ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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NVIDIA GPU Alternatives Are Gaining Serious Traction

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Hyperscaler chips such as Google's TPU and Amazon's Trainium are gaining momentum as alternatives to NVIDIA GPUs

By: Craig Matsumoto

November 05, 2025

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WEKA's AI Push Targets Inferencing Tokenomics

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This year has seen WEKA make major product moves to better serve AI and neoclouds, with a message that's focusing on the economics of inference

By: Craig Matsumoto

September 18, 2025

How the Hyperscalers Are Moving Beyond NVIDIA

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Some hyperscalers have shifted well beyond total reliance on NVIDIA with chips that are powering their AI infra services

By: Mary Jander

September 09, 2025

What's the Status of Hyperscaler Infrastructure?

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Hyperscalers are building big, but that doesn't yet show in their footprint statistics, and it may not for a while

By: Mary Jander

September 08, 2025

Enterprise AI Profile: The Roche Group

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The Roche Group and its subsidiaries are using AI to advance pharmaceutical R&D and healthcare diagnostics and treatment

By: Mary Jander

September 03, 2025

What's Up With Crusoe's Atero Acquisition?

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Crusoe's headlines are dominated by datacenter buildouts, but the company reminds us it's still a cloud technologist too

By: Craig Matsumoto

August 26, 2025

What's Next for CoreWeave?

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The AI datacenter provider has become and investment darling, but debt is piling up

By: Mary Jander

August 20, 2025

Are Hyperscalers Spending Too Much on Datacenters?

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The leading cloud providers have dramatically increased capex with an eye toward AI infrastructure in the form of datacenters. Will it weigh on their future fortunes?

By: Mary Jander

August 19, 2025

Cisco Produces Growth in AI, But Will it Decelerate?

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Cisco shares are down on solid, if unspectacular results

By: R. Scott Raynovich

August 14, 2025

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

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

NVIDIA GPU Alternatives Are Gaining Serious Traction

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