ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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AI chip 8

AMD's GPU Ecosystem Keeps Rolling

AMD acquired MK1, and Spectral raised seed funding for a toolkit that runs NVIDIA CUDA code on AMD chips

By: Craig Matsumoto

November 11, 2025

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DC8

Dell Pushes Disaggregation for the Private Cloud

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Dell is championing disaggreagation, rethinking hyperconverged infrastructure to allow flexibility of software and cloud OS choices.

By: Craig Matsumoto

May 20, 2025

Datacenter350

NVIDIA & AMD Score AI Hub Deals in Saudi Arabia

The chip giants announce deals with HUMAIN to build AI factories in Saudi Arabia, but the big numbers involved call for some perspective

By: Craig Matsumoto

May 14, 2025

Hacker5

Messaging Hack Hints at Broader U.S. Cybersecurity Weakness

By: Mary Jander

May 05, 2025

Cybersecurity

RSAC: AI Is Helping Hackers; We Need More AI!

Data and discussions from RSAC indicate the AI security risks and proposed solutions are proliferating at the same time.

By: R. Scott Raynovich

May 01, 2025

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

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