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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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News/Analysis

VDURA Shows Off AI Data Functionality in AMD Blueprint

VDURA has released an AMD reference architecture that works with its parallel file system and storage for HPC/AI workloads .

By: Mary Jander
September 16, 2025
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Datacenter 48
News/Analysis

Nebius' Monster Microsoft Deal Fuels Further Expansion

A $17.4B contract with Microsoft kicks off what looks like an aggressive growth push from Nebius.

By: Craig Matsumoto
September 10, 2025
Read More  »
Stockmarket4
News/Analysis

Oracle Shocks Wall Street

Oracle's latest quarterly report had investors fawning with congratulations over a backlog of contracts. Now it must deliver.

By: Mary Jander
September 10, 2025
Read More  »
A Ichip
Premium Research

How the Hyperscalers Are Moving Beyond NVIDIA

Some hyperscalers have shifted well beyond total reliance on NVIDIA with chips that are powering their AI infra services.

By: Mary Jander
September 09, 2025
Read More  »
Datacenterblue446
News/Analysis

What's the Status of Hyperscaler Infrastructure?

Hyperscalers are building big, but that doesn't yet show in their footprint statistics, and it may not for a while.

By: Mary Jander
September 08, 2025
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Futuriom Crew band
Futuriom Blog

Why We're Doubling Down on Futuriom


Futuriom has doubled staff in the past six months to support a wide variety of new research and services.

By: R. Scott Raynovich
September 08, 2025
Read More »
AI2
News/Analysis

Cisco Integrates VAST Data into Secure AI Factory with NVIDIA


Cisco is offering a fully integrated system for delivering enterprise RAG and agentic AI .

By: Mary Jander
September 04, 2025
Read More »
Network2
News/Analysis

Arrcus Teams with Fujitsu and 1Finity; Grabs $67M


Arrcus will team with Fujitsu Limited and 1Finity Inc. to build flexible cloud and AI networking solutions.

By: R. Scott Raynovich
September 03, 2025
Read More »
A Ibrain5
News/Analysis

Enterprise AI Profile: The Roche Group


The Roche Group and its subsidiaries are using AI to advance pharmaceutical R&D and healthcare diagnostics and treatment.

By: Mary Jander
September 03, 2025
Read More »
Cybersecure3
News/Analysis

Post-Quantum Roundup: IBM, Microsoft, Fortinet


The chatter around post-quantum readiness is getting louder, with larger vendors prodding enterprises to get moving on the years-long process.

By: Craig Matsumoto
September 03, 2025
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Wrlesscity3
Free Research

Inside Valmont's Data Assurance ROI with Graphiant


We talked with Valmont Industries about solving networking needs with flexibility, security, and governance.

By: R. Scott Raynovich
August 28, 2025
Read More »
NVIDIA HQ b
News/Analysis

NVIDIA Earnings Takeaways: Numbers Are Good, But Investors Hit Pause


NVIDIA management talks up AI infra opportunities in the trillions of dollars.

By: R. Scott Raynovich
August 28, 2025
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Nvidia2
News/Analysis

What to Watch in NVIDIA's Earnings: Blackwell, China, and Margins


All eyes are on NVIDIA, the epicenter of the AI boom, as it reports earnings today.

By: R. Scott Raynovich
August 27, 2025
Read More »
Frustration
Futuriom Blog

Why We Don't Believe MIT NANDA's Weird AI Study


An enterprise AI study from MIT's NANDA went viral—but there's not a lot of data behind it.

By: R. Scott Raynovich
August 26, 2025
Read More »
A Ichip2
Premium Research
Cloud Tracker Pro

What's Up With Crusoe's Atero Acquisition?


Crusoe's headlines are dominated by datacenter buildouts, but the company reminds us it's still a cloud technologist too.

By: Craig Matsumoto
August 26, 2025
Read More »
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