News/Analysis Google Piles Into Agentic Enterprise. What Does It Mean for Others? Google Cloud Next '26 features a slew of agentic AI solutions along with enhanced AI architecture . By: R. Scott Raynovich April 23, 2026 Read More »
News/Analysis VAST Data Hits $30 Billion Valuation Amid "AI Revolution" VAST Data's scored nearly $1 billion in Series F funding, bringing its valuation to $30 billion. By: Mary Jander April 22, 2026 Read More »
Free Research Top Trends in Networking for AI: Connectivity from AI Clusters to the Edge Networking for AI is complex and difficult. In a new Futuriom report, we examine the challenges and choices. By: Mary Jander April 22, 2026 Read More »
Tech Primers What Is Cisco Nexus One? Cisco recently introduced Nexus One, its unified networking solution designed to simplify operations across AI and non-AI datacenter architectures. Here's our overview of what it means. . By: R. Scott Raynovich April 21, 2026 Read More »
News/Analysis Why Inference Chips Are on the Rise Demand for agentic AI is stimulating a market in chips specialized for inference that present strong competition for NVIDIA. By: Mary Jander April 20, 2026 Read More »
Premium Research Cloud Tracker Pro What's Up with the Stargate Project? Updated 4/15/26--The $500-billion Stargate project faces an existential crisis as it moves toward its goals of national and global AI infrastructure. By: Mary Jander April 14, 2026 Read More »
News/Analysis Why Fastly's Stock is Suddenly on Fire Fastly shares are on fire after the company hits higher revenue and profit growth and highlights opportunities in agentic AI. By: R. Scott Raynovich April 09, 2026 Read More »
Tech Primers Agentic Infrastructure Operations: What It Is and How to Do It Safely Enterprises have spent years trying to build full network and infrastructure automation. There's a new way to do it, with safety and governance. . By: R. Scott Raynovich April 08, 2026 Read More »
Premium Research Cloud Tracker Pro Why Blue Owl's Hopes for AI Datacenters Pose Risk Blue Owl Capital is betting its future on AI datacenters, but the private credit it extends could boomerang. By: Mary Jander April 08, 2026 Read More »
Premium Research Hyperscaler AI Spending Doubts Rising The latest Cloud Tracker Pro Update Report indicates that hyperscaler capex points to trouble down the road. By: Mary Jander April 06, 2026 Read More »