ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Aiindustry

Arrcus PoC with TELUS Highlights AI Networking and Sovereignty

AI, mobile networks, and distributed workloads drive the need for TELUS to adopt more sophisticated networking with Arrcus

By: R. Scott Raynovich

June 18, 2026

PREMIUM FREE

Arista XPO

Why Arista's New Optical Transceiver Is a Big Deal

Arista has signed over 40 companies to an MSA for its new XPO design, which its says halves AI cluster footprints

By: Mary Jander

March 12, 2026

Opticallines

Resolight Wants to Restart the All-Optical Revolution

Israel-based Resolight has developed photonic processing technology that has the potential to disrupt the datacenter networking industry.

By: R. Scott Raynovich

March 11, 2026

Endangered datacenter

Iran War Threatens U.S. Datacenters

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The war in Iran will threaten U.S. datacenters in a variety of ways for a long time to come

By: Mary Jander

March 10, 2026

Securecloud2

Why Identity Is the Foundation of Agentic AI Security

For an enterprise to shore up its attack surface against AI agents, it must first reconsider the importance of identity, as explained in this Leadership Brief

By: Craig Matsumoto

March 10, 2026

Data2

Startup Profile: LakeSail

Startup LakeSail says its "drop-in replacement" for Apache Spark improves throughput by 4X to 8X compared to Spark and helps achieve 94% lower infrastructure costs

By: Mary Jander

March 10, 2026

Data1

Exploring Data Management in the Age of AI

Our latest report explores the challenges and solutions for enterprises seeking to prepare data for AI

By: Mary Jander

March 04, 2026

Nvidia2

NVIDIA Blowout Earnings Still Raise Questions

NVIDIA's latest report beat expectations but failed to reassure investors about the future of AI infra

By: Mary Jander

February 26, 2026

Network2

Inside Michaels’ Three-Week Shift to NIaaS with Alkira

Global retail chain Michaels leveraged Alkira’s NIaaS across approximately 1,400 stores across the U.S. and Canada in three weeks, enabling a rapid modernization push without new capex investment.

By: R. Scott Raynovich

February 24, 2026

Handshake

AMD Strikes Meta Deal for Mutual Innovation

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AMD will provide 6 GW of custom infrastructure to Meta, while building up its own tech arsenal against NVIDIA

By: Mary Jander

February 24, 2026

AI2

Arrcus Cites Growth Surge with AI Inference Focus

Arrcus announced record 2025 bookings growth of 300% across datacenter as well as the Arrcus Inference Network Fabric (AINF)

By: R. Scott Raynovich

February 19, 2026

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