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Nick Patience

@nickpatience.bsky.social
188 followers 256 following 136 posts

Tech analyst, VP & AI Platforms Lead at Futurum @futurumgroup.bsky.social. Fulham FC & NY Mets fan. patienceonai.substack.com

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Nick Patience @nickpatience.bsky.social · 29/09/2026
Great to make my debut on @FoxBusiness with Charles Payne talking about AI doomerism using the analogy of a British sitcom that Americans won't be familiar with. But Charles liked it and I think it worked 😀 video.foxbusiness.com/v/6405921589...
video.foxbusiness.com
AI panic grows as tech giants pour billions into AI | Fox Business Video
Futurum Group VP and practice lead Nick Patience joins ‘Making Money’ to discuss why apocalyptic AI rhetoric is growing as companies like OpenAI raise billions in funding.
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Nick Patience @nickpatience.bsky.social · 25/09/2026
CNBC has edited some of my appearance this morning into this nice 4 minute segment. The main topics were China, the safety of AI models, open weight models and whether this week's Trump–Xi dinner changes anything on AI www.cnbc.com/video/2026/0...
cnbc.com
Not much chance of global AI regulation: Futurum Group’s Nick Patience
Nick Patience, Vice President & Practice Lead for AI at The Futurum Group, discusses the AI tech race between the U.S. and China.
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Nick Patience @nickpatience.bsky.social · 24/09/2026
New report out, looking at DataRobot. It's betting its future on agentic AI running in the places hyperscalers don't reach: multi-cloud, sovereign, on-prem, air-gapped. I look at whether that is structurally hard to copy, or if DataRobot has simply got there first futurumgroup.com/insights/ins...
futurumgroup.com
Inside DataRobot's Enterprise Agentic Strategy
DataRobot expands its agent workforce platform with Chevron and Aon, but ETR data suggests broader enterprise adoption still has room to grow.
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Nick Patience @nickpatience.bsky.social · 23/09/2026
This was the fortnight that AI doomerism went mainstream and got political, so even though my newsletter's tagline says 'no hype, no doom', I can't avoid focusing on the latter a bit, aided by a certain Scottish undertaker. Read on to find out more patienceonai.substack.com/p/patience-o...
patienceonai.substack.com
Patience on AI - Edition 13
The fortnight AI doom went political as a resignation moves Congress and Parliament, kill-switch bills land on three continents and the fear reaches share prices
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Nick Patience @nickpatience.bsky.social · 09/09/2026
Patience on AI Edition 12 is out! patienceonai.substack.com/p/patience-o...
patienceonai.substack.com
Patience on AI - Edition 12
Four frontier models in a week, Mistral’s record European raise, and the data centre boom seen from inside one of its biggest operators.
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Nick Patience @nickpatience.bsky.social · 04/09/2026
My take on the broader implications of @OpenAI GPT-6 Astra launch: futurumgroup.com/insights/ope...
futurumgroup.com
OpenAI’s GPT-6 Astra: Benchmarks, Cyber Risks, and Market Impact
GPT-6 Astra tops OpenAI’s own benchmarks, but its cyber threshold and monitorability trade-offs reshape the AI platforms race.
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Nick Patience @nickpatience.bsky.social · 02/09/2026
Patience on AI #11: everyone's racing to open-weight models to cut their AI bills just as NVIDIA, Beijing and the Five Eyes move to influence their future. Plus Anthropic's $45bn lease that owns nothing, OpenAI's agents go rogue & lots more Also now by email 👇 patienceonai.substack.com/subscribe
patienceonai.substack.com
Subscribe to Patience on AI
No hype. No doom. Just analysis. Click to read Patience on AI, by Nick Patience, a Substack publication. Launched 13 days ago.
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Nick Patience @nickpatience.bsky.social · 26/08/2026
Google just launched versions of Gemini Enterprise for legal & financial services industries. The pitch is a governed way to point a competent model at data your compliance team already trusts. My report: futurumgroup.com/insights/goo...
futurumgroup.com
Google's Vertical AI Bet: Governance Matters More Than Models
Google Cloud launches vertical AI platforms for legal and financial services, betting governed connectors close AI's production gap.
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Nick Patience @nickpatience.bsky.social · 24/08/2026
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
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.
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Nick Patience @nickpatience.bsky.social · 19/08/2026
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
linkedin.com
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.
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Nick Patience @nickpatience.bsky.social · 14/08/2026
🎙️ 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...
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Nick Patience @nickpatience.bsky.social · 05/08/2026
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
linkedin.com
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.
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Nick Patience @nickpatience.bsky.social · 28/07/2026
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...
cnbc.com
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.
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Nick Patience @nickpatience.bsky.social · 23/07/2026
My take on the expanded Microsoft-Mistral partnership futurumgroup.com/insights/mic...
futurumgroup.com
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.
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Nick Patience @nickpatience.bsky.social · 22/07/2026
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
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Nick Patience @nickpatience.bsky.social · 17/07/2026
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...
computerweekly.com
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
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Nick Patience @nickpatience.bsky.social · 16/07/2026
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...
futurumgroup.com
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.
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Nick Patience @nickpatience.bsky.social · 16/07/2026
@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...
futurumgroup.com
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.
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Nick Patience @nickpatience.bsky.social · 08/07/2026
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
linkedin.com
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.
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Nick Patience @nickpatience.bsky.social · 24/06/2026
I've just published edition 6 of my newsletter: Patience on AI. Take a look: linkedin.com/pulse/patien...
linkedin.com
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.
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Nick Patience @nickpatience.bsky.social · 10/06/2026
I've just published editon 5 of my newsletter: Patience on AI. Check it out here: www.linkedin.com/pulse/patien...
linkedin.com
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.
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Nick Patience @nickpatience.bsky.social · 02/06/2026
Check out edition 4 of my newsletter: www.linkedin.com/pulse/patien...
linkedin.com
Patience on AI - Edition 4
Welcome to edition 4 of Patience on AI. Thank you to those who have subscribed so far - please share it far & wide.
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Nick Patience @nickpatience.bsky.social · 02/06/2026
My take on the @anthropic.com IPO filing futurumgroup.com/insights/ant...
futurumgroup.com
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?
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Nick Patience @nickpatience.bsky.social · 13/05/2026
Check out edition 3 of new newsletter: Patience on AI www.linkedin.com/pulse/patien... via @LinkedIn
linkedin.com
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.
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Nick Patience @nickpatience.bsky.social · 05/05/2026
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
futurumgroup.com
Five Layers of the AI Cake
Download Futurum’s market brief to explore the five-layer AI infrastructure framework and its implications for leaders.
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Nick Patience @nickpatience.bsky.social · 15/04/2026
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/...
linkedin.com
Patience on AI | LinkedIn
No hype. No doom. Just analysis.
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Nick Patience @nickpatience.bsky.social · 11/03/2026
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...
youtube.com
The 2026 Tech Outlook: Moving from AI Hype to Reality
YouTube video by Cisco UKI
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Nick Patience @nickpatience.bsky.social · 27/02/2026
Big news from OpenAI today - here's my quick take www.linkedin.com/posts/nickpa...
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Nick Patience @nickpatience.bsky.social · 23/02/2026
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...
cnbc.com
The Tech Download: China’s AI surge — real threat or hype?
Tech leaders are increasingly paying attention to AI developments in the country.
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Nick Patience @nickpatience.bsky.social · 12/02/2026
New from me: AI Capex 2026: The $690B Infrastructure Sprint futurumgroup.com/insights/ai-...
futurumgroup.com
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?
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Nick Patience @nickpatience.bsky.social · 03/02/2026
My report on the SpaceX-xAI deal: futurumgroup.com/insights/spa...
futurumgroup.com
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.
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Nick Patience @nickpatience.bsky.social · 03/02/2026
Some quick thoughts on the SpaceX-xAI merger/acquisition: www.linkedin.com/posts/nickpa...
linkedin.com
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 ...
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Nick Patience @nickpatience.bsky.social · 02/02/2026
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...
cnbc.com
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
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Nick Patience @nickpatience.bsky.social · 27/01/2026
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...
futurumgroup.com
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.
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Nick Patience @nickpatience.bsky.social · 26/01/2026
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...
investors.coreweave.com
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...
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Nick Patience @nickpatience.bsky.social · 16/01/2026
My report on yesterday's launch of the AWS European Sovereign Cloud: futurumgroup.com/insights/aws...
futurumgroup.com
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.
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Nick Patience @nickpatience.bsky.social · 08/01/2026
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...
cnbc.com
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.
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Nick Patience @nickpatience.bsky.social · 08/01/2026
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...
youtube.com
NVIDIA Unveils Breakthrough AI Tech at CES 2026 | Utilizing AI Ep. 8
YouTube video by Utilizing AI
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Nick Patience @nickpatience.bsky.social · 07/01/2026
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
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Nick Patience @nickpatience.bsky.social · 06/01/2026
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...
cnbc.com
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.
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Nick Patience @nickpatience.bsky.social · 18/12/2025
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
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Nick Patience @nickpatience.bsky.social · 16/12/2025
@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...
futurumgroup.com
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.
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Nick Patience @nickpatience.bsky.social · 11/12/2025
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
youtu.be
Open by Design: Building Scalable AI-Ready Data Architectures Without Lock-In
YouTube video by Six Five Media
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Nick Patience @nickpatience.bsky.social · 10/12/2025
Some thoughts on the OpenAI & Deutsche Telekom deal in here: www.fierce-network.com/cloud/openai...
fierce-network.com
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...
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Nick Patience @nickpatience.bsky.social · 09/12/2025
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!
linkedin.com
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...
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Reposted by Nick Patience
Utilizing Tech - Season 9: Utilizing Agentic AI @utilizingtech.bsky.social · 04/12/2025
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
buff.ly
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…
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Nick Patience @nickpatience.bsky.social · 04/12/2025
My very quick thoughts on AWS re:Invent 2025
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Nick Patience @nickpatience.bsky.social · 25/11/2025
I'm enjoying recording these, just done another one in fact. Look for them every Wednesday on your podcast platform of choice
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Reposted by Nick Patience
Utilizing Tech - Season 9: Utilizing Agentic AI @utilizingtech.bsky.social · 19/11/2025
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
buff.ly
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.…
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Nick Patience @nickpatience.bsky.social · 14/11/2025
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...
linkedin.com
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...
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