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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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AI2
News/Analysis

Top Trends in Networking for AI: Inside the Rack

AI networking inside the rack is the focus of our latest free report.

By: Mary Jander
August 25, 2026
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A Idataflow
News/Analysis

F5 Combines Tokenomics with AI Security

F5 has enhanced its F5 AI Security Platform with new F5 AI Gateways capabilities, bringing tokenomics into the mix.

By: Mary Jander
August 24, 2026
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Healthcare 1
News/Analysis

Enterprise AI Profile: Pfizer's Federated AI Pipeline

By giving frontline teams direct control over custom AI tools and mining proprietary trial data, Pfizer is transforming how it evaluates drug viability, accelerates regulatory submissions, and scales breakthrough medicines.

By: Juliet Raynovich
August 13, 2026
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Handshake
Premium Research

IREN's Mirantis Buy Supports NVIDIA Plans

Altcloud IREN has purchased AI orchestrator software vendor Mirantis to help fuel infra deals with NVIDIA.

By: Mary Jander
August 12, 2026
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Money2
News/Analysis

Inside NVIDIA's $500B Debt Deal: NVIDIA's Scary Pivot on Finance

NVIDIA officially seeks to securitize the AI hype with major Wall St. finance companies this week, but the announcement had a muted reaction. .

By: R. Scott Raynovich
August 12, 2026
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Previous Next
Wirelesscity2
News/Analysis

Arista Moves Faster Into AI and Campus Markets


Arista has set its sights on AI for NetOps and the campus networking markets, and a trio of announcements point the path forward.

By: Mary Jander
December 11, 2025
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Ai agents
Free Research

Building Autonomous Infrastructure with Observability and AIOps


The convergence of observability, AIOps (AI for Operations), and agentic AI is changing the way that enterprises and cloud providers manage infrastructure..

By: R. Scott Raynovich
December 10, 2025
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Secureglobe
Free Research

Modernizing and Unifying Security Against AI and Quantum Threats


Why next-gen hardware security modules are vital to the coming wave of security challenges, and how they can help modernize an enterprise's security profile.

By: Craig Matsumoto
December 10, 2025
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Handshake
News/Analysis

IBM Could Be Saving Confluent's Bacon


IBM's acquisition of data streaming and Kafka vendor Confluent could help IBM advance in the market while getting Confluent out of stock market malaise.

By: Mary Jander
December 08, 2025
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Chipbrain2
News/Analysis

Marvell Bets Big on Optical (Again)


The $3.25B acquisition of Celestial AI aids datacenter networking but also boosts Marvell's ASIC ambitions.

By: Craig Matsumoto
December 04, 2025
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Chip2
News/Analysis

AWS Challenges GPUs with Trainium3


AWS has released Trainium3, its latest XPU, with substantial improvements over its predecessor and plans for future NVIDIA integration.

By: Mary Jander
December 03, 2025
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Ai agents
Premium Research
Cloud Tracker Pro

AWS Banks on Innovations to Boost New AI Models, Services


AWS' rollout of new Nova models and services highlights innovations that streamline model and agent creation—and that it hopes will catapult Nova in the AI market.

By: Mary Jander
December 02, 2025
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A Icloud
News/Analysis

AWS and Google Launch Mutual Connectivity Service


AWS and Google are expanding their multicloud support, which could threaten smaller players.

By: Mary Jander
December 01, 2025
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NVIDI Asign2
News/Analysis

NVIDIA Invests $2B and Partners with Synopsys


After Intel and Nokia, NVIDIA buys a block of Synopsys, forging a partnership to further GPU-accelerated engineering.

By: Craig Matsumoto
December 01, 2025
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AI77
Premium Research
Cloud Tracker Pro

Microsoft Rethinks RAG for an Agentic AI World


Microsoft's Foundry IQ brings new context richness to the RAG process, which spells trouble for vector databases and RAG as a service.

By: Craig Matsumoto
November 26, 2025
Read More »
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