ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Cloud Firms Scale Up Capex, but Expenses Are Climbing Too

Alphabet, Meta, and Microsoft are increasing capex substantially, but depreciation and other costs will follow

By: Mary Jander

October 30, 2025

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Inside Valmont's Data Assurance ROI with Graphiant

We talked with Valmont Industries about solving networking needs with flexibility, security, and governance

By: R. Scott Raynovich

August 28, 2025

NVIDIA Earnings Takeaways: Numbers Are Good, But Investors Hit Pause

NVIDIA management talks up AI infra opportunities in the trillions of dollars

By: R. Scott Raynovich

August 28, 2025

What to Watch in NVIDIA's Earnings: Blackwell, China, and Margins

All eyes are on NVIDIA, the epicenter of the AI boom, as it reports earnings today

By: R. Scott Raynovich

August 27, 2025

Why We Don't Believe MIT NANDA's Weird AI Study

An enterprise AI study from MIT's NANDA went viral—but there's not a lot of data behind it

By: R. Scott Raynovich

August 26, 2025

What's Up With Crusoe's Atero Acquisition?

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Crusoe's headlines are dominated by datacenter buildouts, but the company reminds us it's still a cloud technologist too

By: Craig Matsumoto

August 26, 2025

Can the USA Save Intel?

The U.S. Government is taking an $8.9 billion equity stake in Intel. Will that be enough to energize the company's Foundry Services?

By: Mary Jander

August 26, 2025

TensorWave Is Poised to Be AMD's Loudest Advocate

The neocloud TensorWave offers AMD GPUs exclusively, making it unique among clouds in general. With an 8,192-GPU cluster operating in Arizona and recent receipt of new MI355X GPUs, it's ready to put its thesis to the test

By: Craig Matsumoto

August 21, 2025

What's Next for CoreWeave?

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The AI datacenter provider has become and investment darling, but debt is piling up

By: Mary Jander

August 20, 2025

Are Hyperscalers Spending Too Much on Datacenters?

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The leading cloud providers have dramatically increased capex with an eye toward AI infrastructure in the form of datacenters. Will it weigh on their future fortunes?

By: Mary Jander

August 19, 2025

How the Co-op Group UK Makes AI Work

The Co-op Group Ltd. in the UK has taken a measured approach to AI, introducing applications for which there is a demonstrable internal or external customer need.

By: Mary Jander

August 14, 2025

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Cloud Firms Scale Up Capex, but Expenses Are Climbing Too

Analysis Topics

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