ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Handshake

Who Will Win from the HPE-Juniper Merger?

The U.S. Department of Justice has okayed the HPE-Juniper merger with conditions that could abundantly benefit third parties

By: Mary Jander

June 30, 2025

PREMIUM FREE

HPE

HPE Bets Big on Agentic AI

HPE has boosted its Aruba and GreenLake products with agentic AI, which could stand it in good stead whether it acquires Juniper or not

By: Mary Jander

June 25, 2025

AI77

Vultr's AI Cloud Ambitions Aim High

With a $329 million debt financing on the heels of a $333 million funding round, Vultr is poised to pit the alternative cloud model against neoclouds as well as hyperscalers

By: Craig Matsumoto

June 24, 2025

Data2

MinIO Faces Fallout for Stripping Functions from Open Source Version

Open-source users of MinIO's S3-compatible object store have lost some Web UI features they freely enjoyed, highlighting an issue for enterprise software vendors

By: Mary Jander

June 23, 2025

Datacloud

Pure Storage Elevates Management and Automation

Pure Storage announced hardware and software designed to elevate the capabilities of its storage arrays to function in hyperscaler and enterprise AI workloads

By: Mary Jander

June 19, 2025

Datacenter5

AMD's New GPU Could Feed the Neoclouds

AMD's MI400 could give NVIDIA a run for its money—if AMD can get it out in 2026, that is. And neoclouds will play a key role

By: Mary Jander

June 18, 2025

Stockmarket4

What's Not to Love about CoreWeave?

CoreWeave's IPO ignited tense hand-wringing over the neocloud business model, but investors have happily driven stock surges for both it and Nebius

By: Craig Matsumoto

June 12, 2025

Cisco Hq

Cisco Doubles Down on NVIDIA AI, Portfolio Integration

As the new Chief Product Officer, Jeetu Patel is putting his imprint on the networking giant as Cisco emphasizes new integrations and partnerships.

By: R. Scott Raynovich

June 10, 2025

A Ichip

Who Will Win the "Scale Up" Challenge?

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A range of technologies are bidding for the market to interconnect XPUs to operate as a single entity, to create so-called scale-up architecture for AI pods

By: Mary Jander

June 09, 2025

AI chip 8

Broadcom Chip Advances Ethernet for AI

Broadcom's Tomahawk 6 doubles the switch capacity of its predecessors while supporting Ethernet for "scale up" as well as "scale out" in a swipe at NVIDIA

By: Mary Jander

June 04, 2025

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