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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Ai agents
News/Analysis

How Cisco's Cloud Control Launch Helps Validate Agentic Operations

Cisco Live brought many new products and strategies, but Cisco Cloud Control may be one of the most important for the networking industry.

By: R. Scott Raynovich
June 09, 2026
Read More  »
Moneystack
News/Analysis

DriveNets Scores $410 Million to Advance Its AI Fabric

DriveNets' has $1 billion in funding to keep developing its multivendor approach to AI networking.

By: Mary Jander
June 02, 2026
Read More  »
Moneyhand
News/Analysis

Michael Burry Says NVIDIA Is Putting your Pension At Risk

Famous investor Michael Burry says NVIDIA is putting retirees at risk because of a circular deal. Can that be right?.

By: Mary Jander
June 02, 2026
Read More  »
AI Ops2297
News/Analysis

Itential Launches FlowAI as Agentic Ops Come to the Fore

With the launch of FlowAI, Itential builds a portfolio on the cutting edge of agentic operations.

By: R. Scott Raynovich
June 01, 2026
Read More  »
Object storage services
Premium Research

Qumulo Streamlines Hybrid Cloud Data Management for AI

Data management firm Qumulo has integrated a range of products to support multicloud services linked to Cisco UCS.

By: Mary Jander
June 01, 2026
Read More  »
Previous Next
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
Read More »
Cybersecure3
Premium Research
Cloud Tracker Pro

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
Cloud Tracker Pro

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