ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Datacenter 48

Nebius' Monster Microsoft Deal Fuels Further Expansion

A $17.4B contract with Microsoft kicks off what looks like an aggressive growth push from Nebius

By: Craig Matsumoto

September 10, 2025

PREMIUM FREE

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

Nvidia hopper architecture h100 sxm

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

Moneystack

Google Bets Big on AI Infrastructure

Google parent Alphabet is spending big on AI infrastructure. But major progress in enterprise AI cloud isn't yet underway

By: Mary Jander

July 24, 2024

Bigdataabstract2

File Systems Prep Hybrid Cloud Storage for AI

CTERA, Nasuni, and Panzura are leading a flock of enterprise file systems designed to help bring AI to hybrid and multicloud enterprise environments

By: Mary Jander

July 22, 2024

Moneyhand

Arrcus Lands $30 Million with Help from NVIDIA

MCN software player Arrcus scores significant investment from NVIDIA, which is also collaborating with Arrcus on AI networking solutions

By: Mary Jander

July 18, 2024

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