ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Clouddatacenter

Who is Oracle's $30 Billion Mystery Customer?

Here are some candidates for Oracle's $30 billion customer, though it may take two years for the money to show

By: Mary Jander

July 02, 2025

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Security3Shield

RSAC: Networking and Security Convergence Redux

The RSA Conference once again revealed the theme of networking and security convergence

By: R. Scott Raynovich

May 10, 2024

Automation2

ServiceNow and Itential Take on the OSS Market

ServiceNow and Itential have teamed up to help to tackle telco automation

By: R. Scott Raynovich

May 08, 2024

Casinochips

Microsoft, NVIDIA Bet $1 Billion on Wayve Autonomous Car Software

UK startup Wayve has scored $1.05 billion in Series C funding from SoftBank, NVIDIA, and Microsoft to advance its embodied AI.

By: Mary Jander

May 07, 2024

Datacenterblue446

Why Datacenter Cooling's Turning Liquid

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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

Conductor3

What Is the Difference Between Network Automation and Orchestration?

Network orchestration differs from network automation by operating across technology domains and adopted business logic

By: R. Scott Raynovich

May 07, 2024

A Icloud

Cloud Firms Are Upping Capex, Citing Demand

The top cloud providers say demand is so great for their AI-related services that capex is going through the roof. Investors have questions

By: Mary Jander

May 02, 2024

Moneystack

Cloud Cost Management and FInOps for the AI Era

Our 2024 report on cloud cost management and FinOps looks at the effects of AI as well as leading vendors

By: R. Scott Raynovich

April 30, 2024

Analysis2

Is CoreWeave Eyeing an IPO?

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

By: Mary Jander

April 26, 2024

Marketsmoney

Why IBM Wants HashiCorp

HashiCorp is going to be purchased, possibly by IBM

By: R. Scott Raynovich

April 24, 2024

Analyticscharts

Databricks' AI Ambitions Revive IPO Chatter

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Databricks' large language model DBRX was recently released to general applause. Could it be another step toward IPO?

By: Mary Jander

April 18, 2024

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