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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
Citynetworkconcept
News/Analysis

Ayla Taps Sunsea in $60M IoT Round


Sunsea Telecom becomes a strategic investor.

By: R. Scott Raynovich
November 03, 2017
Read More »
Bigfishlittle
Futuriom Blog

It's SD-WAR! VMware Buys VeloCloud


SD-WAN startup acquisition escalates competition.

By: R. Scott Raynovich
November 02, 2017
Read More »
Excitedbusinessman
News/Analysis

Cisco Presses Software Subscription Sales


Meraki, security key to driving software sales.

By: Michael Vizard
November 02, 2017
Read More »
Rednumbers
News/Analysis

Juniper's Growing 'Credibility Gap'


Company lowers guidance.

By: R. Scott Raynovich
October 25, 2017
Read More »
Greenlock
News/Analysis

Sophos Integrates Endpoints, Firewalls


Firewall can classify endpoint apps.

By: Michael Vizard
October 25, 2017
Read More »
Edgenetwork
News/Analysis

GE Digital Puts Predix Analytics on IoT Edge


GE runs analytics as a microservice.

By: Michael Vizard
October 24, 2017
Read More »
Handshake
Futuriom Blog

Cisco Bids for BroadSoft. Why?


Small premium for VOIP firm.

By: R. Scott Raynovich
October 23, 2017
Read More »
Maninstorm
Futuriom Blog

Telecoms in Crisis: Capex Slump Continues


Bloated telco balance sheets show little return.

By: R. Scott Raynovich
October 18, 2017
Read More »
Digitalbrain
News/Analysis

Cisco to Infuse Support with Cloud AI


Networking giant offers analytics via the cloud.

By: Michael Vizard
October 17, 2017
Read More »
Ericsson Hq 09
News/Analysis

What's Behind the Ericsson Swisscom Deal? Pluribus


SDN startup has a big NFV role.

By: R. Scott Raynovich
October 12, 2017
Read More »
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