News/Analysis

Nokia Bets Big on Networking for AI and Cloud

Nokia's impressive Q1 earnings report features growth in Networking Infrastructure, powered by AI and cloud—and optical technology...

By: Mary Jander

April 23, 2026

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Hyperscaler AI Spending Doubts Rising

The latest Cloud Tracker Pro Update Report indicates that hyperscaler capex points to trouble down the road...

By: Mary Jander

April 06, 2026

News/Analysis

OFC 2026 Heralds Optical Shift for AI Factories

The Optical Fiber Communications Conference (OFC) in Los Angeles this week gives a view of the optical technologies that will form the basis for future networking for AI...

By: Mary Jander

March 17, 2026

News/Analysis

Why Arista's New Optical Transceiver Is a Big Deal

Arista has signed over 40 companies to an MSA for its new XPO design, which its says halves AI cluster footprints...

By: Mary Jander

March 12, 2026

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What's Up with the Stargate Project?

Updated 4/15/26--The $500-billion Stargate project faces an existential crisis as it moves toward its goals of national and global AI infrastructure...

By: Mary Jander

April 14, 2026

Futuriom Blog

Sources: NVIDIA Weighing Bid for Intel and Nokia, as Well as Others

In a "Multiverse Ecosystem" expansion, NVIDIA plans to buy key infrastructure assets to expand its influence in most things...

By: Al Koholic

April 01, 2026

Free Research

Top Trends in Networking for AI: Connectivity from AI Clusters to the Edge

Networking for AI is complex and difficult. In a new Futuriom report, we examine the challenges and choices...

By: Mary Jander

April 22, 2026

News/Analysis

VAST Data Hits $30 Billion Valuation Amid "AI Revolution"

VAST Data's scored nearly $1 billion in Series F funding, bringing its valuation to $30 billion...

By: Mary Jander

April 22, 2026

News/Analysis

Michael Burry Says NVIDIA Is Putting your Pension At Risk

Famous investor Michael Burry says NVIDIA is putting retirees at risk because of a circular deal. Can that be right?...

By: Mary Jander

June 02, 2026

News/Analysis

Why Inference Chips Are on the Rise

Demand for agentic AI is stimulating a market in chips specialized for inference that present strong competition for NVIDIA...

By: Mary Jander

April 20, 2026

Tech Primers

What Is Cisco Nexus One?

Cisco recently introduced Nexus One, its unified networking solution designed to simplify operations across AI and non-AI datacenter architectures. Here's our overview of what it means. ...

By: R. Scott Raynovich

April 21, 2026

News/Analysis

Google and Blackstone to Create TPU Cloud Service

Blackstone will invest $5 billion in helping set up 500 MW of Google TPU capacity, with more to follow...

By: Mary Jander

May 19, 2026

News/Analysis

Why Fastly's Stock is Suddenly on Fire

Fastly shares are on fire after the company hits higher revenue and profit growth and highlights opportunities in agentic AI...

By: R. Scott Raynovich

April 09, 2026

News/Analysis

NVIDIA Posts Strong Earnings, But Investors Balk

NVIDIA delivered another stellar quarter, illustrating the strength of its hold on the market despite investor pushback...

By: Mary Jander

May 21, 2026

News/Analysis

Key Trends From RSAC: Agentic AI, MCP, and Supply-chain Risks

Agentic AI risks are exploding. And so is the number of companies that follow them. ...

By: R. Scott Raynovich

March 26, 2026

News/Analysis

Cisco's Record Growth Reflects New AI Infrastructure Mojo

Cisco shows its new AI infrastructure products are powering enormous growth, as it announces record revenues and double-digit growth...

By: R. Scott Raynovich

May 14, 2026

News/Analysis

CPUs Take Center Stage in AI Earnings

Move over, costly GPUs: With inference and agentic AI on the rise, CPUs are in greater demand...

By: Mary Jander

May 07, 2026

Tech Primers

Agentic Infrastructure Operations: What It Is and How to Do It Safely

Enterprises have spent years trying to build full network and infrastructure automation. There's a new way to do it, with safety and governance. ...

By: R. Scott Raynovich

April 08, 2026

News/Analysis

Startup Profile: LakeSail

Startup LakeSail says its "drop-in replacement" for Apache Spark improves throughput by 4X to 8X compared to Spark and helps achieve 94% lower infrastructure costs...

By: Mary Jander

March 10, 2026

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Iran War Threatens U.S. Datacenters

The war in Iran will threaten U.S. datacenters in a variety of ways for a long time to come...

By: Mary Jander

March 10, 2026

News/Analysis

TensorWave Scores $350 Million to Advance Its AMD Cloud

TensorWave has built its business solely on AMD infrastructure. It looks like it's paying off...

By: Mary Jander

June 11, 2026

News/Analysis

What's Up with NVIDIA's Latest Financial Model?

NVIDIA will backstop GPU capacity for AI cloud providers, in a move to help startups and other smaller players gain AI access...

By: Mary Jander

July 08, 2026

News/Analysis

How Cisco's Cloud Control Launch Helps Validate Agentic Operations

Cisco Live brought many new products and strategies, but Cisco Cloud Control may be one of the most important for the networking industry...

By: R. Scott Raynovich

June 09, 2026

News/Analysis

Google Piles Into Agentic Enterprise. What Does It Mean for Others?

Google Cloud Next '26 features a slew of agentic AI solutions along with enhanced AI architecture ...

By: R. Scott Raynovich

April 23, 2026

Futuriom Blog

Opinion: How NVIDIA's GTC Hype Could Backfire

NVIDIA is playing a dangerous game of AI hype without considering the risks it poses to markets. ...

By: R. Scott Raynovich

March 18, 2026

News/Analysis

SpaceX Drives AI Speculation to New Heights

Inside the numbers behind SpaceX's $2.3 trillion fantasy...

By: R. Scott Raynovich

June 15, 2026

News/Analysis

Neocloud Infrastructure Trends from the RAISE Summit

The RAISE Summit in Paris was a great place to get an inside view on the the booming AI infrastructure market. Here are some takeaways...

By: R. Scott Raynovich

July 16, 2026

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Lumen’s Alkira Deal Is About a Faster Path to Services

Lumen aims to improve speed-to-market with Alkira's multicloud and services platform...

By: R. Scott Raynovich

May 07, 2026

News/Analysis

Cerebras Shares Soar in Chip IPO

Cerebras's blockbuster IPO highlights demand for AI inference chips...

By: Mary Jander

May 14, 2026

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With Booming Cloud Earnings, Integrated Infra Stacks Become Key

Leading cloud providers reported ever growing capex and revenue numbers, but investors are taking a closer look at infrastructure strategies...

By: R. Scott Raynovich

April 30, 2026

News/Analysis

DriveNets Scores $410 Million to Advance Its AI Fabric

DriveNets' has $1 billion in funding to keep developing its multivendor approach to AI networking...

By: Mary Jander

June 02, 2026

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Why Blue Owl's Hopes for AI Datacenters Pose Risk

Blue Owl Capital is betting its future on AI datacenters, but the private credit it extends could boomerang...

By: Mary Jander

April 08, 2026

News/Analysis

Vultr Picks HPE and NVIDIA for Enterprise AI Services

Vultr's choice of HPE could lead to some surprising networking options in the future...

By: Mary Jander

June 17, 2026

News/Analysis

Enterprise AI Profile: Volkswagen Group

The Volkswagen Group is streamlining its factories for AI-driven, software-defined vehicles...

By: Mary Jander

March 16, 2026

News/Analysis

Itential Launches FlowAI as Agentic Ops Come to the Fore

With the launch of FlowAI, Itential builds a portfolio on the cutting edge of agentic operations...

By: R. Scott Raynovich

June 01, 2026

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Arista Unveils AI "Supersystem." Here's What's Inside

Arista's new 7060XE7 Series introduces rackscale products for AI networking, from scale out to scale up...

By: Mary Jander

June 10, 2026

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Enterprise AI Profile: IKEA Bets on Workers Over Automation

Furniture retailer IKEA has realized substantial revenue from new AI applications. And it hasn't fired anyone in the process...

By: Juliet Raynovich

June 11, 2026

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Startup Profile: Cornelis Networks Hits Its Stride

Cornelis wouldn't call itself a startup, but it's looking like one...

By: Mary Jander

June 10, 2026

Free Research

Resolight Wants to Restart the All-Optical Revolution

Israel-based Resolight has developed photonic processing technology that has the potential to disrupt the datacenter networking industry....

By: R. Scott Raynovich

March 11, 2026

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Enterprise AI Profile: Uber Streamlines Backend Services But Pays a Price

Uber dramatically improved its internal operations using customized apps built on Google technology. Then the bill came due...

By: Juliet Raynovich

June 23, 2026

News/Analysis

Arrcus PoC with TELUS Highlights AI Networking and Sovereignty

AI, mobile networks, and distributed workloads drive the need for TELUS to adopt more sophisticated networking with Arrcus...

By: R. Scott Raynovich

June 18, 2026

News/Analysis

A16z and Netris Get the SDN Band Back Together

Top VC firm Andreessen Horowitz is placing a key bet on Netris for AI network automation...

By: R. Scott Raynovich

June 25, 2026

News/Analysis

Google Raises Capex, Wall Street Sells

Google raised its capital spending outlook by billions last night, citing outsized demand. Wall St. isn't buying it...

By: Mary Jander

July 23, 2026

Free Research

Why Identity Is the Foundation of Agentic AI Security

For an enterprise to shore up its attack surface against AI agents, it must first reconsider the importance of identity, as explained in this Leadership Brief...

By: Craig Matsumoto

March 10, 2026

News/Analysis

DriveNets Intros New High-Speed AI Switches

DriveNets has expanded its AI Fabric series with 102.4-Tb/s liquid- and air-cooled platforms...

By: Mary Jander

July 02, 2026

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Grassroots Opposition to U.S. Datacenters Swells

Datacenter buildouts in the U.S., often driven by hyperscalers, face a raft of questions and concerns from residents of the areas they're targeting...

By: Mary Jander

March 25, 2026

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Why Wall St. Picked Akamai Over Fastly

Akamai and Fastly posted solid earnings last week: Investor reactions differed radically...

By: Joe Stanganelli

May 13, 2026

News/Analysis

Can IBM Be Saved?

Losing more than 25% of its value in one day has investors asking how, and if, Big Blue can turn itself around ...

By: Mary Jander

July 15, 2026

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F25: Here Are the Top AI-Forward Enterprises

We introduce the first edition of the Futuriom 25: The Top AI-Forward Enterprises...

By: Mary Jander

June 25, 2026

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Q&A: Benjamin C. Lee, Ph.D., University of Pennsylvania

Dr. Benjamin Lee, a Penn professor and visiting researcher at Google and other hyperscalers, talks about the challenges of AI and how to solve them...

By: Mary Jander

March 23, 2026

Q & A

The Futuriom Q&A: Inside the Benefits of Isovalent with Nico Vibert

Futuriom recently interviewed Nico Vibert, a technical leader in Cisco's Isovalent division. Read up and find out what's going on with cloud-native networking, eBPF, and Cilium technology. ...

By: R. Scott Raynovich

April 30, 2026

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Qumulo Streamlines Hybrid Cloud Data Management for AI

Data management firm Qumulo has integrated a range of products to support multicloud services linked to Cisco UCS...

By: Mary Jander

June 01, 2026

News/Analysis

Why NVIDIA's OpenAI Backstop Missed the Mark

NVIDIA plans to invest hundreds of billions in speculative AI infrastructure, fueling fears that it may not pay off...

By: R. Scott Raynovich

July 29, 2026

News/Analysis

Datacenter Protests Center on How Facilities Are Built

The grassroots movement against U.S. datacenters is focused on how choices are made and implemented...

By: Mary Jander

July 22, 2026

News/Analysis

AMD Highlights Solutions for Agentic AI at Conference

AMD's Advancing AI 2026 conference opened with a keynote by CEO Lisa Su stressing new chips, developer solutions, and partnerships for agentic AI...

By: Mary Jander

July 27, 2026

News/Analysis

Futuriom Enterprise AI Profile: IHG

IHG Hotels & Resorts has boosted guest self-service by 53% annually with an AI Digital Concierge...

By: Juliet Raynovich

July 02, 2026

News/Analysis

Clockwork.io Guarantees AI Training Uptime

Clockwork.io guarantees it can resolve 90% of training failures in AI networks through its TorchPass fault tolerance product...

By: Mary Jander

July 09, 2026

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AI Rack Systems Stay Customized Despite Standards Efforts

AI vendors and hyperscalers seem wedded to their specific rack designs, despite working toward standardization...

By: Mary Jander

June 17, 2026

News/Analysis

Enterprise AI Profile: Wayfair

Wayfair has a cohesive AI strategy that pairs localized, on-device computing with open standards to capture customer intent while expanding its digital storefront via partnerships with tech giants...

By: Juliet Raynovich

July 15, 2026

News/Analysis

Enterprise AI Profile: JP Morgan Chase and the AI Vault

JPMorgan Chase's successful adoption of AI across its businesses highlights the divide between AI do-ers and enterprises running perpetual pilot projects...

By: Juliet Raynovich

July 29, 2026

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SmartNICs and DPUs: A Market Update

The SmartNIC market is expanding rapidly as they become a key cog in AI infrastructure...

By: Mary Jander

July 15, 2026

News/Analysis

Enterprise AI Profile: Honeywell Decodes Industrial Intelligence

Honeywell is unifying real-time data across buildings, logistics, aviation, and defense to automate operations and deliver measurable ROI....

By: Juliet Raynovich

August 03, 2026

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Telecom's Next Opportunity: Neocloud Services for AI

Telcos worldwide are gearing up to offer AI-related services in what's shaping up to be their next big business...

By: Mary Jander

July 30, 2026

News/Analysis

AMD, Spectro Cloud, and Supermicro Offer AI Coding Solution

AMD, Spectro Cloud, and Supermicro have created a turnkey solution to address the AI coding crisis...

By: Mary Jander

August 06, 2026

Tech Primers

What’s in a Minion by NSS Labs? Measuring Security Control Effectiveness

Minion by NSS Labs is an innovative managed testing platform that evaluates whether deployed security controls effectively detect, block, allow, or mishandle defined threats and traffic....

By: R. Scott Raynovich

August 04, 2026

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Q&A: David B. Hoppe, Founder & Managing Partner, Gamma Law

David B. Hoppe, founder and managing partner at tech-specialty firm Gamma Law, weighs in on the present and future of AI in America...

By: Mary Jander

August 05, 2026