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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Stockmarket4
News/Analysis

What's Not to Love about CoreWeave?

CoreWeave's IPO ignited tense hand-wringing over the neocloud business model, but investors have happily driven stock surges for both it and Nebius.

By: Craig Matsumoto
June 12, 2025
Read More  »
Cisco Hq
News/Analysis

Cisco Doubles Down on NVIDIA AI, Portfolio Integration

As the new Chief Product Officer, Jeetu Patel is putting his imprint on the networking giant as Cisco emphasizes new integrations and partnerships. .

By: R. Scott Raynovich
June 10, 2025
Read More  »
A Ichip
News/Analysis

Who Will Win the "Scale Up" Challenge?

A range of technologies are bidding for the market to interconnect XPUs to operate as a single entity, to create so-called scale-up architecture for AI pods.

By: Mary Jander
June 09, 2025
Read More  »
AI chip 8
News/Analysis

Broadcom Chip Advances Ethernet for AI

Broadcom's Tomahawk 6 doubles the switch capacity of its predecessors while supporting Ethernet for "scale up" as well as "scale out" in a swipe at NVIDIA.

By: Mary Jander
June 04, 2025
Read More  »
Code2
Premium Research

MCP Gets Ready for the Real World

The MCP protocol has captured developers' attention. Here's what it needs in order to enable AI automation on a grander scale.

By: Craig Matsumoto
June 03, 2025
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A Ibrain5
News/Analysis

Microsoft, BlackRock, and NVIDIA are the Big Names in GAIIP


The new GAIIP investment partnership will rely on NVIDIA's advice. That could be a big win for the company's accelerated computing technologies.

By: Mary Jander
September 18, 2024
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Securityops
News/Analysis

Pulumi Beefs Up IaC Platform with Security, Insights


Pulumi launches its ESC and Insight security and cloud automation products.

By: R. Scott Raynovich
September 18, 2024
Read More »
AI2
News/Analysis
Cloud Tracker Pro

Nokia Gains Big with CoreWeave’s AI Networking Deal


Nokia wins big with a CoreWeave cloud AI deal that Wall Street analysts say might be worth $200 million to $300 million .

By: R. Scott Raynovich
September 16, 2024
Read More »
Bigdataabstract2
Premium Research
Cloud Tracker Pro

CDNs Plunge into Red-hot Object Storage


Providers of content-delivery networks (CDNs) are increasingly adding cloud-native object storage to their roster of services.

By: Mary Jander
September 16, 2024
Read More »
Money2
Premium Research
Cloud Tracker Pro

Inside JCI's Data Streaming Deal with Redpanda


Confluent losing JCI to Redpanda is indicative of the new economics of data streaming .

By: R. Scott Raynovich
September 11, 2024
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A Ichip2
Analyst Insight
Cloud Tracker Pro

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?.

By: Mary Jander
September 11, 2024
Read More »
Datacenter6
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.

By: Mary Jander
September 10, 2024
Read More »
Cloudlock
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. .

By: Mary Jander
September 09, 2024
Read More »
Datacenter2
Premium Research
Cloud Tracker Pro

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.

By: Mary Jander
September 04, 2024
Read More »
Cisco Hq2
Analyst Insight
Cloud Tracker Pro

Will the Cisco Reorg Work?


Cisco is in the midst of the largest reorg in years. Will it work?.

By: R. Scott Raynovich
September 04, 2024
Read More »
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