Why DeepSeek's Rise Could Be Temporary

Chinese startup DeepSeek has produced watershed AI, but don't underestimate the ability of the West to catch up

By: Mary Jander

January 27, 2025

Read More  »

Stargate Has Been Announced. Here Are Our Questions ...

Project Stargate is an ambitious, $500-billion project to create U.S. AI infrastructure. But what's involved to get it running?

By: Mary Jander

January 22, 2025

Read More  »

Q4 2024 Capex: A Look at Hyperscalers and Telcos

Cloud Tracker Pro

As AI deployment accelerates, cloud hyperscalers project greater spending on AI datacenters, while third-party services grow and telcos lag in capital spending

By: Mary Jander

January 22, 2025

Read More  »

Q&A: Donald Thompson, Distinguished Engineer, LinkedIn

Cloud Tracker Pro

A Distinguished Engineer in charge of AI at LinkedIn shares his insights into the progress of AI and its challenges

By: Mary Jander

January 22, 2025

Read More  »

Render Scores $80 Million To Make Cloud Easier

Cloud application platform provider Render has scored $80 million in new funding, illustrating demand for alternatives to the cloud hyperscaler offerings

By: R. Scott Raynovich

January 21, 2025

Read More  »

X Server Win Demonstrates HPE's AI Potential

Cloud Tracker Pro

HPE's recent $1 billion win with Elon Musk's X shows where its focus needs to be. Will the Juniper deal distract from that?

By: Mary Jander

January 16, 2025

Read More  »

AI Storage Play DDN Scores $300 Million in Funding

DDN scores $300 million from Blackstone on a $5 billion valuation, energizing the HPC company's shift to enterprise focus

By: Mary Jander

January 13, 2025

Read More  »

Wiz Appoints New CFO for Journey to IPO

Wiz has appointed Fazal Merchant as president and CFO, and he's aiming to take the CNAPP vendor public

By: Mary Jander

January 09, 2025

Read More  »

How AMD Is Gaining Ground Against NVIDIA

AMD may remain a distant second to NVIDIA in the GPU market, but it's building its share strategically

By: Mary Jander

January 09, 2025

Read More  »

Can Telco "AI Factories" Succeed?

Cloud Tracker Pro

Telcos are slowly rolling out datacenters to support new AI services. But can these efforts succeed?

By: Mary Jander

January 06, 2025

Read More  »