Is CoreWeave Eyeing an IPO?
Cloud Tracker Pro
CoreWeave's advertising for an investor relations director and SEC expert. Could an IPO be in the works?
April 26, 2024
Alphabet, Microsoft Earnings: AI Success Linked to Cloud
Cloud leaders Alphabet and Microsoft expect AI and cloud services to grow, with one hand helping the other
July 26, 2023
Telcos Face More than the Lead Cable Issue
U.S. carriers' stocks have had a rough couple of weeks, but their troubles may extend beyond the lead cable expose recently published in the Wall Street Journal
July 20, 2023
5G Providers Cling to Huawei Despite U.S. Ban
Cloud Tracker Pro
Despite four years of trade restrictions on Huawei equipment, 5G providers worldwide keep using its gear, which could lead to some trade difficulties internationally
July 06, 2023
Cloud Tracker Pro Quarterly: Navigating the AI Goldrush
Cloud Tracker Pro
Generative AI is revolutionizing cloud infrastructure. Our latest subscriber research examines the impact on leading hyperscalers and telcos
June 29, 2023
Databricks and Snowflake Adapt for Generative AI
This week, competitors Databricks and Snowflake announced an acquisition and a partnership to make generative AI work for enterprise applications
June 27, 2023
HPE Highlights Intelligent Edge and the AI Cloud
At HPE's Discover 2023 event this week, the company rolled out multiple GreenLake services and topped things off with a blockbuster generative AI solution
June 21, 2023
Generative AI Startup Cohere Scores $270 Million
Series C includes contributions from NVIDIA, Oracle, Salesforce, and Deutsche Telekom Capital Partners. Google may also be included, but its role is downplayed
June 08, 2023
Why SmartNICs are Key in the Broadcom-VMware Deal
Cloud Tracker Pro
Broadcom sees compute offload and networking via merchant silicon as it key growth areas. VMware's support of multiple DPUs just might fit that plan
June 06, 2023
NVIDIA Leads Trend in Generative AI
NVIDIA's CEO Jensen Huang is delivering the message: NVIDIA is leading the charge in the twin trends of accelerated computing and generative AI
May 30, 2023
Will Telcos Miss Out on Generative AI?
Cloud Tracker Pro
Telcos have a habit of lagging behind trends while cloud vendors charge ahead. Generative AI could be another missed opportunity
May 25, 2023