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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Datacenter350
News/Analysis

Databricks & Snowflake Enter Agentic AI's Orbit

AI is changing enterprises' relationship with data. That means Databricks & Snowflake have to change, too, if they want to remain leading cloud data platforms.

By: Craig Matsumoto
June 18, 2025
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Datacenter5
News/Analysis

AMD's New GPU Could Feed the Neoclouds

AMD's MI400 could give NVIDIA a run for its money—if AMD can get it out in 2026, that is. And neoclouds will play a key role.

By: Mary Jander
June 18, 2025
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A Icloud
News/Analysis

Why Enterprises Prefer Proprietary AI

Futuriom's brand-new Enterprise AI Index reveals the top verticals using AI—and why they prefer their own platforms and models.

By: Mary Jander
June 16, 2025
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Stockmarket4
News/Analysis

What's Not to Love about CoreWeave?

CoreWeave's IPO ignited tense hand-wringing over the neocloud business model, but investors have happily driven stock surges for both it and Nebius.

By: Craig Matsumoto
June 12, 2025
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Cisco Hq
News/Analysis

Cisco Doubles Down on NVIDIA AI, Portfolio Integration

As the new Chief Product Officer, Jeetu Patel is putting his imprint on the networking giant as Cisco emphasizes new integrations and partnerships. .

By: R. Scott Raynovich
June 10, 2025
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A Ichip
News/Analysis

Who Will Win the "Scale Up" Challenge?


A range of technologies are bidding for the market to interconnect XPUs to operate as a single entity, to create so-called scale-up architecture for AI pods.

By: Mary Jander
June 09, 2025
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AI chip 8
News/Analysis

Broadcom Chip Advances Ethernet for AI


Broadcom's Tomahawk 6 doubles the switch capacity of its predecessors while supporting Ethernet for "scale up" as well as "scale out" in a swipe at NVIDIA.

By: Mary Jander
June 04, 2025
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Code2
Premium Research
Cloud Tracker Pro

MCP Gets Ready for the Real World


The MCP protocol has captured developers' attention. Here's what it needs in order to enable AI automation on a grander scale.

By: Craig Matsumoto
June 03, 2025
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China markets 91
News/Analysis

NVIDIA Faces Tough Challenge on China


NVIDIA's Jensen Huang makes convincing arguments for staying in the Chinese market despite U.S. export restrictions. Now he must make his case clearer to the government.

By: Mary Jander
June 02, 2025
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Nvidia2
News/Analysis

NVIDIA Posts Solid Results Despite China Ban


NVIDIA posted strong quarterly results, despite headwinds from U.S. government export controls for China market.

By: Mary Jander
May 29, 2025
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Secure cloud 2
News/Analysis

Here Comes Post-Quantum Cryptography


Updated June 2, 2025—Enterprises are sitting on a ticking cryptographic timebomb due to the potential of quantum computing algorithms, but help is on the way.

By: Mary Jander
May 28, 2025
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Code2
News/Analysis

Itential Puts AI Agents and MCP to Work


Itential has stepped up its AI-driven network operations via integration with Selector, along with the introduction of a Model Context Protocol (MCP) server.

By: Craig Matsumoto
May 28, 2025
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Bigdataabstract
News/Analysis

Why Salesforce Will Buy Informatica for $8 Billion


Salesforce will buy data management vendor Informatica in an $8 billion deal that could boost the CRM company's agentic AI fortunes.

By: Mary Jander
May 27, 2025
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Bigdata
News/Analysis

VAST Data Declares Itself an AI Operating System


All this time, VAST Data had more up its sleeve than storage or even a data platform. The company says it's built a full AI platform for the 'thinking machine.'.

By: Craig Matsumoto
May 21, 2025
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Palo Alto HQ
News/Analysis

Palo Alto Shares Fall on Expense Concerns


Palo Alto Networks revenue grew 15%, but expenses came in higher than expected.

By: R. Scott Raynovich
May 21, 2025
Read More »
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