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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Clouddatacenter
News/Analysis

Who is Oracle's $30 Billion Mystery Customer?

Here are some candidates for Oracle's $30 billion customer, though it may take two years for the money to show.

By: Mary Jander
July 02, 2025
Read More  »
Strip mining024
News/Analysis

Cloudflare Pushes Back on AI 'Strip mining'

CEO Matthew Prince says AI's 'stripmining' of content has accelerated dramatically in six months. He wants to rethink the way we value web content.

By: Craig Matsumoto
July 02, 2025
Read More  »
Smart healthcare 581
Premium Research

Healthcare Companies See Many Benefits from AI

Data from Futuriom's Cloud Tracker Pro Enterprise AI Index shows the healthcare vertical substantially invested in AI, with many benefits reported.

By: Mary Jander
July 01, 2025
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Handshake
News/Analysis

Who Will Win from the HPE-Juniper Merger?

The U.S. Department of Justice has okayed the HPE-Juniper merger with conditions that could abundantly benefit third parties.

By: Mary Jander
June 30, 2025
Read More  »
HPE
News/Analysis

HPE Bets Big on Agentic AI

HPE has boosted its Aruba and GreenLake products with agentic AI, which could stand it in good stead whether it acquires Juniper or not.

By: Mary Jander
June 25, 2025
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Previous Next
A Icloud
News/Analysis

Cloud Firms Are Upping Capex, Citing Demand


The top cloud providers say demand is so great for their AI-related services that capex is going through the roof. Investors have questions.

By: Mary Jander
May 02, 2024
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Moneystack
Free Research

Cloud Cost Management and FInOps for the AI Era


Our 2024 report on cloud cost management and FinOps looks at the effects of AI as well as leading vendors.

By: R. Scott Raynovich
April 30, 2024
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Analysis2
Premium Research
Cloud Tracker Pro

Is CoreWeave Eyeing an IPO?


CoreWeave's advertising for an investor relations director and SEC expert. Could an IPO be in the works?.

By: Mary Jander
April 26, 2024
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Marketsmoney
News/Analysis

Why IBM Wants HashiCorp


HashiCorp is going to be purchased, possibly by IBM.

By: R. Scott Raynovich
April 24, 2024
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Analyticscharts
Premium Research
Cloud Tracker Pro

Databricks' AI Ambitions Revive IPO Chatter


Databricks' large language model DBRX was recently released to general applause. Could it be another step toward IPO?.

By: Mary Jander
April 18, 2024
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Bigdataabstract2
News/Analysis

Aviatrix Adds Observability API in Cloud-Native Push


Aviatrix adds Network Insights API, which will help networking practitioners integrate with common observability tools.

By: R. Scott Raynovich
April 17, 2024
Read More »
Cybersecurity
News/Analysis

Rubrik IPO Represents Larger Trend


Rubrik, the 11-year-old secondary storage and security cloud provider, is going public in a move that reflects an influx of new blood in the public tech markets.

By: Mary Jander
April 17, 2024
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AI2
Premium Research
Cloud Tracker Pro

Can AI Save Everyone's Bacon?


Both hyperscalers and telcos are saying there's a universal delay in closing orders. But AI could make a difference -- at least for the hyperscalers.

By: Mary Jander
April 12, 2024
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A Ibrain3
News/Analysis

Google Cloud Next: AI Takes Center Stage


At its Google Cloud Next '24 conference this week, the hyperscaler unveiled a slew of AI infrastructure products and services -- and many AI customer testimonials.

By: Mary Jander
April 10, 2024
Read More »
Analyticscharts
Tech Primers

Why Is Interest in eBPF and Cilium Growing?


The technology known as extended Berkeley Packet Filter (eBPF) is making headway in the market. Here's why.

By: Mary Jander
April 09, 2024
Read More »
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