ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Clouddatacenter

Who Is Oracle's $30 Billion Mystery Customer?

Here are some candidates for Oracle's $30 billion customer, though it may take two years for the money to show

By: Mary Jander

July 02, 2025

PREMIUM FREE

Strip mining024

Cloudflare Pushes Back on AI 'Strip mining'

CEO Matthew Prince says AI's 'stripmining' of content has accelerated dramatically in six months. He wants to rethink the way we value web content

By: Craig Matsumoto

July 02, 2025

Handshake

Who Will Win from the HPE-Juniper Merger?

The U.S. Department of Justice has okayed the HPE-Juniper merger with conditions that could abundantly benefit third parties

By: Mary Jander

June 30, 2025

HPE

HPE Bets Big on Agentic AI

HPE has boosted its Aruba and GreenLake products with agentic AI, which could stand it in good stead whether it acquires Juniper or not

By: Mary Jander

June 25, 2025

AI77

Vultr's AI Cloud Ambitions Aim High

With a $329 million debt financing on the heels of a $333 million funding round, Vultr is poised to pit the alternative cloud model against neoclouds as well as hyperscalers

By: Craig Matsumoto

June 24, 2025

Data2

MinIO Faces Fallout for Stripping Functions from Open Source Version

Open-source users of MinIO's S3-compatible object store have lost some Web UI features they freely enjoyed, highlighting an issue for enterprise software vendors

By: Mary Jander

June 23, 2025

Datacloud

Pure Storage Elevates Management and Automation

Pure Storage announced hardware and software designed to elevate the capabilities of its storage arrays to function in hyperscaler and enterprise AI workloads

By: Mary Jander

June 19, 2025

Datacenter350

Databricks & Snowflake Enter Agentic AI's Orbit

AI is changing enterprises' relationship with data. That means Databricks & Snowflake have to change, too, if they want to remain leading cloud data platforms

By: Craig Matsumoto

June 18, 2025

Datacenter5

AMD's New GPU Could Feed the Neoclouds

AMD's MI400 could give NVIDIA a run for its money—if AMD can get it out in 2026, that is. And neoclouds will play a key role

By: Mary Jander

June 18, 2025

Stockmarket4

What's Not to Love about CoreWeave?

CoreWeave's IPO ignited tense hand-wringing over the neocloud business model, but investors have happily driven stock surges for both it and Nebius

By: Craig Matsumoto

June 12, 2025

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