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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Bigdatanodes1

Databricks Grabs $500 Million on $43 Billion Valuation

NVIDIA and Capitol One helped fund the mammoth round that will help fuel Databricks' foray into generative AI

By: Mary Jander

September 14, 2023

Growthchart

Oracle Shares Take a Hit on Cerner

The health records business is currently a drag on Oracle's growth

By: R. Scott Raynovich

September 12, 2023

Analyticscharts

Salesforce Adds Databricks to Growing AI Ecosystem

Salesforce partners with Databricks to give customers bidirectional access to data from either vendor and to Databricks models as Salesforce ecosystem expands

By: Mary Jander

September 12, 2023

Cloudlock

IBM Intros Multicloud Data Security

IBM takes aim at protecting data in hybrid cloud and multicloud environments -- right down to the field level

By: Mary Jander

September 07, 2023

Brainchip

Who's Supporting the Most AI Startups and Why

Cloud Tracker Pro

Cloud Tracker Pro investigates the vendors and VCs that are funding the top AI startups

By: Mary Jander

September 05, 2023

Cloud2

Google Cloud Joins with NVIDIA to Advance AI

Google Cloud’s Next 2023 conference intros a slew of generative AI announcements, including a partnership with NVIDIA to buttress Google’s own supercomputing chips

By: Mary Jander

August 30, 2023

Nvidia hopper architecture h100 sxm

Inside Nvidia’s Full AI Stack Stickiness

Nvidia's dominance comes down to more than GPU chips -- it's achieved full AI stack stickiness

By: R. Scott Raynovich

August 24, 2023

Brainchip

VMware's CEO and NVIDIA's Unveil New AI Environment

VMware CEO Raghu Raghuram and NVIDIA's Jensen Huang teamed at VMware's Explore conference to announce a "private AI" architecture for enterprises

By: Mary Jander

August 23, 2023

Chipblue

Arm Reveals Good and Not-So-Good in IPO Document

Chip giant Arm's prospectus outlines its perceived strengths and weaknesses as it prepares to test the markets with its upcoming IPO

By: Mary Jander

August 22, 2023

Cisco Hq2

Cisco Touts Its Ethernet for AI

Cisco reported solid quarterly and year-end results last night, with management touting webscaler wins in high-speed Ethernet for AI

By: Mary Jander

August 17, 2023

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