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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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

Network2

Multicloud Deals Abound: Aviatrix, Megaport, IBM, and Vapor IO

Aviatrix and Megaport partner while IBM and Vapor IO team up, highlighting the benefits of marrying MCN and hybrid cloud technology to private edge networking

By: Mary Jander

July 10, 2024

Fiber4

Why Optical Fiber Is Having a Moment

Optical fiber and components are increasingly in demand for enterprise and hyperscaler datacenters, thanks to AI and edge computing

By: Mary Jander

July 08, 2024

Edgecompute1

AI Appliances Pop Up at the Edge

Responding to AI demand, devices are appearing that combine AI with edge compute capabilities and connectivity for multiple IoT sensors and other gear

By: Mary Jander

June 27, 2024

Security3Shield

Aryaka Rolls Out SASE Networking Targeted at AI

Aryaka is rolling out networking services specifically tailored for AI

By: R. Scott Raynovich

June 19, 2024

Clouddata

Oracle Earnings Reflect Cloud Strength

Oracle's revenue and net income drooped, but the numbers for its cloud services are stunning, and multicloud integration with Google impressed investors

By: Mary Jander

June 13, 2024

AI2

F5 Survey Reveals Obstacles to AI Deployment

A majority of enterprises plan to use AI and many are trialing it; but few have had success due to data quality and security issues

By: Mary Jander

June 12, 2024

Bigfishlittle

Here's How Fortinet Could Benefit from Buying Lacework

Fortinet will acquire Lacework, and it's up to the the firewall-turned-SASE vendor to make the most of Lacework's AI-powered CNAPP

By: Mary Jander

June 11, 2024

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