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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
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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
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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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Previous Next
AI 077
Free Research

Telco Trends Recap: AI-RAN Brings AI to the Edge


This year’s Mobile World Congress in Barcelona focused on telco opportunities in AI. In this report, we sum up our findings. .

By: R. Scott Raynovich
May 06, 2025
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Commnetworks
Free Research

Delivering ROI with Extreme Fabric: Views from the Field


This Leadership Brief shows how Extreme Fabric's virtualization and automation technology simplifies network switching, routing and security. .

By: R. Scott Raynovich
May 06, 2025
Read More »
Hacker5
News/Analysis

Messaging Hack Hints at Broader U.S. Cybersecurity Weakness


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By: Mary Jander
May 05, 2025
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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
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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 »
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