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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
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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
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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
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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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Markets2
Premium Research
Cloud Tracker Pro

Nutanix Vaults 20% in Wake of VMware Buyout


Nutanix hits new highs in recurring revenue and cash flow after targeting VMware with promotions.

By: R. Scott Raynovich
August 29, 2024
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Nvidia hopper architecture h100 sxm
News/Analysis

NVIDIA's Results Show AI Boom May Be Slowing


Despite strong results, investors were disappointed with NVIDIA's latest earnings report. It's time to get realistic about the AI market..

By: Mary Jander
August 29, 2024
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A Icloud
News/Analysis

NVIDIA Boosts AI Development for Enterprise Use


NVIDIA's unveiled NIM Agent Blueprints that bring readymade GenAI workflows to let enterprise customers develop "AI flywheels.".

By: Mary Jander
August 27, 2024
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Cloud2
News/Analysis

Lumen Picks Blue Planet to Prep Inventory for AI


Lumen has picked intelligent inventory software from Blue Planet, a division of Ciena, to help deliver hyperscaler and enterprise AI networks..

By: Mary Jander
August 22, 2024
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Money2
Premium Research
Cloud Tracker Pro

What Can Stop Snowflake's Shares From Melting?


Snowflake beat earnings estimates and issued strong guidance, but that still didn't stop investors from selling.

By: R. Scott Raynovich
August 22, 2024
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Handshake
News/Analysis

AMD to Buy ZT Systems to Accelerate System Delivery


AMD's move to buy AI infrastructure design firm ZT Systems could boost its share of a market AMD estimates will be worth $400 billion by 2027.

By: Mary Jander
August 19, 2024
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Moneyfunnel
Premium Research
Cloud Tracker Pro

Are the Hyperscalers Betting Too Much on AI?


There are signs that hyperscalers' investment in AI mirrors what the telcos spent on 5G. That may not be a fair comparison.

By: Mary Jander
August 08, 2024
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Cloudchip2
Premium Research
Cloud Tracker Pro

CTP Q2 Update: AI Infrastructure Shifts Toward Inferencing


Hyperscalers continue to accelerate AI spending, but enterprises are pondering the next steps.

By: Mary Jander
August 06, 2024
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S Rphoto1
Premium Q&A
Cloud Tracker Pro

Cloud Tech Pro Q&A: Scott Robertson, Co-op Group


Scott Robertson, Principal Enterprise Architect, Foundation Technology, at Co-Op Group in the UK, talks hybrid cloud, cloud repatriation, and operating models.

By: Mary Jander
July 25, 2024
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IBM building 1
News/Analysis

IBM Earnings Showcase AI and Automation


IBM's Q2 2024 earnings reveal solid progress in AI and in hybrid cloud automation.

By: Mary Jander
July 25, 2024
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