ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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AI2

AI, GPU Clouds, and Neoclouds in the Age of Inference

The explosion of GPU clouds and neoclouds is complicated to sort out. In our new report, we did all the work for you.

By: R. Scott Raynovich

October 29, 2025

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Commnetworks

Delivering ROI with Extreme Fabric: Views from the Field

This Leadership Brief shows how Extreme Fabric's virtualization and automation technology simplifies network switching, routing and security.

By: R. Scott Raynovich

May 06, 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

Cybersecure3

MCP for AI is Hot. But Where's the Security?

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MCP has become the de facto option for connecting LLMs to myriad data sources. But only a few firms, including Teleport and SentinelOne, have addressed its security

By: Craig Matsumoto

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

Bluedatacenter

UALink Offers Fresh Options for AI Networking

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The UALink Consortium has published its first specification with the aim to offer an open-source alternative to NVLink and to offer support for GPUs besides NVIDIA's

By: Mary Jander

April 21, 2025

China Us

Inside the Tech Tariff Catastrophe

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Tariffs and export controls meant to promote U.S. technology interests could stall the spread of key manufacturing and datacenter buildouts

By: Mary Jander

April 21, 2025

Markets3

Why Hyperscaler Capex Could Drop in 2026

Hyperscalers continue to pour money into AI infrastructure this year, but 2026 could see a big change, Futuriom estimates

By: Mary Jander

April 16, 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

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