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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Moneystack
News/Analysis

DriveNets Scores $410 Million to Advance Its AI Fabric

DriveNets' has $1 billion in funding to keep developing its multivendor approach to AI networking.

By: Mary Jander
June 02, 2026
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Moneyhand
News/Analysis

Michael Burry Says NVIDIA Is Putting your Pension At Risk

Famous investor Michael Burry says NVIDIA is putting retirees at risk because of a circular deal. Can that be right?.

By: Mary Jander
June 02, 2026
Read More  »
AI Ops2297
News/Analysis

Itential Launches FlowAI as Agentic Ops Come to the Fore

With the launch of FlowAI, Itential builds a portfolio on the cutting edge of agentic operations.

By: R. Scott Raynovich
June 01, 2026
Read More  »
Object storage services
Premium Research

Qumulo Streamlines Hybrid Cloud Data Management for AI

Data management firm Qumulo has integrated a range of products to support multicloud services linked to Cisco UCS.

By: Mary Jander
June 01, 2026
Read More  »
Nvidia2
News/Analysis

NVIDIA Posts Strong Earnings, But Investors Balk

NVIDIA delivered another stellar quarter, illustrating the strength of its hold on the market despite investor pushback.

By: Mary Jander
May 21, 2026
Read More  »
Previous Next
Securityops
News/Analysis

NSS Labs Launches Managed Cybersecurity Test Platform


NSS Labs has launched Minion, an independent test platform for cybersecurity products that eliminates the time, expertise, expense, and credibility gaps associated with in-house testing.

By: Mary Jander
August 05, 2025
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AI 077
Premium Research
Cloud Tracker Pro

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
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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
Read More »
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
Cloud Tracker Pro

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
Read More »
Datacenter4
News/Analysis

Elliott Now Eyeing Equinix


Equinix, the datacenter REIT market leader, is the latest tech firm to land in the crosshairs of Elliott Management. We take a look at where changes might happen.

By: Mary Jander
July 21, 2025
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AI brain90
News/Analysis

Vector Databases Get Attention, and Amazon Follows


Vector databases are having their moment in the sun, and large players such as Amazon and Oracle are noticing.

By: Craig Matsumoto
July 21, 2025
Read More »
Security3Shield
News/Analysis

Teleport Identity Security Gets a Real Time Twist


Teleport's platform now traces identity across multiple platforms, spotting anomalies real-time as a user flits from system to system.

By: Craig Matsumoto
July 17, 2025
Read More »
Conductor3
News/Analysis

Extreme Ships Agentic AI-Enabled Net Automation Platform


Extreme Networks' Platform ONE for automated network security and connectivity is shipping, putting the vendor out front of a growing enterprise trend.

By: Mary Jander
July 17, 2025
Read More »
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