ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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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

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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

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

HPE's Future Hangs on Stalled Juniper Deal

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For HPE's networking ambitions, the Juniper merger can't happen fast enough

By: R. Scott Raynovich

December 11, 2024

CTERA Adds AI Smarts to Object File System

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CTERA has extended its global file system to AI models in a new platform that features intelligent agents for model querying

By: Mary Jander

October 09, 2024

ZEDEDA and Edge Impulse Bring ML to the Edge

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ZEDEDA now integrates software from Edge Impulse, a startup specializing in machine learnings model development for edge applications

By: Mary Jander

September 26, 2024

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

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

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

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Cisco Produces Growth in AI, But Will it Decelerate?

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