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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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A Ichip2
News/Analysis

Groq Raises $750M for GroqCloud

Maverick chipmaker Groq now has a valuation of $6.9 billion and is rapidly building out cloud datacenters using its processors.

By: Craig Matsumoto
September 18, 2025
Read More  »
Handshake
News/Analysis

Intel and NVIDIA Hook Up

NVIDIA's stunning investment in Intel and the companies' joint collaboration could shift the fortunes of both firms —UPDATED 9/18 4:00 PM.

By: Mary Jander
September 18, 2025
Read More  »
AI doc and patient
News/Analysis

Enterprise AI Profile: Beacon Health System

The Beacon Health System in Indiana deployed AI to substantially reduce physican burnout while creating operational efficiencies.

By: Mary Jander
September 18, 2025
Read More  »
Networkglobe3
Premium Research

WEKA's AI Push Targets Inferencing Tokenomics

This year has seen WEKA make major product moves to better serve AI and neoclouds, with a message that's focusing on the economics of inference.

By: Craig Matsumoto
September 18, 2025
Read More  »
Generated image
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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Citynetworktouch
News/Analysis

DriveNets Drives Comcast Network Upgrade


The disaggregated design of DriveNets' Network Cloud is helping Comcast expand its software-defined, virtualized Janus network nationwide.

By: Mary Jander
March 25, 2025
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Nvidia2
Premium Research
Cloud Tracker Pro

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 »
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
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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 »
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