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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Stockmarket4
News/Analysis

What's Not to Love about CoreWeave?

CoreWeave's IPO ignited tense hand-wringing over the neocloud business model, but investors have happily driven stock surges for both it and Nebius.

By: Craig Matsumoto
June 12, 2025
Read More  »
Cisco Hq
News/Analysis

Cisco Doubles Down on NVIDIA AI, Portfolio Integration

As the new Chief Product Officer, Jeetu Patel is putting his imprint on the networking giant as Cisco emphasizes new integrations and partnerships. .

By: R. Scott Raynovich
June 10, 2025
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A Ichip
News/Analysis

Who Will Win the "Scale Up" Challenge?

A range of technologies are bidding for the market to interconnect XPUs to operate as a single entity, to create so-called scale-up architecture for AI pods.

By: Mary Jander
June 09, 2025
Read More  »
AI chip 8
News/Analysis

Broadcom Chip Advances Ethernet for AI

Broadcom's Tomahawk 6 doubles the switch capacity of its predecessors while supporting Ethernet for "scale up" as well as "scale out" in a swipe at NVIDIA.

By: Mary Jander
June 04, 2025
Read More  »
Code2
Premium Research

MCP Gets Ready for the Real World

The MCP protocol has captured developers' attention. Here's what it needs in order to enable AI automation on a grander scale.

By: Craig Matsumoto
June 03, 2025
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Cloud datacenter 2
Free Research

Delivering ROI with Unified SASE as a Service


How Thetford Increased Reliability and Decreased Operational Costs with Aryaka .

By: R. Scott Raynovich
May 08, 2025
Read More »
AI 077
Free Research

Telco Trends Recap: AI-RAN Brings AI to the Edge


This year’s Mobile World Congress in Barcelona focused on telco opportunities in AI. In this report, we sum up our findings. .

By: R. Scott Raynovich
May 06, 2025
Read More »
Commnetworks
Free Research

Delivering ROI with Extreme Fabric: Views from the Field


This Leadership Brief shows how Extreme Fabric's virtualization and automation technology simplifies network switching, routing and security. .

By: R. Scott Raynovich
May 06, 2025
Read More »
Hacker5
News/Analysis

Messaging Hack Hints at Broader U.S. Cybersecurity Weakness


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By: Mary Jander
May 05, 2025
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Cybersecurity
News/Analysis

RSAC: AI Is Helping Hackers; We Need More AI!


Data and discussions from RSAC indicate the AI security risks and proposed solutions are proliferating at the same time. .

By: R. Scott Raynovich
May 01, 2025
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Money2
News/Analysis

Microsoft and Meta Deliver on Earnings


Microsoft and Meta posted good earnings reports this week. But macro uncertainty could hinder their goals going forward.

By: Mary Jander
May 01, 2025
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Cybersecure3
Premium Research
Cloud Tracker Pro

MCP for AI is Hot. But Where's the Security?


MCP has become the de facto option for connecting LLMs to myriad data sources. But only a few firms, including Teleport and SentinelOne, have addressed its security .

By: Craig Matsumoto
May 01, 2025
Read More »
Datacenter 48
News/Analysis
Cloud Tracker Pro

Neoclouds vs. Hyperscalers: What’s the Difference?


Neoclouds' funding coffers helped them keep up in the race to build AI datacenters, but what next? If GPUs stop being scarce, then neoclouds need stronger differentiation -- as do hyperscalers, who have a broader arsenal to draw from..

By: Craig Matsumoto
April 24, 2025
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Bluedatacenter
Premium Research
Cloud Tracker Pro

UALink Offers Fresh Options for AI Networking


The UALink Consortium has published its first specification with the aim to offer an open-source alternative to NVLink and to offer support for GPUs besides NVIDIA's.

By: Mary Jander
April 21, 2025
Read More »
China Us
Premium Research
Cloud Tracker Pro

Inside the Tech Tariff Catastrophe


Tariffs and export controls meant to promote U.S. technology interests could stall the spread of key manufacturing and datacenter buildouts.

By: Mary Jander
April 21, 2025
Read More »
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