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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Wrlesscity3
Free Research

Inside Valmont's Data Assurance ROI with Graphiant

We talked with Valmont Industries about solving networking needs with flexibility, security, and governance.

By: R. Scott Raynovich
August 28, 2025
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NVIDIA HQ b
News/Analysis

NVIDIA Earnings Takeaways: Numbers Are Good, But Investors Hit Pause

NVIDIA management talks up AI infra opportunities in the trillions of dollars.

By: R. Scott Raynovich
August 28, 2025
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Nvidia2
News/Analysis

What to Watch in NVIDIA's Earnings: Blackwell, China, and Margins

All eyes are on NVIDIA, the epicenter of the AI boom, as it reports earnings today.

By: R. Scott Raynovich
August 27, 2025
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Frustration
Futuriom Blog

Why We Don't Believe MIT NANDA's Weird AI Study

An enterprise AI study from MIT's NANDA went viral—but there's not a lot of data behind it.

By: R. Scott Raynovich
August 26, 2025
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A Ichip2
Premium Research

What's Up With Crusoe's Atero Acquisition?

Crusoe's headlines are dominated by datacenter buildouts, but the company reminds us it's still a cloud technologist too.

By: Craig Matsumoto
August 26, 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
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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
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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
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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
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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
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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
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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
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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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