,709
SPEND-WEIGHTED
5% 4% 3% 4.8 5.3 3.4 3.6 3.2 3.7 4.0 4.6 3.6 Oct'24 Jan'25 Apr'25 Oct'25 Jan'26 Apr'26
CY2025/2024 CY2026/2025
Why ETR Beats Anecdotes
9,000+ vetted ITDMs · 30% C-suite · 45% leaders. Every quarter. Same instrument. Apples to apples.
Vetted community9,000+ ITDMs
Tech spend tracked$2T+ annual
Vendors covered400+ across 29 sectors
Longitudinal depth15+ years
C-suite share30% of community
Spend-Weighted Mean Growth by Area
Where the budget is actually moving · CY2026 vs CY2025
Cloud (IaaS, PaaS)
+7.9%
▲ vs 7.4% Apr'25
Hardware
+3.7%
▲▲ from 1.4% YoY
Software (on-prem, SaaS)
+3.7%
▼ 2 surveys in row
Outsourced Services
+0.9%
▼ Below 1% growth
Live Intelligence Feed
LIVE FROM POLARIS
Real items from /api/intelligence-feed?search=Anthropic · 218 total items in feed
View all in app.futurumgroup.com →
Where Cost Cuts Are Coming From
Staffing cuts ease · SaaS optimization rises (FinOps maturing)
Reduce staffing costs20% ▼5pp
Vendor consolidation16%
Delay or stop new projects15%
Optimize SaaS licensing9% ▲ highest reading
Where Increased Spend Is Going
Hardware spend at series high — tariff pre-buying confirmed
Accelerate new projects24% ▼3pp
Expand cloud resources15%
Increase hardware spend13% ▲ series high
Adopt new vendors6% 2:1 prefer existing

AI Platforms

Practice Area
Enterprise AI has moved past the pilot phase. The winners in 2026 are operationalizing AI at scale — building agentic workflows, governing autonomous systems, and choosing platforms that go from experiment to production. This practice tracks the vendors, architectures, and strategies that separate real deployment from expensive demos.
Agentic AI Model Optimization AI Governance Infrastructure at Scale AI Sovereignty $292B market by 2030
Nick Patience· Practice Lead IBM · AI Infrastructure 15 vendors tracked 18 reports 876 decision-makers surveyed Updated 2h ago
MARKET MOVING: 42% of enterprises now run agentic AI in production — SaaS per-seat pricing under threat. GTC 2026 next week: NVIDIA Rubin shipping H2.
Nick Patience
Nick Patience
VP & Practice Lead, AI Platforms
Updated Mar 12, 2026
Analyst Briefing AI Platforms Q1 2026
"$292B market by 2030 — 42% of enterprises running agentic AI in production. Here's what it means for your strategy."
0:00 --:--
Key Highlights
75% increasing AI budgets
52% compute → inference
56% blocked by talent gaps
Microsoft leads at 28%
Futurum AI Grounded in 18 reports + 876 decision-maker responses + 15 vendor Signal scores
Should IBM be our primary AI platform? Compare Azure OpenAI vs AWS Bedrock vs Google Vertex What are peer CIOs spending on AI platforms? Upload vendor proposal for analysis
This Week's Polls
COMMUNITY Vote to see how peers compare
Live · 3 days left 189 votes
Will you increase AI platform spend in H2 2026?
Live · 5 days left 127 votes
Which model provider are you evaluating for agentic workflows?
LIVE NEWS & INSIGHTS
LIVE
Updated 12 min ago
Product Launch Mar 13, 2026 · Today OpenAI Blog · TechCrunch
OpenAI Launches GPT-5 Turbo with Native Agent Orchestration — Enterprise API Available Today
OpenAI released GPT-5 Turbo with built-in multi-agent orchestration, tool-use chaining, and enterprise-grade guardrails. The model achieves 40% lower latency than GPT-4o while handling complex multi-step reasoning tasks natively. Enterprise API pricing starts at $15/M input tokens with volume discounts. Early adopters include Morgan Stanley, Bain, and Siemens.
Futurum Take Nick Patience
Native agent orchestration changes the competitive calculus. By embedding multi-agent workflows directly into the model API, OpenAI eliminates the need for third-party orchestration frameworks like LangChain and CrewAI. This is a platform play, not just a model upgrade. Enterprise teams should benchmark GPT-5 Turbo against their current multi-model pipelines — the latency and cost improvements may justify consolidation.
Ask Futurum AI about this
Bullish IBM: High — watsonx.ai GPT-5 integration Impact: OpenAI, Microsoft, Google, Anthropic, All Enterprise AI
Breaking Mar 13, 2026 · Today Google DeepMind · VentureBeat
Google DeepMind Achieves New SOTA on Enterprise Reasoning Benchmarks, Gemini Ultra 2 Rollout Begins
Google DeepMind announced Gemini Ultra 2, which sets new state-of-the-art scores across enterprise reasoning benchmarks including MMLU-Pro (94.2%), GPQA (78.8%), and a new agentic workflow benchmark (91.3%). Rollout begins today across Google Cloud Vertex AI with Workspace integration following in Q2. The model features 2M token context and native multimodal grounding.
Futurum Take Nick Patience
Gemini Ultra 2 closes the enterprise reasoning gap with OpenAI. The GPQA and agentic workflow scores matter more than MMLU for enterprise buyers. Google's advantage is the Vertex AI integration — enterprises already on GCP get Gemini Ultra 2 without new procurement. The 2M context window makes it the best choice for long-document analysis. CIOs running multi-cloud should add Gemini Ultra 2 to their model portfolio immediately.
Ask Futurum AI about this
Bullish IBM: Medium — Vertex AI partnership Impact: Google, OpenAI, Anthropic, Microsoft, All Cloud AI
Market Watch Mar 12, 2026 · Yesterday Microsoft Blog · Futurum Research
Microsoft Copilot Studio Hits 50,000 Enterprise Customers, Adds Multi-Agent Workflow Builder
Microsoft announced that Copilot Studio has reached 50,000 enterprise customers, up from 30,000 at Ignite 2025. The new Multi-Agent Workflow Builder enables non-developers to create orchestrated agent pipelines using drag-and-drop. Integration with Dynamics 365, Power Platform, and Azure AI Services creates what Microsoft calls the "agent mesh." Pricing shifts to outcome-based metrics.
Futurum Take Nick Patience
50K customers makes Copilot Studio the de facto enterprise agent platform. The shift to outcome-based pricing signals Microsoft's confidence that agents deliver measurable ROI. The "agent mesh" concept — interconnected agents across Dynamics, Power Platform, and Azure — is Microsoft's answer to the multi-agent orchestration problem. Enterprises already in the Microsoft stack should pilot Copilot Studio before evaluating alternatives.
Ask Futurum AI about this
Bullish IBM: Medium — watsonx Orchestrate competitive positioning Impact: Microsoft, Salesforce, ServiceNow, Google, All SaaS
Research Mar 12, 2026 · Yesterday Futurum Research · The Information
Anthropic Claude 4.5 Leads in Blind Enterprise Evaluation — 73% of CIOs Prefer for Complex Analysis
A Futurum-led blind evaluation across 200 enterprise CIOs found that 73% preferred Anthropic Claude 4.5 for complex analytical tasks including financial modeling, regulatory analysis, and strategic planning. Claude 4.5 scored highest on accuracy (91%), reasoning depth (89%), and safety (96%). OpenAI led in speed and coding tasks. Google led in multimodal.
Futurum Take Nick Patience
The AI platform market is splitting into specialization lanes. No single model wins everything — Claude for analysis, GPT-5 for agents, Gemini for multimodal. This confirms the multi-model enterprise strategy. CIOs should stop looking for one vendor and instead build abstraction layers that let them route tasks to the best model. The 73% preference for Claude in complex analysis is a significant competitive moat for Anthropic.
Ask Futurum AI about this
Strategic IBM: High — watsonx.ai multi-model strategy Impact: Anthropic, OpenAI, Google, Microsoft, All Enterprises
Never miss a signal.
What Moved This Week
Mar 4–10
SIGNAL Analyst-scored
NVIDIA Innovation
92 from 89 +3
Rubin 10x inference cost reduction + $4B photonics bet = full vertical integration of the AI stack.
SURVEY 876 DMs
Agentic AI Priority
17.1% from 13% +31.5%
42% have agents in production. Pilot phase is over — enterprise IT leaders are going all-in.
COMMUNITY 342 votes
Vendor Consolidation
53% say 2–3 vendors
Majority picking a primary platform + specialists. Only 14% going all-in on one vendor.
MARKET SIZING — TAM, VENDOR REVENUE & FORECASTS
Futurum Analyst Estimates · Q1 2026
$
$292B
Global AI Platforms
TAM (2030E)
From $24.9B in 2024 · 50.8% CAGR
$
$83.5B
Agent Builders
Segment (2030E)
Largest segment · Overtakes all by 2028
⇄
Inference
> Training
Revenue Shift
by 2026 LIVE DATA
Inference workloads overtake training as primary revenue driver
☁
Hybrid &
Edge AI
Resurgence
2026-2028 LIVE DATA
Driven by privacy, latency, and efficiency demands
Decision Point LIVE DATA
Systemic constraints — EU AI Act compliance costs, AI talent shortages, and data center power bottlenecks — are the three forces most likely to flatten this growth curve after 2028. Have you stress-tested your AI roadmap against all three?
Source: Futurum Intelligence Platform API, Mar 2026
Enterprise AI Spend by Category
2030E · $292B Total Market · Futurum API
Agent Builders29% · $83.5B
Infrastructure (Inference)17% · $48.8B
Infrastructure (Training)17% · $48.3B
Prebuilt AI Applications16% · $47.6B
ModelOps16% · $46.2B
Data & Feature Engineering6% · $17.6B
YoY Growth by Category
+78% PEAK
2025
+63%
2026
+52%
2027
+44%
2028
+38%
2029
+34%
2030
Source: Futurum Market Forecast API · marketForecast dataset · 50.8% CAGR
Decision Point
Agent Builders is the fastest-growing segment — from $3.2B (2024) to $83.5B (2030). Are you investing enough in agentic?
Agent Builders overtakes all other segments by 2028. Infrastructure (training+inference) still accounts for 33% but agents are where the growth is. Rebalance accordingly.
Useful insight?
Optimize my budget
COMMUNITY POLL 342 responses
Where is YOUR biggest AI spend going in 2026?
Vote to see how your peers compare
Open-Source vs Proprietary
Ask AI
OpenAI GPT (40.9%) leads model adoption, but Meta Llama (20.9%) and Hugging Face (12.2%) show open-source gaining. 17.1% run custom in-house models.
Source: AI Platforms DM Survey · n=838 · Q14
Decision Point
Run open-source for non-critical workloads to reduce API costs 40-60%. Keep proprietary for regulated and customer-facing use cases.
What's your open-source strategy?
Multi-Model Strategy
Ask AI
Top 3 models total 106.1% adoption (OpenAI 40.9% + Azure 33.3% + Gemini 31.9%) — multi-model is the default. 54.9% use a balanced build+buy approach.
Source: AI Platforms DM Survey · n=838 · Q14+Q10
Decision Point
If you're on 1 provider, you're in the minority. Build abstraction layers now — switching costs rise exponentially once you're in production.
How many AI providers does your org use?
Regional Growth
Ask AI
APAC
Fastest (65% CAGR) $90.2B by 2030
NA
Largest (41%) $118.5B by 2030
EMEA
EU AI Act drag $76.9B by 2030
Source: Futurum Market Forecast API · Region view
Decision Point
APAC +42% signals where next-gen AI talent and adoption are concentrating. Factor regional dynamics into vendor selection and data residency planning.
Where is your AI investment concentrated?
Key Decisions from the Data
Source: Futurum Market Forecast API + SOTM Q1 2026
Segment Shift
26x
Agent Builders grows from $3.2B (2024) to $83.5B (2030). Becomes the largest segment by 2028, overtaking infrastructure.
Source: Futurum Market Forecast · Segment view · 2024-2030
Vendor Disruption
$64.4B
Databricks projected to lead vendors by 2030, from just $1.0B in 2024. AWS drops from 32% to 21% share.
Source: Futurum Market Forecast · Vendor view · 13 vendors tracked
Regional Shift
65%
APAC CAGR — fastest growing region. From $4.5B (2024) to $90.2B (2030). NA share drops from 48% to 41%.
Source: Futurum Market Forecast · Region view · 4 regions tracked
MARKET OVERVIEW
AI Platforms TAM forecast & vendor market share
INTERACTIVE Source: Futurum API
Market Forecast: 2024–2030
USD
DECISION POINT
Market growing at 50.8% CAGR. Underspending on AI platforms is now a competitive risk.
Vendor Market Share 2024 vs 2030
% Share
DECISION POINT
Databricks overtakes AWS by 2030 (22.1% vs 20.6%). AWS drops from 32% to 21%. Build for multi-vendor optionality.
What Decision Makers Say
Revenue increase (57.6%) is the #1 AI success metric among 838 DMs. Meanwhile 54.9% use a balanced build+buy approach — enterprises want control within platform ecosystems, driving Agent Builders to 29% of the $292B market.
See full Decision Intelligence → Ask AI
Futurum Intelligence
Generate Latest AI Platforms Report
A personalized State of the Market readout with segment analysis, vendor benchmarks, maturity data, and Monday-morning action items — powered by Futurum API data (n=838 DMs + $292B forecast model).
✓ Cost of AI ownership ✓ Vendor efficiency ✓ Maturity benchmarks ✓ Interactive with Futurum AI
~5 seconds · Chat with AI · Export PDF
ANALYST INSIGHT
The B TAM tells you the market is enormous. But which platforms are CIOs actually choosing? Switch to the Vendor Intelligence tab for Signal scores, CIO survey data, and satisfaction ratings.
Futurum Decision Intelligence
What 838 AI Platform Decision Makers Are Actually Doing
1H 2025 AI Platforms DM Survey · 69.7% Revenue >$1B · CTO/CIO/AI Leaders
Proprietary Data AI Platforms Only
838
AI Platform DMs
Surveyed
Inference
> Training
Revenue shift by 2026 —
optimize for inference perf LIVE DATA
EU AI Act
Regional regulation, talent gaps,
power: 3 risks to stress-test LIVE DATA
Hybrid/Edge
2026-2028 resurgence — invest
in localized inference now LIVE DATA
IBM
How Does IBM Compare to 838 AI Platform Decision Makers?
Based on Futurum’s 1H 2025 AI Platforms DM Survey. Confirm or correct each answer for personalized benchmarks.
PERSONALIZED 5 QUESTIONS · 60 SEC
1
What % of your AI budget goes to inference vs. training?
Enterprise benchmark: 52.4% of compute now goes to inference
n=838
2
Where is your organization on agentic AI?
IBM has watsonx Orchestrate + AgentOps = Deploying
n=838
3
What’s your AI development approach — build, buy, or mix?
IBM sells watsonx platform + Granite but also consulting = Balanced mix
n=838
4
How do you primarily measure AI success?
IBM’s consulting-led model suggests: Revenue increase
n=838
5
What’s your biggest concern about agentic AI?
IBM’s governance focus suggests: Security & data privacy
n=838
AI PLATFORMS DECISION MAKER INSIGHTS
How 838 enterprise decision makers are adopting, deploying, and scaling AI platforms
INTERACTIVE Source: 1H 2025 AI Platforms DM Survey · n=838
Agentic AI Adoption Stage
% of DMs
DECISION INSIGHT
54.9% are still researching or piloting agentic AI. Only 7.4% have reached autonomous operations. The hype-reality gap is real.
Where is YOUR org on agentic AI?
What’s Blocking AI Adoption?
Ranked
DECISION INSIGHT
Talent gaps (56.1%) top the list, followed by ethics/bias (46.3%) and compute costs (45.5%). It’s a people problem, not a tech problem.
What’s YOUR top blocker?
GenAI Models in Production
% Using
DECISION INSIGHT
OpenAI leads (40.9%) but Azure OpenAI (33.3%) + Google Gemini (31.9%) are competitive. Multi-model is the norm — not single vendor.
Which models are YOU running?
GenAI Maturity: Now vs. 12 Months
% Orgs
DECISION INSIGHT
Transformation jumps 13% → 21.7% in 12 months. Experimentation drops from 10.9% to 4.4%. The window to move from pilot to production is closing fast.
Does this match your org’s trajectory?
TOP USE CASE
63.1%
deploy AI for customer service automation — the dominant use case. Process automation (55.7%) and data analysis (54.4%) follow.
AI Platforms DM Survey · n=838
COMPUTE SHIFT
52.4%
of AI compute now goes to inference, not training. Training is just 27.6%. The economics have flipped.
AI Platforms DM Survey · n=838
BUDGET MOMENTUM
74.6%
increasing AI budgets next 12 months. 21.7% growing 50%+. Only 7.6% planning cuts. Money is flowing.
AI Platforms DM Survey · n=838
Key Finding
54.9% Mix
Balanced build+buy is the dominant approach. Pure in-house (25.7%) is a minority. Vendors with flexible deployment win.
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Critical Gap
25.8%
Security & privacy is the #1 agentic AI concern. Followed by loss of human control (23.5%). Governance sells.
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Market Signal
$292B
AI Platforms market by 2030 (50.8% CAGR). From $24.9B in 2024. Bull case: $819B. The stakes are existential.
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Who Decides
CTO 25%
CTOs hold primary AI purchase authority. CIO (12.3%) + CAIO (11.2%) follow. AI buying has moved to tech leadership.
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Grounded in 50,000+ proprietary research items, real-time Signal scores, and decision-maker survey data. Not generic AI — analyst-grade intelligence.
Context:
15 vendors tracked
18 reports
876 decision-makers
Updated 2h ago

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Upload a vendor proposal, compare platforms, get board-ready analysis, or ask anything about the enterprise AI landscape.

Vendor Selection
Azure OpenAI vs Claude for regulated workloads — real trade-offs?
Board Prep
Single-vendor vs multi-vendor AI platform strategy for 2026?
Pricing & TCO
NVIDIA DGX Cloud realistic TCO vs AWS Bedrock for fine-tuning
Peer Intelligence
What are F500 peers spending on AI platforms in 2026?
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Nick Patience
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Semiconductor & Compute

Data center GPUs, CPUs, XPUs, and AI accelerators. Market sizing, vendor share, silicon specs, and decision-maker survey data from 831 enterprise buyers.
Brendan Burke· Practice Lead IBM · AI Compute 12 vendors tracked 24 reports 831 decision-makers surveyed Updated Mar 9, 2026
MARKET MOVING: NVIDIA Rubin (VR300) specs confirmed — 1TB HBM4E, 32 TB/s bandwidth. Late 2026 availability. Signal scores updated.
Futurum AI Grounded in 24 reports + 831 DM responses + 12 vendor Signal scores
Should we wait for Rubin or deploy B200 now? Compare NVIDIA vs AMD MI300X vs Google TPU for inference How are peers handling the power/cooling constraint? Upload GPU vendor proposal for analysis
LIVE NEWS & INSIGHTS
LIVE
Updated 12 min ago
Breaking Mar 13, 2026 · Today TSMC · Nikkei Asia
TSMC Begins Volume Production of 2nm Process Node — Apple, NVIDIA Among First Customers
TSMC announced volume production of its N2 (2nm) GAA (Gate-All-Around) process node at Fab 20 in Hsinchu. Apple and NVIDIA are confirmed as first customers, with A20 Pro and next-gen GPU dies expected in H2 2026. N2 delivers 10-15% speed improvement, 25-30% power reduction vs. N3E. Yield rates reportedly above 80%, exceeding internal targets.
Futurum Take Brendan Burke
TSMC at 2nm cements its 2-year lead over Intel and Samsung. Volume production at 80%+ yields means N2 is ready for high-volume consumer and data center chips. Apple getting first allocation reinforces the symbiotic relationship. For NVIDIA, 2nm enables the next generation of power-efficient inference GPUs. Intel 18A and Samsung 2nm GAA are 12-18 months behind. Enterprise buyers should expect N2-based products in premium devices by late 2026.
Ask Futurum AI about this
Bullish IBM: High — IBM Research 2nm partnership with TSMC Impact: TSMC, Apple, NVIDIA, Intel, Samsung Foundry, All Fabless
Policy Mar 13, 2026 · Today Intel · Reuters
Intel Foundry Secures $4.8B CHIPS Act Disbursement, Panther Lake Tape-Out Confirmed for Q3
Intel received a $4.8B disbursement from the CHIPS Act, bringing total funding received to $12.3B of the $19.5B committed. The funds accelerate Ohio Fab construction and Arizona advanced packaging expansion. Separately, Intel confirmed Panther Lake (Intel 18A) has completed tape-out and is on track for Q3 2026 production start. Panther Lake targets AI PCs with integrated NPU delivering 50+ TOPS.
Futurum Take Brendan Burke
Panther Lake tape-out is Intel's most important milestone in a decade. If Intel 18A delivers on its density and power promises, Panther Lake becomes the first competitive x86 AI PC chip in years. The 50+ TOPS NPU targets the Snapdragon X2 Elite directly. The CHIPS Act funding removes financial risk from the foundry buildout. Enterprise IT leaders should include Intel 18A-based PCs in their 2027 refresh evaluation, alongside ARM alternatives.
Ask Futurum AI about this
Bullish IBM: High — Intel foundry partnership for IBM chips Impact: Intel, TSMC, Qualcomm, AMD, US Semiconductor Policy
Leak Mar 12, 2026 · Yesterday VideoCardz · Tom's Hardware
AMD MI400 AI Accelerator Benchmarks Leak: 2.3x Performance Over MI300X in LLM Training
Leaked benchmarks of AMD's upcoming MI400 AI accelerator show 2.3x performance improvement over MI300X in LLM training workloads and 1.8x in inference. The MI400, built on TSMC N3E with HBM4, reportedly features 256GB memory capacity and 8 TB/s memory bandwidth. AMD targets hyperscaler AI training clusters where NVIDIA H200 dominance has been difficult to challenge.
Futurum Take Brendan Burke
If these benchmarks hold, AMD finally has a credible NVIDIA alternative for training. MI300X was competitive in inference but fell short in training. A 2.3x generational improvement would put MI400 in striking distance of NVIDIA B200 for LLM training. The 256GB HBM4 capacity is the real differentiator — it enables training larger models without model parallelism overhead. Hyperscalers should be negotiating MI400 allocation now for H1 2027 deployment.
Ask Futurum AI about this
Bullish IBM: Medium — AMD GPU options for IBM Cloud Impact: AMD, NVIDIA, Hyperscalers, TSMC, SK Hynix
Expansion Mar 12, 2026 · Yesterday Samsung · Korea Economic Daily
Samsung Advanced Packaging Facility Expansion Targets 3x HBM4 Capacity by End of 2027
Samsung announced a $14B expansion of its advanced packaging facilities in Pyeongtaek, South Korea, targeting 3x current HBM4 production capacity by end of 2027. The investment includes new hybrid bonding lines and 3D stacking capabilities for next-gen HBM4E. Samsung aims to close the gap with SK Hynix, which currently holds ~55% HBM market share. Samsung targets 40% HBM4 share.
Futurum Take Brendan Burke
$14B signals Samsung is treating HBM as an existential battle. HBM is the bottleneck of the AI supply chain, and Samsung cannot afford to cede this market to SK Hynix. The 3x capacity target is aggressive but necessary — AI accelerator demand is outstripping memory supply by 2-3x. For enterprises, this is good news: more HBM supply means better GPU/accelerator availability and potentially lower pricing by 2028.
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Strategic IBM: Medium — HBM supply for IBM AI infrastructure Impact: Samsung, SK Hynix, Micron, NVIDIA, AMD, All AI Chip Makers
Never miss a signal.
WHERE SUPPLY MEETS DEMAND — TENSION POINTS
The NVIDIA Paradox
Market dominance vs. buyer restlessness
Market Data Says
96.3%
GPU revenue market share. $33.8B quarterly revenue.
Decision Makers Say
40.2%
likely to switch vendors. Top: Price/Perf (47.9%), SW Ecosystem (47.1%).
DECISION POINT
NVIDIA's position looks impregnable from the supply side, but 40% of demand is looking for exits. The switching won't happen until ROCm or Triton close the CUDA gap — but price/performance pressure is building faster than revenue share suggests.
The Power Wall
The silent infrastructure crisis becoming a board-level risk
Market Data Says
56.2 GW
Total power across 786 GPU clusters. A GB200 NVL72 rack draws ~120kW.
Decision Makers Say
22.5%
cite power/cooling as #2 scaling constraint. 20.5% need 50+ MW.
DECISION POINT
Most enterprise DCs were designed for 8-15kW/rack. AI compute demands 60-120kW/rack. CIOs who haven't started facility planning are already 12-18 months behind their peers.
The Custom Silicon Inflection
Hyperscalers building their own chips — what it means for enterprise
Market Data Says
$84B
XPU market by 2029 (~28% CAGR). Broadcom 72.9% XPU share.
Decision Makers Say
30.8%
use Google TPU, 26.4% AWS Trainium. 28.2% use cloud reserve.
DECISION POINT
Custom silicon is creating a parallel compute economy. Enterprises access it through cloud consumption, not direct purchase. The 28.2% using cloud reserve are already in the custom silicon ecosystem without buying a chip.
Unlock full semiconductor intelligence. Paid members get quarterly forecast model access, full silicon tracker with 50+ products, decision-maker survey drill-downs by industry/region/role, custom scenario modeling, and unlimited analyst questions.

Cybersecurity & Resilience

Vendor Signal scores, budget intelligence, and threat landscape data for enterprise security decision makers.
Mitch Ashley· Practice Lead IBM · Security 13 vendors tracked 18 reports 1,008 decision-makers surveyed Updated Mar 9, 2026
MARKET MOVING: Palo Alto Networks acquires CyberArk for $25B — largest identity security M&A in history. Signal scores updated.
Futurum AI Grounded in 18 reports + 1,008 DM responses + 13 vendor Signal scores
How does IBM's security posture compare to peers? Compare CrowdStrike vs Palo Alto vs Microsoft Defender What are CISOs prioritizing in 2026 budgets? Upload security vendor proposal for analysis
LIVE NEWS & INSIGHTS
LIVE
Updated 12 min ago
Product Launch Mar 13, 2026 · Today CrowdStrike Blog · Dark Reading
CrowdStrike Falcon Next-Gen SIEM Processes 1 Trillion Events Daily — Announces AI-Native SOC Platform
CrowdStrike announced its Falcon Next-Gen SIEM now processes over 1 trillion security events daily, making it the highest-throughput cloud-native SIEM in the market. The new AI-Native SOC platform uses Charlotte AI to autonomously triage, investigate, and respond to 80% of alerts without human intervention. CrowdStrike claims 10x faster mean-time-to-respond vs. legacy SIEMs.
Futurum Take Mitch Ashley
1 trillion events daily redefines what enterprise SIEM can do. The real story is 80% autonomous alert handling. If Charlotte AI can genuinely triage and respond without humans for the vast majority of alerts, the SOC staffing model fundamentally changes. CISOs should demand proof-of-concept benchmarks against their actual alert volumes. The SIEM market ($7.2B) is being completely rebuilt around AI-native architectures.
Ask Futurum AI about this
Bullish IBM: High — QRadar SIEM competitive positioning Impact: CrowdStrike, Splunk, Microsoft Sentinel, Palo Alto, IBM QRadar
Threat Alert Mar 13, 2026 · Today CISA · BleepingComputer
CISA Issues Emergency Directive on Critical VMware ESXi Vulnerability Affecting Federal Networks
CISA issued Emergency Directive ED-26-03 mandating immediate patching of CVE-2026-22142, a critical VMware ESXi vulnerability (CVSS 9.8) allowing unauthenticated remote code execution. Active exploitation confirmed across federal civilian networks. All FCEB agencies must patch within 48 hours. Broadcom released ESXi 8.0 U3c and 7.0 U3r patches. Private sector organizations strongly urged to prioritize.
Futurum Take Mitch Ashley
ESXi remains the most targeted hypervisor in enterprise infrastructure. This is the third critical ESXi emergency directive in 18 months. The pattern is clear: virtualization infrastructure is the highest-value target because compromising a hypervisor gives attackers access to every VM. Organizations still running unpatched ESXi should treat this as a board-level risk. The broader question is whether the VMware-Broadcom transition is creating security blind spots.
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Critical IBM: High — X-Force threat intelligence Impact: VMware/Broadcom, All Enterprises, Federal Agencies, Hypervisor Market
M&A Alert Mar 12, 2026 · Yesterday Palo Alto Networks · WSJ
Palo Alto Networks Acquires Cloud Security Startup Apiiro for $2.4B to Strengthen CNAPP Position
Palo Alto Networks announced a definitive agreement to acquire Apiiro, a cloud-native application protection platform (CNAPP) startup, for $2.4B in cash and stock. Apiiro's code-to-cloud risk graph technology will be integrated into Prisma Cloud to provide real-time application security posture management. The deal strengthens Palo Alto's position against CrowdStrike and Wiz in the $8.7B CNAPP market.
Futurum Take Mitch Ashley
Palo Alto is assembling the most complete security platform in the industry. After the $25B CyberArk deal for identity, $2.4B for Apiiro fills the application security gap. Palo Alto now covers network (Prisma SASE), endpoint (Cortex), identity (CyberArk), and application (Apiiro/Prisma Cloud). CISOs evaluating CNAPP should wait for the Prisma Cloud + Apiiro integration roadmap before making decisions. The consolidation wave in security is accelerating.
Ask Futurum AI about this
Bullish IBM: Medium — cloud security competitive landscape Impact: Palo Alto Networks, Apiiro, CrowdStrike, Wiz, Prisma Cloud
Market Data Mar 12, 2026 · Yesterday Zscaler IR · Futurum Research
Zscaler Reports 145% Growth in AI-Powered Threat Detection, Zero Trust Architecture Adoption Surges
Zscaler reported Q2 FY26 results showing 145% YoY growth in AI-powered threat detection volume, processing 500B+ daily transactions. Zero trust architecture adoption among Fortune 500 reached 67%, up from 42% a year ago. Zscaler's AI-powered data loss prevention blocked 4.2M potential exfiltration attempts in Q2 alone. Annual recurring revenue hit $2.8B (+29% YoY).
Futurum Take Mitch Ashley
Zero trust at 67% F500 adoption means the tipping point has passed. When two-thirds of the Fortune 500 have adopted zero trust architectures, it's no longer an emerging framework — it's the new baseline. The 145% growth in AI-powered detection shows that AI is moving from "nice to have" to the core detection engine. Enterprises still running perimeter-based security are now statistical outliers. Budget accordingly.
Ask Futurum AI about this
Bullish IBM: Medium — zero trust reference architecture Impact: Zscaler, Palo Alto, CrowdStrike, Cloudflare, Fortinet
Never miss a signal.
SIGNAL SCORE CHANGES THIS WEEK
Palo Alto Networks
82.4 → 84.7 (+2.3)
CyberArk acquisition creates the broadest platform play in security. Identity + network + cloud in one stack — a first.
CrowdStrike
82.7 → 83.5 (+0.8)
Pangea acquisition + Onum data pipeline play signals CrowdStrike is building telemetry control before SIEM.
Microsoft Security
87.5 → 87.1 (-0.4)
Antitrust scrutiny on bundled security pricing creates modest headwind. $20B revenue milestone partially offset.
5 Forces Shaping Cybersecurity in 2026
Source: Futurum SOTM Q4 2025
1
Platform Consolidation
↑ Accelerating
▶
65% of enterprises plan to reduce security vendor count by 2027, from an average of 47 tools to 25. Palo Alto, Microsoft, and CrowdStrike are the primary consolidation targets. Best-of-breed is losing to integrated platforms.
IBM Impact: QRadar + Verify positioned for consolidation but lacks endpoint. IBM needs an endpoint story to compete with Palo Alto's new identity-network-cloud stack.
2
Agentic AI in Security
↑ Defining shift
▶
Autonomous SOC is the next frontier. Microsoft, CrowdStrike, and Trend Micro are re-architecting their platforms around agentic AI that can triage, investigate, and remediate without human intervention. The race is to autonomous threat response.
IBM Impact: QRadar needs agentic capabilities to compete with Microsoft Sentinel's autonomous SOC roadmap. IBM's watsonx integration with QRadar is a start but needs acceleration.
3
Identity as Core Platform
↑ Accelerating
▶
Post-CyberArk acquisition, identity is no longer a standalone category. It's the foundation of platform security. Palo Alto, Microsoft (Entra), and Okta are racing to make identity the control plane for all security decisions.
IBM Impact: IBM Verify is competitive but integration depth needs to match Palo Alto's new identity stack. The gap is closing fast — IBM has 12-18 months to respond.
4
Data Pipeline Control
↑ Rising
▶
Security vendors are racing to own telemetry before it reaches the SIEM. CrowdStrike acquired Onum, SentinelOne acquired Observo. Whoever controls the data pipeline controls the security stack economics.
IBM Impact: QRadar's data ingestion pipeline is a moat — but needs expansion. IBM should consider acquisitions in the security data pipeline space to maintain its SIEM advantage.
5
Regulatory Catalyst
↑ Intensifying
▶
EU NIS2, SEC disclosure rules, and DORA are driving 34% of new security spend. Compliance is no longer a checkbox — it's a primary budget driver. Enterprises that automate compliance reporting gain 40% cost advantage.
IBM Impact: Compliance automation is an IBM strength. OpenPages + QRadar compliance reporting positions IBM well for regulatory-driven buying. This is IBM's strongest tailwind in cybersecurity.
⚠
19 days
Avg Ransomware
Downtime LIVE DATA
Up 40% YoY; $1.54M avg payout
$
$47B
Cloud Security
Spend (2025) LIVE DATA
Largest segment; +10% YoY growth
%
68%
MFA Adoption LIVE DATA
Yet 50%+ of breaches exploit non-MFA accounts
🔒
28%
Zero Trust
Deployments LIVE DATA
Up from 12% in 2021
Decision Point LIVE DATA
If your incident response plan doesn't model for 19+ days of degraded operations, your business continuity assumptions are outdated. Pressure-test your recovery SLAs against this benchmark.
Source: Futurum Intelligence Platform API, Mar 2026
MARKET OVERVIEW
Cybersecurity market sizing, budget intent signals & vendor dynamics
INTERACTIVE Source: Futurum API
Budget Intent Direction (n=1,008)
2H 2025
DECISION POINT
73% of peers are increasing security budgets. If yours is flat, you're falling behind — use this data to justify budget asks to the CFO.
Vendor Signal Scores
Futurum Signal
DECISION POINT
Microsoft (91.1), CrowdStrike (90.7), and Palo Alto (90.5) are Elite tier. All three score above 90 across Innovation and Ecosystem dimensions.
CIO Takeaway: 73.2% of security leaders are increasing budgets — the strongest spend signal across all 14 tech sectors. Palo Alto and CrowdStrike dominate Signal scores, but Microsoft Security's bundling strategy is the biggest competitive threat.
FUTURUM SIGNAL — SECURITY OPERATIONS PLATFORMS
Security Operations Platforms — proprietary evaluation across 5 dimensions
PROPRIETARY Source: FSRSOP202511 · Nov 12, 2025 · 12 vendors
Signal Comparative Zones
Elite 90+ Leader 80–89 Established 70–79 Aspiring <70
ASPIRING ESTABLISHED LEADER ELITE 60 70 80 90 100 Microsoft 91.1 Palo Alto 90.5 Cisco 87.1 Fortinet 80.6 Trend Micro 79.0 Check Point 69.6 CrowdStrike 90.7 Google Cloud 89.6 SentinelOne 84.4 Sophos 79.4 Elastic 74.2 VMware 69.2
91.1
Elite
90.7
Elite
Elite Zone (90+)
91.1
Microsoft
90.7
CrowdStrike
90.5
Palo Alto
Three vendors in Elite. Palo Alto leads Innovation (95.0); Microsoft leads Vision (95.1) & Ecosystem (94.2).
Leader Zone Density
4 vendors in Leader tier
Google Cloud (89.6), Cisco (87.1), SentinelOne (84.4), and Fortinet (80.6) form a competitive Leader band.
GTM: CrowdStrike 92.6 Eco: Microsoft 94.2
Dimension Leaders
Biz ValuePalo Alto 88.2
InnovationPalo Alto 95.0
VisionMicrosoft 95.1
GTMCrowdStrike 92.6
EcosystemMicrosoft 94.2
Methodology: Futurum Signal scores are a weighted composite of analyst assessments, decision-maker survey data (n=1,008), vendor financial performance, and market momentum indicators across 12 vendors. Scores range 0–100. Source: FSRSOP202511, Nov 12, 2025. Request a custom vendor assessment for proprietary scoring.
SIGNAL VISUALIZATIONS — CYBERSECURITY
Futurum Signal · 12 vendors · FSRSOP202511
Composite Score Rankings
Overall Signal score · 100-point scale
Microsoft 91.1 CrowdStrike 90.7 Palo Alto 90.5 Google Cloud 89.6 Cisco 87.1 SentinelOne 84.4 Fortinet 80.6 Sophos 79.4 Trend Micro 79.0 Elastic 74.2 Check Point 69.6 VMware 69.2 Avg 82.1
Innovation vs. Go-to-Market
Bubble size = overall score · Position = dimension scores
Product Innovation & Capabilities Go-to-Market Execution 95 85 75 65 55 65 75 85 95 CrowdStrike Google Cloud Cisco Microsoft SentinelOne Trend Micro Fortinet Palo Alto Sophos Elastic Check Point VMware
Dimension Score Spread
Min / Avg / Max range per dimension
Business Value Index
63.0
76.7
88.2
Product Innovation & Capabilities
70.6
85.9
95.0
Strategic Vision
71.2
84.1
95.1
Go-to-Market Execution
56.4
79.8
92.6
Ecosystem Alignment
71.4
84.2
94.2
MinAvgMax
Ecosystem Gap Analysis
Ecosystem score vs. overall score · Identifies over/under-performers
Eco < Overall Eco > Overall Microsoft +3.1 CrowdStrike +1.7 Palo Alto +3.4 Google Cloud +1.4 Cisco +4.0 SentinelOne -1.3 Fortinet -0.6 Sophos +1.3 Trend Micro -2.0 Elastic +5.2 Check Point +1.8 VMware +6.4
DECISION MAKER SURVEY DATA
Source: 2H 2025 Cybersecurity DM Survey · n=1,008
BUDGET INTENT (n=1,008)
Modest increase (5-15%)50.1%
Significant increase (>15%)23.1%
Flat (±5%)14.9%
Modest decrease8.5%
Significant decrease3.4%
73.2% plan increases — strongest spend signal across all 14 tech sectors tracked by Futurum.
DETECTION & RESPONSE CONFIDENCE
Detection Confidence
68.4%
Very/Extremely confident
Up from 62.2%
Response Confidence
63.5%
Very/Extremely confident
Gap closing but still trails detection
Key insight: The 4.9pp gap between detection (68.4%) and response (63.5%) confidence represents the autonomous SOC opportunity. Vendors that close this gap with agentic AI win the next cycle.
PLATFORM vs POINT SOLUTION MIX
Mixed (40-60% platform)
42%
Primarily platform
26%
Mostly platform (>80%)
13%
Primarily point solutions
15%
Mostly point (>80%)
4%
81% are at least 40% platform. Platform consolidation is the dominant trend. Pure point-solution approaches are dying.
VENDOR MARKET SHARE (2025 Revenue)
Microsoft15.2%
#1
Palo Alto Networks8.4%
CrowdStrike6.1%
Fortinet5.8%
Cisco (incl. Splunk)5.3%
Others59.2%
SECURITY SPEND BY CATEGORY (2026E) — $242B Total
21%
Cloud Security
$52B · +10% YoY
16%
Network Security
$40B
15%
Data Security
$36B
13%
Endpoint Security
$32B
11%
Identity & Access
$28B
10%
SecOps / Risk Mgmt
$24B
Cloud security remains the largest category at $52B (+10% YoY). Identity & Access Management is the fastest-growing segment at +17% YoY. Data Security ($36B) has emerged as a major category. Remaining: Application Security ($13B) and Others ($19B).
UNLOCK PEER BENCHMARKS
Futurum DM Survey · 2025-2026
Decision Pulse — Are you making a security platform decision?
Answer 3 questions to unlock peer benchmarks, vendor usage data, and budget comparisons below.
Timeline
This quarter
Next quarter
H2 2026
2027+
Budget Range
< $500K
$500K – $2M
$2M – $10M
$10M+
Competing Vendors
2 vendors
3–4 vendors
5+ vendors
Sole source
Where is your biggest incremental security dollar going in 2026? LIVE DATA
Cloud security
IAM
Threat intelligence
EDR
Network/SASE
1,008 security decision-makersSource: Futurum DM Survey
How many days of downtime could your org survive from a ransomware event?
<3 days
3-7 days
7-14 days
14+ days
Haven't modeled this
1,008 security decision-makersCloses Mar 31, 2026
See how 1,008 security decision-makers are allocating cybersecurity budget
Complete the Decision Pulse above to unlock full peer benchmarks.
How IBM's Security Stack Compares to Peers
Based on 1,008 security decision makers. Your company: IBM. Peer group: F100 Technology, 100K+ employees.
12% YoY
Avg cybersecurity
budget increase LIVE DATA
28%
Cloud security share
of budget — #1 line item LIVE DATA
42%
New spend going to proactive
risk & threat intel LIVE DATA
18% YoY
IAM spending growth
— fastest category LIVE DATA
What your peers are using
Microsoft Defender
82%
CrowdStrike
68%
Palo Alto Networks
61%
Cisco / Splunk
54%
Zscaler
41%
Mitch Ashley Ask Mitch

AI Devices & PCs

Vendor Signal scores, refresh cycle intelligence, and silicon platform data for enterprise PC decision makers.
Olivier Blanchard· Practice Lead IBM · Fleet 10 vendors tracked 14 analyst reports 852 decision-makers surveyed Updated Mar 9, 2026
MARKET MOVING: Windows 10 EOL in 7 months — 240M PCs need refresh. 83% of enterprises already piloting AI PCs. Intel Panther Lake and Qualcomm X2 shipping Q2.
Futurum AI Grounded in 14 reports + 852 DM responses + 10 vendor Signal scores
Should IBM standardize on Lenovo or Dell for AI PCs? Compare Intel Lunar Lake vs AMD Strix Halo vs Snapdragon X2 What's the optimal AI PC refresh timeline for F100? Upload fleet assessment for analysis
LIVE NEWS & INSIGHTS
LIVE
Updated 12 min ago
Product Launch Mar 13, 2026 · Today Apple Newsroom · The Verge
Apple Intelligence Pro Launches on M4 Ultra Mac Pro — First On-Device 70B Parameter Model
Apple launched Apple Intelligence Pro exclusively on the M4 Ultra Mac Pro, enabling a 70B parameter language model to run entirely on-device with no cloud dependency. The system leverages the M4 Ultra's 192GB unified memory and 800GB/s bandwidth. Apple claims enterprise-grade performance for code generation, document analysis, and creative workflows without any data leaving the device.
Futurum Take Olivier Blanchard
On-device 70B parameters is the privacy-performance breakthrough enterprises have been waiting for. Running a 70B model locally means sensitive enterprise data never touches a cloud API. This is transformative for regulated industries — healthcare, finance, legal — where data sovereignty is non-negotiable. The M4 Ultra's unified memory architecture makes this possible in ways x86 workstations cannot match. Enterprises should evaluate the Mac Pro for AI-intensive creative and analytical workflows.
Ask Futurum AI about this
Bullish IBM: Medium — Apple enterprise partnership Impact: Apple, NVIDIA, Microsoft, Dell, HP, Lenovo
Breaking Mar 13, 2026 · Today Qualcomm · Dell · Lenovo
Qualcomm Snapdragon X2 Elite Achieves 45+ TOPS, Dell and Lenovo Announce First Laptops
Qualcomm's Snapdragon X2 Elite processor delivers 45+ TOPS NPU performance with 30% better power efficiency than the first-gen X Elite. Dell announced the Latitude 7455 AI and Lenovo the ThinkPad T14s Gen 7 as the first enterprise laptops shipping in April. Both feature all-day battery life (18+ hours), Copilot+ PC certification, and on-device AI agent capabilities.
Futurum Take Olivier Blanchard
45 TOPS with enterprise OEM support makes ARM a serious enterprise contender. The Dell Latitude and Lenovo ThinkPad validations are what enterprise IT managers need. First-gen X Elite had compatibility concerns; X2 Elite with Windows on ARM maturation resolves most of them. 18+ hour battery life is a game-changer for road warriors. Procurement teams should include X2 Elite laptops in their 2026 refresh RFPs alongside Intel and AMD options.
Ask Futurum AI about this
Bullish IBM: High — Copilot+ PC fleet deployment Impact: Qualcomm, Dell, Lenovo, Intel, AMD, Microsoft
Product Update Mar 12, 2026 · Yesterday Microsoft Blog · Ars Technica
Microsoft Recall 2.0 Ships with Privacy-First Architecture, NPU-Only Processing
Microsoft shipped Recall 2.0 with a completely redesigned privacy-first architecture. All screenshot analysis and indexing now runs exclusively on the NPU — never touching the CPU, GPU, or cloud. Data is encrypted at rest with Windows Hello biometric keys. Users have granular per-app and per-website filtering. Enterprise IT admins get full Group Policy control over Recall deployment.
Futurum Take Olivier Blanchard
Recall 2.0 proves Microsoft learned from the privacy backlash. NPU-only processing with biometric encryption addresses the core privacy concerns that killed Recall 1.0. The enterprise Group Policy controls make it deployable in corporate environments. This is the template for how AI features should be built — privacy as architecture, not policy. CIOs should evaluate Recall 2.0 as a productivity tool now that the privacy architecture is sound.
Ask Futurum AI about this
Mixed Signal IBM: Medium — enterprise AI privacy standards Impact: Microsoft, Apple, Google, All Enterprise IT, Privacy Regulators
Market Data Mar 12, 2026 · Yesterday Samsung · Futurum Research
Samsung Galaxy S26 Ultra AI Suite Processes 40% of Queries Locally with Custom Exynos NPU
Samsung revealed that the Galaxy S26 Ultra's AI Suite now processes 40% of all AI queries on-device using its custom Exynos 2600 NPU, up from 18% on the S25 Ultra. On-device capabilities include real-time translation (16 languages), photo editing with generative fill, and a local AI assistant for calendar and email management. Samsung targets 60% on-device processing by the S27 series.
Futurum Take Olivier Blanchard
40% on-device processing shows the smartphone AI gap is closing fast. The jump from 18% to 40% on-device in one generation means the software optimization is catching up to the hardware. For enterprises with BYOD policies, this matters: 40% of AI queries never leaving the device reduces data exposure risk. Samsung's 60% target for S27 would make on-device the primary AI path, fundamentally changing the mobile AI cost structure.
Ask Futurum AI about this
Bullish IBM: Low — mobile device management integration Impact: Samsung, Apple, Qualcomm, Google, All Mobile Enterprises
Never miss a signal.
SIGNAL SCORE CHANGES THIS WEEK
Intel Signal Score
81.2 → 82.4 (+1.2)
Panther Lake sample shipments and OEM commitment drive momentum. Intel reclaiming the enterprise AI PC narrative after Meteor Lake underdelivered.
Qualcomm Signal Score
72.7 → 74.8 (+2.1)
X2 Elite benchmark leaks showing 45 TOPS + 28hr battery are game-changing numbers. Enterprise Arm adoption accelerating.
Apple Signal Score
85.5 → 85.2 (-0.3)
Minor tick down on enterprise share pressure. Apple's MDM story is strong but Windows-dominated F100 IT shops continue to resist standardization on Mac.
5 Forces Shaping AI Devices in 2026
Source: Futurum Devices Practice
1
Windows 10 EOL Refresh
↑ Critical
▶
240M PCs still on Windows 10, with EOL in October 2026. 62% of enterprises are forced to refresh by that date, and 71% will choose AI PCs over traditional replacements. This is the largest PC refresh cycle since the Windows XP-to-7 migration.
IBM Impact: 280K employees = massive fleet. Timing refresh to avoid premium pricing is key. Q3-Q4 2026 procurement window offers best volume pricing.
2
Silicon Platform Fragmentation
↑ Accelerating
▶
For the first time, 4 viable silicon platforms compete for enterprise: Intel (52%), AMD (23%), Apple Silicon (16%), Qualcomm (9%). Each offers different performance/efficiency tradeoffs. Enterprise IT must now evaluate NPU TOPS, battery life, and app compatibility across architectures.
IBM Impact: Multi-platform support adds IT complexity. Standardization vs. best-fit tradeoff — IBM's current Intel/Lenovo standard may need revisiting as Qualcomm matures.
3
NPU Threshold Wars
↔ Defining
▶
40+ TOPS is the new enterprise baseline, driven by Microsoft's Copilot+ requirement. Sub-20 TOPS "AI PCs" are already obsolete for enterprise use. The TOPS race is pushing silicon vendors to prioritize local AI inference over traditional CPU benchmarks.
IBM Impact: Fleet spec decisions must future-proof for 40+ TOPS. Any procurement below this threshold is a wasted investment that will need replacement within 18 months.
4
ASP Compression
↓ Favorable
▶
Enterprise AI PC prices dropping ~11% YoY ($1,680 → $1,502 → $1,340E). Volume competition among OEMs and maturing silicon supply chains are driving costs down. Fleet-wide refresh is becoming economically viable for the first time.
IBM Impact: Budget window opening — Q3-Q4 2026 optimal for bulk procurement. At $1,340 ASP, a 280K-unit refresh becomes ~$375M vs. $470M at 2024 prices.
5
Arm vs x86 Enterprise Shift
↑ Emerging
▶
Qualcomm + Microsoft are pushing Arm architecture into enterprise Windows PCs for the first time at scale. App compatibility is the blocker — but Microsoft's Prism translation layer and native Arm recompilation are closing the gap. The efficiency advantages (2x battery life) are compelling.
IBM Impact: IBM's enterprise software stack needs Arm validation before any fleet pivot. Legacy Win32 applications are the key gatekeeper — recommend 6-month Arm compatibility audit.
Olivier Blanchard Ask Olivier

Channel Ecosystems

Cloud marketplace commerce is the fastest-growing route to market in enterprise tech. This practice tracks marketplace strategies, partner ecosystem dynamics, and the shift from traditional channel to digital-first go-to-market — across AWS, Google, Microsoft, Salesforce, and 6 other platform vendors.
Cloud Marketplaces Partner GTM ISV Ecosystems Marketplace Commerce Platform Economics
Alex Smith· Practice Lead IBM · Partner GTM 10 vendors tracked 14 reports 714 decision-makers surveyed Updated Mar 11, 2026
MARKET MOVING: AWS Marketplace hits $16B run rate — 40% YoY growth outpacing direct sales. Google and Salesforce launching agent marketplaces.
Futurum AI Grounded in 14 reports + 714 DM responses + 10 vendor Signal scores
Should we shift procurement to marketplace-first? Compare AWS vs Azure vs Google Cloud marketplace for ISV distribution How are peers handling co-sell revenue attribution? Upload partner program proposal for analysis
LIVE NEWS & INSIGHTS
LIVE
Updated 12 min ago
Market Milestone Mar 13, 2026 · Today AWS · CRN
AWS Marketplace Crosses $15B in Annual Throughput — Channel Chiefs Call It 'Inflection Point'
AWS Marketplace surpassed $15B in annual throughput, growing 52% YoY. Channel chiefs from major SIs and distributors describe it as an "inflection point" where marketplace procurement becomes the default buying motion. AWS added 3,200 new SaaS listings in Q1 2026, with AI/ML tools representing 40% of new listings. Private offers now account for 65% of total marketplace revenue.
Futurum Take Alex Smith
$15B confirms cloud marketplaces are the new procurement backbone. When private offers represent 65% of marketplace revenue, it means enterprises are using marketplaces for strategic purchasing, not just experiments. The 40% AI/ML share of new listings shows where the growth is. ISVs not on AWS Marketplace by now are invisible to a growing segment of enterprise buyers. Traditional resellers must pivot to marketplace overlay services or face irrelevance.
Ask Futurum AI about this
Bullish IBM: High — Red Hat Marketplace on AWS Impact: AWS, Azure Marketplace, Google Cloud, All ISVs, Channel Partners
Program Update Mar 13, 2026 · Today Cisco · Channel Futures
Cisco Partner Program Overhaul: AI Specializations Required for Gold Status by Q4 2026
Cisco announced a major partner program restructuring requiring AI specialization certifications for Gold partner status by Q4 2026. Partners must demonstrate competency in Cisco AI Assistant, Webex AI, and ThousandEyes AI-powered network analytics. The program includes $200M in partner enablement funding, new AI-focused MDF, and a simplified deal registration process for AI-attached opportunities.
Futurum Take Alex Smith
Mandatory AI specializations signal the end of the generalist channel partner. Cisco requiring AI competency for Gold status forces the entire channel to upskill or lose status. The $200M enablement investment shows Cisco is serious about making this work, not just gatekeeping. This will accelerate channel consolidation as smaller partners struggle to invest in AI training. Enterprise buyers should verify their Cisco partners' AI certifications before renewal.
Ask Futurum AI about this
Strategic IBM: Medium — IBM partner program competitive benchmarking Impact: Cisco, All Channel Partners, Enterprise Buyers
Preview Mar 12, 2026 · Yesterday Google Cloud · Futurum Research
Google Cloud Next Preview: Workspace Reseller Program Gets AI-Powered Deal Registration
Ahead of Google Cloud Next (April 9-11), Google previewed a revamped Workspace reseller program featuring AI-powered deal registration that predicts win probability and recommends optimal pricing. The platform uses Gemini to analyze deal context, customer signals, and competitive intelligence. Google also announced a 30% increase in partner co-sell incentives for AI-attached deals.
Futurum Take Alex Smith
AI-powered deal registration is the future of channel program management. Using Gemini to predict deal outcomes and optimize pricing is exactly how AI should augment channel operations. The 30% co-sell incentive increase for AI deals creates a financial flywheel that pushes partners toward AI-attached selling. This is Google eating its own AI dogfood in the channel. Other vendor partner programs will need to match this level of AI enablement within 12 months.
Ask Futurum AI about this
Bullish IBM: Medium — PartnerWorld AI enablement comparison Impact: Google Cloud, AWS, Microsoft, Salesforce, All Channel Partners
Earnings Mar 12, 2026 · Yesterday TD SYNNEX IR · CRN
TD SYNNEX Reports 28% YoY Growth in Cloud Marketplace Business, Adds 12 AI ISV Partners
TD SYNNEX reported Q1 FY26 results showing 28% YoY growth in its cloud marketplace business, reaching $4.2B in annual marketplace throughput. The distributor added 12 new AI-focused ISV partners including Cohere, Hugging Face, and Scale AI. StreamOne Ion marketplace now supports multi-cloud procurement across AWS, Azure, and GCP from a single interface.
Futurum Take Alex Smith
Distributors that master multi-cloud marketplace orchestration become indispensable. TD SYNNEX's StreamOne Ion offering multi-cloud procurement from a single pane is exactly what enterprise buyers need as they manage 2-3 hyperscaler relationships. The 28% growth rate outpaces the overall IT distribution market by 3x. Adding Cohere and Hugging Face signals that AI ISVs need distribution partners just as much as traditional software vendors.
Ask Futurum AI about this
Bullish IBM: High — TD SYNNEX as IBM distribution partner Impact: TD SYNNEX, Ingram Micro, Arrow, All AI ISVs, Cloud Marketplaces
Never miss a signal.
What Moved This Week
Mar 4–10
SIGNAL Analyst-scored
Google Marketplace Innovation
91 from 88 +3
Agent Finder launch + expanded co-sell programs signal aggressive marketplace investment from Google.
SURVEY 714 DMs
Marketplace Procurement Preference
58% from 41% +41%
Majority of enterprise buyers now prefer marketplace procurement over traditional direct purchasing.
COMMUNITY 218 votes
Compliance Simplification
67% from say yes
Two-thirds of respondents say marketplace procurement simplifies compliance and vendor management.
SIGNAL SCORE CHANGES THIS WEEK
AWS Marketplace
86.2 → 87.4 (+1.2)
Run rate acceleration and ISV ecosystem depth continue to widen the lead. Co-sell attribution improvements driving partner satisfaction.
Salesforce AppExchange
79.5 → 81.8 (+2.3)
AgentExchange launch adds a new dimension to partner discovery. Salesforce is betting big on agent-native partner solutions.
Google Cloud Marketplace
84.1 → 83.8 (-0.3)
Minor tick down despite strong innovation. Enterprise adoption still trails AWS. Agent Finder is promising but needs enterprise validation.
5 Forces Shaping Channel Ecosystems in 2026
Source: Futurum Channel Practice
1
Marketplace-First Procurement
↑ Accelerating
▶
Enterprise buyers are defaulting to marketplace for cloud-native purchases. 58% now prefer marketplace over direct sales. Procurement teams cite simplified compliance, consolidated billing, and vendor vetting as key drivers.
IBM Impact: IBM Partner Plus needs deeper marketplace integration. AWS and Azure marketplace listings for IBM software should be the default distribution channel, not an afterthought.
2
Agent Marketplace Emergence
↑ Defining shift
▶
Google Agent Finder and Salesforce AgentExchange are creating entirely new partner discovery mechanisms. Agent marketplaces will reshape how enterprises find and deploy partner solutions by 2027.
IBM Impact: IBM watsonx agents need presence in Google and Salesforce agent marketplaces. First-mover advantage in agent discovery is critical — the window is 6-12 months.
3
Co-Sell Revenue Models
↑ Rising
▶
Hyperscaler co-sell programs now account for 25%+ of partner revenue for top ISVs. AWS co-sell attribution improvements and Microsoft co-sell incentives are reshaping partner economics.
IBM Impact: IBM should leverage co-sell partnerships with hyperscalers to accelerate watsonx distribution. Cloud marketplace co-sell is the fastest path to new enterprise logos.
4
Marketplace Data as Competitive Moat
↑ Building
▶
Marketplace operators now have unprecedented visibility into enterprise buying patterns, technology adoption, and vendor evaluation. This data is becoming a strategic asset for platform vendors.
IBM Impact: IBM should analyze its own marketplace transaction data for competitive intelligence. Partner purchase patterns reveal enterprise technology priorities.
5
Regulatory & Compliance Simplification
↑ Growing
▶
67% of enterprises cite compliance simplification as a top marketplace benefit. Pre-vetted vendors, standardized contracts, and automated audit trails reduce procurement friction by 40%.
IBM Impact: IBM's regulated industry strength aligns well with compliance-driven marketplace adoption. Position IBM solutions as compliance-ready marketplace offerings.
Alex Smith Ask Alex

Buyer Insights

Enterprise tech buying is undergoing its biggest transformation in a decade. AI is reshaping how CIOs evaluate vendors, allocate budgets, and make platform decisions. This practice delivers behavioral data from 1,200+ decision makers across all practice areas — the demand-side intelligence that tells you what buyers actually do, not what vendors claim.
CIO Priorities Budget Allocation Vendor Evaluation Tech Adoption Curves Buying Committees
Dion Hinchcliffe· Practice Lead IBM · Buyer Strategy Cross-practice 12 reports 1,247 decision-makers surveyed Updated Mar 11, 2026
MARKET MOVING: Enterprise AI budgets surge 34% in 2026 — but 61% of CIOs say ROI proof is still the #1 gatekeeper. Buying committees shrinking from 11 to 7.
Futurum AI Grounded in 12 reports + 1,247 DM responses + cross-practice Signal scores
How are F500 CIOs allocating AI budgets in 2026? Compare buying committee structures across industries What are peers saying about vendor consolidation? Upload vendor evaluation for peer benchmarking
LIVE NEWS & INSIGHTS
LIVE
Updated 12 min ago
Survey Data Mar 13, 2026 · Today Futurum Research
Futurum DM Survey: 62% of CIOs Plan to Consolidate AI Vendors in H2 2026 — Cost Optimization Cited
Futurum's latest Decision Maker survey (n=1,247) reveals 62% of CIOs plan to consolidate their AI vendor portfolio in H2 2026, up from 38% six months ago. The primary driver is cost optimization (cited by 71%), followed by integration complexity (64%) and governance concerns (58%). The average enterprise currently uses 4.7 AI vendors; CIOs target 2.3 by year-end.
Futurum Take Dion Hinchcliffe
The AI vendor consolidation wave will reshape the market by year-end. Going from 4.7 to 2.3 vendors means half the AI market gets cut from enterprise portfolios. The winners will be platforms that combine model access, orchestration, and governance in a single stack. Pure-play model providers without platform capabilities are most at risk. CIOs should negotiate multi-year deals now while vendors are competing aggressively for consolidation decisions.
Ask Futurum AI about this
Strategic IBM: High — watsonx platform consolidation play Impact: All AI Vendors, Microsoft, Google, AWS, OpenAI, Anthropic
Research Mar 13, 2026 · Today Gartner · Futurum Research
Gartner Peer Insights: Enterprise Trust in AI Assistants Jumps to 58%, Up from 31% in 2025
Gartner Peer Insights data shows enterprise trust in AI assistants reached 58%, nearly doubling from 31% a year ago. Key trust drivers: accuracy improvements (cited by 82%), better guardrails (76%), and audit trail capabilities (68%). Industries with highest trust: financial services (67%), healthcare (54%), and technology (71%). The "trust gap" between AI capabilities and human willingness to delegate is narrowing rapidly.
Futurum Take Dion Hinchcliffe
58% trust is the threshold where AI delegation becomes organizational norm. When more than half of enterprises trust AI assistants, the holdouts face competitive disadvantage. The trust drivers are instructive: accuracy and guardrails matter more than features. Financial services at 67% trust is remarkable given the regulatory environment. Organizations should measure their own AI trust levels and address the specific barriers holding back adoption.
Ask Futurum AI about this
Bullish IBM: Medium — AI governance and trust Impact: All AI Vendors, All Enterprises, Regulatory Bodies
Spending Data Mar 12, 2026 · Yesterday ETR · Futurum Research
ETR Spending Data Shows Infrastructure Software Net Scores at 18-Month High
ETR's latest Technology Spending Intentions Survey shows infrastructure software net scores hit an 18-month high of +14.2%, up from +8.7% in the prior quarter. AI infrastructure (+32.1%), security (+28.4%), and data platforms (+22.6%) lead all categories. Cloud infrastructure net score rose to +18.5%. The only declining category: legacy on-premises ERP (-6.3%). Total IT budget growth expectations: 5.2% for 2026.
Futurum Take Dion Hinchcliffe
Infrastructure software at 18-month highs confirms the AI spending cycle is durable. AI infrastructure at +32.1% net score means enterprises are still accelerating, not decelerating, AI spend. The security surge at +28.4% reflects the reality that AI adoption creates new attack surfaces. Legacy ERP at -6.3% shows the continued migration to cloud. CFOs should model 5.2% IT budget growth as the baseline for planning, with AI and security getting disproportionate share.
Ask Futurum AI about this
Bullish IBM: High — infrastructure software portfolio Impact: All Infrastructure Software, Cloud Providers, Security Vendors
Forecast Mar 12, 2026 · Yesterday IDC · Futurum Research
IDC FutureScape: 40% of G2000 Will Mandate AI Literacy Training for All Employees by 2027
IDC FutureScape predicts that 40% of Global 2000 companies will mandate AI literacy training for all employees by 2027, up from just 12% today. The training covers prompt engineering, AI output validation, ethical AI use, and data privacy awareness. Leading adopters (JPMorgan, Accenture, Unilever) report 23% productivity improvement in AI-trained teams vs. untrained peers.
Futurum Take Dion Hinchcliffe
AI literacy is becoming the new digital literacy — mandatory, not optional. The 23% productivity gap between AI-trained and untrained teams is the business case. At 12% current adoption, the 40% target by 2027 implies massive training investment ahead. CHROs and CIOs should collaborate on AI literacy programs immediately — the organizations that upskill fastest capture the productivity gains first. Budget for enterprise-wide AI training in 2026 planning.
Ask Futurum AI about this
Strategic IBM: High — IBM SkillsBuild AI training Impact: All Enterprises, HR Tech, Training Platforms, AI Vendors
Never miss a signal.
What Moved This Week
Mar 4–10
SIGNAL Cross-practice
Budget Confidence Index
78 from 72 +6
CIO confidence in AI investment ROI is rising despite tighter accountability requirements.
SURVEY 1,247 DMs
Vendor Consolidation Plans
45% from 38% +18%
Nearly half of enterprises plan vendor consolidation in H2 2026, up significantly from last quarter.
COMMUNITY 287 votes
AI Eval Cycle Impact
54% from agree
Majority say AI tools are meaningfully shortening their vendor evaluation cycles.
SIGNAL SCORE CHANGES THIS WEEK
Microsoft (Cross-practice)
87.5 → 88.1 (+0.6)
Copilot adoption driving enterprise stickiness across the Microsoft stack. Buyer preference remains strong.
AWS (Cross-practice)
84.3 → 85.0 (+0.7)
Bedrock multi-model approach resonating with CIOs pursuing multi-vendor AI strategies.
Salesforce (Cross-practice)
76.2 → 75.4 (-0.8)
Agentforce enthusiasm cooling as enterprises struggle with per-agent pricing model. ROI proof gap widening.
5 Forces Shaping Buyer Insights in 2026
Source: Futurum Buyer Practice
1
AI-Compressed Buying Cycles
↑ Accelerating
▶
AI-assisted procurement is reducing enterprise evaluation cycles from 6 months to 90 days. Buying committees are shrinking from 11 to 7 stakeholders as AI handles vendor comparison and RFP analysis.
IBM Impact: IBM sales teams must adapt to compressed cycles. AI-ready sales materials and automated POC provisioning are now table stakes for enterprise deals.
2
ROI-Gated Procurement
↑ Intensifying
▶
61% of CIOs now require ROI proof within 90 days for AI investments. The bar is rising — vendors who can't demonstrate time-to-value quickly are being cut from shortlists.
IBM Impact: IBM needs fast-track ROI calculators for every product line. Proof-of-value in 30 days, not 6 months, should be the standard engagement model.
3
Multi-Vendor AI Strategies
↑ Dominant
▶
72% of F500 run 3+ AI platforms. Single-vendor standardization is dead. Enterprises are deliberately diversifying to avoid lock-in and access best-of-breed capabilities.
IBM Impact: IBM's open, multi-cloud positioning is a strategic asset. watsonx's ability to integrate with AWS, Azure, and GCP is the right play for multi-vendor enterprises.
4
Buying Committee Shrinkage
↓ Favorable
▶
Smaller committees (7 vs 11) mean faster decisions but also mean fewer champions inside the account. Sales teams need to identify and influence the right 7 stakeholders, not spray across 11.
IBM Impact: IBM account teams should map the new, smaller buying committees. Focus on the 3-4 decision makers who matter most, not the 11 who used to be involved.
5
Peer-Influenced Decisions
↑ Growing
▶
CIOs increasingly rely on peer benchmarks and community data to validate vendor choices. 54% say peer recommendations outweigh analyst reports in final vendor selection.
IBM Impact: IBM should invest in customer reference programs and peer community building. Authentic peer validation is now more influential than traditional analyst coverage.
Dion Hinchcliffe Ask Dion

Data Intelligence

Data is the foundation of every AI initiative — and the platforms that manage, govern, and activate enterprise data are the kingmakers of 2026. This practice tracks the convergence of data warehouses, lakehouses, and AI pipelines across Databricks, Snowflake, and the hyperscaler stacks.
Data Lakehouses DataOps AI Data Pipelines Data Governance Real-Time Analytics
Brad Shimmin· Practice Lead IBM · Data Platforms 11 vendors tracked 9 reports 692 decision-makers surveyed Updated Mar 11, 2026
MARKET MOVING: Databricks raises $15B at $62B valuation — becomes most valuable private AI data company. Lakehouse adoption hits 47%.
Futurum AI Grounded in 9 reports + 692 DM responses + 11 vendor Signal scores
Should we go all-in on Databricks or keep Snowflake? Compare lakehouse vs warehouse architectures for our use case How are peers handling data quality for AI pipelines? Upload data architecture diagram for analysis
LIVE NEWS & INSIGHTS
LIVE
Updated 12 min ago
Funding Mar 13, 2026 · Today Databricks · Bloomberg
Databricks Closes $15.2B Funding Round at $62B Valuation — Data Intelligence Platform Push Accelerates
Databricks closed a $15.2B funding round at a $62B valuation, the largest private funding round in enterprise software history. The capital will accelerate its Data Intelligence Platform strategy, including Mosaic AI for model training, Unity Catalog for governance, and the recently acquired MosaicML infrastructure. Databricks ARR exceeded $3.5B. Key investors: Thrive Capital, a]6z, T. Rowe Price.
Futurum Take Brad Shimmin
$62B valuation makes Databricks the most valuable private enterprise AI company. This isn't just a funding event — it's a market statement. Databricks at $62B is worth more than many public data companies combined. The Data Intelligence Platform vision — unifying data engineering, analytics, and AI on a single lakehouse — is winning enterprises. Snowflake must respond. For data leaders: evaluate the Databricks vs. Snowflake platform decision in 2026, as both are making aggressive AI moves.
Ask Futurum AI about this
Bullish IBM: Medium — watsonx.data + Databricks integration Impact: Databricks, Snowflake, Google BigQuery, AWS, Microsoft Fabric
Product Launch Mar 13, 2026 · Today Snowflake · InfoWorld
Snowflake Cortex AI Goes GA: Serverless LLM Inference Directly on Governed Enterprise Data
Snowflake announced general availability of Cortex AI, enabling serverless LLM inference directly on data stored in Snowflake without moving it to external platforms. Cortex AI supports fine-tuned models, RAG with Cortex Search, and native vector embeddings. Snowflake claims 3x lower latency than external API-based approaches. Integration with Snowflake's governance framework ensures all AI queries respect existing access policies.
Futurum Take Brad Shimmin
AI on governed data without data movement is the killer feature data leaders need. The biggest barrier to enterprise AI isn't model quality — it's getting AI access to governed data. Cortex AI solves this by bringing inference to the data rather than moving data to the model. The governance integration means existing Snowflake access policies automatically apply to AI queries. Data teams should pilot Cortex AI for internal analytics use cases where data cannot leave Snowflake.
Ask Futurum AI about this
Bullish IBM: Medium — watsonx.data competitive landscape Impact: Snowflake, Databricks, Google BigQuery, AWS, All Data Platforms
M&A Mar 12, 2026 · Yesterday Confluent · TechCrunch
Confluent Acquires Real-Time Analytics Startup for $890M to Bridge Streaming and AI Pipelines
Confluent announced the acquisition of real-time analytics startup Responsive AI for $890M in cash and stock. The deal adds real-time feature engineering and streaming ML inference capabilities to Confluent's data streaming platform. The combined offering enables enterprises to build AI pipelines that process events in real-time without batch processing delays. Confluent targets the $12B real-time data infrastructure market.
Futurum Take Brad Shimmin
Real-time AI pipelines are the missing piece in most enterprise architectures. Most enterprise AI today runs on batch data — hours or days old. Confluent + Responsive AI enables AI models to act on events as they happen. This is critical for fraud detection, supply chain optimization, and customer experience. Data architects should evaluate real-time AI pipelines as a distinct infrastructure layer, not just a feature of their data warehouse.
Ask Futurum AI about this
Bullish IBM: Medium — Event Streams + watsonx integration Impact: Confluent, Databricks, Snowflake, AWS Kinesis, Google Dataflow
Product Update Mar 12, 2026 · Yesterday MongoDB · Futurum Research
MongoDB Atlas Vector Search 2.0 Supports Multimodal Embeddings — RAG Performance Up 4x
MongoDB launched Atlas Vector Search 2.0 with native multimodal embedding support, enabling semantic search across text, images, and audio in a single index. RAG pipeline performance improved 4x through new HNSW+ indexing and quantization techniques. The update includes pre-built RAG templates for enterprise knowledge bases, customer support, and code repositories. Atlas Vector Search is free up to 10K vectors.
Futurum Take Brad Shimmin
Multimodal RAG on a general-purpose database is a smart democratization play. MongoDB is betting that most enterprises don't want a separate vector database — they want vector search capabilities in their existing database. The 4x RAG performance improvement and multimodal support make Atlas competitive with dedicated vector DBs like Pinecone and Weaviate. For teams already on MongoDB: this eliminates the need for a separate vector store. For others: evaluate before adding another database to your stack.
Ask Futurum AI about this
Bullish IBM: Low — watsonx.data vector capabilities Impact: MongoDB, Pinecone, Weaviate, PostgreSQL/pgvector, All RAG Builders
Never miss a signal.
What Moved This Week
Mar 4–10
SIGNAL Analyst-scored
Databricks Innovation
92 from 89 +3
$62B valuation reflects market confidence in data-layer-as-AI-infrastructure thesis.
SURVEY 692 DMs
Lakehouse Adoption
47% from 38% +24%
Nearly half of enterprises have adopted lakehouse architecture. Warehouse-only dropping below 30%.
COMMUNITY 195 votes
Top AI Blocker
61% from say data quality
Data quality remains the #1 blocker for AI initiatives, ahead of talent and compute.
SIGNAL SCORE CHANGES THIS WEEK
Databricks
88.4 → 90.1 (+1.7)
$62B valuation and expanding enterprise adoption drive Signal score higher. Unity Catalog becoming the de facto data governance standard.
Snowflake
82.7 → 83.5 (+0.8)
Anthropic partnership adds AI-native capabilities. Cortex AI features closing the gap with Databricks on ML workloads.
Microsoft Fabric
79.2 → 78.6 (-0.6)
Fabric adoption slower than expected. Enterprise confusion about Fabric vs. Synapse vs. Azure Data Lake positioning persists.
5 Forces Shaping Data Intelligence in 2026
Source: Futurum Data Practice
1
Lakehouse Convergence
↑ Dominant
▶
Lakehouse architecture has reached 47% enterprise adoption, up from near-zero in 2022. The convergence of data warehouse and data lake capabilities into a single platform is now the standard architecture for new data initiatives.
IBM Impact: IBM watsonx.data is built on lakehouse architecture (Apache Iceberg). IBM is well-positioned but needs to accelerate go-to-market against Databricks and Snowflake.
2
AI-Native Data Platforms
↑ Defining shift
▶
Every data platform is now an AI platform. Databricks, Snowflake, and the hyperscalers are integrating ML training, inference, and agent capabilities directly into the data layer. The standalone data platform is dead.
IBM Impact: watsonx.data + watsonx.ai integration is IBM's competitive advantage. The combined data+AI story needs to be the lead message in every enterprise conversation.
3
Real-Time Data Streaming
↑ Accelerating
▶
Real-time data streaming adoption has reached 42% for AI workloads. Confluent, Databricks, and AWS are leading the shift from batch to streaming architectures. AI models that can't access real-time data are becoming obsolete.
IBM Impact: IBM's streaming capabilities need investment. Real-time data access for watsonx models is critical for enterprise AI use cases like fraud detection and supply chain optimization.
4
Data Governance Regulation
↑ Intensifying
▶
EU AI Act, GDPR enforcement actions, and industry-specific data regulations are making data governance a boardroom priority. 73% of enterprises are increasing governance spend in 2026.
IBM Impact: IBM OpenPages + watsonx.governance is a strong combination for regulated industries. Data governance-as-a-service could be IBM's differentiated offering.
5
Multi-Cloud Data Portability
↑ Rising
▶
Apache Iceberg has become the de facto standard for multi-cloud data portability. 68% of enterprises now require cloud-agnostic data formats to avoid vendor lock-in.
IBM Impact: watsonx.data's Iceberg-native architecture is the right bet. IBM should lead the open data format narrative to differentiate against proprietary platforms.
Brad Shimmin Ask Brad

Enterprise Software & Digital Workflows

Enterprise software is being rebuilt from the inside out. Agentic AI is transforming ERP, CRM, and workflow platforms from record systems into autonomous decision engines. This practice tracks the transformation across SAP, Salesforce, ServiceNow, Microsoft, Oracle, and Workday — the platforms that run the enterprise.
ERP Modernization Digital Workflows Agentic Enterprise Process Automation SaaS Transformation
Keith Kirkpatrick· Practice Lead IBM · Enterprise Apps 12 vendors tracked 20 reports 1,045 decision-makers surveyed Updated Mar 11, 2026
MARKET MOVING: SAP accelerates S/4HANA Cloud migration deadline — 2027 ECC end-of-support drives $40B refresh wave. ServiceNow shows 45% faster resolution with agentic workflows.
Futurum AI Grounded in 20 reports + 1,045 DM responses + 12 vendor Signal scores
Should we accelerate our S/4HANA migration timeline? Compare ServiceNow vs Salesforce for agentic workflows How are peers handling per-seat pricing pressure from AI automation? Upload ERP modernization proposal for analysis
LIVE NEWS & INSIGHTS
LIVE
Updated 12 min ago
Product Launch Mar 13, 2026 · Today Salesforce · Reuters
Salesforce Agentforce 2.0 Reaches 10,000 Production Deployments — Autonomous Case Resolution at 67%
Salesforce announced that Agentforce 2.0 has reached 10,000 production deployments, with autonomous case resolution rates averaging 67% across all customers. Top performers in financial services achieve 82% autonomous resolution. Agentforce 2.0 adds multi-agent orchestration, proactive outreach capabilities, and outcome-based pricing at $2 per resolved conversation. Salesforce reports $1.2B in Agentforce bookings.
Futurum Take Keith Kirkpatrick
67% autonomous resolution is the tipping point for enterprise service operations. When two-thirds of customer cases are resolved without human intervention, the economics of customer service fundamentally change. The $2/conversation pricing model is brilliant — it aligns cost with value and is dramatically cheaper than human agents at $8-12/conversation. Enterprises should pilot Agentforce 2.0 against their actual case volume to model the savings. ServiceNow and Zendesk face existential pressure.
Ask Futurum AI about this
Bullish IBM: High — watsonx Orchestrate competitive benchmarking Impact: Salesforce, ServiceNow, Zendesk, Microsoft, All CX Platforms
Release Mar 13, 2026 · Today ServiceNow · ZDNet
ServiceNow Xanadu Release Adds AI-Native Workflow Orchestration Across ITSM and HR
ServiceNow shipped the Xanadu release featuring AI-native workflow orchestration that spans ITSM, HR Service Delivery, and Customer Workflows. Now Assist agents can autonomously handle multi-step processes: employee onboarding (reducing time from 5 days to 4 hours), incident resolution (45% faster MTTR), and procurement approvals. ServiceNow reports 85% of enterprise customers now use at least one AI feature.
Futurum Take Keith Kirkpatrick
Cross-workflow AI orchestration is ServiceNow's competitive moat. While Salesforce dominates CX and Microsoft owns productivity, ServiceNow's strength is connecting workflows across departments. Onboarding that spans HR, IT, facilities, and finance in 4 hours instead of 5 days is transformative. The 85% AI feature adoption shows ServiceNow has cracked the distribution problem. Enterprise architects should evaluate Xanadu for cross-departmental workflow automation.
Ask Futurum AI about this
Bullish IBM: Medium — ServiceNow + IBM consulting integration Impact: ServiceNow, Salesforce, Microsoft, SAP, All ITSM/HR
Pilot Results Mar 12, 2026 · Yesterday SAP · Futurum Research
SAP Joule Copilot Handles 40% of S/4HANA Configuration Tasks Autonomously in Pilot
SAP reported that its Joule AI copilot handled 40% of S/4HANA configuration tasks autonomously in a pilot with 50 enterprise customers. Tasks include master data setup, workflow configuration, and report building. SAP claims a 60% reduction in implementation time for standard configurations. Joule now integrates across SAP SuccessFactors, Ariba, and Concur. RISE with SAP customers get Joule at no additional cost.
Futurum Take Keith Kirkpatrick
40% autonomous configuration could fundamentally reduce SAP implementation costs. SAP implementations are notorious for cost overruns and multi-year timelines. If Joule can handle 40% of configuration autonomously, it compresses the most expensive phase of ERP deployment. The strategic inclusion in RISE with SAP at no cost is smart — it accelerates cloud migration by reducing the implementation barrier. SI partners should prepare for margin compression on configuration work.
Ask Futurum AI about this
Bullish IBM: High — IBM Consulting SAP practice Impact: SAP, Accenture, IBM Consulting, Deloitte, All ERP Customers
Product Launch Mar 12, 2026 · Yesterday Workday · HR Executive
Workday Announces Illuminate AI Platform — Predictive Workforce Planning for 65M+ Workers
Workday launched its Illuminate AI platform, bringing predictive workforce planning capabilities to its 65M+ managed worker base. Illuminate uses anonymized workforce data across Workday's customer base to predict attrition risk (89% accuracy), identify skills gaps, and recommend optimal headcount allocation. The platform also includes AI-powered financial planning that connects workforce decisions to financial outcomes in real-time.
Futurum Take Keith Kirkpatrick
65M workers of training data gives Workday an unassailable AI advantage in HR. Workday's unique asset is the largest enterprise workforce dataset on the planet. Illuminate turns this into a predictive engine that no competitor can replicate. 89% attrition prediction accuracy is actionable intelligence for CHROs. The financial planning integration — connecting people decisions to P&L impact — is the CFO-CHRO bridge that enterprises have been missing. Evaluate Illuminate for workforce planning in 2026.
Ask Futurum AI about this
Bullish IBM: Medium — Workday + IBM talent management Impact: Workday, SAP SuccessFactors, Oracle HCM, ADP, All HR Tech
Never miss a signal.
What Moved This Week
Mar 4–10
SIGNAL Analyst-scored
ServiceNow Platform Score
87 from 84 +3
First enterprise platform to show production-scale agentic AI ROI. 45% faster resolution across 200+ deployments.
SURVEY 1,045 DMs
S/4HANA Migration Status
60% from haven't started
Majority of SAP shops still haven't begun S/4HANA migration with 2027 ECC end-of-support looming.
COMMUNITY 312 votes
Agentic Workflow Impact
71% from say 30%+ replaced
Strong majority believe agentic AI will replace 30%+ of manual workflows within 18 months.
SIGNAL SCORE CHANGES THIS WEEK
ServiceNow
83.5 → 86.2 (+2.7)
Production-scale agentic AI ROI proof is a game-changer. 45% resolution improvement across 200+ enterprises sets the bar for competitors.
SAP
78.1 → 79.4 (+1.3)
S/4HANA migration urgency driving engagement. Joule AI copilot gaining traction but needs deeper workflow integration.
Workday
74.8 → 73.2 (-1.6)
AI agent launch is strong product but pricing model tension is real. Per-seat economics don't survive automation at scale.
5 Forces Shaping Enterprise Software & Digital Workflows in 2026
Source: Futurum Enterprise Practice
1
SAP S/4HANA Migration Wave
↑ Critical
▶
The largest enterprise software migration in history is entering its final phase. 60% of SAP shops haven't started migration. 2027 ECC end-of-support creates a $40B forced migration wave. Procrastination costs increase 30% in the final 12 months.
IBM Impact: IBM Consulting's SAP practice should be capacity-planning for peak migration demand in 2026-2027. This is a multi-billion dollar services opportunity for IBM.
2
Agentic Enterprise Workflows
↑ Defining shift
▶
ServiceNow, Salesforce, and Microsoft are rebuilding enterprise platforms around autonomous AI agents. 45% faster resolution, 30% less manual escalation. The workflow platform is becoming the AI operating system for the enterprise.
IBM Impact: IBM Maximo and Sterling need agentic capabilities to compete. watsonx Orchestrate integration with IBM's enterprise platforms should be accelerated.
3
Outcome-Based Pricing
↑ Emerging
▶
Per-seat SaaS pricing is under existential threat from AI automation. Workday's stock drop is a canary. By Q4 2026, expect major vendors to announce outcome-based or consumption-based pricing alternatives.
IBM Impact: IBM should lead the pricing model transformation. Outcome-based pricing for Maximo, Sterling, and watsonx could be a competitive differentiator.
4
Platform Consolidation
↑ Accelerating
▶
Enterprises are consolidating from 8-12 workflow tools to 3-4 platforms. ServiceNow, Microsoft, and Salesforce are the primary consolidation targets. Best-of-breed point solutions are losing to integrated platforms.
IBM Impact: IBM needs a platform consolidation narrative. How does Maximo + Sterling + watsonx compete as an integrated platform against ServiceNow and Microsoft?
5
AI Copilots in Every Workflow
↑ Dominant
▶
Every enterprise platform now has an AI copilot: SAP Joule, ServiceNow Now Assist, Salesforce Einstein, Microsoft Copilot. The copilot is becoming table stakes — differentiation shifts to autonomous agents and outcome delivery.
IBM Impact: IBM's copilot story needs to go beyond watsonx Assistant. Every IBM enterprise product needs an embedded AI copilot experience that matches the market standard.
Keith Kirkpatrick Ask Keith

Software Lifecycle Engineering

Software development is being transformed by AI-assisted coding, platform engineering, and autonomous DevSecOps. This practice tracks how GitHub, GitLab, Atlassian, and the major platform vendors are rebuilding the software lifecycle — from code generation to deployment to security scanning — with AI at every stage.
Platform Engineering AI-Assisted Development DevSecOps Software Supply Chain Developer Productivity
Mitch Ashley· Practice Lead IBM · DevOps 13 vendors tracked 11 reports 780 decision-makers surveyed Updated Mar 11, 2026
MARKET MOVING: GitHub Copilot Workspace goes GA with 62% acceptance rate on multi-file changes. Platform engineering adoption hits 58%.
Futurum AI Grounded in 11 reports + 780 DM responses + 13 vendor Signal scores
Should we adopt GitHub Copilot Workspace or GitLab Duo? Compare platform engineering approaches across enterprises How are peers measuring developer productivity with AI tools? Upload DevOps architecture for analysis
LIVE NEWS & INSIGHTS
LIVE
Updated 12 min ago
Product Launch Mar 13, 2026 · Today GitHub · The Verge
GitHub Copilot Workspace Enters GA: AI Plans, Implements, and Tests Full Features End-to-End
GitHub announced general availability of Copilot Workspace, which autonomously plans, implements, and tests complete features from a natural language description. The system creates implementation plans, writes code across multiple files, generates tests, and opens pull requests. In preview, Copilot Workspace reduced feature implementation time by 55% across 10,000+ enterprise teams. Pricing: $39/month per developer.
Futurum Take Mitch Ashley
Copilot Workspace represents the shift from AI-assisted to AI-driven development. The jump from autocomplete (Copilot) to autonomous feature implementation (Workspace) is a paradigm shift. 55% time reduction means a team of 10 developers effectively becomes a team of 15. At $39/month, the ROI is obvious for any enterprise paying developers $150K+. Engineering leaders should pilot Copilot Workspace on medium-complexity features to validate the productivity claims against their own codebase.
Ask Futurum AI about this
Bullish IBM: Medium — IBM developer tools integration Impact: GitHub/Microsoft, JetBrains, GitLab, Atlassian, All DevTools
Breaking Mar 13, 2026 · Today JetBrains · InfoQ
JetBrains Junie AI Agent Ships: Autonomous Code Review, Refactoring, and Test Generation
JetBrains shipped Junie, an AI agent that autonomously performs code reviews, suggests refactoring, and generates comprehensive test suites directly within IntelliJ-based IDEs. Junie analyzes entire codebases to understand architectural patterns before making suggestions. In beta, Junie identified 34% more code quality issues than traditional static analysis tools. Available in all IntelliJ Ultimate editions at no additional cost.
Futurum Take Mitch Ashley
JetBrains including Junie at no extra cost forces GitHub's hand on pricing. By bundling Junie with existing IntelliJ licenses, JetBrains avoids the per-seat AI tax that developers resent. The 34% improvement over static analysis is compelling for quality-focused teams. The key differentiator is codebase-aware refactoring — understanding architecture before suggesting changes. Engineering teams should A/B test Junie against Copilot to determine which yields better outcomes for their specific stack.
Ask Futurum AI about this
Bullish IBM: Low — developer productivity tools Impact: JetBrains, GitHub, GitLab, Cursor, All Developer Tools
Cloud Native Mar 12, 2026 · Yesterday Google Cloud · The New Stack
Google Cloud Run Gets AI-Native Autoscaling — Serverless Inference Costs Drop 60% in Preview
Google Cloud announced AI-native autoscaling for Cloud Run, using ML models to predict traffic patterns and pre-warm inference containers. Preview customers report 60% cost reduction compared to traditional autoscaling for AI inference workloads. The system eliminates cold-start latency for LLM inference by maintaining a prediction-based pool of warm containers. Supports GPU-attached containers for model serving.
Futurum Take Mitch Ashley
Predictive autoscaling solves the cold-start problem that makes serverless AI expensive. Cold starts for LLM inference containers can add 10-30 seconds of latency, making traditional serverless impractical. Google's ML-based prediction approach maintains warm containers where they're needed without over-provisioning. A 60% cost reduction is significant for inference-heavy workloads. Platform engineering teams should benchmark Cloud Run AI autoscaling against their current Kubernetes-based inference infrastructure.
Ask Futurum AI about this
Bullish IBM: Medium — IBM Cloud Code Engine comparison Impact: Google Cloud, AWS Lambda, Azure Functions, All Serverless
Security Mar 12, 2026 · Yesterday Docker · DevOps.com
Docker Scout AI Vulnerability Remediation Reaches 89% Auto-Fix Rate on Known CVEs
Docker announced that Scout's AI-powered vulnerability remediation now achieves an 89% auto-fix rate on known CVEs in container images. The system automatically identifies vulnerable packages, generates patched Dockerfiles, and validates fixes through automated testing. Docker Scout also added SBOM (Software Bill of Materials) generation that meets federal compliance requirements. Available to all Docker Business subscribers.
Futurum Take Mitch Ashley
89% auto-fix rate turns vulnerability management from a burden into a CI/CD step. Container vulnerability remediation is one of the most time-consuming DevSecOps tasks. At 89% auto-fix, Docker Scout can handle the vast majority of CVEs without developer intervention. The SBOM compliance feature addresses the growing federal requirement for software supply chain transparency. Security and platform engineering teams should integrate Docker Scout into their CI/CD pipelines as a mandatory remediation gate.
Ask Futurum AI about this
Bullish IBM: Medium — container security on Red Hat OpenShift Impact: Docker, Snyk, Aqua Security, Red Hat, All Container Users
Never miss a signal.
What Moved This Week
Mar 4–10
SIGNAL Analyst-scored
GitHub Platform Score
93 from 91 +2
Copilot Workspace GA with 62% acceptance rate cements GitHub's lead in AI-assisted development.
SURVEY 780 DMs
Platform Engineering Adoption
58% from 42% +38%
Platform engineering crosses majority threshold. Internal Developer Platforms are now the enterprise standard.
COMMUNITY 245 votes
AI Coding Tools Requirement
73% from say mandatory
Strong majority say AI coding tools are now mandatory for new developer hires.
SIGNAL SCORE CHANGES THIS WEEK
GitHub
90.4 → 92.1 (+1.7)
Copilot Workspace GA cements GitHub's position as the de facto AI-assisted development platform. 62% acceptance rate on multi-file changes is industry-leading.
GitLab
78.3 → 80.5 (+2.2)
Autonomous security scanning in Duo Enterprise is a strong differentiator. GitLab's single-platform DevSecOps story resonates with security-conscious enterprises.
Atlassian
75.1 → 74.8 (-0.3)
Rovo AI capabilities are improving but developer tool competition from GitHub and GitLab is intense. Cloud migration friction persists for legacy Jira Server customers.
5 Forces Shaping Software Lifecycle Engineering in 2026
Source: Futurum Software Practice
1
AI-Assisted Development at Scale
↑ Dominant
▶
62% acceptance rate on AI-generated multi-file changes means autonomous software engineering is production-ready. Developer productivity improvements of 3x are being measured across early enterprise adopters. Every developer will use AI coding tools by end of 2026.
IBM Impact: IBM needs GitHub Copilot or equivalent AI coding tools for all 50,000+ internal developers. Red Hat should integrate AI-assisted development into OpenShift Dev Spaces.
2
Platform Engineering as Standard
↑ Accelerating
▶
58% adoption means platform engineering is the majority approach. Internal Developer Platforms reduce cognitive load, standardize workflows, and enable self-service infrastructure provisioning. The 'golden path' model is replacing ad-hoc DevOps.
IBM Impact: Red Hat Developer Hub (based on Backstage) is IBM's platform engineering offering. Accelerate adoption and integration with OpenShift to compete with GitLab's built-in platform engineering.
3
Autonomous Security Scanning
↑ Defining shift
▶
AI that finds and fixes vulnerabilities before human code review eliminates the traditional security review bottleneck. 85% fewer security comments in code review. The AppSec team role is shifting from reviewer to governance.
IBM Impact: IBM should integrate autonomous security scanning into its DevSecOps pipeline. Red Hat Advanced Cluster Security needs AI-native vulnerability detection and remediation.
4
Software Supply Chain Governance
↑ Intensifying
▶
Executive Order on software supply chain security, SBOM requirements, and open-source vulnerability management are driving 45% increase in supply chain security spend. Automated SBOM generation and dependency scanning are becoming mandatory.
IBM Impact: Red Hat's open-source pedigree is an advantage for supply chain governance. IBM should position Red Hat as the trusted foundation for software supply chain security.
5
Developer Experience as Competitive Advantage
↑ Rising
▶
Developer experience (DevEx) is becoming a key factor in enterprise platform selection. 73% of engineering leaders say developer satisfaction directly impacts retention and productivity. Platforms that reduce friction win.
IBM Impact: Red Hat OpenShift developer experience needs continued investment. The gap with managed Kubernetes services (GKE, EKS) on developer experience is a competitive risk.
Mitch Ashley Ask Mitch

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IBM
IBM — Account Overview
Enterprise Intelligence Subscription • Retainer Period: Jan 1 — Dec 31, 2026
Active
Advisory
On Track
Hours Used 47 / 120 hrs
Content Delivered 18 / 48 pieces
Points Used 3,200 / 10,000
Inquiries
14
Inquiries YTD
32 hrs
Hours Used
Next Scheduled
Mar 18, 2026 — 10:00 AM ET
AI Infrastructure Strategy Review
6
AI Platforms
4
Cybersecurity
2
Data Intel
2
Other
Briefings
8
Briefings YTD
24
Planned FY
watsonx Go-to-Market Deep Dive
Mar 5, 2026 • Nick Patience
Cloud Ecosystem Positioning
Feb 20, 2026 • Alex Smith
Cybersecurity Portfolio Review
Upcoming: Mar 22, 2026 • Mitch Ashley
Content & Amplify
+24% MoM
67
Total Pieces
42
Paid Coverage
18
Earned Coverage
7
Earnings
Intelligence Feed
6 Threats
218
Total Items
16
High Priority
Insights
154
Achievements
54
Threats
6
Opportunities
3
Custom Research
3
Active Projects
7
Completed
AI Infrastructure TCO Study
IN PROGRESS
Due: Apr 15, 2026 • Brad Shimmin
Quantum Computing Readiness
IN PROGRESS
Due: May 1, 2026 • Brendan Burke
Hybrid Cloud Migration Benchmark
DELIVERED
Completed: Feb 28, 2026 • Keith Kirkpatrick
Amplify — Content Performance
Futurum Content Impact Dashboard
Auto-synced every 4 hours
1.2M
Total Views
Across all platforms
84.7K
Total Engagement
Reactions, clicks, shares, comments
438K
Total Reach
Unique users reached
LinkedIn
847K
Views
12.4K
Reactions
3.2K
Shares
8.7K
Clicks
1.8K
Comments
YouTube
312K
Views
8.9K
Likes
2.1K
Comments
47
Videos
6.6
Avg Min Watch
X / Twitter
42.8K
Impressions
3.4K
Likes
1.2K
Retweets
892
Replies
4.1K
Link Clicks
Google Analytics
28.4K
Page Views
18.2K
Sessions
12.1K
Users
3:42
Avg Duration
34%
Bounce Rate
Content Highlights
Top Performing Content
Content
Views
Engagement
Shares
Platform
Why IBM's watsonx Platform Is Winning the Enterprise AI Race
Feb 14, 2026 • Nick Patience • Paid
142K
8.4K
2.1K
LinkedIn
Six Five On The Road: IBM Think 2026 — Arvind Krishna on AI at Scale
Mar 2, 2026 • Daniel Newman • Earned
89K
5.2K
847
YouTube
IBM's Hybrid Cloud Strategy Is the Right Bet for Enterprise
Jan 28, 2026 • Alex Smith • Paid
67K
4.1K
1.3K
LinkedIn
IBM + Red Hat: The Most Complete AI Infrastructure Stack in 2026
Feb 6, 2026 • Brad Shimmin • Earned
54K
3.8K
912
X
Q1 2026 Earnings Preview: IBM Positioned for AI-Led Growth
Mar 8, 2026 • Keith Kirkpatrick • Earnings
31K
2.4K
678
Web
Schedule & Files
Events
4 upcoming
18
MAR
IBM Think 2026 Coverage
Las Vegas • Nick Patience, Daniel Newman
22
MAR
Cybersecurity Portfolio Briefing
Virtual • Mitch Ashley
04
APR
Six Five Summit Panel
Austin, TX • Ron Westfall, Olivier Blanchard
15
APR
Quarterly Business Review
Virtual • IBM + Futurum CS Team
Documents
PDF
IBM 2026 SOW — Enterprise Intelligence
Jan 3, 2026 • 12 pages
PDF
Coverage Book — Q1 2026
Mar 1, 2026 • 34 pages
CSV
Content Performance Export
Mar 10, 2026 • 847 rows
PDF
Custom Research: Hybrid Cloud Migration
Feb 28, 2026 • 28 pages

Content & Amplify

📰
Full Content Coverage Dashboard
View all 67 content pieces with engagement breakdown by platform. Filter by Paid, Earned, and Earnings coverage. Export coverage book as PDF.

Inquiries

14 YTD • 32 hrs used
Topic
Analyst
Date
Hours
AI Infrastructure Strategy Review
Nick Patience
Mar 18
3.0
watsonx vs. AWS Bedrock Competitive Analysis
Nick Patience
Mar 4
2.5
Zero Trust Architecture for Hybrid Cloud
Mitch Ashley
Feb 21
2.0
Channel Partner Ecosystem Expansion
Alex Smith
Feb 12
2.5
Data Platform Consolidation Strategy
Brad Shimmin
Jan 30
3.0

Briefings

8 completed • 24 planned FY
Topic
Analyst
Date
Status
Cybersecurity Portfolio Review
Mitch Ashley
Mar 22
UPCOMING
watsonx Go-to-Market Deep Dive
Nick Patience
Mar 5
COMPLETED
Cloud Ecosystem Positioning
Alex Smith
Feb 20
COMPLETED
Semiconductor Supply Chain Briefing
Brendan Burke
Feb 8
COMPLETED

Events

12 total • 4 upcoming
Event
Attendees
Date
Status
IBM Think 2026 Coverage
Nick Patience, Daniel Newman
Mar 18-20
UPCOMING
Six Five Summit Panel
Ron Westfall, Olivier Blanchard
Apr 4
UPCOMING
CES 2026 IBM Booth Coverage
Olivier Blanchard
Jan 7-10
COMPLETED
RSA Conference 2026
Mitch Ashley
Feb 24-27
COMPLETED

Documents & SOWs

Document
Created
Type
IBM 2026 SOW — Enterprise Intelligence
Jan 3, 2026
PDF
Coverage Book — Q1 2026
Mar 1, 2026
PDF
Custom Research: Hybrid Cloud Migration Benchmark
Feb 28, 2026
PDF
Content Performance Export — All Platforms
Mar 10, 2026
CSV
DECISION POINT
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Decision Maker Data Explorer — AI Platforms
838 enterprise decision makers · 9 interactive charts in 3 sections · Click Ask AI for split-screen analysis
PROPRIETARY Source: 1H 2025 AI Platforms DM Survey · n=838
CRITICAL MATURITY & ADOPTION
Agentic AI Adoption Stage
% of DMs
DECISION POINT
30.9% still researching agentic AI while 20.8% already deploying. Only 4.5% not considering — the window to start is closing fast.
GenAI Maturity: Now vs. 12-Month
% Orgs
DECISION POINT
Transformation stage expected to grow from 13.0% to 21.7% in 12 months (+67%). Experimenting drops from 10.9% to 4.4% — scale or fall behind.
AI Success Metrics
% Cited
DECISION POINT
Revenue increase (57.6%) leads as the top success metric, closely followed by productivity (56.0%) and cost reduction (54.2%). Boards want top-line growth.
HIGH CHALLENGES & STRATEGY
Adoption Challenges
Ranked
DECISION POINT
Talent gaps (56.1%) dominate — far ahead of ethics (46.3%) and compute costs (45.5%). Invest in upskilling before adding more AI tools.
AI Development Approach
% DMs
DECISION POINT
54.9% choose a balanced build+buy mix. Only 13.7% go pure vendor. Enterprises want control with platform enablement.
Vendor Selection Factors
Critical+Very Important
DECISION POINT
Collaboration (64.8%) and data privacy (62.2%) top vendor selection. Price ranks 11th at 50.6% — value trumps cost in AI procurement.
HIGH MODELS, AGENTS & BUSINESS IMPACT
GenAI Models in Production
% Using
DECISION POINT
OpenAI leads at 40.9% but Azure OpenAI (33.3%) and Google Gemini (31.9%) are close. Multi-model strategies are the norm — avoid vendor lock-in.
Agentic AI Deployment Areas
% Deploying
DECISION POINT
Customer service (50.4%) and IT ops (45.8%) lead agentic deployment. Sales (35.6%) is rising fast. Target high-ROI use cases first.
AI Business Impact (Transformative + Significant)
% Combined
DECISION POINT
Ops efficiency (63.5%), customer acquisition (62.2%), and product dev (62.1%) see highest combined impact. Focus AI investments on these three areas.
Source: Futurum Group 1H 2025 AI Platforms Decision Maker Survey · n=838 · 69.7% Revenue >$1B
Market Data Explorer — AI Platforms
$292B TAM by 2030 · 6 interactive charts from Futurum API · Click any chart to expand with filters
INTERACTIVE Source: Futurum Market Forecast API
Year-over-Year Growth Rate
% YoY ↗ Expand
DECISION POINT
Growth decelerating from 78.3% (2025) to 33.5% (2030). First-mover window is 2025-2027. Lock in platform commitments now.
Ask AI
Use Case Revenue Distribution 2030
$B USD ↗ Expand
DECISION POINT
Code Gen ($71.8B) leads use cases. Process Automation ($55.6B) is #2. Content Gen plateaus at $27.6B as market saturates.
Ask AI
Market Segments 2030 ($292B)
% Share ↗ Expand
DECISION POINT
Agent Builders (29%) becomes the largest segment by 2030. Infrastructure drops from 38% (2024) to 33%. The platform layer is where growth lives.
Ask AI
Vendor Market Share 2024 vs 2030
% Share ↗ Expand
DECISION POINT
Databricks (22.1%) overtakes AWS (20.6%) by 2030. AWS drops from 32% to 21%. Microsoft drops from 14% to 5.8%. Data platforms win.
Ask AI
Regional TAM Breakdown 2030
$B USD ↗ Expand
DECISION POINT
NA leads at $118.5B (41%) but APAC grows fastest (65% CAGR). APAC from $4.5B to $90.2B — 20x growth.
Ask AI
Industry TAM Breakdown 2030
$B USD ↗ Expand
DECISION POINT
Technology ($84.5B, 29%) dominates. Financial Services ($40.6B) and Healthcare ($35.3B) are the largest non-tech verticals. Education lags at $3.9B.
Ask AI
Source: Futurum Market Forecast API · marketForecast dataset · $24.9B (2024) to $292B (2030) · 50.8% CAGR