ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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NVIDIA HQ b

NVIDIA Earnings Takeaways: Numbers Are Good, But Investors Hit Pause

NVIDIA management talks up AI infra opportunities in the trillions of dollars

By: R. Scott Raynovich

August 28, 2025

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Nvidia2

What to Watch in NVIDIA's Earnings: Blackwell, China, and Margins

All eyes are on NVIDIA, the epicenter of the AI boom, as it reports earnings today

By: R. Scott Raynovich

August 27, 2025

Chipcolor2

Can the USA Save Intel?

The U.S. Government is taking an $8.9 billion equity stake in Intel. Will that be enough to energize the company's Foundry Services?

By: Mary Jander

August 26, 2025

AI chip4

TensorWave Is Poised to Be AMD's Loudest Advocate

The neocloud TensorWave offers AMD GPUs exclusively, making it unique among clouds in general. With an 8,192-GPU cluster operating in Arizona and recent receipt of new MI355X GPUs, it's ready to put its thesis to the test

By: Craig Matsumoto

August 21, 2025

Aiindustry

How the Co-op Group UK Makes AI Work

The Co-op Group Ltd. in the UK has taken a measured approach to AI, introducing applications for which there is a demonstrable internal or external customer need.

By: Mary Jander

August 14, 2025

China US Chip 53695

AI Chip China Access Tax Has Pros and Cons

The U.S. Government says NVIDIA and AMD can be licensed to sell dumbed-down chips in China in return for a 15% cut of the revenues. But where that cut will come from is a question

By: Mary Jander

August 11, 2025

Datacenter 48

WhiteFiber Preps Its Neocloud IPO

WhiteFiber is ready to go public, and like CoreWeave and Crusoe, it's a neocloud that's putting heavy emphasis on real estate development and datacenters

By: Craig Matsumoto

August 07, 2025

Cloud data center 3

Oxide Scores $100M for On-Prem Cloud-Computing Rack

Oxide Computer Company has scored $100 million in Series B funding to continue development of its on-premises rack, aimed as an alternative to public cloud services

By: Mary Jander

August 06, 2025

Securityops

NSS Labs Launches Managed Cybersecurity Test Platform

NSS Labs has launched Minion, an independent test platform for cybersecurity products that eliminates the time, expertise, expense, and credibility gaps associated with in-house testing

By: Mary Jander

August 05, 2025

Palo Alto HQ

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

By: Craig Matsumoto

July 30, 2025

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