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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Dropping the moneybag
News/Analysis

Enterprise AI Profile: Uber Streamlines Backend Services But Pays a Pr

Uber dramatically improved its internal operations using customized apps built on Google technology. Then the bill came due.

By: Juliet Raynovich
June 23, 2026
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Aiindustry
News/Analysis

Arrcus PoC with TELUS Highlights AI Networking and Sovereignty

AI, mobile networks, and distributed workloads drive the need for TELUS to adopt more sophisticated networking with Arrcus.

By: R. Scott Raynovich
June 18, 2026
Read More  »
Datacenter5
News/Analysis

Vultr Picks HPE and NVIDIA for Enterprise AI Services

Vultr's choice of HPE could lead to some surprising networking options in the future.

By: Mary Jander
June 17, 2026
Read More  »
Datacenter4
Premium Research

AI Rack Systems Stay Customized Despite Standards Efforts

AI vendors and hyperscalers seem wedded to their specific rack designs, despite working toward standardization.

By: Mary Jander
June 17, 2026
Read More  »
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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Previous Next
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
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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
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Aiindustry
News/Analysis

How the Co-op Group UK Makes AI Work


The Co-op Group Ltd. in the UK has taken a measured approach to AI, introducing applications for which there is a demonstrable internal or external customer need..

By: Mary Jander
August 14, 2025
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Cisco Hq2
Premium Research
Cloud Tracker Pro

Cisco Produces Growth in AI, But Will it Decelerate?


Cisco shares are down on solid, if unspectacular results.

By: R. Scott Raynovich
August 14, 2025
Read More »
Data1
Free Research

Building Cyber Resilience for Ransomware


Futuriom explores a series of user profiles of Index Engines' CyberSense to determine how it enables faster data corruption detection, along with rapid and confident recovery from ransomware attacks.

By: R. Scott Raynovich
August 12, 2025
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China US Chip 53695
News/Analysis

AI Chip China Access Tax Has Pros and Cons


The U.S. Government says NVIDIA and AMD can be licensed to sell dumbed-down chips in China in return for a 15% cut of the revenues. But where that cut will come from is a question.

By: Mary Jander
August 11, 2025
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Datacenter 48
News/Analysis

WhiteFiber Preps Its Neocloud IPO


WhiteFiber is ready to go public, and like CoreWeave and Crusoe, it's a neocloud that's putting heavy emphasis on real estate development and datacenters.

By: Craig Matsumoto
August 07, 2025
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Cloud data center 3
News/Analysis

Oxide Scores $100M for On-Prem Cloud-Computing Rack


Oxide Computer Company has scored $100 million in Series B funding to continue development of its on-premises rack, aimed as an alternative to public cloud services .

By: Mary Jander
August 06, 2025
Read More »
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