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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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AI2
News/Analysis

Top Trends in Networking for AI: Inside the Rack

AI networking inside the rack is the focus of our latest free report.

By: Mary Jander
August 25, 2026
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A Idataflow
News/Analysis

F5 Combines Tokenomics with AI Security

F5 has enhanced its F5 AI Security Platform with new F5 AI Gateways capabilities, bringing tokenomics into the mix.

By: Mary Jander
August 24, 2026
Read More  »
Healthcare 1
News/Analysis

Enterprise AI Profile: Pfizer's Federated AI Pipeline

By giving frontline teams direct control over custom AI tools and mining proprietary trial data, Pfizer is transforming how it evaluates drug viability, accelerates regulatory submissions, and scales breakthrough medicines.

By: Juliet Raynovich
August 13, 2026
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Handshake
Premium Research

IREN's Mirantis Buy Supports NVIDIA Plans

Altcloud IREN has purchased AI orchestrator software vendor Mirantis to help fuel infra deals with NVIDIA.

By: Mary Jander
August 12, 2026
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Money2
News/Analysis

Inside NVIDIA's $500B Debt Deal: NVIDIA's Scary Pivot on Finance

NVIDIA officially seeks to securitize the AI hype with major Wall St. finance companies this week, but the announcement had a muted reaction. .

By: R. Scott Raynovich
August 12, 2026
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Chipcolor2
Premium Research
Cloud Tracker Pro

NVIDIA GPU Alternatives Are Gaining Serious Traction


Hyperscaler chips such as Google's TPU and Amazon's Trainium are gaining momentum as alternatives to NVIDIA GPUs.

By: Craig Matsumoto
November 05, 2025
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Mastercard 2
Premium Research
Cloud Tracker Pro

Enterprise AI Profile: Mastercard Tackles Fraud and Productivity


Mastercard is focusing its AI efforts on three core areas: security and fraud prevention, personalization, and productivity..

By: Juliet Raynovich
November 04, 2025
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A Icloud
Premium Q&A
Cloud Tracker Pro

Q&A: Derek Ashmore, AI Enablement Principal, Asperitas


As AI Enablement Principal at IT consulting firm Asperitas, Derek Ashmore shares his expertise on agentic AI and its application to cloud computing.

By: Mary Jander
November 04, 2025
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Automation 14
Tech Primers

How Is AI Being Applied at the Edge?


The need for efficient AI inference is growing .

By: Craig Matsumoto
November 03, 2025
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Datacenter power burst
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.

By: Mary Jander
October 30, 2025
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Futuriom 50
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.

By: Mary Jander
October 30, 2025
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AI2
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..

By: R. Scott Raynovich
October 29, 2025
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AI chip4
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.

By: Craig Matsumoto
October 29, 2025
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5 G city2
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.

By: Mary Jander
October 28, 2025
Read More »
Cisco nvidia 800x450
News/Analysis

Cisco Ramps Its Partnership with NVIDIA—and Both Stocks Are Soaring


Cisco and NVIDIA are expanding their partnership to provide networking solutions for AI. .

By: R. Scott Raynovich
October 28, 2025
Read More »
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