News/Analysis
ZEDEDA Grabs $72 Million Amid Market Momentum
ZEDEDA has scored $72 million in Series C funding, signaling the renewal of interest in edge management as demand for AI/ML builds.
February 07, 2024
News/Analysis
Inside JCI's Data Streaming Deal with Redpanda
Confluent losing JCI to Redpanda is indicative of the new economics of data streaming .
September 11, 2024
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Can Intel Be Saved? Inside Some Potential Solutions
The bad news just keeps coming for Intel. September will be a pivotal month as CEO Pat Gelsinger and the board meet to discuss its future. Will cost cutting be enough?.
September 11, 2024
News/Analysis
NVIDIA Has Joined the Ultra Ethernet Consortium
NVIDIA quietly joined the Ultra Ethernet Consortium, signaling that it's growing more enthusiastic about Ethernet for AI networking.
September 10, 2024
News/Analysis
HPE Releases First Iteration of Private Cloud AI
HPE has delivered the first in a series of planned products jointly developed with NVIDIA. And it looks like a win for HPE. .
September 09, 2024
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Ciena Earnings Highlight Data Center Connectivity
Ciena's Q3 earnings beat analyst estimates, and the company predicts growth in datacenter connectivity as AI and cloud traffic grows.
September 04, 2024
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Inside Cisco's Blizzard of Product News
Cisco's latest announcements target AI, observability, and security -- areas where the company faces market growth and internal challenges.
February 07, 2024
News/Analysis
Microsoft Results Reflect AI Growth and Challenges
Microsoft reported strong quarterly results this week, but investors want to see even more progress with AI in cloud and other products.
January 31, 2024
Free Research
The 2024 Futuriom 50 Is Here!
Our annual report tracks the key cloud infrastructure and top private companies to watch in 2024. .
January 31, 2024
News/Analysis
Arrcus Adds Cloud Egress Cost Control Tool
Arrcus has added an automated Egress Cost Control (ECC) capability to its multicloud networking platform.
January 29, 2024
News/Analysis
2024 Trend Preview: Cloud Visibility and Automation
Visibility and automation are essential tools in cloud applications and services. This area is highly technical but also high growth and will continue to expand in 2024.
January 25, 2024
News/Analysis
2024 Trend Preview: AI Infrastructure Startups
AI is serving as an infrastructure enabler while facilitating a new computing paradigm. In the run-up to our Futuriom 50, we examine some startups in the area.
January 23, 2024
News/Analysis
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The Secret War Against Multicloud
Despite the elimination of some data migration services by Google Cloud, it seems the hyperscalers remain intent on preserving their fiefdoms .
January 22, 2024
News/Analysis
How Big Is the Datacenter AI Chip Market?
AMD's prediction that the datacenter chip TAM will total $400 billion by 2027 may be off the mark, though NVIDIA's success indicates meteoric growth in the space.
January 18, 2024
News/Analysis
Microsoft-Vodafone Points to Cloud-Native Telco Future
Vodafone taps into Microsoft Azure and AI for $1.5 billion.
January 17, 2024