ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Cloud Firms Scale Up Capex, but Expenses Are Climbing Too

Alphabet, Meta, and Microsoft are increasing capex substantially, but depreciation and other costs will follow

By: Mary Jander

October 30, 2025

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Microsoft, BlackRock, and NVIDIA are the Big Names in GAIIP

The new GAIIP investment partnership will rely on NVIDIA's advice. That could be a big win for the company's accelerated computing technologies

By: Mary Jander

September 18, 2024

Pulumi Beefs Up IaC Platform with Security, Insights

Pulumi launches its ESC and Insight security and cloud automation products

By: R. Scott Raynovich

September 18, 2024

Nokia Gains Big with CoreWeave’s AI Networking Deal

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Nokia wins big with a CoreWeave cloud AI deal that Wall Street analysts say might be worth $200 million to $300 million

By: R. Scott Raynovich

September 16, 2024

CDNs Plunge into Red-hot Object Storage

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Providers of content-delivery networks (CDNs) are increasingly adding cloud-native object storage to their roster of services

By: Mary Jander

September 16, 2024

Inside JCI's Data Streaming Deal with Redpanda

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Confluent losing JCI to Redpanda is indicative of the new economics of data streaming

By: R. Scott Raynovich

September 11, 2024

Can Intel Be Saved? Inside Some Potential Solutions

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The bad news just keeps coming for Intel. September will be a pivotal month as CEO Pat Gelsinger and the board meet to discuss its future. Will cost cutting be enough?

By: Mary Jander

September 11, 2024

NVIDIA Has Joined the Ultra Ethernet Consortium

NVIDIA quietly joined the Ultra Ethernet Consortium, signaling that it's growing more enthusiastic about Ethernet for AI networking

By: Mary Jander

September 10, 2024

HPE Releases First Iteration of Private Cloud AI

HPE has delivered the first in a series of planned products jointly developed with NVIDIA. And it looks like a win for HPE.

By: Mary Jander

September 09, 2024

Ciena Earnings Highlight Data Center Connectivity

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Ciena's Q3 earnings beat analyst estimates, and the company predicts growth in datacenter connectivity as AI and cloud traffic grows

By: Mary Jander

September 04, 2024

Will the Cisco Reorg Work?

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Cisco is in the midst of the largest reorg in years. Will it work?

By: R. Scott Raynovich

September 04, 2024

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Cloud Firms Scale Up Capex, but Expenses Are Climbing Too

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