ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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AI chip 8

AMD's GPU Ecosystem Keeps Rolling

AMD acquired MK1, and Spectral raised seed funding for a toolkit that runs NVIDIA CUDA code on AMD chips

By: Craig Matsumoto

November 11, 2025

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Why We're Doubling Down on Futuriom

Futuriom has doubled staff in the past six months to support a wide variety of new research and services

By: R. Scott Raynovich

September 08, 2025

AI2

Cisco Integrates VAST Data into Secure AI Factory with NVIDIA

Cisco is offering a fully integrated system for delivering enterprise RAG and agentic AI

By: Mary Jander

September 04, 2025

Network2

Arrcus Teams with Fujitsu and 1Finity; Grabs $67M

Arrcus will team with Fujitsu Limited and 1Finity Inc. to build flexible cloud and AI networking solutions

By: R. Scott Raynovich

September 03, 2025

A Ibrain5

Enterprise AI Profile: The Roche Group

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The Roche Group and its subsidiaries are using AI to advance pharmaceutical R&D and healthcare diagnostics and treatment

By: Mary Jander

September 03, 2025

Cybersecure3

Post-Quantum Roundup: IBM, Microsoft, Fortinet

The chatter around post-quantum readiness is getting louder, with larger vendors prodding enterprises to get moving on the years-long process

By: Craig Matsumoto

September 03, 2025

Wrlesscity3

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 HQ b

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

Nvidia2

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

Frustration

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

A Ichip2

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

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