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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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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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Clouddatacenter
News/Analysis

TensorWave Scores $350 Million to Advance Its AMD Cloud

TensorWave has built its business solely on AMD infrastructure. It looks like it's paying off.

By: Mary Jander
June 11, 2026
Read More  »
Employee and chatbot
News/Analysis

Enterprise AI Profile: IKEA Bets on Workers Over Automation

Furniture retailer IKEA has realized substantial revenue from new AI applications. And it hasn't fired anyone in the process.

By: Juliet Raynovich
June 11, 2026
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Datacenterblue446
Premium Research

Arista Unveils AI "Supersystem." Here's What's Inside

Arista's new 7060XE7 Series introduces rackscale products for AI networking, from scale out to scale up.

By: Mary Jander
June 10, 2026
Read More  »
Network2
Premium Research

Startup Profile: Cornelis Networks Hits Its Stride

Cornelis wouldn't call itself a startup, but it's looking like one.

By: Mary Jander
June 10, 2026
Read More  »
Previous Next
Cybersecure3
News/Analysis

Post-Quantum Roundup: IBM, Microsoft, Fortinet


The chatter around post-quantum readiness is getting louder, with larger vendors prodding enterprises to get moving on the years-long process.

By: Craig Matsumoto
September 03, 2025
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Wrlesscity3
Free Research

Inside Valmont's Data Assurance ROI with Graphiant


We talked with Valmont Industries about solving networking needs with flexibility, security, and governance.

By: R. Scott Raynovich
August 28, 2025
Read More »
NVIDIA HQ b
News/Analysis

NVIDIA Earnings Takeaways: Numbers Are Good, But Investors Hit Pause


NVIDIA management talks up AI infra opportunities in the trillions of dollars.

By: R. Scott Raynovich
August 28, 2025
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Nvidia2
News/Analysis

What to Watch in NVIDIA's Earnings: Blackwell, China, and Margins


All eyes are on NVIDIA, the epicenter of the AI boom, as it reports earnings today.

By: R. Scott Raynovich
August 27, 2025
Read More »
Frustration
Futuriom Blog

Why We Don't Believe MIT NANDA's Weird AI Study


An enterprise AI study from MIT's NANDA went viral—but there's not a lot of data behind it.

By: R. Scott Raynovich
August 26, 2025
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A Ichip2
Premium Research
Cloud Tracker Pro

What's Up With Crusoe's Atero Acquisition?


Crusoe's headlines are dominated by datacenter buildouts, but the company reminds us it's still a cloud technologist too.

By: Craig Matsumoto
August 26, 2025
Read More »
Chipcolor2
News/Analysis

Can the USA Save Intel?


The U.S. Government is taking an $8.9 billion equity stake in Intel. Will that be enough to energize the company's Foundry Services?.

By: Mary Jander
August 26, 2025
Read More »
AI chip4
News/Analysis

TensorWave Is Poised to Be AMD's Loudest Advocate


The neocloud TensorWave offers AMD GPUs exclusively, making it unique among clouds in general. With an 8,192-GPU cluster operating in Arizona and recent receipt of new MI355X GPUs, it's ready to put its thesis to the test.

By: Craig Matsumoto
August 21, 2025
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A Icloud
Premium Research
Cloud Tracker Pro

What's Next for CoreWeave?


The AI datacenter provider has become and investment darling, but debt is piling up.

By: Mary Jander
August 20, 2025
Read More »
Moneyfunnel
Premium Research
Cloud Tracker Pro

Are Hyperscalers Spending Too Much on Datacenters?


The leading cloud providers have dramatically increased capex with an eye toward AI infrastructure in the form of datacenters. Will it weigh on their future fortunes?.

By: Mary Jander
August 19, 2025
Read More »
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