ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

Why Hyperscaler Capex Could Drop in 2026

Hyperscalers continue to pour money into AI infrastructure this year, but 2026 could see a big change, Futuriom estimates

By: Mary Jander

April 16, 2025

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CoreWeave IPO Filing Offers a Glimpse Inside

AI infrastructure service provider CoreWeave has filed its S1 prospectus with the U.S. SEC, heralding a hope for a potential $4 billion IPO this year

By: Mary Jander

March 05, 2025

Why Network Security Convergence Is Shaking Up the Market

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Networking and security are converging more than ever. Are big changes ahead?

By: R. Scott Raynovich

February 27, 2025

NVIDIA: The "Age of AI" Is Just Beginning

NVIDIA delivered solid earnings above expectations last night, and CEO Jensen Huang expects more growth this year. So why aren't investors reassured?

By: Mary Jander

February 27, 2025

Cisco and NVIDIA Partnership Boosts AI Ethernet

Cisco and NVIDIA will combine the two vendors’ technologies at the chip level to serve enterprise AI requirements. Who wins—and who's left out?

By: R. Scott Raynovich

February 26, 2025

Markets Spooked By Microsoft AI Demand Questions

Cloud Tracker Pro

Word from TD Cowen is that Microsoft is pulling out of many datacenter buildouts. How does this reflect on the AI market?

By: Mary Jander

February 25, 2025

Lambda Scores $480 Million to Grow AI Services

Lamdba has raised $480 million in a Series D round backed by NVIDIA. It plans to use the money to grow its software services as well as add GPUs to its network

By: Mary Jander

February 20, 2025

Saudi Arabia Highlights Shift to Sovereign AI

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A KSA conference showcased the trend of ambitious nations sponsoring AI efforts with a view to economic opportunity

By: Mary Jander

February 13, 2025

Nokia Swaps Out CEO

Pekka Lundmark is stepping aside for Justin Hotard, who hails from Intel and HPE and could boost Nokia in datacenter, private mobile, and defense networking

By: Mary Jander

February 10, 2025

HPE Looks Likely to Lose Its Juniper Deal

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A misstep with the DOJ could have cost HPE its bid for Juniper Networks

By: Mary Jander

February 03, 2025

Emerging Trends and Players in Object Storage for AI

In a new special report, Futuriom examines how unstructured data can be mined for use in AI workloads

By: Mary Jander

January 30, 2025

Why Hyperscaler Capex Could Drop in 2026

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