Cloud Firms Scale Up Capex, but Expenses Are Climbing Too

Alphabet, Meta, and Microsoft are increasing capex substantially, but depreciation and other costs will follow

By: Mary Jander

October 30, 2025

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The Futuriom 50: 2025 in Review

We're in the fourth quarter, so it's time to review our Futuriom 50 choices to see who's still in the running and what's changed

By: Mary Jander

October 30, 2025

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AI, GPU Clouds, and Neoclouds in the Age of Inference

The explosion of GPU clouds and neoclouds is complicated to sort out. In our new report, we did all the work for you.

By: R. Scott Raynovich

October 29, 2025

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Qualcomm Wants to Be an NVIDIA Alternative Too

The AI200 and AI250 bring Qualcomm into datacenter-scale AI inferencing, which also means Qualcomm gets to learn about selling rack-scale products

By: Craig Matsumoto

October 29, 2025

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NVIDIA Invests $1 Billion in Nokia

NVIDIA will buy a 2.9% equity stake in Nokia, while enabling a major revamping of the mobile supplier's AI-enabled RAN

By: Mary Jander

October 28, 2025

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Cisco Ramps Its Partnership with NVIDIA—and Both Stocks Are Soaring

Cisco and NVIDIA are expanding their partnership to provide networking solutions for AI.

By: R. Scott Raynovich

October 28, 2025

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Lumen & Equinix Vie to Connect the AI Cloud

Multicloud networking is evolving in to 'AI networking,' and Lumen and Equinix both argue they're the ones to help enterprises make the transition

By: Craig Matsumoto

October 27, 2025

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Nokia Shares Vault on AI Networking Growth

Cloud Tracker Pro

Nokia shows big gains in a pivot toward AI networking infrastructure

By: R. Scott Raynovich

October 23, 2025

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Dell Expands Its Role as an AI Data Platform

New announcements around the Dell AI Factory architecture show how Dell is joining the game of integrating storage with data engines and data management

By: Craig Matsumoto

October 22, 2025

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