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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Chipcolor2
Premium Research

NVIDIA GPU Alternatives Are Gaining Serious Traction

Hyperscaler chips such as Google's TPU and Amazon's Trainium are gaining momentum as alternatives to NVIDIA GPUs.

By: Craig Matsumoto
November 05, 2025
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Mastercard 2
News/Analysis

Enterprise AI Profile: Mastercard Tackles Fraud and Productivity

Mastercard is focusing its AI efforts on three core areas: security and fraud prevention, personalization, and productivity.

By: Juliet Raynovich
November 04, 2025
Read More  »
A Icloud
Premium Q&A

Q&A: Derek Ashmore, AI Enablement Principal, Asperitas

As AI Enablement Principal at IT consulting firm Asperitas, Derek Ashmore shares his expertise on agentic AI and its application to cloud computing.

By: Mary Jander
November 04, 2025
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Automation 14
Tech Primers

How Is AI Being Applied at the Edge?

The need for efficient AI inference is growing .

By: Craig Matsumoto
November 03, 2025
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Datacenter power burst
News/Analysis

Cloud Firms Scale Up Capex, but Expenses Are Climbing Too

Alphabet, Meta, and Microsoft are increasing capex substantially, but depreciation and other costs will follow.

By: Mary Jander
October 30, 2025
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Citynetworktouch
News/Analysis

DriveNets Drives Comcast Network Upgrade


The disaggregated design of DriveNets' Network Cloud is helping Comcast expand its software-defined, virtualized Janus network nationwide.

By: Mary Jander
March 25, 2025
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Nvidia2
Premium Research
Cloud Tracker Pro

NVIDIA's CEO Talks Up AI Factories


At the annual NVIDIA GTC "Superbowl of AI," CEO Jensen Huang delivered a firehose of announcements focused on the needs of "AI factories".

By: Mary Jander
March 19, 2025
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Handshake
News/Analysis

Google to Pay $32 Billion for Wiz


UPDATED 3/19: Google makes a second run at acquiring cybersecurity startup Wiz, whose platform could potentially add significant value to Google Cloud.

By: Mary Jander
March 18, 2025
Read More »
ANET Picture1
News/Analysis

Arista Load Balances AI, Gets Oracle Onboard


Arista Networks introduces load balancing for AI workloads, along with significant AI-enabled capabilities for network observability and problem-solving.

By: Mary Jander
March 12, 2025
Read More »
At MWC1
News/Analysis

MWC 2025: It's a Wrap


Mobile World Congress 2025 in Barcelona featured AI, AI, and more AI. Here's a quick take on some leading trends from the show.

By: Mary Jander
March 05, 2025
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Clouddatacenter4
News/Analysis

CoreWeave IPO Filing Offers a Glimpse Inside


AI infrastructure service provider CoreWeave has filed its S1 prospectus with the U.S. SEC, heralding a hope for a potential $4 billion IPO this year.

By: Mary Jander
March 05, 2025
Read More »
Bluelocksecure
Premium Research
Cloud Tracker Pro

Why Network Security Convergence Is Shaking Up the Market


Networking and security are converging more than ever. Are big changes ahead? .

By: R. Scott Raynovich
February 27, 2025
Read More »
Nvidia2
News/Analysis

NVIDIA: The "Age of AI" Is Just Beginning


NVIDIA delivered solid earnings above expectations last night, and CEO Jensen Huang expects more growth this year. So why aren't investors reassured?.

By: Mary Jander
February 27, 2025
Read More »
A Ichip
News/Analysis

Cisco and NVIDIA Partnership Boosts AI Ethernet


Cisco and NVIDIA will combine the two vendors’ technologies at the chip level to serve enterprise AI requirements. Who wins—and who's left out?.

By: R. Scott Raynovich
February 26, 2025
Read More »
Security3Shield
News/Analysis

Teleport Expands Secure Identity Platform for Growth


Teleport beefs up its infrastructure identity platform to ease the headaches of managing secure access to cloud infrastructure.

By: R. Scott Raynovich
February 25, 2025
Read More »
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