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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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DC8
News/Analysis

AI Changed the Datacenter Rules, as Seen at OCP Summit

Rapid deployment and intense power demands make AI datacenters different. Vendors and the Open Compute Project have responded in kind.

By: Craig Matsumoto
October 16, 2025
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Cloud datacenter 2
News/Analysis

Arista Stakes Its Claim in Neocloud Territory

Arista says its success with hyperscalers can apply to AI factories, with neoclouds eager to tap that expertise.

By: Craig Matsumoto
October 09, 2025
Read More  »
Clouddata
Free Research

Trends and Leaders in Platform Engineering and IaC 2025

Increasing concerns about cybersecurity, data privacy, and AI are likely to accelerate the need for platform engineering.

By: R. Scott Raynovich
October 08, 2025
Read More  »
Security3Shield
Premium Research

F5 Beefs Up AI Story with CalypsoAI Acquisition

With a methodical acquisition strategy, F5 has tied together API and AI security with networking.

By: R. Scott Raynovich
October 07, 2025
Read More  »
Handshake
News/Analysis

AMD Expands Market With OpenAI Deal

AMD's highly structured, multibillion-dollar deal with OpenAI could boost AMD's market share and help it post $100 billion in revenue over the next several years. It also may be the most sensible deal OpenAI has done this year.

By: Mary Jander
October 06, 2025
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Previous Next
Bluelocksecure
Premium Research
Cloud Tracker Pro

Why Network Security Convergence Is Shaking Up the Market


Networking and security are converging more than ever. Are big changes ahead? .

By: R. Scott Raynovich
February 27, 2025
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Nvidia2
News/Analysis

NVIDIA: The "Age of AI" Is Just Beginning


NVIDIA delivered solid earnings above expectations last night, and CEO Jensen Huang expects more growth this year. So why aren't investors reassured?.

By: Mary Jander
February 27, 2025
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A Ichip
News/Analysis

Cisco and NVIDIA Partnership Boosts AI Ethernet


Cisco and NVIDIA will combine the two vendors’ technologies at the chip level to serve enterprise AI requirements. Who wins—and who's left out?.

By: R. Scott Raynovich
February 26, 2025
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Security3Shield
News/Analysis

Teleport Expands Secure Identity Platform for Growth


Teleport beefs up its infrastructure identity platform to ease the headaches of managing secure access to cloud infrastructure.

By: R. Scott Raynovich
February 25, 2025
Read More »
A Ibrain3
Premium Research
Cloud Tracker Pro

Markets Spooked By Microsoft AI Demand Questions


Word from TD Cowen is that Microsoft is pulling out of many datacenter buildouts. How does this reflect on the AI market?.

By: Mary Jander
February 25, 2025
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Moneyhand
News/Analysis

Lambda Scores $480 Million to Grow AI Services


Lamdba has raised $480 million in a Series D round backed by NVIDIA. It plans to use the money to grow its software services as well as add GPUs to its network.

By: Mary Jander
February 20, 2025
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F50 2025
Free Research

The Futuriom 50 2025 Is Here!


Our annual report on top trends and private companies dives into AI infrastructure, distributed cloud, cloud security, and more ....

By: R. Scott Raynovich
February 19, 2025
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Bluelocksecure
News/Analysis

Aryaka Adds Powerful AI Observability to Its NaaS


Aryaka Networks has beefed up its SASE portfolio with AI>Observe, a suite of powerful security analytics functions.

By: R. Scott Raynovich
February 19, 2025
Read More »
Cisco Hq2
News/Analysis

Cisco Pops On Earnings, But Is It Sustainable?


Cisco shares gained after an upbeat earnings report, but there's a potential federal government overhang.

By: R. Scott Raynovich
February 13, 2025
Read More »
A Icloud
Premium Research
Cloud Tracker Pro

Saudi Arabia Highlights Shift to Sovereign AI


A KSA conference showcased the trend of ambitious nations sponsoring AI efforts with a view to economic opportunity.

By: Mary Jander
February 13, 2025
Read More »
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