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.
July 31, 2025
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.
July 30, 2025
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.
July 29, 2025
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.
July 29, 2025
News/Analysis
Stargate Mysteries Multiply
Questions swirl about the status of the Stargate project, even as OpenAI claims it's on track and expanding.
July 22, 2025
News/Analysis
Wall St. Celebrates Cisco's Return to Growth
First revenue growth in 9 quarters.
November 16, 2017
News/Analysis
Cohesity Scales With Amazon, New COO
AWS deal enables secondary backup in the cloud.
November 15, 2017
Futuriom Blog
Grab a Seat for the Broadcom-Qualcomm Battle
QCOM shares could be going much higher.
November 15, 2017
Futuriom Blog
Futuriom Announces 2018 Research Calendar
New reports on cybersecurity, IoT, and SDN.
November 14, 2017
News/Analysis
Ericsson Throws Cold Water on 5G Hype
Revises sales forecast down again.
November 09, 2017
News/Analysis
Big Switch Takes Disaggregation to the Channel
Looks to expand SDN partnerships.
November 08, 2017
News/Analysis
RedHat OpenStack 12 Embraces Containers
Drives composable networks for applications.
November 06, 2017
News/Analysis
Juniper Merges Contrail With Red Hat OpenStack
Contrail Cloud includes a managed service.
November 05, 2017
News/Analysis
AT&T Boosts FlexWare AWS Integration
Will provide direct access to AWS.
November 05, 2017
