ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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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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Microsoft, BlackRock, and NVIDIA are the Big Names in GAIIP

The new GAIIP investment partnership will rely on NVIDIA's advice. That could be a big win for the company's accelerated computing technologies

By: Mary Jander

September 18, 2024

Securityops

Pulumi Beefs Up IaC Platform with Security, Insights

Pulumi launches its ESC and Insight security and cloud automation products

By: R. Scott Raynovich

September 18, 2024

AI2

Nokia Gains Big with CoreWeave’s AI Networking Deal

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Nokia wins big with a CoreWeave cloud AI deal that Wall Street analysts say might be worth $200 million to $300 million

By: R. Scott Raynovich

September 16, 2024

Datacenter6

NVIDIA Has Joined the Ultra Ethernet Consortium

NVIDIA quietly joined the Ultra Ethernet Consortium, signaling that it's growing more enthusiastic about Ethernet for AI networking

By: Mary Jander

September 10, 2024

Cloudlock

HPE Releases First Iteration of Private Cloud AI

HPE has delivered the first in a series of planned products jointly developed with NVIDIA. And it looks like a win for HPE.

By: Mary Jander

September 09, 2024

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NVIDIA's Results Show AI Boom May Be Slowing

Despite strong results, investors were disappointed with NVIDIA's latest earnings report. It's time to get realistic about the AI market.

By: Mary Jander

August 29, 2024

A Icloud

NVIDIA Boosts AI Development for Enterprise Use

NVIDIA's unveiled NIM Agent Blueprints that bring readymade GenAI workflows to let enterprise customers develop "AI flywheels."

By: Mary Jander

August 27, 2024

Cloud2

Lumen Picks Blue Planet to Prep Inventory for AI

Lumen has picked intelligent inventory software from Blue Planet, a division of Ciena, to help deliver hyperscaler and enterprise AI networks.

By: Mary Jander

August 22, 2024

Handshake

AMD to Buy ZT Systems to Accelerate System Delivery

AMD's move to buy AI infrastructure design firm ZT Systems could boost its share of a market AMD estimates will be worth $400 billion by 2027

By: Mary Jander

August 19, 2024

IBM building 1

IBM Earnings Showcase AI and Automation

IBM's Q2 2024 earnings reveal solid progress in AI and in hybrid cloud automation

By: Mary Jander

July 25, 2024

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