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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Datacenter350
News/Analysis

Was CoreWeave's $9 Billion Enough for Core Scientific?

The $9 billion acquisition of Core Scientific essentially brings committed capacity in-house for CoreWeave—a deal made possible through the magic of stock valuations.

By: Craig Matsumoto
July 08, 2025
Read More  »
Secure globe
Free Research

Achieving TCO Savings with Unified SASE

A "Unified SASE" approach to security and networking can deliver operational and direct cost savings of up to 50%.

By: R. Scott Raynovich
July 07, 2025
Read More  »
Conductor2
Premium Q&A

Q&A: Dia Adams, Enterprise Data/AI Strategist, TCG

An Enterprise Data/AI Strategist at TCG, a leading technology consultancy to U.S. government agencies, Dia Adams discusses how to make enterprise AI successful.

By: Mary Jander
July 03, 2025
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Clouddatacenter
News/Analysis

Who Is Oracle's $30 Billion Mystery Customer?

Here are some candidates for Oracle's $30 billion customer, though it may take two years for the money to show.

By: Mary Jander
July 02, 2025
Read More  »
Strip mining024
News/Analysis

Cloudflare Pushes Back on AI 'Strip mining'

CEO Matthew Prince says AI's 'stripmining' of content has accelerated dramatically in six months. He wants to rethink the way we value web content.

By: Craig Matsumoto
July 02, 2025
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A Ichip2
Analyst Insight
Cloud Tracker Pro

Can Intel Be Saved? Inside Some Potential Solutions


The bad news just keeps coming for Intel. September will be a pivotal month as CEO Pat Gelsinger and the board meet to discuss its future. Will cost cutting be enough?.

By: Mary Jander
September 11, 2024
Read More »
Datacenter6
News/Analysis

NVIDIA Has Joined the Ultra Ethernet Consortium


NVIDIA quietly joined the Ultra Ethernet Consortium, signaling that it's growing more enthusiastic about Ethernet for AI networking.

By: Mary Jander
September 10, 2024
Read More »
Cloudlock
News/Analysis

HPE Releases First Iteration of Private Cloud AI


HPE has delivered the first in a series of planned products jointly developed with NVIDIA. And it looks like a win for HPE. .

By: Mary Jander
September 09, 2024
Read More »
Datacenter2
Premium Research
Cloud Tracker Pro

Ciena Earnings Highlight Data Center Connectivity


Ciena's Q3 earnings beat analyst estimates, and the company predicts growth in datacenter connectivity as AI and cloud traffic grows.

By: Mary Jander
September 04, 2024
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Cisco Hq2
Analyst Insight
Cloud Tracker Pro

Will the Cisco Reorg Work?


Cisco is in the midst of the largest reorg in years. Will it work?.

By: R. Scott Raynovich
September 04, 2024
Read More »
Multicloud2
Premium Q&A
Cloud Tracker Pro

Q&A: Adam Stipkovits, Global Aluminum Manufacturing Company


Adam Stipkovits is a multicloud network architect with expertise in Azure, AWS, Google Cloud, and Oracle Cloud. He spoke with us about his work and the industry.

By: Mary Jander
August 29, 2024
Read More »
Markets2
Premium Research
Cloud Tracker Pro

Nutanix Vaults 20% in Wake of VMware Buyout


Nutanix hits new highs in recurring revenue and cash flow after targeting VMware with promotions.

By: R. Scott Raynovich
August 29, 2024
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Nvidia hopper architecture h100 sxm
News/Analysis

NVIDIA's Results Show AI Boom May Be Slowing


Despite strong results, investors were disappointed with NVIDIA's latest earnings report. It's time to get realistic about the AI market..

By: Mary Jander
August 29, 2024
Read More »
A Icloud
News/Analysis

NVIDIA Boosts AI Development for Enterprise Use


NVIDIA's unveiled NIM Agent Blueprints that bring readymade GenAI workflows to let enterprise customers develop "AI flywheels.".

By: Mary Jander
August 27, 2024
Read More »
Cloud2
News/Analysis

Lumen Picks Blue Planet to Prep Inventory for AI


Lumen has picked intelligent inventory software from Blue Planet, a division of Ciena, to help deliver hyperscaler and enterprise AI networks..

By: Mary Jander
August 22, 2024
Read More »
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