What's Next for Networking Infrastructure for AI?

Futuriom's latest report digs into the details of what's happening in the marketplace for networking infrastructure for AI

By: Mary Jander

May 14, 2025

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Delivering ROI with Extreme Fabric: Views from the Field

This Leadership Brief shows how Extreme Fabric's virtualization and automation technology simplifies network switching, routing and security.

By: R. Scott Raynovich

May 06, 2025

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Microsoft and Meta Deliver on Earnings

Microsoft and Meta posted good earnings reports this week. But macro uncertainty could hinder their goals going forward

By: Mary Jander

May 01, 2025

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Neoclouds vs. Hyperscalers: What’s the Difference?

Neoclouds' funding coffers helped them keep up in the race to build AI datacenters, but what next? If GPUs stop being scarce, then neoclouds need stronger differentiation -- as do hyperscalers, who have a broader arsenal to draw from.

By: Craig Matsumoto

April 24, 2025

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UALink Offers Fresh Options for AI Networking

Cloud Tracker Pro

The UALink Consortium has published its first specification with the aim to offer an open-source alternative to NVLink and to offer support for GPUs besides NVIDIA's

By: Mary Jander

April 21, 2025

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Inside the Tech Tariff Catastrophe

Cloud Tracker Pro

Tariffs and export controls meant to promote U.S. technology interests could stall the spread of key manufacturing and datacenter buildouts

By: Mary Jander

April 21, 2025

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Why Hyperscaler Capex Could Drop in 2026

Hyperscalers continue to pour money into AI infrastructure this year, but 2026 could see a big change, Futuriom estimates

By: Mary Jander

April 16, 2025

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NVIDIA Hedges Tariff Threat With US Manufacturing

Chips in Arizona and AI supercomputers in Texas will help NVIDIA hedge against whatever happens with tariffs while also pushing the company's dreams of building more and more AI factories.

By: Craig Matsumoto

April 15, 2025

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What's Next for HPE?

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HPE faces a series of challenges, including tariffs and the potential loss of its bid for Juniper Networks. Here are some alternatives —Updated 4/15 12:00 PM

By: Mary Jander

April 14, 2025

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