Q4 2024 Capex: A Look at Hyperscalers and Telcos

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As AI deployment accelerates, cloud hyperscalers project greater spending on AI datacenters, while third-party services grow and telcos lag in capital spending

By: Mary Jander

January 22, 2025

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Q&A: Donald Thompson, Distinguished Engineer, LinkedIn

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A Distinguished Engineer in charge of AI at LinkedIn shares his insights into the progress of AI and its challenges

By: Mary Jander

January 22, 2025

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X Server Win Demonstrates HPE's AI Potential

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HPE's recent $1 billion win with Elon Musk's X shows where its focus needs to be. Will the Juniper deal distract from that?

By: Mary Jander

January 16, 2025

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AI Storage Play DDN Scores $300 Million in Funding

DDN scores $300 million from Blackstone on a $5 billion valuation, energizing the HPC company's shift to enterprise focus

By: Mary Jander

January 13, 2025

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How AMD Is Gaining Ground Against NVIDIA

AMD may remain a distant second to NVIDIA in the GPU market, but it's building its share strategically

By: Mary Jander

January 09, 2025

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Can Telco "AI Factories" Succeed?

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Telcos are slowly rolling out datacenters to support new AI services. But can these efforts succeed?

By: Mary Jander

January 06, 2025

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Why NVIDIA's Acquisition of Run:ai Is a Great Move

NVIDIA's laid hold of a crucial technology at a time when demand is rising for control of GPU resources

By: Mary Jander

December 30, 2024

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How Vultr Picked up $333M, with AMD Participating

AMD Ventures joined a round valuing Vultr at $3.5 billion, highlighting the red-hot market segment for cloud-based GPU services for AI training and inference

By: Mary Jander

December 19, 2024

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The Futuriom 50: 2024 in Review

We take a close look back at how the Futuriom 50 private companies fared this past year—and what 2025 might bring

By: Mary Jander

December 17, 2024

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The Secret Behind Arista's AI Ethernet Success

Arista's hyperscaler gains show that Ethernet can scale for AI

By: R. Scott Raynovich

December 12, 2024

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