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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
Read More  »
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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AI car
Premium Research
Cloud Tracker Pro

Enterprise AI Profile: Ford Accelerates Product Design and Safety with AI


Ford Motor Company is accelerating its pace in the competitive automotive sphere by reducing the time required for engineering simulations and design testing..

By: Juliet Raynovich
November 20, 2025
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Nvidia2
News/Analysis

NVIDIA Slams AI Bubble Talk, Market Talks Back


NVIDIA wowed Wall St. with earnings beat (for awhile at least) but still faces questions about the potential for an AI market bubble.

By: Mary Jander
November 20, 2025
Read More »
Networkglobe3
News/Analysis

VAST Data's Empire Expands to Google & Microsoft


VAST Data scores wins with Google, Microsoft, and TACC, and some large enterprises have onboarded quickly.

By: Craig Matsumoto
November 19, 2025
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AI2
News/Analysis

Itential Intros FlowAI for Infra Intent and Compliance


Infrastructure orchestration company Itential has unveiled FlowAI, a platform to help safe development of agentic infrastructure orchestration..

By: R. Scott Raynovich
November 19, 2025
Read More »
Moneyfunnel
Premium Research
Cloud Tracker Pro

What's Up with CoreWeave, Meta, and Oracle Stock Slides?


CoreWeave, Meta, and Oracle have seen big selloffs in their shares lately, thanks to questions about their level of spending and their deals with OpenAI.

By: Mary Jander
November 18, 2025
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Ai agents
News/Analysis

Data Management Vendors Promote AI Agents


Vendors specializing in data management are upgrading their wares to support agentic AI.

By: Mary Jander
November 18, 2025
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Nvidia2
News/Analysis

NVIDIA Strengthens Its Quantum Connection


NVIDIA has unveiled NVQLink, a networking link between a quantum computer and a supercomputer..

By: Craig Matsumoto
November 18, 2025
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Cisco Hq2
News/Analysis

Cisco Gains on Strong Results. Is It the “Safer” AI Play?


Cisco bets on AI and campus infrastructure are paying off with 8% revenue growth. .

By: R. Scott Raynovich
November 13, 2025
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Liquidcoolingart
News/Analysis

The Datacenter Liquid Cooling Market Heats Up


AI demands are making datacenters hotter and racks denser. Air conditioning can't keep up. Liquid cooling can. Here's a look.

By: Mary Jander
November 12, 2025
Read More »
AI chip 8
News/Analysis

AMD's GPU Ecosystem Keeps Rolling


AMD acquired MK1, and Spectral raised seed funding for a toolkit that runs NVIDIA CUDA code on AMD chips.

By: Craig Matsumoto
November 11, 2025
Read More »
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