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Bigdataabstract2

CDNs Plunge into Red-hot Object Storage

Cloud Tracker Pro

Providers of content-delivery networks (CDNs) are increasingly adding cloud-native object storage to their roster of services


Money2

Inside JCI's Data Streaming Deal with Redpanda

Cloud Tracker Pro

Confluent losing JCI to Redpanda is indicative of the new economics of data streaming

By: R. Scott Raynovich
September 11, 2024
Datacenter2

Ciena Earnings Highlight Data Center Connectivity

Cloud Tracker Pro

Ciena's Q3 earnings beat analyst estimates, and the company predicts growth in datacenter connectivity as AI and cloud traffic grows

By: Mary Jander
September 04, 2024
Cisco Hq2

Will the Cisco Reorg Work?

Cloud Tracker Pro

Cisco is in the midst of the largest reorg in years. Will it work?

By: R. Scott Raynovich
September 04, 2024
Markets2

Nutanix Vaults 20% in Wake of VMware Buyout

Cloud Tracker Pro

Nutanix hits new highs in recurring revenue and cash flow after targeting VMware with promotions

By: R. Scott Raynovich
August 29, 2024
Moneyfunnel

Are the Hyperscalers Betting Too Much on AI?

Cloud Tracker Pro

There are signs that hyperscalers' investment in AI mirrors what the telcos spent on 5G. That may not be a fair comparison

By: Mary Jander
August 08, 2024
Cloudchip2

CTP Q2 Update: AI Infrastructure Shifts Toward Inferencing

Cloud Tracker Pro

Hyperscalers continue to accelerate AI spending, but enterprises are pondering the next steps

By: Mary Jander
August 06, 2024
Securityops

Crowdstricken! A Lesson in Technology Risks from CrowdStrike

Cloud Tracker Pro

The CrowdStrike debacle has highlighted many ongoing risks in vendor concentration, supply-chain, and CI/CD practices

By: R. Scott Raynovich
July 25, 2024
Datacenterblue446

Why Datacenter Cooling's Turning Liquid

Cloud Tracker Pro

Denser racks and AI clusters are giving off enough heat to warm small cities, but liquid cooling provides a cleaner and cooler alternative

By: Mary Jander
May 07, 2024
Analysis2

Is CoreWeave Eyeing an IPO?

Cloud Tracker Pro

CoreWeave's advertising for an investor relations director and SEC expert. Could an IPO be in the works?

By: Mary Jander
April 26, 2024