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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Space X rocket
News/Analysis

SpaceX Drives AI Speculation to New Heights

Inside the numbers behind SpaceX's $2.3 trillion fantasy.

By: R. Scott Raynovich
June 15, 2026
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Clouddatacenter
News/Analysis

TensorWave Scores $350 Million to Advance Its AMD Cloud

TensorWave has built its business solely on AMD infrastructure. It looks like it's paying off.

By: Mary Jander
June 11, 2026
Read More  »
Employee and chatbot
News/Analysis

Enterprise AI Profile: IKEA Bets on Workers Over Automation

Furniture retailer IKEA has realized substantial revenue from new AI applications. And it hasn't fired anyone in the process.

By: Juliet Raynovich
June 11, 2026
Read More  »
Datacenterblue446
Premium Research

Arista Unveils AI "Supersystem." Here's What's Inside

Arista's new 7060XE7 Series introduces rackscale products for AI networking, from scale out to scale up.

By: Mary Jander
June 10, 2026
Read More  »
Network2
Premium Research

Startup Profile: Cornelis Networks Hits Its Stride

Cornelis wouldn't call itself a startup, but it's looking like one.

By: Mary Jander
June 10, 2026
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Networkglobe3
Premium Research
Cloud Tracker Pro

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
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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
Read More »
Datacenter 48
News/Analysis

Nebius' Monster Microsoft Deal Fuels Further Expansion


A $17.4B contract with Microsoft kicks off what looks like an aggressive growth push from Nebius.

By: Craig Matsumoto
September 10, 2025
Read More »
Stockmarket4
News/Analysis

Oracle Shocks Wall Street


Oracle's latest quarterly report had investors fawning with congratulations over a backlog of contracts. Now it must deliver.

By: Mary Jander
September 10, 2025
Read More »
A Ichip
Premium Research
Cloud Tracker Pro

How the Hyperscalers Are Moving Beyond NVIDIA


Some hyperscalers have shifted well beyond total reliance on NVIDIA with chips that are powering their AI infra services.

By: Mary Jander
September 09, 2025
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Datacenterblue446
Premium Research
Cloud Tracker Pro

What's the Status of Hyperscaler Infrastructure?


Hyperscalers are building big, but that doesn't yet show in their footprint statistics, and it may not for a while.

By: Mary Jander
September 08, 2025
Read More »
Futuriom Crew band
Futuriom Blog

Why We're Doubling Down on Futuriom


Futuriom has doubled staff in the past six months to support a wide variety of new research and services.

By: R. Scott Raynovich
September 08, 2025
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AI2
News/Analysis

Cisco Integrates VAST Data into Secure AI Factory with NVIDIA


Cisco is offering a fully integrated system for delivering enterprise RAG and agentic AI .

By: Mary Jander
September 04, 2025
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Network2
News/Analysis

Arrcus Teams with Fujitsu and 1Finity; Grabs $67M


Arrcus will team with Fujitsu Limited and 1Finity Inc. to build flexible cloud and AI networking solutions.

By: R. Scott Raynovich
September 03, 2025
Read More »
A Ibrain5
Premium Research
Cloud Tracker Pro

Enterprise AI Profile: The Roche Group


The Roche Group and its subsidiaries are using AI to advance pharmaceutical R&D and healthcare diagnostics and treatment.

By: Mary Jander
September 03, 2025
Read More »
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