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

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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

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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

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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

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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

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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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What's Next for HPE?

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HPE faces a series of challenges, including tariffs and the potential loss of its bid for Juniper Networks. Here are some alternatives —Updated 4/15 12:00 PM

By: Mary Jander

April 14, 2025

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Aviatrix's Vision for Multicloud Operations with Colocation

As distributed application and data needs climb, a unified network management plane will be needed for multicloud environments

By: R. Scott Raynovich

April 08, 2025

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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

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Fidelity Ditches Terraform for OpenTofu

Fidelity's mass migration from Terraform to OpenTofu raises the stakes in the IaC market

By: R. Scott Raynovich

April 04, 2025

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