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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Cloud datacenter 2
Free Research

Delivering ROI with Unified SASE as a Service

How Thetford Increased Reliability and Decreased Operational Costs with Aryaka .

By: R. Scott Raynovich
May 08, 2025
Read More  »
AI 077
Free Research

Telco Trends Recap: AI-RAN Brings AI to the Edge

This year’s Mobile World Congress in Barcelona focused on telco opportunities in AI. In this report, we sum up our findings. .

By: R. Scott Raynovich
May 06, 2025
Read More  »
Commnetworks
Free Research

Delivering ROI with Extreme Fabric: Views from the F

This Leadership Brief shows how Extreme Fabric's virtualization and automation technology simplifies network switching, routing and security. .

By: R. Scott Raynovich
May 06, 2025
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Hacker5
News/Analysis

Messaging Hack Hints at Broader U.S. Cybersecurity W

By: Mary Jander
May 05, 2025
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Cybersecurity
News/Analysis

RSAC: AI Is Helping Hackers; We Need More AI!

Data and discussions from RSAC indicate the AI security risks and proposed solutions are proliferating at the same time. .

By: R. Scott Raynovich
May 01, 2025
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Money2
News/Analysis

Microsoft and Meta Deliver on Earnings


Microsoft and Meta posted good earnings reports this week. But macro uncertainty could hinder their goals going forward.

By: Mary Jander
May 01, 2025
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Cybersecure3
News/Analysis

MCP for AI is Hot. But Where's the Security?


MCP has become the de facto option for connecting LLMs to myriad data sources. But only a few firms, including Teleport and SentinelOne, have addressed its security .

By: Craig Matsumoto
May 01, 2025
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Datacenter 48
News/Analysis

Neoclouds vs. Hyperscalers: What’s the Difference?


Neoclouds' funding coffers helped them keep up in the race to build AI datacenters, but what next? If GPUs stop being scarce, then neoclouds need stronger differentiation -- as do hyperscalers, who have a broader arsenal to draw from..

By: Craig Matsumoto
April 24, 2025
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Bluedatacenter
Premium Research
Cloud Tracker Pro

UALink Offers Fresh Options for AI Networking


The UALink Consortium has published its first specification with the aim to offer an open-source alternative to NVLink and to offer support for GPUs besides NVIDIA's.

By: Mary Jander
April 21, 2025
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China Us
Premium Research
Cloud Tracker Pro

Inside the Tech Tariff Catastrophe


Tariffs and export controls meant to promote U.S. technology interests could stall the spread of key manufacturing and datacenter buildouts.

By: Mary Jander
April 21, 2025
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Markets3
Premium Research

Why Hyperscaler Capex Could Drop in 2026


Hyperscalers continue to pour money into AI infrastructure this year, but 2026 could see a big change, Futuriom estimates.

By: Mary Jander
April 16, 2025
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Automation 14
News/Analysis

NVIDIA Hedges Tariff Threat With US Manufacturing


Chips in Arizona and AI supercomputers in Texas will help NVIDIA hedge against whatever happens with tariffs while also pushing the company's dreams of building more and more AI factories..

By: Craig Matsumoto
April 15, 2025
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HPE
Premium Research
Cloud Tracker Pro

What's Next for HPE?


HPE faces a series of challenges, including tariffs and the potential loss of its bid for Juniper Networks. Here are some alternatives —Updated 4/15 12:00 PM.

By: Mary Jander
April 14, 2025
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Cloud datacenter 2
Free Research

Aviatrix's Vision for Multicloud Operations with Colocation


As distributed application and data needs climb, a unified network management plane will be needed for multicloud environments.

By: R. Scott Raynovich
April 08, 2025
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Securelock3
News/Analysis

Fortanix Aims to Secure GenAI With a Turnkey Pipeline


Could GenAI be the moment for confidential computing? Fortanix, with Intel as a partner, offers a secure data pipeline to assuage enterprise fears over GenAI and data privacy.

By: Craig Matsumoto
April 08, 2025
Read More »
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