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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
Read More  »
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
Stockmarket4
News/Analysis

What's Not to Love about CoreWeave?


CoreWeave's IPO ignited tense hand-wringing over the neocloud business model, but investors have happily driven stock surges for both it and Nebius.

By: Craig Matsumoto
June 12, 2025
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Cisco Hq
News/Analysis

Cisco Doubles Down on NVIDIA AI, Portfolio Integration


As the new Chief Product Officer, Jeetu Patel is putting his imprint on the networking giant as Cisco emphasizes new integrations and partnerships. .

By: R. Scott Raynovich
June 10, 2025
Read More »
A Ichip
Premium Research
Cloud Tracker Pro

Who Will Win the "Scale Up" Challenge?


A range of technologies are bidding for the market to interconnect XPUs to operate as a single entity, to create so-called scale-up architecture for AI pods.

By: Mary Jander
June 09, 2025
Read More »
AI chip 8
News/Analysis

Broadcom Chip Advances Ethernet for AI


Broadcom's Tomahawk 6 doubles the switch capacity of its predecessors while supporting Ethernet for "scale up" as well as "scale out" in a swipe at NVIDIA.

By: Mary Jander
June 04, 2025
Read More »
Code2
Premium Research
Cloud Tracker Pro

MCP Gets Ready for the Real World


The MCP protocol has captured developers' attention. Here's what it needs in order to enable AI automation on a grander scale.

By: Craig Matsumoto
June 03, 2025
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China markets 91
Premium Research
Cloud Tracker Pro

NVIDIA Faces Tough Challenge on China


NVIDIA's Jensen Huang makes convincing arguments for staying in the Chinese market despite U.S. export restrictions. Now he must make his case clearer to the government.

By: Mary Jander
June 02, 2025
Read More »
Nvidia2
News/Analysis

NVIDIA Posts Solid Results Despite China Ban


NVIDIA posted strong quarterly results, despite headwinds from U.S. government export controls for China market.

By: Mary Jander
May 29, 2025
Read More »
Secure cloud 2
News/Analysis

Here Comes Post-Quantum Cryptography


Updated June 2, 2025—Enterprises are sitting on a ticking cryptographic timebomb due to the potential of quantum computing algorithms, but help is on the way.

By: Mary Jander
May 28, 2025
Read More »
Code2
News/Analysis

Itential Puts AI Agents and MCP to Work


Itential has stepped up its AI-driven network operations via integration with Selector, along with the introduction of a Model Context Protocol (MCP) server.

By: Craig Matsumoto
May 28, 2025
Read More »
Bigdataabstract
News/Analysis

Why Salesforce Will Buy Informatica for $8 Billion


Salesforce will buy data management vendor Informatica in an $8 billion deal that could boost the CRM company's agentic AI fortunes.

By: Mary Jander
May 27, 2025
Read More »
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