ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

Who Will Win from the HPE-Juniper Merger?

The U.S. Department of Justice has okayed the HPE-Juniper merger with conditions that could abundantly benefit third parties

By: Mary Jander

June 30, 2025

PREMIUM FREE

NVIDIA's Results Show AI Boom May Be Slowing

Despite strong results, investors were disappointed with NVIDIA's latest earnings report. It's time to get realistic about the AI market.

By: Mary Jander

August 29, 2024

Lumen Picks Blue Planet to Prep Inventory for AI

Lumen has picked intelligent inventory software from Blue Planet, a division of Ciena, to help deliver hyperscaler and enterprise AI networks.

By: Mary Jander

August 22, 2024

AMD to Buy ZT Systems to Accelerate System Delivery

AMD's move to buy AI infrastructure design firm ZT Systems could boost its share of a market AMD estimates will be worth $400 billion by 2027

By: Mary Jander

August 19, 2024

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

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

Cloud Tech Pro Q&A: Scott Robertson, Co-op Group

Cloud Tracker Pro

Scott Robertson, Principal Enterprise Architect, Foundation Technology, at Co-Op Group in the UK, talks hybrid cloud, cloud repatriation, and operating models

By: Mary Jander

July 25, 2024

IBM Earnings Showcase AI and Automation

IBM's Q2 2024 earnings reveal solid progress in AI and in hybrid cloud automation

By: Mary Jander

July 25, 2024

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

Google Bets Big on AI Infrastructure

Google parent Alphabet is spending big on AI infrastructure. But major progress in enterprise AI cloud isn't yet underway

By: Mary Jander

July 24, 2024

File Systems Prep Hybrid Cloud Storage for AI

CTERA, Nasuni, and Panzura are leading a flock of enterprise file systems designed to help bring AI to hybrid and multicloud enterprise environments

By: Mary Jander

July 22, 2024

Who Will Win from the HPE-Juniper Merger?

Analysis Topics