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 .
September 16, 2025
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.
September 10, 2025
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.
September 10, 2025
Premium Research
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.
September 09, 2025
News/Analysis
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.
September 08, 2025
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.
August 06, 2024
Premium Research
Cloud Tracker Pro
Crowdstricken! A Lesson in Technology Risks from CrowdStrike
July 25, 2024
