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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Space X rocket
News/Analysis

SpaceX Drives AI Speculation to New Heights

Inside the numbers behind SpaceX's $2.3 trillion fantasy.

By: R. Scott Raynovich
June 15, 2026
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Clouddatacenter
News/Analysis

TensorWave Scores $350 Million to Advance Its AMD Cloud

TensorWave has built its business solely on AMD infrastructure. It looks like it's paying off.

By: Mary Jander
June 11, 2026
Read More  »
Employee and chatbot
News/Analysis

Enterprise AI Profile: IKEA Bets on Workers Over Automation

Furniture retailer IKEA has realized substantial revenue from new AI applications. And it hasn't fired anyone in the process.

By: Juliet Raynovich
June 11, 2026
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Datacenterblue446
Premium Research

Arista Unveils AI "Supersystem." Here's What's Inside

Arista's new 7060XE7 Series introduces rackscale products for AI networking, from scale out to scale up.

By: Mary Jander
June 10, 2026
Read More  »
Network2
Premium Research

Startup Profile: Cornelis Networks Hits Its Stride

Cornelis wouldn't call itself a startup, but it's looking like one.

By: Mary Jander
June 10, 2026
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Hacker1
Premium Research
Cloud Tracker Pro

F5 Breach Puts Enterprises on Edge


Chinese spies reportedly lurked inside F5's development platform for over a year, stealing source code. F5 is fighting back.

By: Mary Jander
October 22, 2025
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Damaged car
Premium Research
Cloud Tracker Pro

Enterprise AI Profile: How GEICO Uses AI


GEICO has used AI for years to streamline its claims process and address customer service concerns. It's also forging ahead with AI throughout its IT infrastructure.

By: Mary Jander
October 22, 2025
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Frustration
News/Analysis

AWS Outage Points to High Risk of Single Cloud


The recent massive AWS outage highlights the downsides of cloud infrastructure and the risks of relying on it..

By: Mary Jander
October 20, 2025
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DC8
News/Analysis

AI Changed the Datacenter Rules, as Seen at OCP Summit


Rapid deployment and intense power demands make AI datacenters different. Vendors and the Open Compute Project have responded in kind.

By: Craig Matsumoto
October 16, 2025
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Cloud datacenter 2
News/Analysis

Arista Stakes Its Claim in Neocloud Territory


Arista says its success with hyperscalers can apply to AI factories, with neoclouds eager to tap that expertise.

By: Craig Matsumoto
October 09, 2025
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Clouddata
Free Research

Trends and Leaders in Platform Engineering and IaC 2025


Increasing concerns about cybersecurity, data privacy, and AI are likely to accelerate the need for platform engineering..

By: R. Scott Raynovich
October 08, 2025
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Security3Shield
Premium Research
Cloud Tracker Pro

F5 Beefs Up AI Story with CalypsoAI Acquisition


With a methodical acquisition strategy, F5 has tied together API and AI security with networking.

By: R. Scott Raynovich
October 07, 2025
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Handshake
News/Analysis

AMD Expands Market With OpenAI Deal


AMD's highly structured, multibillion-dollar deal with OpenAI could boost AMD's market share and help it post $100 billion in revenue over the next several years. It also may be the most sensible deal OpenAI has done this year.

By: Mary Jander
October 06, 2025
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Employee and chatbot
Premium Research
Cloud Tracker Pro

Enterprise AI Profile: Nestlé


Nestlé created its own chatbot to improve employee productivity, strengthen customer support, and advance supply chain operations .

By: Juliet Raynovich
October 03, 2025
Read More »
Walmart shopper 2
Premium Research
Cloud Tracker Pro

Enterprise AI Profile: Walmart


Walmart's years-long AI deployment makes it a bellwether for the direction AI is taking in other large retail operations.

By: Mary Jander
October 01, 2025
Read More »
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