ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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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

PREMIUM FREE

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?

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

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

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

ANET Picture1

Arista Load Balances AI, Gets Oracle Onboard

Arista Networks introduces load balancing for AI workloads, along with significant AI-enabled capabilities for network observability and problem-solving

By: Mary Jander

March 12, 2025

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