Nick Patience
@nickpatience.bsky.social
Tech analyst, VP & AI Platforms Lead at Futurum @futurumgroup.bsky.social. Fulham FC & NY Mets fan. https://patienceonai.substack.com/
Patience on AI is now on Substack 📩 My fortnightly read on enterprise AI - ten editions in, all in one place & searchable and free by email. No hype. No doom. Just analysis. 👉 patienceonai.substack.com
Patience on AI | Substack
No hype. No doom. Just analysis. Click to read Patience on AI, by Nick Patience, a Substack publication. Launched 4 days ago.
patienceonai.substack.com
NVIDIA lined up a $500bn financing club; Anthropic signed a $9.1bn lease & took its data centres off its own balance sheet. Edition 10 of Patience on AI ends on the odd pattern in AI right now: the companies using all the compute own none of it 👇 www.linkedin.com/pulse/patien... via @LinkedIn
Patience on AI - Edition 10
Welcome to edition 10 of Patience on AI. Thank you to those who've subscribed so far, please share it far & wide.
linkedin.com
🎙️ New Utilizing AI: @stephen.fosketts.net Brad Shimmin & I dig into frontier vs. small-model tension. Not every job needs a trillion-parameter LLM & small/local models are proving it. Quantisation, open weights & local deployment = data sovereignty + control utilizingai.podbean.com/e/bigger-isn...
Anthropic committed $10bn to a cloud startup that had existed, publicly, for about a day. That's the kind of fortnight in AI it's been. Edition 9 of Patience on AI is live featuring lots of money & a US AI framework so secret it might as well be a mood www.linkedin.com/pulse/patien... via @LinkedIn
Patience on AI - Edition 9
Welcome to edition 9 of Patience on AI. Thank you to those who have subscribed so far - please share it far & wide.
linkedin.com
Some of my skeptical thoughts on the Chinese DUV/EUV panic that caused an 8% drop in ASML shares yesterday, in this CNBC report by @arjunkharpal.cnbc.com www.cnbc.com/2026/07/28/c...
China’s reported chip breakthrough comes with some big caveats
China is reportedly producing a key chip tool in a market dominated by ASML. But analysts questioned China's ability to compete with the Dutch giant.
cnbc.com
My take on the expanded Microsoft-Mistral partnership futurumgroup.com/insights/mic...
Microsoft and Mistral Expand Ties. Sovereignty, or Just Optionality?
Microsoft and Mistral expand their partnership with Vera Rubin capacity and disconnected deployment, but access today is inference-only.
futurumgroup.com
Kimi K3 has President Trump's own AI advisers fighting in public over what to do about it. That, plus the OpenAI model that breached Hugging Face, investment rounds & much more, in edition 8 of Patience on AI 👇https://www.linkedin.com/pulse/patience-ai-edition-8-nick-patience-1jsbe via @LinkedIn
A good piece in Computer Weekly about Palantir. It's done a very good job of executing on the original vision of its founders & has a broadly-applicable, tightly-integrated data & analytics platform. But it's not magic & other software firms are available www.computerweekly.com/news/3666458...
Palantir: Can anyone else do what it does? | Computer Weekly
A US defence-intelligence company, born from the CIA's venture arm that now operates inside the UK public sector. We examine the claim that its technology does what no other vendor can
computerweekly.com
Spent some time last week with @adobe.com in London, here's my repot on the company's progress & its new Coworker tool futurumgroup.com/insights/ado...
Adobe CX Enterprise CoWorker is Ready. Is the Enterprise?
Adobe's CX Enterprise Coworker is a bold agentic bet, but Summit London data suggests most enterprises are still stages away from using it fully.
futurumgroup.com
@nokia.bsky.social just launched what it's calling the industry's first commercial AI-RAN platform, built on its anyRAN software & NVIDIA's AI Aerial platform, targeting more than 100% spectral efficiency gains by 2028 futurumgroup.com/insights/nok...
Nokia's AI-RAN Platform Puts a Number on the Software-Defined RAN Bet
Nokia and NVIDIA launch an AI-RAN platform targeting 2x spectral efficiency by 2028 — here's how the claims compare with what's shipping today.
futurumgroup.com
Edition 7 of Patience on AI is live. Two weeks ago Washington switched off Anthropic's top models; this fortnight the switch flipped back. The off switch, it turns out, has a dimmer. That plus the neocloud money wave & lots of other stuff. www.linkedin.com/pulse/patien... via @LinkedIn
Patience on AI - Edition 7
Welcome to edition 7 of Patience on AI. Thank you to those who have subscribed so far - please share it far & wide.
linkedin.com
I've just published edition 6 of my newsletter: Patience on AI. Take a look: linkedin.com/pulse/patien...
Patience on AI - Edition 6
Welcome to edition 6 of Patience on AI. Thank you to those who have subscribed so far - please share it far & wide.
linkedin.com
I've just published editon 5 of my newsletter: Patience on AI. Check it out here: www.linkedin.com/pulse/patien...
Patience on AI - Edition 5
Welcome to edition 5 of Patience on AI. Thank you to those who have subscribed so far - please share it far & wide.
linkedin.com
Check out edition 3 of new newsletter: Patience on AI www.linkedin.com/pulse/patien... via @LinkedIn
Patience on AI - Edition 3
Welcome to edition 3 of Patience on AI. The subscriber list continues to grow, so thank you to those who found it and to everyone who has shared it.
linkedin.com
AI isn't one technology - it's a five-layer stack. Most decisions treat it as if it were one thing. New research brief with Daniel Newman & NVIDIA breaks it down: Five Layers of the AI Cake 👉 futurumgroup.com/research-reports/five-layers-of-the-ai-cake/ #AI
Five Layers of the AI Cake
Download Futurum’s market brief to explore the five-layer AI infrastructure framework and its implications for leaders.
futurumgroup.com
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 www.linkedin.com/newsletters/...
Patience on AI | LinkedIn
No hype. No doom. Just analysis.
linkedin.com
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...
The 2026 Tech Outlook: Moving from AI Hype to Reality
YouTube video by Cisco UKI
youtube.com
Big news from OpenAI today - here's my quick take www.linkedin.com/posts/nickpa...
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...
The Tech Download: China’s AI surge — real threat or hype?
Tech leaders are increasingly paying attention to AI developments in the country.
cnbc.com
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
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 ...
linkedin.com
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...
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
cnbc.com
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
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
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
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.
cnbc.com
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
youtube.com
