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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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AI 077
Premium Research

CTP: The AI Infra Boom Continues, But What's Next?

Hyperscalers are throwing billions of dollars into building AI infrastructure. Will all the AI infra demand meet supply? We dive into the data in our latest CTP Update report.

By: Mary Jander
July 31, 2025
Read More  »
Palo Alto HQ
News/Analysis

CyberArk: The $25B Answer to Palo Alto's Identity Crisis

CyberArk's identity and access management fill a crucial, AI-related gap, but it also shows that Palo Alto's 'platform' aspirations don't come cheaply.

By: Craig Matsumoto
July 30, 2025
Read More  »
Datacenter
News/Analysis

Crusoe: Cloud Company or Construction Kingpin?

As Crusoe announces its next big project, a 1.8 GW campus in Wyoming, the aspiring neocloud is looking more and more like a real estate company.

By: Craig Matsumoto
July 29, 2025
Read More  »
A Icloud
Premium Research

Will Enterprises Struggle to Soak Up the AI Boom?

AI suppliers are focusing on major buildouts, but enterprises are having trouble keeping up.

By: Mary Jander
July 29, 2025
Read More  »
Datacenter3
News/Analysis

Stargate Mysteries Multiply

Questions swirl about the status of the Stargate project, even as OpenAI claims it's on track and expanding.

By: Mary Jander
July 22, 2025
Read More  »
Previous Next
Ons
News/Analysis

Why the Linux Foundation Is Taking Over OpenContrail


Open-source organization eats everything.

By: Michael Vizard
December 13, 2017
Read More »
Bluelock
News/Analysis

Juniper Wants to Automate Cybersecurity


Dynamic Policy Actions automates security rule changes.

By: Michael Vizard
December 13, 2017
Read More »
Citycloud2
News/Analysis

SD-WAN Market After M&A: Is Aryaka Number One?


SD-WAN vendor sets its sight on IPO.

By: R. Scott Raynovich
December 12, 2017
Read More »
Citynetworkconcept
News/Analysis

Masergy SD-WAN Service Uses Routers


SD-WAN Go service integrates Fortinet security .

By: Michael Vizard
December 12, 2017
Read More »
Bluecyberlock
News/Analysis

VMware Partners With Carbon Black on App Security


Carbon Black APIs to feed VMware info on malware .

By: Michael Vizard
December 07, 2017
Read More »
Dashboard
News/Analysis

Barefoot Networks Integrates Network Monitoring


Monitoring functions built into P4 network language.

By: Michael Vizard
December 06, 2017
Read More »
Citynetworktouch
News/Analysis

VMware Extends NSX Support to Pivotal


Ramping up the container connection.

By: Michael Vizard
December 05, 2017
Read More »
Bluelocksecure
News/Analysis

Gigamon Scales Decryption to 100G


GigaSECURE platform enables wirespeed SSL decryption.

By: Michael Vizard
December 05, 2017
Read More »
Emptyboardroom
News/Analysis

Broadcom Gets Hock-tile With Qualcomm


Chip giant proposes replacing Qualcomm board.

By: R. Scott Raynovich
December 04, 2017
Read More »
Citynetwork
News/Analysis

Equinix Adds SDN to Cloud Networking Service


SDN fabric enables direct cloud connections.

By: Michael Vizard
December 04, 2017
Read More »
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