What Can Stop Snowflake's Shares From Melting?
Snowflake beat earnings estimates and issued strong guidance, but that still didn't stop investors from selling
August 22, 2024
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Recent Premium Research Reports
CTP Q2 Update: AI Flows Toward the Mainstream
Our Q2 CTP update highlights growth in the AI infrastructure and edge infrastructure markets
Sponsored by Cisco, Juniper Networks, HPE, NVIDIA, Microsoft, Broadcom, AMD, Meta, Arista Networks
Cloud Tracker Pro Q1 2024 Market Update
• Telcos continue to lose business and bandwidth share to hyperscalers
• Enterprise capex appears to be slowing, ex-AI
• The GenAI boom has saved the market, for now
• The impact of AI on telco and hyperscaler capex
Telcos Turn to GenAI
* How telcos worldwide are using AI
* Top apps for gen AI at telcos
* Challenges facing CSPs' expanded use of generative AI
* Potential impact on capital spending
Cloud Tracker Pro Q2 2023: Clouds Prep for AI Onslaught
• Generative AI: effects on telcos and cloud providers
• How capital spending trends for global telcos and cloud providers will be affected
• Tracking the top use cases from more than 150 5G services and how those are incorporating AI
Edge Wars: Telcos and Hyperscalers Shift Outward
In this Futuriom Cloud Tracker Pro Quarterly we look at key trends in edge cloud infrastructure buildout.
CTP Q4 2022: 5G Use Cases and Acceleration
This latest Edge Cloud Tracker analyzes the latest global 5G and wireless deployment trends, capital spending trends for global telcos and cloud providers. It also tracks the top use cases of 5G and private wireless for cloud hyperscalers and telcos
5G Edge Cloud Tracker Q2 2022
Futuriom unpacks edge trends, analyzing telcos’ capital spending and investment in 5G, along with hyperscalers’ spending patterns over the past year.
Futuriom 5G Edge Cloud Tracker - December 2021
Futuriom's 5G Edge Cloud Tracker from December 2021 analyzes the latest telco 5G capital spending trends, the state of B2B applications at the edge, and introduces our new top applications heat index.
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
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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
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Databricks' AI Ambitions Revive IPO Chatter
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Databricks' large language model DBRX was recently released to general applause. Could it be another step toward IPO?
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Startup Profile: groundcover Levers eBPF for Monitoring
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Startup groundcover has leveraged eBPF to offer affordable observability for application performance monitoring (APM)
April 01, 2024
What's Up with the Change Healthcare Attack?
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A ransomware attack at a major U.S. healthcare service provider highlights the need for better protection driven by AI
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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
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How Oracle's Crashing the Hyperscalers' Party
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Oracle is now a public cloud leader. Here's how it plans to expand its fiefdom via AI, sovereign and private cloud services, multicloud sharing with Azure, and more.
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Inside Cisco's Blizzard of Product News
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Cisco's latest announcements target AI, observability, and security -- areas where the company faces market growth and internal challenges
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Why Cisco Is Buying Isovalent
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Cisco will acquire Isovalent, a startup that brought eBPF technology for cloud-native networking into the enterprise mainstream
December 21, 2023