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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
Qualcomm
News/Analysis

Qualcomm Escalates Apple Patent Battle


Qualcomm fires back at Apple, filing to block iPhone imports.

By: R. Scott Raynovich
July 07, 2017
Read More »
Smart City 3 WAN
News/Analysis

A Canadian SD-WAN Startup Has More Customers Than Verizon


TELoIP has 40 employees and 145 customers.

By: R. Scott Raynovich
June 29, 2017
Read More »
Hockeyplayers
News/Analysis

Are Cisco & Ericsson Preparing for the Endgame?


Executives send mixed signals on the Cisco-Ericsson partnership.

By: R. Scott Raynovich
June 28, 2017
Read More »
Orclhq
News/Analysis

Oracle Booms on Cloud Gains


Database software giant's shares hit all-time high.

By: R. Scott Raynovich
June 23, 2017
Read More »
Cisco Hq2
Futuriom Blog

Cisco Reinvents SDN, Market Yawns


Cisco rolls out intent-based networking, but does the market care?.

By: R. Scott Raynovich
June 21, 2017
Read More »
Commnetworks
Futuriom Blog

Aryaka Adds Mobile SD-WAN to Network


NAAS now optimizes mobile connectivity.

By: R. Scott Raynovich
June 15, 2017
Read More »
Digitalpadlock 1
News/Analysis

Why We Still Get Hacked: Security Experts Weigh In


The security industry is failing. How to fix it?.

By: R. Scott Raynovich
June 14, 2017
Read More »
Commnetworks
News/Analysis

The Great Telco Debate: How to Battle Cloud?


Telcos are looking to reinvent themselves in face of cloud competition.

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

AI, Brain Interfaces & TV at #Rutberg17


The race to connect and replace the brain is on.

By: R. Scott Raynovich
June 13, 2017
Read More »
Stressedtrader
News/Analysis

Tech Stock Freakout Sets In


Leading tech stocks -- including "FAAMG" -- take a dump. Opportunity coming? .

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