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

PREMIUM FREE

Securityops

NSS Labs Launches Managed Cybersecurity Test Platform

NSS Labs has launched Minion, an independent test platform for cybersecurity products that eliminates the time, expertise, expense, and credibility gaps associated with in-house testing

By: Mary Jander

August 05, 2025

AI 077

CTP: The AI Infra Boom Continues, But What's Next?

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Hyperscalers are throwing billions of dollars into building AI infrastructure. Will all the AI infra demand meet supply? We dive into the data in our latest CTP Update report

By: Mary Jander

July 31, 2025

Palo Alto HQ

CyberArk: The $25B Answer to Palo Alto's Identity Crisis

CyberArk's identity and access management fill a crucial, AI-related gap, but it also shows that Palo Alto's 'platform' aspirations don't come cheaply

By: Craig Matsumoto

July 30, 2025

Datacenter

Crusoe: Cloud Company or Construction Kingpin?

As Crusoe announces its next big project, a 1.8 GW campus in Wyoming, the aspiring neocloud is looking more and more like a real estate company

By: Craig Matsumoto

July 29, 2025

A Icloud

Will Enterprises Struggle to Soak Up the AI Boom?

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AI suppliers are focusing on major buildouts, but enterprises are having trouble keeping up

By: Mary Jander

July 29, 2025

Datacenter3

Stargate Mysteries Multiply

Questions swirl about the status of the Stargate project, even as OpenAI claims it's on track and expanding

By: Mary Jander

July 22, 2025

Datacenter4

Elliott Now Eyeing Equinix

Equinix, the datacenter REIT market leader, is the latest tech firm to land in the crosshairs of Elliott Management. We take a look at where changes might happen

By: Mary Jander

July 21, 2025

AI brain90

Vector Databases Get Attention, and Amazon Follows

Vector databases are having their moment in the sun, and large players such as Amazon and Oracle are noticing

By: Craig Matsumoto

July 21, 2025

Security3Shield

Teleport Identity Security Gets a Real Time Twist

Teleport's platform now traces identity across multiple platforms, spotting anomalies real-time as a user flits from system to system

By: Craig Matsumoto

July 17, 2025

Conductor3

Extreme Ships Agentic AI-Enabled Net Automation Platform

Extreme Networks' Platform ONE for automated network security and connectivity is shipping, putting the vendor out front of a growing enterprise trend

By: Mary Jander

July 17, 2025

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