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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Space X rocket
News/Analysis

SpaceX Drives AI Speculation to New Heights

Inside the numbers behind SpaceX's $2.3 trillion fantasy.

By: R. Scott Raynovich
June 15, 2026
Read More  »
Clouddatacenter
News/Analysis

TensorWave Scores $350 Million to Advance Its AMD Cloud

TensorWave has built its business solely on AMD infrastructure. It looks like it's paying off.

By: Mary Jander
June 11, 2026
Read More  »
Employee and chatbot
News/Analysis

Enterprise AI Profile: IKEA Bets on Workers Over Automation

Furniture retailer IKEA has realized substantial revenue from new AI applications. And it hasn't fired anyone in the process.

By: Juliet Raynovich
June 11, 2026
Read More  »
Datacenterblue446
Premium Research

Arista Unveils AI "Supersystem." Here's What's Inside

Arista's new 7060XE7 Series introduces rackscale products for AI networking, from scale out to scale up.

By: Mary Jander
June 10, 2026
Read More  »
Network2
Premium Research

Startup Profile: Cornelis Networks Hits Its Stride

Cornelis wouldn't call itself a startup, but it's looking like one.

By: Mary Jander
June 10, 2026
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Handshake
Premium Research
Cloud Tracker Pro

Why SmartNICs are Key in the Broadcom-VMware Deal


Broadcom sees compute offload and networking via merchant silicon as it key growth areas. VMware's support of multiple DPUs just might fit that plan.

By: Mary Jander
June 06, 2023
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Bluedata
News/Analysis

How Big Is WebAssembly?


WebAssembly is a lightweight application platform that could significantly boost the speed and efficiency of cloud applications. So what's happening with it?.

By: Mary Jander
June 02, 2023
Read More »
Automation3
News/Analysis

NVIDIA Leads Trend in Generative AI


NVIDIA's CEO Jensen Huang is delivering the message: NVIDIA is leading the charge in the twin trends of accelerated computing and generative AI.

By: Mary Jander
May 30, 2023
Read More »
Datacenter6
News/Analysis

DriveNets Dives Into AI Networking


DriveNets says its new Network Cloud-AI has been validated by leading hyperscalers in recent trials as a cost-effective solution to networking AI clusters.

By: R. Scott Raynovich
May 25, 2023
Read More »
Servers4
Premium Research
Cloud Tracker Pro

Will Telcos Miss Out on Generative AI?


Telcos have a habit of lagging behind trends while cloud vendors charge ahead. Generative AI could be another missed opportunity.

By: Mary Jander
May 25, 2023
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Aiindustry
News/Analysis

How Anthropic's Massive Funding Impacts the Cloud


Anthropic is taking a leading role in the matchup between top cloud providers and key generative AI startups.

By: Mary Jander
May 24, 2023
Read More »
Bluecyberlock
News/Analysis

Could Cloud Firms Be Fined Next by the EU?


Meta's been fined $1.3 billion for allegedly violating European Union data transfer laws. Will cloud providers, who also deal in cross-border data transfers, be next on the list?.

By: Mary Jander
May 23, 2023
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Markets3
News/Analysis

Cisco’s Earning-zzzzz: Revenue Grows, Orders Shrink


Cisco shares are flat on inconclusive numbers.

By: R. Scott Raynovich
May 18, 2023
Read More »
Cloudabstract2
Premium Research
Cloud Tracker Pro

How Do Cloud Hyperscaler Infrastructures Compare?


We compare the cloud networks of AWS, Azure, Google Cloud, and other hyperscalers. But counting regions and availability zones is just a baseline.

By: Mary Jander
May 18, 2023
Read More »
Security2
News/Analysis

Aviatrix Builds a Firewall for the Cloud


Aviatrix is taking on the firewall status quo with network security built for the cloud.

By: R. Scott Raynovich
May 18, 2023
Read More »
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