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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Nvidia2
News/Analysis

NVIDIA's CEO Talks Up AI Factories

At the annual NVIDIA GTC "Superbowl of AI," CEO Jensen Huang delivered a firehose of announcements focused on the needs of "AI factories".

By: Mary Jander
March 19, 2025
Read More  »
Handshake
News/Analysis

Google to Pay $32 Billion for Wiz

UPDATED 3/19: Google makes a second run at acquiring cybersecurity startup Wiz, whose platform could potentially add significant value to Google Cloud.

By: Mary Jander
March 18, 2025
Read More  »
ANET Picture1
News/Analysis

Arista Load Balances AI, Gets Oracle Onboard

Arista Networks introduces load balancing for AI workloads, along with significant AI-enabled capabilities for network observability and problem-solving.

By: Mary Jander
March 12, 2025
Read More  »
At MWC1
News/Analysis

MWC 2025: It's a Wrap

Mobile World Congress 2025 in Barcelona featured AI, AI, and more AI. Here's a quick take on some leading trends from the show.

By: Mary Jander
March 05, 2025
Read More  »
Clouddatacenter4
News/Analysis

CoreWeave IPO Filing Offers a Glimpse Inside

AI infrastructure service provider CoreWeave has filed its S1 prospectus with the U.S. SEC, heralding a hope for a potential $4 billion IPO this year.

By: Mary Jander
March 05, 2025
Read More  »
Previous Next
Bluelocksecure
Premium Research
Cloud Tracker Pro

Why Network Security Convergence Is Shaking Up the Market


Networking and security are converging more than ever. Are big changes ahead? .

By: R. Scott Raynovich
February 27, 2025
Read More »
Nvidia2
News/Analysis

NVIDIA: The "Age of AI" Is Just Beginning


NVIDIA delivered solid earnings above expectations last night, and CEO Jensen Huang expects more growth this year. So why aren't investors reassured?.

By: Mary Jander
February 27, 2025
Read More »
A Ichip
News/Analysis

Cisco and NVIDIA Partnership Boosts AI Ethernet


Cisco and NVIDIA will combine the two vendors’ technologies at the chip level to serve enterprise AI requirements. Who wins—and who's left out?.

By: R. Scott Raynovich
February 26, 2025
Read More »
Security3Shield
News/Analysis

Teleport Expands Secure Identity Platform for Growth


Teleport beefs up its infrastructure identity platform to ease the headaches of managing secure access to cloud infrastructure.

By: R. Scott Raynovich
February 25, 2025
Read More »
A Ibrain3
Premium Research
Cloud Tracker Pro

Markets Spooked By Microsoft AI Demand Questions


Word from TD Cowen is that Microsoft is pulling out of many datacenter buildouts. How does this reflect on the AI market?.

By: Mary Jander
February 25, 2025
Read More »
Moneyhand
News/Analysis

Lambda Scores $480 Million to Grow AI Services


Lamdba has raised $480 million in a Series D round backed by NVIDIA. It plans to use the money to grow its software services as well as add GPUs to its network.

By: Mary Jander
February 20, 2025
Read More »
F50 2025
Free Research

The Futuriom 50 2025 Is Here!


Our annual report on top trends and private companies dives into AI infrastructure, distributed cloud, cloud security, and more ....

By: R. Scott Raynovich
February 19, 2025
Read More »
Bluelocksecure
News/Analysis

Aryaka Adds Powerful AI Observability to Its NaaS


Aryaka Networks has beefed up its SASE portfolio with AI>Observe, a suite of powerful security analytics functions.

By: R. Scott Raynovich
February 19, 2025
Read More »
Cisco Hq2
News/Analysis

Cisco Pops On Earnings, But Is It Sustainable?


Cisco shares gained after an upbeat earnings report, but there's a potential federal government overhang.

By: R. Scott Raynovich
February 13, 2025
Read More »
A Icloud
Premium Research
Cloud Tracker Pro

Saudi Arabia Highlights Shift to Sovereign AI


A KSA conference showcased the trend of ambitious nations sponsoring AI efforts with a view to economic opportunity.

By: Mary Jander
February 13, 2025
Read More »
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