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.
October 30, 2025
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.
October 30, 2025
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.
October 29, 2025
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.
October 29, 2025
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.
October 28, 2025
News/Analysis
Apstra Launches Intent-based Analytics
Targets data-center networking automation.
January 25, 2018
News/Analysis
Big Switch Adds Hooks Into HCI & SAN
Teams with Nutanix, Dell, VMware, and Red Hat.
January 24, 2018
News/Analysis
Telstra Anchors $45M Cumulus Round
Startup gets big investment from Australian service provider .
January 24, 2018
News/Analysis
VMware Focuses on Security Features for NSX 6.4
Aims to make micro-segmentation more accessible.
January 22, 2018
News/Analysis
Tax Impact on IT Still Unclear: Raymond James
Channel shows tech capex still tracking normally.
January 18, 2018
News/Analysis
NS1 Launches DNS Security Service
Supports management of DNS traffic.
January 17, 2018
News/Analysis
Cradlepoint Shifts to Software Model for Wireless SD-WAN
Packages routers with software for wireless connectivity.
January 16, 2018
