Once every two weeks, fortnightly

Patience on AI | LinkedIn No hype. No doom. Just analysis.

I've just published the first edition of Patience on AI, my new bi-weekly look at the most interesting things to have happened recently in enterprise AI. I hope you find it useful and if you do, please subscribe and tell all your friends
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The 2026 Tech Outlook: Moving from AI Hype to Reality YouTube video by Cisco UKI

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

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

The Tech Download: China’s AI surge — real threat or hype? Tech leaders are increasingly paying attention to AI developments in the country.

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

AI Capex 2026: The $690B Infrastructure Sprint 2026 AI capex plans of Microsoft, Amazon, and Alphabet as spending hits $700B. Will AI revenues justify this record infrastructure?

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

SpaceX Acquires xAI: Rockets, Starlink, and AI Under One Roof SpaceX acquires xAI in $1.25 trillion deal combining rockets, Starlink, and AI. Analysis of the financial rationale and competitive landscape.

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

Some quick thoughts on the SpaceX-xAI merger/acquisition: SpaceX is profitable, while xAI is not. This deal aims to leverage SpaceX's resources to fund the AI race, where xAI entered late. Compet... Some quick thoughts on the SpaceX-xAI merger/acquisition: SpaceX is profitable, while xAI is not. This deal aims to leverage SpaceX's resources to fund the AI race, where xAI entered late. Competing ...

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

Elon Musk has lauded the 'social media for AI agents' platform Moltbook as a bold step for AI. Others are skeptical Elon Musk said the platform was the "very early stages of singularity" but others are more skeptical

Some of my thoughts on #Moltbook in this CNBC report by Kai Nicol-Schwarz

Suffice to say I don't think it signals that we're approaching the singularity 🤔 www.cnbc.com/2026/02/02/s...

NVIDIA and CoreWeave Team to Break Through Data Center Real Estate Bottlenecks NVIDIA and CoreWeave AI Factories announce a $2B investment and 5GW plan amidst financing skepticism and massive power grid bottlenecks.

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

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

AWS European Sovereign Cloud Debuts with Independent EU Infrastructure AWS launches the European Sovereign Cloud in Germany, providing 90+ services in a separate environment to meet stringent EU data residency.

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

Meta faces China probe over acquisition of AI agent startup Manus China to probe Meta's acquisition of artificial intelligence startup Manus to assess its compliance with export control laws.

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

NVIDIA Unveils Breakthrough AI Tech at CES 2026 | Utilizing AI Ep. 8 YouTube video by Utilizing AI

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

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

The market expects Space X, OpenAI and Anthropic to go public this year — but is it willing to pay? At current valuations, the companies could become some of the biggest in the world.

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

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

NVIDIA Bolsters AI/HPC Ecosystem with Nemotron 3 Models and SchedMD Buy NVIDIA establishes its dominance in AI and HPC ecosystems by launching Nemotron 3 open models and acquiring workload manager SchedMD.

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

Open by Design: Building Scalable AI-Ready Data Architectures Without Lock-In YouTube video by Six Five Media

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

OpenAI deal could help DT unlock new AI revenue DT just inked a deal with OpenAI to co-create internal and customer-facing AI productsDT is one of few operators taking a full stack approach but its strategy | Coupled with other recent announcements...

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

The Great AI Hyperscaler Reset of 2025. 🤯 Who Took the Lead? Nick Patience, Vice President & Practice Lead, AI Platforms, The Futurum Group, breaks down the massive shift in strategy from Google… ... The Great AI Hyperscaler Reset of 2025. 🤯 Who Took the Lead? Nick Patience, Vice President & Practice Lead, AI Platforms, The Futurum Group, breaks down the massive shift in strategy from Google, Micr...

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

Unveiling Google Gemini Three: The Future of AI | Utilizing AI Podcast Ep. 5 Google’s Gemini Three signals a major shift in AI, moving from passive understanding to real, actionable intelligence. Stephen Foskett, Nick Patience, and Brad Shimmin break down the model’s new…

Unveiling Google Gemini Three: The Future of AI | Utilizing AI Podcast Ep. 5

@Stephen.Fosketts.net @NickPatience.bsky.social @BradShimmin.bsky.social #UtilizingAI #AI #GoogleGemini3 #GenAI #AIInfrastructure

Watch on YouTube: youtu.be/i31aPdCpp-Y

My very quick thoughts on AWS re:Invent 2025

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

Utilizing Tech - The Podcast Series about New and Emerging Technologies • A podcast on Spotify for Creators Utilizing Tech is a weekly podcast exploring practical technology in the modern enterprise. Each season spotlights an emerging area: three seasons on AI, plus dedicated seasons on CXL and Edge.…

A Realistic Approach to Agentic AI with Nick Patience

Listen here: buff.ly/qTAKCAb

@TechFieldDay.com @UtilizingTech.bsky.social @Stephen.Fosketts.net @FredericVanHaren.bsky.social @NickPatience.bsky.social #TheFuturumGroup #UtilizingTech #AgenticAI #AI #AIAgents #AIApps #GenAI

AI21 Labs Aims to Fix AI Agents' Unreliability with Maestro – Report Summary | Nick Patience Reliability will be a challenge for AI agents in complex enterprise automation. My new Futurum Intelligence report examines AI21 Labs’ Maestro, an orchestration layer designed to validate and manage m...

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

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

Quick thoughts on the OpenAI - Amazon Web Services (AWS) $38bn, 7-year deal announced earlier today: This is further evidence of OpenAI multi-cloud strategy, adding AWS to a list of cloud… | Nick P... Quick thoughts on the OpenAI - Amazon Web Services (AWS) $38bn, 7-year deal announced earlier today: This is further evidence of OpenAI multi-cloud strategy, adding AWS to a list of cloud providers...

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

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

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