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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Money2

Microsoft and Meta Deliver on Earnings

Microsoft and Meta posted good earnings reports this week. But macro uncertainty could hinder their goals going forward

By: Mary Jander

May 01, 2025

Datacenter 48

Neoclouds vs. Hyperscalers: What’s the Difference?

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Neoclouds' funding coffers helped them keep up in the race to build AI datacenters, but what next? If GPUs stop being scarce, then neoclouds need stronger differentiation -- as do hyperscalers, who have a broader arsenal to draw from.

By: Craig Matsumoto

April 24, 2025

Automation 14

NVIDIA Hedges Tariff Threat With US Manufacturing

Chips in Arizona and AI supercomputers in Texas will help NVIDIA hedge against whatever happens with tariffs while also pushing the company's dreams of building more and more AI factories.

By: Craig Matsumoto

April 15, 2025

Securelock3

Fortanix Aims to Secure GenAI With a Turnkey Pipeline

Could GenAI be the moment for confidential computing? Fortanix, with Intel as a partner, offers a secure data pipeline to assuage enterprise fears over GenAI and data privacy

By: Craig Matsumoto

April 08, 2025

Growth

Fidelity Ditches Terraform for OpenTofu

Fidelity's mass migration from Terraform to OpenTofu raises the stakes in the IaC market

By: R. Scott Raynovich

April 04, 2025

Bluehacker

CyberRatings: Cloud Firewalls Have Gaping Holes

A new test from CyberRatings.org shows that many cloud-hosted firewalls are ineffective

By: R. Scott Raynovich

April 02, 2025

Opticallines

AI Creates New Urgency for Datacenter Optics

The growth of AI networks has vendors preparing innovations that use optical technology to solve power, space, and speed challenges that come with ever-larger networks

By: Mary Jander

April 01, 2025

Automation3

Itential’s CTO Chris Wade: We Need More APIs for AIOps

Chris Wade, CTO of Itential, thinks that AI is on the cusp of impacting how we think about all applications and infrastructure in general. Here's what he's saying

By: R. Scott Raynovich

April 01, 2025

Citynetworktouch

DriveNets Drives Comcast Network Upgrade

The disaggregated design of DriveNets' Network Cloud is helping Comcast expand its software-defined, virtualized Janus network nationwide

By: Mary Jander

March 25, 2025

Handshake

Google to Pay $32 Billion for Wiz

UPDATED 3/19: Google makes a second run at acquiring cybersecurity startup Wiz, whose platform could potentially add significant value to Google Cloud

By: Mary Jander

March 18, 2025

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