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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Dropping the moneybag
News/Analysis

Enterprise AI Profile: Uber Streamlines Backend Services But Pays a Pr

Uber dramatically improved its internal operations using customized apps built on Google technology. Then the bill came due.

By: Juliet Raynovich
June 23, 2026
Read More  »
Aiindustry
News/Analysis

Arrcus PoC with TELUS Highlights AI Networking and Sovereignty

AI, mobile networks, and distributed workloads drive the need for TELUS to adopt more sophisticated networking with Arrcus.

By: R. Scott Raynovich
June 18, 2026
Read More  »
Datacenter5
News/Analysis

Vultr Picks HPE and NVIDIA for Enterprise AI Services

Vultr's choice of HPE could lead to some surprising networking options in the future.

By: Mary Jander
June 17, 2026
Read More  »
Datacenter4
Premium Research

AI Rack Systems Stay Customized Despite Standards Efforts

AI vendors and hyperscalers seem wedded to their specific rack designs, despite working toward standardization.

By: Mary Jander
June 17, 2026
Read More  »
Space X rocket
News/Analysis

SpaceX Drives AI Speculation to New Heights

Inside the numbers behind SpaceX's $2.3 trillion fantasy.

By: R. Scott Raynovich
June 15, 2026
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Previous Next
Cropped H1 B
News/Analysis

How Will H-1B Visa Changes Impact Tech Firms?


The latest executive order from Washington has roiled tech firms nationwide; long term, it could leave the U.S. at a disadvantage.

By: Mary Jander
September 23, 2025
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A Ichip2
News/Analysis

Groq Raises $750M for GroqCloud


Maverick chipmaker Groq now has a valuation of $6.9 billion and is rapidly building out cloud datacenters using its processors.

By: Craig Matsumoto
September 18, 2025
Read More »
Handshake
News/Analysis

Intel and NVIDIA Hook Up


NVIDIA's stunning investment in Intel and the companies' joint collaboration could shift the fortunes of both firms —UPDATED 9/18 4:00 PM.

By: Mary Jander
September 18, 2025
Read More »
AI doc and patient
Premium Research
Cloud Tracker Pro

Enterprise AI Profile: Beacon Health System


The Beacon Health System in Indiana deployed AI to substantially reduce physican burnout while creating operational efficiencies.

By: Mary Jander
September 18, 2025
Read More »
Networkglobe3
Premium Research
Cloud Tracker Pro

WEKA's AI Push Targets Inferencing Tokenomics


This year has seen WEKA make major product moves to better serve AI and neoclouds, with a message that's focusing on the economics of inference.

By: Craig Matsumoto
September 18, 2025
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Generated image
News/Analysis

VDURA Shows Off AI Data Functionality in AMD Blueprint


VDURA has released an AMD reference architecture that works with its parallel file system and storage for HPC/AI workloads .

By: Mary Jander
September 16, 2025
Read More »
Datacenter 48
News/Analysis

Nebius' Monster Microsoft Deal Fuels Further Expansion


A $17.4B contract with Microsoft kicks off what looks like an aggressive growth push from Nebius.

By: Craig Matsumoto
September 10, 2025
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Stockmarket4
News/Analysis

Oracle Shocks Wall Street


Oracle's latest quarterly report had investors fawning with congratulations over a backlog of contracts. Now it must deliver.

By: Mary Jander
September 10, 2025
Read More »
A Ichip
Premium Research
Cloud Tracker Pro

How the Hyperscalers Are Moving Beyond NVIDIA


Some hyperscalers have shifted well beyond total reliance on NVIDIA with chips that are powering their AI infra services.

By: Mary Jander
September 09, 2025
Read More »
Datacenterblue446
Premium Research
Cloud Tracker Pro

What's the Status of Hyperscaler Infrastructure?


Hyperscalers are building big, but that doesn't yet show in their footprint statistics, and it may not for a while.

By: Mary Jander
September 08, 2025
Read More »
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