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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Datacenter 48
News/Analysis

Nebius' Monster Microsoft Deal Fuels Further Expansion

A $17.4B contract with Microsoft kicks off what looks like an aggressive growth push from Nebius.

By: Craig Matsumoto
September 10, 2025
Read More  »
Stockmarket4
News/Analysis

Oracle Shocks Wall Street

Oracle's latest quarterly report had investors fawning with congratulations over a backlog of contracts. Now it must deliver.

By: Mary Jander
September 10, 2025
Read More  »
A Ichip
Premium Research

How the Hyperscalers Are Moving Beyond NVIDIA

Some hyperscalers have shifted well beyond total reliance on NVIDIA with chips that are powering their AI infra services.

By: Mary Jander
September 09, 2025
Read More  »
Datacenterblue446
News/Analysis

What's the Status of Hyperscaler Infrastructure?

Hyperscalers are building big, but that doesn't yet show in their footprint statistics, and it may not for a while.

By: Mary Jander
September 08, 2025
Read More  »
Futuriom Crew band
Futuriom Blog

Why We're Doubling Down on Futuriom

Futuriom has doubled staff in the past six months to support a wide variety of new research and services.

By: R. Scott Raynovich
September 08, 2025
Read More  »
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Bluedatacenter
Premium Research
Cloud Tracker Pro

X Server Win Demonstrates HPE's AI Potential


HPE's recent $1 billion win with Elon Musk's X shows where its focus needs to be. Will the Juniper deal distract from that?.

By: Mary Jander
January 16, 2025
Read More »
A Icloud
News/Analysis

AI Storage Play DDN Scores $300 Million in Funding


DDN scores $300 million from Blackstone on a $5 billion valuation, energizing the HPC company's shift to enterprise focus.

By: Mary Jander
January 13, 2025
Read More »
Stockmarket4
News/Analysis

Wiz Appoints New CFO for Journey to IPO


Wiz has appointed Fazal Merchant as president and CFO, and he's aiming to take the CNAPP vendor public.

By: Mary Jander
January 09, 2025
Read More »
Chip2
News/Analysis

How AMD Is Gaining Ground Against NVIDIA


AMD may remain a distant second to NVIDIA in the GPU market, but it's building its share strategically.

By: Mary Jander
January 09, 2025
Read More »
Clouddatacenter4
Premium Research
Cloud Tracker Pro

Can Telco "AI Factories" Succeed?


Telcos are slowly rolling out datacenters to support new AI services. But can these efforts succeed?.

By: Mary Jander
January 06, 2025
Read More »
Cloud3
News/Analysis

Futuriom Wraps Up Cloud Infra Trends for 2024!


Another great year for cloud infrastructure is in the books.

By: R. Scott Raynovich
December 30, 2024
Read More »
Chipbrain3
News/Analysis

Why NVIDIA's Acquisition of Run:ai Is a Great Move


NVIDIA's laid hold of a crucial technology at a time when demand is rising for control of GPU resources.

By: Mary Jander
December 30, 2024
Read More »
A Icloud
News/Analysis

How Vultr Picked up $333M, with AMD Participating


AMD Ventures joined a round valuing Vultr at $3.5 billion, highlighting the red-hot market segment for cloud-based GPU services for AI training and inference.

By: Mary Jander
December 19, 2024
Read More »
Futuriom 50
News/Analysis

The Futuriom 50: 2024 in Review


We take a close look back at how the Futuriom 50 private companies fared this past year—and what 2025 might bring.

By: Mary Jander
December 17, 2024
Read More »
ANET Picture1
Free Research

The Secret Behind Arista's AI Ethernet Success


Arista's hyperscaler gains show that Ethernet can scale for AI .

By: R. Scott Raynovich
December 12, 2024
Read More »
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