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Recent Premium Research Reports

Datacenter2

Ciena Earnings Highlight Data Center Connectivity

Cloud Tracker Pro

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


Markets2

Nutanix Vaults 20% in Wake of VMware Buyout

Cloud Tracker Pro

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

By: R. Scott Raynovich
August 29, 2024
Moneyfunnel

Are the Hyperscalers Betting Too Much on AI?

Cloud Tracker Pro

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

Cloud Tracker Pro

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

Cloud Tracker Pro

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

By: R. Scott Raynovich
July 25, 2024
Datacenterblue446

Why Datacenter Cooling's Turning Liquid

Cloud Tracker Pro

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
Analysis2

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?

By: Mary Jander
April 26, 2024
Analyticscharts

Databricks' AI Ambitions Revive IPO Chatter

Cloud Tracker Pro

Databricks' large language model DBRX was recently released to general applause. Could it be another step toward IPO?

By: Mary Jander
April 18, 2024
Observability

Startup Profile: groundcover Levers eBPF for Monitoring

Cloud Tracker Pro

Startup groundcover has leveraged eBPF to offer affordable observability for application performance monitoring (APM)

By: Mary Jander
April 01, 2024
Wrlesstower2

How 10 Telcos Are Getting Ahead

Cloud Tracker Pro

While other telcos struggle with legacy infrastructure and 5G disappointment, these 10 are pivoting to transformation

By: Mary Jander
March 05, 2024