Nick Patience
@nickpatience.bsky.social
Tech analyst, VP & AI Platforms Lead at Futurum @futurumgroup.bsky.social. Fulham FC & NY Mets fan.
New from me: AI Capex 2026: The $690B Infrastructure Sprint futurumgroup.com/insights/ai-...
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?
futurumgroup.com
February 12, 2026 at 5:20 PM
New from me: AI Capex 2026: The $690B Infrastructure Sprint futurumgroup.com/insights/ai-...
My report on the SpaceX-xAI deal: futurumgroup.com/insights/spa...
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.
futurumgroup.com
February 3, 2026 at 4:32 PM
My report on the SpaceX-xAI deal: futurumgroup.com/insights/spa...
Some quick thoughts on the SpaceX-xAI merger/acquisition: www.linkedin.com/posts/nickpa...
Some 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 ...
www.linkedin.com
February 3, 2026 at 3:46 PM
Some quick thoughts on the SpaceX-xAI merger/acquisition: www.linkedin.com/posts/nickpa...
Some of my thoughts on #Moltbook in this CNBC report by Kai Nicol-Schwarz
Suffice to say I don't think it signals that we're approaching the singularity 🤔 www.cnbc.com/2026/02/02/s...
Suffice to say I don't think it signals that we're approaching the singularity 🤔 www.cnbc.com/2026/02/02/s...
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
www.cnbc.com
February 2, 2026 at 5:57 PM
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...
Suffice to say I don't think it signals that we're approaching the singularity 🤔 www.cnbc.com/2026/02/02/s...
The new investment from Nvidia was big news for CoreWeave yesterday for various reasons, not just the money, though that helped establish a baseline for its share price for sure. Here's my report on the significance of it: futurumgroup.com/insights/nvi...
NVIDIA and CoreWeave Team to Break Through Data Center Real Estate Bottlenecks
NVIDIA and CoreWeave AI Factories announce a $2B investment and 5GW plan amidst financing skepticism and massive power grid bottlenecks.
futurumgroup.com
January 27, 2026 at 4:32 PM
The new investment from Nvidia was big news for CoreWeave yesterday for various reasons, not just the money, though that helped establish a baseline for its share price for sure. Here's my report on the significance of it: futurumgroup.com/insights/nvi...
Big win for #$CRWV today, let alone the $2bn investment, having NVIDIA use its clout to help secure land & including its software included in NVIDIA reference architectures for 1st time investors.coreweave.com/news/news-de...
NVIDIA and CoreWeave Strengthen Collaboration to Accelerate Buildout of AI Factories
CoreWeave to Adopt NVIDIA CPU and Storage Platforms and Multiple NVIDIA Generations Expanded Relationship to Offer CoreWeave Software to Global CSPs and Enterprises NVIDIA (Nasdaq: NVDA) and CoreWeave...
investors.coreweave.com
January 26, 2026 at 2:38 PM
Big win for #$CRWV today, let alone the $2bn investment, having NVIDIA use its clout to help secure land & including its software included in NVIDIA reference architectures for 1st time investors.coreweave.com/news/news-de...
My report on yesterday's launch of the AWS European Sovereign Cloud: futurumgroup.com/insights/aws...
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.
futurumgroup.com
January 16, 2026 at 4:58 PM
My report on yesterday's launch of the AWS European Sovereign Cloud: futurumgroup.com/insights/aws...
China has said it will investigate Meta's proposed acquisition of Manus, the Chinese-origin company that moved to Singapore in mid-2025. Some of my thoughts in this CNBC report about that it might mean www.cnbc.com/2026/01/08/c...
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.
www.cnbc.com
January 8, 2026 at 5:20 PM
China has said it will investigate Meta's proposed acquisition of Manus, the Chinese-origin company that moved to Singapore in mid-2025. Some of my thoughts in this CNBC report about that it might mean www.cnbc.com/2026/01/08/c...
Kicking off the new year with what else? A podcast! New episode of @Utilizing_AI has dropped, with Brad Shimmin Stephen Foskett & me talking CES, Nvidia , Groq & Accenture's acquisition of the UK's Faculty. On Youtube & all podcast platforms www.youtube.com/watch?v=chDD...
NVIDIA Unveils Breakthrough AI Tech at CES 2026 | Utilizing AI Ep. 8
YouTube video by Utilizing AI
www.youtube.com
January 8, 2026 at 7:52 AM
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
January 7, 2026 at 1:26 PM
I’ll be speaking at #Predict2026 on January 15! Join me as I dive into AI's structural shifts & physical limits - a key topic in 2026 as we explore how #AI is powering an entire new economy. Register for free: buff.ly/AQQFZdw
I expect 2026 to be the year we start to see some prominent enterprise AI IPOs, notably OpenAI, Anthropic & Databricks. Tasmin Lockwood of CNBC Europe asked me my thought on the first two of those as well as SpaceX. www.cnbc.com/2026/01/06/s...
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.
www.cnbc.com
January 6, 2026 at 12:13 PM
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
AWS re:Invent, IBM's pickup of Confluent & NVIDIA's optimization of mixture-of-experts architectures for efficiency & scale
Major AI players are making aggressive moves as the infrastructure battle heats up.
🧠 🎙️ www.podbean.com/ew/pb-rdm9r-...
On #UtilizingAI, @Stephen.Fosketts.net, Brad Shimmin, & @NickPatience.bsky.social discuss the developments shaping the AI market.
#AI #AIInfrastructure #AWS #UtilizingAI
🧠 🎙️ www.podbean.com/ew/pb-rdm9r-...
On #UtilizingAI, @Stephen.Fosketts.net, Brad Shimmin, & @NickPatience.bsky.social discuss the developments shaping the AI market.
#AI #AIInfrastructure #AWS #UtilizingAI
AI Infrastructure Wars: AWS, IBM, Nvidia, and the Race for Scale | Utilizing AI Ep. 7 | Utilizing AI - A Futurum Group Podcast
Major AI players are making aggressive strategic moves as the infrastructure battle heats up. In this episode of Utilizing AI, Stephen Foskett, Brad Shimmin, and Nick Patience break down the latest…
www.podbean.com
December 18, 2025 at 12:29 PM
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
AWS re:Invent, IBM's pickup of Confluent & NVIDIA's optimization of mixture-of-experts architectures for efficiency & scale
@NVIDIA's big open-source push: The new Nemotron-3 models + SchedMD (Slurm) acquisition. My new report breaks down the impact on AI/HPC and enterprise AI strategy. futurumgroup.com/insights/nvi...
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.
futurumgroup.com
December 16, 2025 at 4:41 PM
@NVIDIA's big open-source push: The new Nemotron-3 models + SchedMD (Slurm) acquisition. My new report breaks down the impact on AI/HPC and enterprise AI strategy. futurumgroup.com/insights/nvi...
I had an interesting chat with the folks from Qlik recently where we talked about building scalable AI-ready data architectures youtu.be/Tw0LbrfiQ54?... via @YouTube
Open by Design: Building Scalable AI-Ready Data Architectures Without Lock-In
YouTube video by Six Five Media
youtu.be
December 11, 2025 at 11:57 AM
I had an interesting chat with the folks from Qlik recently where we talked about building scalable AI-ready data architectures youtu.be/Tw0LbrfiQ54?... via @YouTube
Some thoughts on the OpenAI & Deutsche Telekom deal in here: www.fierce-network.com/cloud/openai...
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...
www.fierce-network.com
December 10, 2025 at 10:10 AM
Some thoughts on the OpenAI & Deutsche Telekom deal in here: www.fierce-network.com/cloud/openai...
I put together a short video looking back on the year in AI from the POV of the three US hyperscalers: AWS, Google Cloud & Microsoft Azure, reflecting on the different ways they're approaching the market & their points of differentiation. Hope you find it useful!
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...
www.linkedin.com
December 9, 2025 at 7:00 PM
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!
Reposted by Nick Patience
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
@Stephen.Fosketts.net @NickPatience.bsky.social @BradShimmin.bsky.social #UtilizingAI #AI #GoogleGemini3 #GenAI #AIInfrastructure
Watch on YouTube: youtu.be/i31aPdCpp-Y
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…
buff.ly
December 4, 2025 at 5:31 PM
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
@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
December 4, 2025 at 5:30 PM
My very quick thoughts on AWS re:Invent 2025
I'm enjoying recording these, just done another one in fact. Look for them every Wednesday on your podcast platform of choice
A Realistic Approach to Agentic AI with Nick Patience
Watch this episode: buff.ly/1hSZjiA
@TechFieldDay.com @UtilizingTech.bsky.social @Stephen.Fosketts.net @FredericVanHaren.bsky.social @NickPatience.bsky.social #TheFuturumGroup #UtilizingTech #AgenticAI #AI #AIAgents #AIApps #GenAI
Watch this episode: buff.ly/1hSZjiA
@TechFieldDay.com @UtilizingTech.bsky.social @Stephen.Fosketts.net @FredericVanHaren.bsky.social @NickPatience.bsky.social #TheFuturumGroup #UtilizingTech #AgenticAI #AI #AIAgents #AIApps #GenAI
A Realistic Approach to Agentic AI with Nick Patience of The Futurum Group
Although companies are just starting to deploy generative AI, industry attention is already turning to AI agents. This episode of Utilizing Tech brings a realistic perspective on the agentic AI…
buff.ly
November 25, 2025 at 5:18 PM
I'm enjoying recording these, just done another one in fact. Look for them every Wednesday on your podcast platform of choice
Reposted by Nick Patience
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
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
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.…
buff.ly
November 19, 2025 at 5:31 PM
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
Listen here: buff.ly/qTAKCAb
@TechFieldDay.com @UtilizingTech.bsky.social @Stephen.Fosketts.net @FredericVanHaren.bsky.social @NickPatience.bsky.social #TheFuturumGroup #UtilizingTech #AgenticAI #AI #AIAgents #AIApps #GenAI
I've been following AI21 Labs for a few years & just got briefed on its Maestro agentic orchestration layer. It's got some interesting model-agnostic integration and validation methods. Read more here: www.linkedin.com/posts/nickpa...
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...
www.linkedin.com
November 14, 2025 at 12:40 PM
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
Utilizing AI - A Futurum Group Podcast | The Futurum Group
<span>Welcome to Utilizing AI, the podcast about the application of artificial intelligence from The Futurum Group. This podcast features a variety of perspectives to discuss practical applications, u...
utilizingai.podbean.com
November 5, 2025 at 5:17 PM
We launched our new Utilizing AI podcast today- the first episode can be found here with Stephen Foskett & me & new episodes drop every Wednesday at 11am ET utilizingai.podbean.com
My thoughts on the OpenAI-AWS partnership: www.linkedin.com/feed/update/...
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...
www.linkedin.com
November 4, 2025 at 11:00 AM
My thoughts on the OpenAI-AWS partnership: www.linkedin.com/feed/update/...
Reposted by Nick Patience
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
November 3, 2025 at 3:00 PM
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!
October 31, 2025 at 1:10 AM
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!