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 Read More »
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 Read More »
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 Read More »
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 Read More »
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 Read More »
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 Read More »
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 Read More »
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 Read More »
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 Read More »
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 »