ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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F5 Beefs Up AI Story with CalypsoAI Acquisition

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With a methodical acquisition strategy, F5 has tied together API and AI security with networking

By: R. Scott Raynovich

October 07, 2025

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NVIDIA Faces Tough Challenge on China

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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

MCP for AI is Hot. But Where's the Security?

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MCP has become the de facto option for connecting LLMs to myriad data sources. But only a few firms, including Teleport and SentinelOne, have addressed its security

By: Craig Matsumoto

May 01, 2025

UALink Offers Fresh Options for AI Networking

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The UALink Consortium has published its first specification with the aim to offer an open-source alternative to NVLink and to offer support for GPUs besides NVIDIA's

By: Mary Jander

April 21, 2025

Inside the Tech Tariff Catastrophe

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Tariffs and export controls meant to promote U.S. technology interests could stall the spread of key manufacturing and datacenter buildouts

By: Mary Jander

April 21, 2025

Why Hyperscaler Capex Could Drop in 2026

Hyperscalers continue to pour money into AI infrastructure this year, but 2026 could see a big change, Futuriom estimates

By: Mary Jander

April 16, 2025

What's Next for HPE?

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HPE faces a series of challenges, including tariffs and the potential loss of its bid for Juniper Networks. Here are some alternatives —Updated 4/15 12:00 PM

By: Mary Jander

April 14, 2025

NVIDIA's CEO Talks Up AI Factories

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At the annual NVIDIA GTC "Superbowl of AI," CEO Jensen Huang delivered a firehose of announcements focused on the needs of "AI factories"

By: Mary Jander

March 19, 2025

Why Network Security Convergence Is Shaking Up the Market

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Networking and security are converging more than ever. Are big changes ahead?

By: R. Scott Raynovich

February 27, 2025

Markets Spooked By Microsoft AI Demand Questions

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Word from TD Cowen is that Microsoft is pulling out of many datacenter buildouts. How does this reflect on the AI market?

By: Mary Jander

February 25, 2025

Saudi Arabia Highlights Shift to Sovereign AI

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A KSA conference showcased the trend of ambitious nations sponsoring AI efforts with a view to economic opportunity

By: Mary Jander

February 13, 2025

F5 Beefs Up AI Story with CalypsoAI Acquisition

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