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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Wrlesscity3
Free Research

Inside Valmont's Data Assurance ROI with Graphiant

We talked with Valmont Industries about solving networking needs with flexibility, security, and governance.

By: R. Scott Raynovich
August 28, 2025
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NVIDIA HQ b
News/Analysis

NVIDIA Earnings Takeaways: Numbers Are Good, But Investors Hit Pause

NVIDIA management talks up AI infra opportunities in the trillions of dollars.

By: R. Scott Raynovich
August 28, 2025
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Nvidia2
News/Analysis

What to Watch in NVIDIA's Earnings: Blackwell, China, and Margins

All eyes are on NVIDIA, the epicenter of the AI boom, as it reports earnings today.

By: R. Scott Raynovich
August 27, 2025
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Frustration
Futuriom Blog

Why We Don't Believe MIT NANDA's Weird AI Study

An enterprise AI study from MIT's NANDA went viral—but there's not a lot of data behind it.

By: R. Scott Raynovich
August 26, 2025
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A Ichip2
Premium Research

What's Up With Crusoe's Atero Acquisition?

Crusoe's headlines are dominated by datacenter buildouts, but the company reminds us it's still a cloud technologist too.

By: Craig Matsumoto
August 26, 2025
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A Icloud
Free Research

World Premiere! 2024 Networking Infra for AI Report


A technological revolution is underway in networking for AI, driven by demand for faster, more scalable, and more reliable infrastructure.

By: Mary Jander
May 30, 2024
Read More »
Aiindustry
News/Analysis

Survey: Telcos Think Big About AI


A new survey from Ciena says telcos worldwide are eager to implement AI in their networks. But can they afford it?.

By: Mary Jander
May 29, 2024
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A Ichip2
News/Analysis

Can NVIDIA Keep Up with Itself?


NVIDIA reported record earnings again last night. But supply isn't meeting demand, and the competition is growing.

By: Mary Jander
May 23, 2024
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Markets3
News/Analysis

Palo Alto Shares Fall On Weak Guidance


Palo Alto's platformization strategy might be a long slog, based on current guidance.

By: R. Scott Raynovich
May 21, 2024
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Cisco Hq2
News/Analysis

Cisco Earnings a Mixed Bag


Cisco revenues were down, but the company has high hopes for Splunk and AI.

By: R. Scott Raynovich
May 16, 2024
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Handshake
News/Analysis

Exabeam to Merge with LogRhythm


Exabeam and LogRhythm have merged to create a security information and event management (SIEM) system aimed at “AI-driven security operations.”.

By: Mary Jander
May 15, 2024
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Coinstacks
News/Analysis

Alkira Scores $100 Million Series C


Alkira's scored $100 million to advance its network-as-a-service (NaaS) with more MCN features while adding networking functionality for AI workloads .

By: Mary Jander
May 15, 2024
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Edgecompute1
News/Analysis

An Overview of Networking for AI at the Edge


The progress of AI inferencing has the industry looking to the network edge, where a variety of solutions are emerging from a range of players.

By: Mary Jander
May 13, 2024
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Security3Shield
News/Analysis

RSAC: Networking and Security Convergence Redux


The RSA Conference once again revealed the theme of networking and security convergence.

By: R. Scott Raynovich
May 10, 2024
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Automation2
News/Analysis

ServiceNow and Itential Take on the OSS Market


ServiceNow and Itential have teamed up to help to tackle telco automation.

By: R. Scott Raynovich
May 08, 2024
Read More »
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