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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
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
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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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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
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
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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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
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
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
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