ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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AI, GPU Clouds, and Neoclouds in the Age of Inference

The explosion of GPU clouds and neoclouds is complicated to sort out. In our new report, we did all the work for you.

By: R. Scott Raynovich

October 29, 2025

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How Will H-1B Visa Changes Impact Tech Firms?

The latest executive order from Washington has roiled tech firms nationwide; long term, it could leave the U.S. at a disadvantage

By: Mary Jander

September 23, 2025

Groq Raises $750M for GroqCloud

Maverick chipmaker Groq now has a valuation of $6.9 billion and is rapidly building out cloud datacenters using its processors

By: Craig Matsumoto

September 18, 2025

Intel and NVIDIA Hook Up

NVIDIA's stunning investment in Intel and the companies' joint collaboration could shift the fortunes of both firms —UPDATED 9/18 4:00 PM

By: Mary Jander

September 18, 2025

Enterprise AI Profile: Beacon Health System

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The Beacon Health System in Indiana deployed AI to substantially reduce physican burnout while creating operational efficiencies

By: Mary Jander

September 18, 2025

WEKA's AI Push Targets Inferencing Tokenomics

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This year has seen WEKA make major product moves to better serve AI and neoclouds, with a message that's focusing on the economics of inference

By: Craig Matsumoto

September 18, 2025

VDURA Shows Off AI Data Functionality in AMD Blueprint

VDURA has released an AMD reference architecture that works with its parallel file system and storage for HPC/AI workloads

By: Mary Jander

September 16, 2025

Nebius' Monster Microsoft Deal Fuels Further Expansion

A $17.4B contract with Microsoft kicks off what looks like an aggressive growth push from Nebius

By: Craig Matsumoto

September 10, 2025

Oracle Shocks Wall Street

Oracle's latest quarterly report had investors fawning with congratulations over a backlog of contracts. Now it must deliver

By: Mary Jander

September 10, 2025

How the Hyperscalers Are Moving Beyond NVIDIA

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Some hyperscalers have shifted well beyond total reliance on NVIDIA with chips that are powering their AI infra services

By: Mary Jander

September 09, 2025

What's the Status of Hyperscaler Infrastructure?

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Hyperscalers are building big, but that doesn't yet show in their footprint statistics, and it may not for a while

By: Mary Jander

September 08, 2025

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AI, GPU Clouds, and Neoclouds in the Age of Inference

Analysis Topics

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