ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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A Ichip2

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

PREMIUM FREE

Datacenter2

Ciena Earnings Highlight Data Center Connectivity

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Ciena's Q3 earnings beat analyst estimates, and the company predicts growth in datacenter connectivity as AI and cloud traffic grows

By: Mary Jander

September 04, 2024

Markets2

Nutanix Vaults 20% in Wake of VMware Buyout

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Nutanix hits new highs in recurring revenue and cash flow after targeting VMware with promotions

By: R. Scott Raynovich

August 29, 2024

Money2

What Can Stop Snowflake's Shares From Melting?

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Snowflake beat earnings estimates and issued strong guidance, but that still didn't stop investors from selling

By: R. Scott Raynovich

August 22, 2024

Moneyfunnel

Are the Hyperscalers Betting Too Much on AI?

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There are signs that hyperscalers' investment in AI mirrors what the telcos spent on 5G. That may not be a fair comparison

By: Mary Jander

August 08, 2024

Cloudchip2

CTP Q2 Update: AI Infrastructure Shifts Toward Inferencing

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Hyperscalers continue to accelerate AI spending, but enterprises are pondering the next steps

By: Mary Jander

August 06, 2024

Securityops

Crowdstricken! A Lesson in Technology Risks from CrowdStrike

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The CrowdStrike debacle has highlighted many ongoing risks in vendor concentration, supply-chain, and CI/CD practices

By: R. Scott Raynovich

July 25, 2024

A Ichip

Axelera Adds $68 Million to Funding for Edge AI Chip

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Axelera AI has scored $68 million in financing to continue developing an AI chip for edge inferencing, a hot and growing market

By: Mary Jander

June 27, 2024

A Icloud

The Pitfalls of Sovereign AI

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Nations can benefit economically from their own AI platforms, but explicit policies and collaborative agreements may be needed to ensure long-term success

By: Mary Jander

June 18, 2024

Cisco Hq2

Here's What Cisco Needs to Fix

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Cisco's hyping AI, but it needs to fix its core networking portfolio first

By: R. Scott Raynovich

June 13, 2024

Datacenterblue446

Why Datacenter Cooling's Turning Liquid

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Denser racks and AI clusters are giving off enough heat to warm small cities, but liquid cooling provides a cleaner and cooler alternative

By: Mary Jander

May 07, 2024

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