ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Inside NVIDIA's $500B Debt Deal: NVIDIA's Scary Pivot on Finance

NVIDIA officially seeks to securitize the AI hype with major Wall St. finance companies this week, but the announcement had a muted reaction.

By: R. Scott Raynovich

August 12, 2026

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CoreWeave, Nebius Shares Rise on Reports, But Questions Persist

Neoclouds CoreWeave and Nebius posted solid quarterly results, but both remained challenged by unprofitability and rising debt

By: Mary Jander

August 12, 2026

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AMD, Spectro Cloud, and Supermicro Offer AI Coding Solution

AMD, Spectro Cloud, and Supermicro have created a turnkey solution to address the AI coding crisis

By: Mary Jander

August 06, 2026

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Microsoft Earnings Highlight Focus on AI Performance

Microsoft's latest earnings report was filled with ways the hyperscaler is boosting AI processing performance. Here are some details

By: Mary Jander

July 30, 2026

Nvidia2

Why NVIDIA's OpenAI Backstop Missed the Mark

NVIDIA plans to invest hundreds of billions in speculative AI infrastructure, fueling fears that it may not pay off

By: R. Scott Raynovich

July 29, 2026

AMD Helios AI Rack

AMD Highlights Solutions for Agentic AI at Conference

AMD's Advancing AI 2026 conference opened with a keynote by CEO Lisa Su stressing new chips, developer solutions, and partnerships for agentic AI

By: Mary Jander

July 27, 2026

Google Cloud TPU4center

Google Raises Capex, Wall Street Sells

Google raised its capital spending outlook by billions last night, citing outsized demand. Wall St. isn't buying it

By: Mary Jander

July 23, 2026

Datacenter3

Datacenter Protests Center on How Facilities Are Built

The grassroots movement against U.S. datacenters is focused on how choices are made and implemented

By: Mary Jander

July 22, 2026

RAISE louvre

Neocloud Infrastructure Trends from the RAISE Summit

The RAISE Summit in Paris was a great place to get an inside view on the the booming AI infrastructure market. Here are some takeaways

By: R. Scott Raynovich

July 16, 2026

Furniture 1 copy

Enterprise AI Profile: Wayfair

Wayfair has a cohesive AI strategy that pairs localized, on-device computing with open standards to capture customer intent while expanding its digital storefront via partnerships with tech giants

By: Juliet Raynovich

July 15, 2026

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