ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Arista Stakes Its Claim in Neocloud Territory

Arista says its success with hyperscalers can apply to AI factories, with neoclouds eager to tap that expertise

By: Craig Matsumoto

October 09, 2025

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Trends and Leaders in Platform Engineering and IaC 2025

Increasing concerns about cybersecurity, data privacy, and AI are likely to accelerate the need for platform engineering.

By: R. Scott Raynovich

October 08, 2025

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

AMD Expands Market With OpenAI Deal

AMD's highly structured, multibillion-dollar deal with OpenAI could boost AMD's market share and help it post $100 billion in revenue over the next several years. It also may be the most sensible deal OpenAI has done this year

By: Mary Jander

October 06, 2025

Enterprise AI Profile: Nestlé

Nestlé created its own chatbot to improve employee productivity, strengthen customer support, and advance supply chain operations

By: Juliet Raynovich

October 03, 2025

Enterprise AI Profile: Walmart

Walmart's years-long AI deployment makes it a bellwether for the direction AI is taking in other large retail operations

By: Mary Jander

October 01, 2025

Clockwork Helps GPUs Keep Busy

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Clockwork's FleetIQ delivers a "Waze" for GPU clusters, thanks to a software-defined clock synchronization and rerouting technique

By: Mary Jander

September 30, 2025

Fears Grow About OpenAI Deals with NVIDIA, Oracle

NVIDIA pledges $100 billion to OpenAI, and Oracle stock goes up. Are we deep into bubble territory?

By: Craig Matsumoto

September 24, 2025

How the Datacenter Power Issue Is Being Addressed

As datacenter buildouts hit the headlines, work is underway to address the power consumption issues they raise

By: Mary Jander

September 24, 2025

China Has Banned NVIDIA. Did Anybody Notice?

China's ban on NVIDIA chips accompanies announcements of advanced domestic designs. But making chips in the PRC could have limits

By: Mary Jander

September 23, 2025

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Arista Stakes Its Claim in Neocloud Territory

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