How Is AI Being Applied at the Edge? The need for efficient AI inference is growing By: Craig Matsumoto November 03, 2025 Read More »
Cloud Firms Scale Up Capex, but Expenses Are Climbing Too Alphabet, Meta, and Microsoft are increasing capex substantially, but depreciation and other costs will follow By: Mary Jander October 30, 2025 Read More »
The Futuriom 50: 2025 in Review We're in the fourth quarter, so it's time to review our Futuriom 50 choices to see who's still in the running and what's changed By: Mary Jander October 30, 2025 Read More »
AI, GPU Clouds, and Neoclouds in the Age of Inference The explosion of GPU clouds and neoclouds is complicated to sort out. In our new report, we did all the work for you. By: R. Scott Raynovich October 29, 2025 Read More »
Qualcomm Wants to Be an NVIDIA Alternative Too The AI200 and AI250 bring Qualcomm into datacenter-scale AI inferencing, which also means Qualcomm gets to learn about selling rack-scale products By: Craig Matsumoto October 29, 2025 Read More »
NVIDIA Invests $1 Billion in Nokia NVIDIA will buy a 2.9% equity stake in Nokia, while enabling a major revamping of the mobile supplier's AI-enabled RAN By: Mary Jander October 28, 2025 Read More »
Cisco Ramps Its Partnership with NVIDIA—and Both Stocks Are Soaring Cisco and NVIDIA are expanding their partnership to provide networking solutions for AI. By: R. Scott Raynovich October 28, 2025 Read More »
Lumen & Equinix Vie to Connect the AI Cloud Multicloud networking is evolving in to 'AI networking,' and Lumen and Equinix both argue they're the ones to help enterprises make the transition By: Craig Matsumoto October 27, 2025 Read More »
Nokia Shares Vault on AI Networking Growth Cloud Tracker Pro Nokia shows big gains in a pivot toward AI networking infrastructure By: R. Scott Raynovich October 23, 2025 Read More »
Dell Expands Its Role as an AI Data Platform New announcements around the Dell AI Factory architecture show how Dell is joining the game of integrating storage with data engines and data management By: Craig Matsumoto October 22, 2025 Read More »