ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

AMD's New GPU Could Feed the Neoclouds

AMD's MI400 could give NVIDIA a run for its money—if AMD can get it out in 2026, that is. And neoclouds will play a key role

By: Mary Jander

June 18, 2025

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Why Salesforce Will Buy Informatica for $8 Billion

Salesforce will buy data management vendor Informatica in an $8 billion deal that could boost the CRM company's agentic AI fortunes

By: Mary Jander

May 27, 2025

VAST Data Declares Itself an AI Operating System

All this time, VAST Data had more up its sleeve than storage or even a data platform. The company says it's built a full AI platform for the 'thinking machine.'

By: Craig Matsumoto

May 21, 2025

Dell Pushes Disaggregation for the Private Cloud

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Dell is championing disaggreagation, rethinking hyperconverged infrastructure to allow flexibility of software and cloud OS choices.

By: Craig Matsumoto

May 20, 2025

NVIDIA & AMD Score AI Hub Deals in Saudi Arabia

The chip giants announce deals with HUMAIN to build AI factories in Saudi Arabia, but the big numbers involved call for some perspective

By: Craig Matsumoto

May 14, 2025

What's Next for Networking Infrastructure for AI?

Futuriom's latest report digs into the details of what's happening in the marketplace for networking infrastructure for AI

By: Mary Jander

May 14, 2025

Telco Trends Recap: AI-RAN Brings AI to the Edge

This year’s Mobile World Congress in Barcelona focused on telco opportunities in AI. In this report, we sum up our findings.

By: R. Scott Raynovich

May 06, 2025

RSAC: AI Is Helping Hackers; We Need More AI!

Data and discussions from RSAC indicate the AI security risks and proposed solutions are proliferating at the same time.

By: R. Scott Raynovich

May 01, 2025

Microsoft and Meta Deliver on Earnings

Microsoft and Meta posted good earnings reports this week. But macro uncertainty could hinder their goals going forward

By: Mary Jander

May 01, 2025

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

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

AMD's New GPU Could Feed the Neoclouds

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