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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Premium Research

IREN's Mirantis Buy Supports NVIDIA Plans

Altcloud IREN has purchased AI orchestrator software vendor Mirantis to help fuel infra deals with NVIDIA.

By: Mary Jander
August 12, 2026
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Money2
News/Analysis

Inside NVIDIA's $500B Debt Deal: NVIDIA's Scary Pivot to Finance

NVIDIA officially seeks to securitize the AI hype with major Wall St. finance companies this week, but the announcement had a muted reaction. .

By: R. Scott Raynovich
August 12, 2026
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Network2
Free Research

AI Services Strategies for Network Operators

Artificial intelligence is transforming networks into strategic assets that connect distributed compute, data, and inference workloads across cloud, datacenter, and edge environments.

By: R. Scott Raynovich
August 11, 2026
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Datacenter5
News/Analysis

NVIDIA's $3-Billion Lancium Deal Points to Power

NVIDIA's investing up to $3 billion in datacenter infra and power management firm Lancium. Here's some details.

By: Mary Jander
August 10, 2026
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Purple Aibrain
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
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AI law
Premium Research
Cloud Tracker Pro

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
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Cybersecurity
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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Corporate 1
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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Money2
News/Analysis

Microsoft Earnings Highlight Focus on AI Performance


Microsoft's latest earnings report was filled with ways the hyperscaler is boosting AI processing performance. Here are some details.

By: Mary Jander
July 30, 2026
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AI2
Premium Research
Cloud Tracker Pro

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
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Nvidia2
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
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Building 1
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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AMD Helios AI Rack
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
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Google Cloud TPU4center
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
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Datacenter3
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
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