ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Who is Oracle's $30 Billion Mystery Customer?

Here are some candidates for Oracle's $30 billion customer, though it may take two years for the money to show

By: Mary Jander

July 02, 2025

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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

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

Render Scores $80 Million To Make Cloud Easier

Cloud application platform provider Render has scored $80 million in new funding, illustrating demand for alternatives to the cloud hyperscaler offerings

By: R. Scott Raynovich

January 21, 2025

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

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

Wiz Appoints New CFO for Journey to IPO

Wiz has appointed Fazal Merchant as president and CFO, and he's aiming to take the CNAPP vendor public

By: Mary Jander

January 09, 2025

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

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

Futuriom Wraps Up Cloud Infra Trends for 2024!

Another great year for cloud infrastructure is in the books

By: R. Scott Raynovich

December 30, 2024

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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Who is Oracle's $30 Billion Mystery Customer?

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