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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
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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
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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
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Chipcolor3
News/Analysis
Cloud Tracker Pro

Xscape Photonics Grabs $44 Million to Speed Up AI


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By: Mary Jander
October 15, 2024
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Datacloud
Premium Research
Cloud Tracker Pro

CTERA Adds AI Smarts to Object File System


CTERA has extended its global file system to AI models in a new platform that features intelligent agents for model querying.

By: Mary Jander
October 09, 2024
Read More »
Security3Shield
News/Analysis

Aryaka Expands SASE Network with CASB


Aryaka continues its march toward fully integrated networking and SASE by adding CASB and other features.

By: R. Scott Raynovich
October 08, 2024
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Automation2
News/Analysis

ClearBlade Takes IoT to New Level


Internet of Things (IoT) system provider ClearBlade has released additions to its products, incorporating more security, performance, and AI into its platform.

By: Mary Jander
October 02, 2024
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Datacenter4
News/Analysis

Equinix Aims to Raise $15 Billion for AI Data Centers


Datacenter facilities market leader Equinix has entered a JV to raise at least $15 billion for building out hyperscale datacenters.

By: Mary Jander
October 01, 2024
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Edgecompute1
Premium Research
Cloud Tracker Pro

ZEDEDA and Edge Impulse Bring ML to the Edge


ZEDEDA now integrates software from Edge Impulse, a startup specializing in machine learnings model development for edge applications.

By: Mary Jander
September 26, 2024
Read More »
Condutor1
News/Analysis

Panzura Conducts Object Storage Symphony


Panzura has released Symphony, a platform that supports data from a variety of object storage systems, including ones from AWS, Azure, GCP, and Wasabi.

By: Mary Jander
September 26, 2024
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SI
News/Analysis

System Initiative Stalks HashiCorp Out of Stealth


System Initiative, a maker of IaC tools, aims to become the developer's friend with a visual, multiplayer approach.

By: R. Scott Raynovich
September 25, 2024
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HPE
Premium Research
Cloud Tracker Pro

Barclays Expands a Hybrid Cloud Deal with HPE


The UK’s Barclays bank has extended a ten-year contract with Hewlett Packard Enterprise (HPE) for management of its multicloud and hybrid cloud estate.

By: Mary Jander
September 23, 2024
Read More »
A Ibrain5
News/Analysis

Microsoft, BlackRock, and NVIDIA are the Big Names in GAIIP


The new GAIIP investment partnership will rely on NVIDIA's advice. That could be a big win for the company's accelerated computing technologies.

By: Mary Jander
September 18, 2024
Read More »
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