News/Analysis
Big Cloud Surprise for 2022: No Big Deal for Cisco
Cisco's M&A strategy has become stagnant .
December 28, 2022
Premium Research
CTP: The AI Infra Boom Continues, But What's Next?
Hyperscalers are throwing billions of dollars into building AI infrastructure. Will all the AI infra demand meet supply? We dive into the data in our latest CTP Update report.
July 31, 2025
News/Analysis
CyberArk: The $25B Answer to Palo Alto's Identity Crisis
CyberArk's identity and access management fill a crucial, AI-related gap, but it also shows that Palo Alto's 'platform' aspirations don't come cheaply.
July 30, 2025
News/Analysis
Crusoe: Cloud Company or Construction Kingpin?
As Crusoe announces its next big project, a 1.8 GW campus in Wyoming, the aspiring neocloud is looking more and more like a real estate company.
July 29, 2025
Premium Research
Will Enterprises Struggle to Soak Up the AI Boom?
AI suppliers are focusing on major buildouts, but enterprises are having trouble keeping up.
July 29, 2025
News/Analysis
Stargate Mysteries Multiply
Questions swirl about the status of the Stargate project, even as OpenAI claims it's on track and expanding.
July 22, 2025
