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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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AI2
News/Analysis

Top Trends in Networking for AI: Inside the Rack

AI networking inside the rack is the focus of our latest free report.

By: Mary Jander
August 25, 2026
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A Idataflow
News/Analysis

F5 Combines Tokenomics with AI Security

F5 has enhanced its F5 AI Security Platform with new F5 AI Gateways capabilities, bringing tokenomics into the mix.

By: Mary Jander
August 24, 2026
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Healthcare 1
News/Analysis

Enterprise AI Profile: Pfizer's Federated AI Pipeline

By giving frontline teams direct control over custom AI tools and mining proprietary trial data, Pfizer is transforming how it evaluates drug viability, accelerates regulatory submissions, and scales breakthrough medicines.

By: Juliet Raynovich
August 13, 2026
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Handshake
Premium Research

IREN's Mirantis Buy Supports NVIDIA Plans

Altcloud IREN has purchased AI orchestrator software vendor Mirantis to help fuel infra deals with NVIDIA.

By: Mary Jander
August 12, 2026
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Money2
News/Analysis

Inside NVIDIA's $500B Debt Deal: NVIDIA's Scary Pivot on Finance

NVIDIA officially seeks to securitize the AI hype with major Wall St. finance companies this week, but the announcement had a muted reaction. .

By: R. Scott Raynovich
August 12, 2026
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A Ichip2
News/Analysis

Groq Raises $750M for GroqCloud


Maverick chipmaker Groq now has a valuation of $6.9 billion and is rapidly building out cloud datacenters using its processors.

By: Craig Matsumoto
September 18, 2025
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Handshake
News/Analysis

Intel and NVIDIA Hook Up


NVIDIA's stunning investment in Intel and the companies' joint collaboration could shift the fortunes of both firms —UPDATED 9/18 4:00 PM.

By: Mary Jander
September 18, 2025
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AI doc and patient
Premium Research
Cloud Tracker Pro

Enterprise AI Profile: Beacon Health System


The Beacon Health System in Indiana deployed AI to substantially reduce physican burnout while creating operational efficiencies.

By: Mary Jander
September 18, 2025
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Networkglobe3
Premium Research
Cloud Tracker Pro

WEKA's AI Push Targets Inferencing Tokenomics


This year has seen WEKA make major product moves to better serve AI and neoclouds, with a message that's focusing on the economics of inference.

By: Craig Matsumoto
September 18, 2025
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Generated image
News/Analysis

VDURA Shows Off AI Data Functionality in AMD Blueprint


VDURA has released an AMD reference architecture that works with its parallel file system and storage for HPC/AI workloads .

By: Mary Jander
September 16, 2025
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Datacenter 48
News/Analysis

Nebius' Monster Microsoft Deal Fuels Further Expansion


A $17.4B contract with Microsoft kicks off what looks like an aggressive growth push from Nebius.

By: Craig Matsumoto
September 10, 2025
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Stockmarket4
News/Analysis

Oracle Shocks Wall Street


Oracle's latest quarterly report had investors fawning with congratulations over a backlog of contracts. Now it must deliver.

By: Mary Jander
September 10, 2025
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A Ichip
Premium Research
Cloud Tracker Pro

How the Hyperscalers Are Moving Beyond NVIDIA


Some hyperscalers have shifted well beyond total reliance on NVIDIA with chips that are powering their AI infra services.

By: Mary Jander
September 09, 2025
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Datacenterblue446
Premium Research
Cloud Tracker Pro

What's the Status of Hyperscaler Infrastructure?


Hyperscalers are building big, but that doesn't yet show in their footprint statistics, and it may not for a while.

By: Mary Jander
September 08, 2025
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Futuriom Crew band
Futuriom Blog

Why We're Doubling Down on Futuriom


Futuriom has doubled staff in the past six months to support a wide variety of new research and services.

By: R. Scott Raynovich
September 08, 2025
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