ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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

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Cisco Doubles Down on NVIDIA AI, Portfolio Integration

As the new Chief Product Officer, Jeetu Patel is putting his imprint on the networking giant as Cisco emphasizes new integrations and partnerships.

By: R. Scott Raynovich

June 10, 2025

Who Will Win the "Scale Up" Challenge?

Cloud Tracker Pro

A range of technologies are bidding for the market to interconnect XPUs to operate as a single entity, to create so-called scale-up architecture for AI pods

By: Mary Jander

June 09, 2025

Broadcom Chip Advances Ethernet for AI

Broadcom's Tomahawk 6 doubles the switch capacity of its predecessors while supporting Ethernet for "scale up" as well as "scale out" in a swipe at NVIDIA

By: Mary Jander

June 04, 2025

MCP Gets Ready for the Real World

Cloud Tracker Pro

The MCP protocol has captured developers' attention. Here's what it needs in order to enable AI automation on a grander scale

By: Craig Matsumoto

June 03, 2025

NVIDIA Faces Tough Challenge on China

Cloud Tracker Pro

NVIDIA's Jensen Huang makes convincing arguments for staying in the Chinese market despite U.S. export restrictions. Now he must make his case clearer to the government

By: Mary Jander

June 02, 2025

NVIDIA Posts Solid Results Despite China Ban

NVIDIA posted strong quarterly results, despite headwinds from U.S. government export controls for China market

By: Mary Jander

May 29, 2025

Here Comes Post-Quantum Cryptography

Updated June 2, 2025—Enterprises are sitting on a ticking cryptographic timebomb due to the potential of quantum computing algorithms, but help is on the way

By: Mary Jander

May 28, 2025

Itential Puts AI Agents and MCP to Work

Itential has stepped up its AI-driven network operations via integration with Selector, along with the introduction of a Model Context Protocol (MCP) server

By: Craig Matsumoto

May 28, 2025

Why Salesforce Will Buy Informatica for $8 Billion

Salesforce will buy data management vendor Informatica in an $8 billion deal that could boost the CRM company's agentic AI fortunes

By: Mary Jander

May 27, 2025

VAST Data Declares Itself an AI Operating System

All this time, VAST Data had more up its sleeve than storage or even a data platform. The company says it's built a full AI platform for the 'thinking machine.'

By: Craig Matsumoto

May 21, 2025

Groq Raises $750M for GroqCloud

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