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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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DC8
News/Analysis

AI Changed the Datacenter Rules, as Seen at OCP Summit

Rapid deployment and intense power demands make AI datacenters different. Vendors and the Open Compute Project have responded in kind.

By: Craig Matsumoto
October 16, 2025
Read More  »
Cloud datacenter 2
News/Analysis

Arista Stakes Its Claim in Neocloud Territory

Arista says its success with hyperscalers can apply to AI factories, with neoclouds eager to tap that expertise.

By: Craig Matsumoto
October 09, 2025
Read More  »
Clouddata
Free Research

Trends and Leaders in Platform Engineering and IaC 2025

Increasing concerns about cybersecurity, data privacy, and AI are likely to accelerate the need for platform engineering.

By: R. Scott Raynovich
October 08, 2025
Read More  »
Security3Shield
Premium Research

F5 Beefs Up AI Story with CalypsoAI Acquisition

With a methodical acquisition strategy, F5 has tied together API and AI security with networking.

By: R. Scott Raynovich
October 07, 2025
Read More  »
Handshake
News/Analysis

AMD Expands Market With OpenAI Deal

AMD's highly structured, multibillion-dollar deal with OpenAI could boost AMD's market share and help it post $100 billion in revenue over the next several years. It also may be the most sensible deal OpenAI has done this year.

By: Mary Jander
October 06, 2025
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Previous Next
Handshake
News/Analysis

Intel and NVIDIA Hook Up


NVIDIA's stunning investment in Intel and the companies' joint collaboration could shift the fortunes of both firms —UPDATED 9/18 4:00 PM.

By: Mary Jander
September 18, 2025
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AI doc and patient
Premium Research
Cloud Tracker Pro

Enterprise AI Profile: Beacon Health System


The Beacon Health System in Indiana deployed AI to substantially reduce physican burnout while creating operational efficiencies.

By: Mary Jander
September 18, 2025
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Networkglobe3
Premium Research
Cloud Tracker Pro

WEKA's AI Push Targets Inferencing Tokenomics


This year has seen WEKA make major product moves to better serve AI and neoclouds, with a message that's focusing on the economics of inference.

By: Craig Matsumoto
September 18, 2025
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Generated image
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 .

By: Mary Jander
September 16, 2025
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Datacenter 48
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.

By: Craig Matsumoto
September 10, 2025
Read More »
Stockmarket4
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.

By: Mary Jander
September 10, 2025
Read More »
A Ichip
Premium Research
Cloud Tracker Pro

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.

By: Mary Jander
September 09, 2025
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Datacenterblue446
Premium Research
Cloud Tracker Pro

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.

By: Mary Jander
September 08, 2025
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Futuriom Crew band
Futuriom Blog

Why We're Doubling Down on Futuriom


Futuriom has doubled staff in the past six months to support a wide variety of new research and services.

By: R. Scott Raynovich
September 08, 2025
Read More »
AI2
News/Analysis

Cisco Integrates VAST Data into Secure AI Factory with NVIDIA


Cisco is offering a fully integrated system for delivering enterprise RAG and agentic AI .

By: Mary Jander
September 04, 2025
Read More »
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