Futurum Advisory Analyst
Nick Patience
VP & Practice Lead, AI Platforms
25+ years covering AI and enterprise software. Co-founded 451 Research. London-based analyst covering AI platforms and infrastructure.
All Articles
4 articles
Anthropic Files For IPO, Looking to Beat OpenAI to the Punch
Anthropic confidentially files for IPO after $965B Series H. What does the financial data tell us ahead of a potential October 2026 listing?
Nick Patience · Jun 2, 2026 · 6 min
NVIDIA Cosmos 3 and Open Agent Tools: Is Physical AI About to Leave the Lab?
NVIDIA Cosmos 3 open physical AI model launches with agent skills, tools for robotics, AVs, industrial AI: does the data support the production narrative?
Nick Patience · Jun 2, 2026 · 6 min
Mistral AI Shifts to Full-Stack Strategy With Vibe and Industrial AI
Mistral AI agent platform takes shape at AI Now Summit: Vibe unifies work and code agents, industrial AI targets aerospace and automotive, and Les Ulis adds inference capacity.
Nick Patience · Jun 1, 2026 · 8 min
NVIDIA Q1 FY2027: Data Center Diversification, Blackwell Scale, CPU Upside
NVIDIA Q1 FY2027 earnings deliver $82B revenue, 85% YoY growth, and a new Vera CPU platform targeting the $200B agentic AI market.
Nick Patience · May 22, 2026 · 8 min