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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
Citynetwork
Tech Primers

What Is Intent-Based Networking (IBN)?


Building networking automation with IBN.

By: R. Scott Raynovich
August 09, 2017
Read More »
Bitcoin
News/Analysis

Bitcoin Is Breaking Out


King of cryptocurrencies breaks $3,000.

By: R. Scott Raynovich
August 07, 2017
Read More »
Clouddatacenter
News/Analysis

Arista Crushes Q2


Arista's cloud gains lead to 51% growth.

By: R. Scott Raynovich
August 04, 2017
Read More »
Mson
News/Analysis

Inside the Sprint-Charter Talks and Son's IoT Vision


SoftBank founder talks ARM, Charter, Softbank, Sprint & Small Cells .

By: R. Scott Raynovich
August 02, 2017
Read More »
Spookyguy
News/Analysis

Black Hat Roundup: Why IoT Is Not Safe


Black Hat introduces hackable nukes, car washes, and 4G.

By: R. Scott Raynovich
July 31, 2017
Read More »
Markets2
News/Analysis

Cloud Earnings Update: Amazon, Huawei, Nokia, PTC


Huawei still growing, Nokia beats, and Amazon misses.

By: R. Scott Raynovich
July 28, 2017
Read More »
Rocketlaunch
Futuriom Blog

Is It Time for Juniper to Do Something Big?


Inside possible moves for the networking company.

By: R. Scott Raynovich
July 27, 2017
Read More »
Dday
Futuriom Blog

The Intent of Intent-Based Networking


Who's behind the hottest new buzzword in the networking space?.

By: R. Scott Raynovich
July 13, 2017
Read More »
Digitalbrain
News/Analysis

Microsoft Is Creating an AI Research Hub


Microsoft Research AI will work on specific AI challenges.

By: R. Scott Raynovich
July 13, 2017
Read More »
Slicingfood
News/Analysis

Affirmed Pushes Network Slicing Ahead of 5G


Massachusetts startup virtualizes network slicing.

By: R. Scott Raynovich
July 11, 2017
Read More »
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