ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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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

PREMIUM FREE

Cisco Hq

Cisco Doubles Down on NVIDIA AI, Portfolio Integration

As the new Chief Product Officer, Jeetu Patel is putting his imprint on the networking giant as Cisco emphasizes new integrations and partnerships.

By: R. Scott Raynovich

June 10, 2025

A Ichip

Who Will Win the "Scale Up" Challenge?

A range of technologies are bidding for the market to interconnect XPUs to operate as a single entity, to create so-called scale-up architecture for AI pods

By: Mary Jander

June 09, 2025

AI chip 8

Broadcom Chip Advances Ethernet for AI

Broadcom's Tomahawk 6 doubles the switch capacity of its predecessors while supporting Ethernet for "scale up" as well as "scale out" in a swipe at NVIDIA

By: Mary Jander

June 04, 2025

China markets 91

NVIDIA Faces Tough Challenge on China

NVIDIA's Jensen Huang makes convincing arguments for staying in the Chinese market despite U.S. export restrictions. Now he must make his case clearer to the government

By: Mary Jander

June 02, 2025

Nvidia2

NVIDIA Posts Solid Results Despite China Ban

NVIDIA posted strong quarterly results, despite headwinds from U.S. government export controls for China market

By: Mary Jander

May 29, 2025

Secure cloud 2

Here Comes Post-Quantum Cryptography

Updated June 2, 2025—Enterprises are sitting on a ticking cryptographic timebomb due to the potential of quantum computing algorithms, but help is on the way

By: Mary Jander

May 28, 2025

Code2

Itential Puts AI Agents and MCP to Work

Itential has stepped up its AI-driven network operations via integration with Selector, along with the introduction of a Model Context Protocol (MCP) server

By: Craig Matsumoto

May 28, 2025

Bigdataabstract

Why Salesforce Will Buy Informatica for $8 Billion

Salesforce will buy data management vendor Informatica in an $8 billion deal that could boost the CRM company's agentic AI fortunes

By: Mary Jander

May 27, 2025

Bigdata

VAST Data Declares Itself an AI Operating System

All this time, VAST Data had more up its sleeve than storage or even a data platform. The company says it's built a full AI platform for the 'thinking machine.'

By: Craig Matsumoto

May 21, 2025

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