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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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NVIDIA HQ b
News/Analysis

NVIDIA Earnings Takeaways: Numbers Are Good, But Investors Hit Pause


NVIDIA management talks up AI infra opportunities in the trillions of dollars.

By: R. Scott Raynovich
August 28, 2025
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Nvidia2
News/Analysis

What to Watch in NVIDIA's Earnings: Blackwell, China, and Margins


All eyes are on NVIDIA, the epicenter of the AI boom, as it reports earnings today.

By: R. Scott Raynovich
August 27, 2025
Read More »
Frustration
Futuriom Blog

Why We Don't Believe MIT NANDA's Weird AI Study


An enterprise AI study from MIT's NANDA went viral—but there's not a lot of data behind it.

By: R. Scott Raynovich
August 26, 2025
Read More »
A Ichip2
Premium Research
Cloud Tracker Pro

What's Up With Crusoe's Atero Acquisition?


Crusoe's headlines are dominated by datacenter buildouts, but the company reminds us it's still a cloud technologist too.

By: Craig Matsumoto
August 26, 2025
Read More »
Chipcolor2
News/Analysis

Can the USA Save Intel?


The U.S. Government is taking an $8.9 billion equity stake in Intel. Will that be enough to energize the company's Foundry Services?.

By: Mary Jander
August 26, 2025
Read More »
AI chip4
News/Analysis

TensorWave Is Poised to Be AMD's Loudest Advocate


The neocloud TensorWave offers AMD GPUs exclusively, making it unique among clouds in general. With an 8,192-GPU cluster operating in Arizona and recent receipt of new MI355X GPUs, it's ready to put its thesis to the test.

By: Craig Matsumoto
August 21, 2025
Read More »
A Icloud
Premium Research
Cloud Tracker Pro

What's Next for CoreWeave?


The AI datacenter provider has become and investment darling, but debt is piling up.

By: Mary Jander
August 20, 2025
Read More »
Moneyfunnel
Premium Research
Cloud Tracker Pro

Are Hyperscalers Spending Too Much on Datacenters?


The leading cloud providers have dramatically increased capex with an eye toward AI infrastructure in the form of datacenters. Will it weigh on their future fortunes?.

By: Mary Jander
August 19, 2025
Read More »
Aiindustry
News/Analysis

How the Co-op Group UK Makes AI Work


The Co-op Group Ltd. in the UK has taken a measured approach to AI, introducing applications for which there is a demonstrable internal or external customer need..

By: Mary Jander
August 14, 2025
Read More »
Cisco Hq2
Premium Research
Cloud Tracker Pro

Cisco Produces Growth in AI, But Will it Decelerate?


Cisco shares are down on solid, if unspectacular results.

By: R. Scott Raynovich
August 14, 2025
Read More »
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