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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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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
Read More  »
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
Read More  »
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
Read More  »
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
Read More  »
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  »
Previous Next
Bluecyberlock
News/Analysis

VMware Partners With Carbon Black on App Security


Carbon Black APIs to feed VMware info on malware .

By: Michael Vizard
December 07, 2017
Read More »
Dashboard
News/Analysis

Barefoot Networks Integrates Network Monitoring


Monitoring functions built into P4 network language.

By: Michael Vizard
December 06, 2017
Read More »
Citynetworktouch
News/Analysis

VMware Extends NSX Support to Pivotal


Ramping up the container connection.

By: Michael Vizard
December 05, 2017
Read More »
Bluelocksecure
News/Analysis

Gigamon Scales Decryption to 100G


GigaSECURE platform enables wirespeed SSL decryption.

By: Michael Vizard
December 05, 2017
Read More »
Emptyboardroom
News/Analysis

Broadcom Gets Hock-tile With Qualcomm


Chip giant proposes replacing Qualcomm board.

By: R. Scott Raynovich
December 04, 2017
Read More »
Citynetwork
News/Analysis

Equinix Adds SDN to Cloud Networking Service


SDN fabric enables direct cloud connections.

By: Michael Vizard
December 04, 2017
Read More »
Growthchart
News/Analysis

Nutanix Surges on Software Strategy


Shares rise 10 percent on move to phase out hardware.

By: R. Scott Raynovich
December 01, 2017
Read More »
Fakenews
News/Analysis

Juniper Rides the Rumor Rollercoaster


There's no deal for $16B, says Nokia.

By: R. Scott Raynovich
November 30, 2017
Read More »
Iotdevices
News/Analysis

Amazon Extends AWS to IoT Edge


Pushes serverless computing to the edge.

By: Michael Vizard
November 30, 2017
Read More »
Bitcoinstacks
News/Analysis

How to Value Bitcoin


New asset classes are hard to value.

By: R. Scott Raynovich
November 29, 2017
Read More »
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