ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Google to Pay $32 Billion for Wiz

Google makes a second run at acquiring cybersecurity startup Wiz, whose platform could potentially add significant value to Google Cloud

By: Mary Jander

March 18, 2025

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Arista Load Balances AI, Gets Oracle Onboard

Arista Networks introduces load balancing for AI workloads, along with significant AI-enabled capabilities for network observability and problem-solving

By: Mary Jander

March 12, 2025

At MWC1

MWC 2025: It's a Wrap

Mobile World Congress 2025 in Barcelona featured AI, AI, and more AI. Here's a quick take on some leading trends from the show

By: Mary Jander

March 05, 2025

Clouddatacenter4

CoreWeave IPO Filing Offers a Glimpse Inside

AI infrastructure service provider CoreWeave has filed its S1 prospectus with the U.S. SEC, heralding a hope for a potential $4 billion IPO this year

By: Mary Jander

March 05, 2025

Bluelocksecure

Why Network Security Convergence Is Shaking Up the Market

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Networking and security are converging more than ever. Are big changes ahead?

By: R. Scott Raynovich

February 27, 2025

Nvidia2

NVIDIA: The "Age of AI" Is Just Beginning

NVIDIA delivered solid earnings above expectations last night, and CEO Jensen Huang expects more growth this year. So why aren't investors reassured?

By: Mary Jander

February 27, 2025

A Ichip

Cisco and NVIDIA Partnership Boosts AI Ethernet

Cisco and NVIDIA will combine the two vendors’ technologies at the chip level to serve enterprise AI requirements. Who wins—and who's left out?

By: R. Scott Raynovich

February 26, 2025

Security3Shield

Teleport Expands Secure Identity Platform for Growth

Teleport beefs up its infrastructure identity platform to ease the headaches of managing secure access to cloud infrastructure

By: R. Scott Raynovich

February 25, 2025

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Markets Spooked By Microsoft AI Demand Questions

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Word from TD Cowen is that Microsoft is pulling out of many datacenter buildouts. How does this reflect on the AI market?

By: Mary Jander

February 25, 2025

Moneyhand

Lambda Scores $480 Million to Grow AI Services

Lamdba has raised $480 million in a Series D round backed by NVIDIA. It plans to use the money to grow its software services as well as add GPUs to its network

By: Mary Jander

February 20, 2025

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