News/Analysis
Cloud Firms Scale Up Capex, but Expenses Are Climbing Too
Alphabet, Meta, and Microsoft are increasing capex substantially, but depreciation and other costs will follow.
October 30, 2025
News/Analysis
The Futuriom 50: 2025 in Review
We're in the fourth quarter, so it's time to review our Futuriom 50 choices to see who's still in the running and what's changed.
October 30, 2025
Free Research
AI, GPU Clouds, and Neoclouds in the Age of Inference
The explosion of GPU clouds and neoclouds is complicated to sort out. In our new report, we did all the work for you.
October 29, 2025
News/Analysis
Qualcomm Wants to Be an NVIDIA Alternative Too
The AI200 and AI250 bring Qualcomm into datacenter-scale AI inferencing, which also means Qualcomm gets to learn about selling rack-scale products.
October 29, 2025
News/Analysis
NVIDIA Invests $1 Billion in Nokia
NVIDIA will buy a 2.9% equity stake in Nokia, while enabling a major revamping of the mobile supplier's AI-enabled RAN.
October 28, 2025
News/Analysis
Cradlepoint: Time to Cut the Network Cord
New execs talk 5G and wireless access.
May 08, 2018
News/Analysis
Cavium Debuts ThunderX2, Touts Cloud Gains
Boosts memory power and throughput .
May 07, 2018
News/Analysis
VMware Makes NSX Everywhere Push
Extends NSX to containers and NFV for carriers.
May 01, 2018
News/Analysis
F5 Networks Aims to Enable DevOps
Moves application delivery controllers to the cloud.
May 01, 2018
News/Analysis
T-Mobile Sprinting Toward 5G
After years of discussion, T-Mobile and Sprint think they have a deal .
April 30, 2018
News/Analysis
Huawei Questions Dog Components Markets
Trade overhang lingers in communications markets.
April 27, 2018
News/Analysis
Big Switch Beefs Up Big Mon
SDN fabric adds packet recorder and analytics nodes.
April 26, 2018
News/Analysis
Cohesity Intros CloudSpin for Data Management
Enables replication of data from dev environment.
April 25, 2018
