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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Datacenterblue446
News/Analysis

U.S.-Canada Trade War Threatens AI Buildouts

The current trade war between the U.S. and Canada could hinder both countries from achieving AI goals.

By: Mary Jander
September 03, 2026
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AI2
Free Research

Top Trends in Networking for AI: Inside the Rack

AI networking inside the rack is the focus of our latest free report.

By: Mary Jander
August 25, 2026
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A Idataflow
News/Analysis

F5 Combines Tokenomics with AI Security

F5 has enhanced its F5 AI Security Platform with new F5 AI Gateways capabilities, bringing tokenomics into the mix.

By: Mary Jander
August 24, 2026
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Healthcare 1
News/Analysis

Enterprise AI Profile: Pfizer's Federated AI Pipeline

By giving frontline teams direct control over custom AI tools and mining proprietary trial data, Pfizer is transforming how it evaluates drug viability, accelerates regulatory submissions, and scales breakthrough medicines.

By: Juliet Raynovich
August 13, 2026
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Handshake
Premium Research

IREN's Mirantis Buy Supports NVIDIA Plans

Altcloud IREN has purchased AI orchestrator software vendor Mirantis to help fuel infra deals with NVIDIA.

By: Mary Jander
August 12, 2026
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Previous Next
Securityops
News/Analysis

NSS Labs Launches Managed Cybersecurity Test Platform


NSS Labs has launched Minion, an independent test platform for cybersecurity products that eliminates the time, expertise, expense, and credibility gaps associated with in-house testing.

By: Mary Jander
August 05, 2025
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AI 077
Premium Research
Cloud Tracker Pro

CTP: The AI Infra Boom Continues, But What's Next?


Hyperscalers are throwing billions of dollars into building AI infrastructure. Will all the AI infra demand meet supply? We dive into the data in our latest CTP Update report.

By: Mary Jander
July 31, 2025
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Palo Alto HQ
News/Analysis

CyberArk: The $25B Answer to Palo Alto's Identity Crisis


CyberArk's identity and access management fill a crucial, AI-related gap, but it also shows that Palo Alto's 'platform' aspirations don't come cheaply.

By: Craig Matsumoto
July 30, 2025
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Datacenter
News/Analysis

Crusoe: Cloud Company or Construction Kingpin?


As Crusoe announces its next big project, a 1.8 GW campus in Wyoming, the aspiring neocloud is looking more and more like a real estate company.

By: Craig Matsumoto
July 29, 2025
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A Icloud
Premium Research
Cloud Tracker Pro

Will Enterprises Struggle to Soak Up the AI Boom?


AI suppliers are focusing on major buildouts, but enterprises are having trouble keeping up.

By: Mary Jander
July 29, 2025
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Datacenter3
News/Analysis

Stargate Mysteries Multiply


Questions swirl about the status of the Stargate project, even as OpenAI claims it's on track and expanding.

By: Mary Jander
July 22, 2025
Read More »
Datacenter4
News/Analysis

Elliott Now Eyeing Equinix


Equinix, the datacenter REIT market leader, is the latest tech firm to land in the crosshairs of Elliott Management. We take a look at where changes might happen.

By: Mary Jander
July 21, 2025
Read More »
AI brain90
News/Analysis

Vector Databases Get Attention, and Amazon Follows


Vector databases are having their moment in the sun, and large players such as Amazon and Oracle are noticing.

By: Craig Matsumoto
July 21, 2025
Read More »
Security3Shield
News/Analysis

Teleport Identity Security Gets a Real Time Twist


Teleport's platform now traces identity across multiple platforms, spotting anomalies real-time as a user flits from system to system.

By: Craig Matsumoto
July 17, 2025
Read More »
Conductor3
News/Analysis

Extreme Ships Agentic AI-Enabled Net Automation Platform


Extreme Networks' Platform ONE for automated network security and connectivity is shipping, putting the vendor out front of a growing enterprise trend.

By: Mary Jander
July 17, 2025
Read More »
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