News/Analysis
The Cloud Conundrum of Connected Cars
Connected cars will drive a need for new cloud systems.
August 30, 2017
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
Extreme M&A Drives Shares to New High
Extreme (EXTR) buys revenue for pennies on the dollar.
August 29, 2017
News/Analysis
Pure Gets a Giancarlo Pop
Cisco, Sliver Lake veteran takes Pure CEO role.
August 25, 2017
News/Analysis
Report: IoT, AI Boost Customer Service
Connecting to IoT data is a challenge.
August 15, 2017
News/Analysis
Buffett Dumps GE Stock: What's It Mean for Predix?
GE may accelerate digital platforms to revive shares.
August 15, 2017
News/Analysis
Calix Shares Hit New Lows
Access equipment player 60% below its IPO price.
August 11, 2017
Futuriom Blog
Why Disney's Streaming Move Won't Stop Netflix
Disney buys BAMtech to build streaming service.
August 10, 2017
