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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
Read More  »
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
Read More  »
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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Money2
Premium Research
Cloud Tracker Pro

What Can Stop Snowflake's Shares From Melting?


Snowflake beat earnings estimates and issued strong guidance, but that still didn't stop investors from selling.

By: R. Scott Raynovich
August 22, 2024
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Handshake
News/Analysis

AMD to Buy ZT Systems to Accelerate System Delivery


AMD's move to buy AI infrastructure design firm ZT Systems could boost its share of a market AMD estimates will be worth $400 billion by 2027.

By: Mary Jander
August 19, 2024
Read More »
Moneyfunnel
Premium Research
Cloud Tracker Pro

Are the Hyperscalers Betting Too Much on AI?


There are signs that hyperscalers' investment in AI mirrors what the telcos spent on 5G. That may not be a fair comparison.

By: Mary Jander
August 08, 2024
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Cloudchip2
Premium Research
Cloud Tracker Pro

CTP Q2 Update: AI Infrastructure Shifts Toward Inferencing


Hyperscalers continue to accelerate AI spending, but enterprises are pondering the next steps.

By: Mary Jander
August 06, 2024
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S Rphoto1
Premium Q&A
Cloud Tracker Pro

Cloud Tech Pro Q&A: Scott Robertson, Co-op Group


Scott Robertson, Principal Enterprise Architect, Foundation Technology, at Co-Op Group in the UK, talks hybrid cloud, cloud repatriation, and operating models.

By: Mary Jander
July 25, 2024
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IBM building 1
News/Analysis

IBM Earnings Showcase AI and Automation


IBM's Q2 2024 earnings reveal solid progress in AI and in hybrid cloud automation.

By: Mary Jander
July 25, 2024
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Securityops
Premium Research
Cloud Tracker Pro

Crowdstricken! A Lesson in Technology Risks from CrowdStrike


The CrowdStrike debacle has highlighted many ongoing risks in vendor concentration, supply-chain, and CI/CD practices.

By: R. Scott Raynovich
July 25, 2024
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Moneystack
News/Analysis

Google Bets Big on AI Infrastructure


Google parent Alphabet is spending big on AI infrastructure. But major progress in enterprise AI cloud isn't yet underway.

By: Mary Jander
July 24, 2024
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Security3Shield
Free Research

2024 SD-WAN/SASE Managed Services Survey Report


See what end users are looking for from SASE/SD-WAN services, according to our 2024 survey of 192 experts.

By: R. Scott Raynovich
July 24, 2024
Read More »
Bigdataabstract2
News/Analysis

File Systems Prep Hybrid Cloud Storage for AI


CTERA, Nasuni, and Panzura are leading a flock of enterprise file systems designed to help bring AI to hybrid and multicloud enterprise environments.

By: Mary Jander
July 22, 2024
Read More »
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