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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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Previous Next
China Us
News/Analysis

Why DeepSeek's Rise Could Be Temporary


Chinese startup DeepSeek has produced watershed AI, but don't underestimate the ability of the West to catch up.

By: Mary Jander
January 27, 2025
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Moneyhand
News/Analysis

Stargate Has Been Announced. Here Are Our Questions ...


Project Stargate is an ambitious, $500-billion project to create U.S. AI infrastructure. But what's involved to get it running?.

By: Mary Jander
January 22, 2025
Read More »
Growthchart
Premium Research
Cloud Tracker Pro

Q4 2024 Capex: A Look at Hyperscalers and Telcos


As AI deployment accelerates, cloud hyperscalers project greater spending on AI datacenters, while third-party services grow and telcos lag in capital spending.

By: Mary Jander
January 22, 2025
Read More »
A Ibrain5
Premium Q&A
Cloud Tracker Pro

Q&A: Donald Thompson, Distinguished Engineer, LinkedIn


A Distinguished Engineer in charge of AI at LinkedIn shares his insights into the progress of AI and its challenges.

By: Mary Jander
January 22, 2025
Read More »
Cloudabstract2
News/Analysis

Render Scores $80 Million To Make Cloud Easier


Cloud application platform provider Render has scored $80 million in new funding, illustrating demand for alternatives to the cloud hyperscaler offerings.

By: R. Scott Raynovich
January 21, 2025
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Bluedatacenter
Premium Research
Cloud Tracker Pro

X Server Win Demonstrates HPE's AI Potential


HPE's recent $1 billion win with Elon Musk's X shows where its focus needs to be. Will the Juniper deal distract from that?.

By: Mary Jander
January 16, 2025
Read More »
A Icloud
News/Analysis

AI Storage Play DDN Scores $300 Million in Funding


DDN scores $300 million from Blackstone on a $5 billion valuation, energizing the HPC company's shift to enterprise focus.

By: Mary Jander
January 13, 2025
Read More »
Stockmarket4
News/Analysis

Wiz Appoints New CFO for Journey to IPO


Wiz has appointed Fazal Merchant as president and CFO, and he's aiming to take the CNAPP vendor public.

By: Mary Jander
January 09, 2025
Read More »
Chip2
News/Analysis

How AMD Is Gaining Ground Against NVIDIA


AMD may remain a distant second to NVIDIA in the GPU market, but it's building its share strategically.

By: Mary Jander
January 09, 2025
Read More »
Clouddatacenter4
Premium Research
Cloud Tracker Pro

Can Telco "AI Factories" Succeed?


Telcos are slowly rolling out datacenters to support new AI services. But can these efforts succeed?.

By: Mary Jander
January 06, 2025
Read More »
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