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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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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
Read More  »
AI 077
Premium Research

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
Read More  »
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
Read More  »
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
Read More  »
A Icloud
Premium Research

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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Previous Next
Analysis2
Premium Research
Cloud Tracker Pro

Is CoreWeave Eyeing an IPO?


CoreWeave's advertising for an investor relations director and SEC expert. Could an IPO be in the works?.

By: Mary Jander
April 26, 2024
Read More »
Marketsmoney
News/Analysis

Why IBM Wants HashiCorp


HashiCorp is going to be purchased, possibly by IBM.

By: R. Scott Raynovich
April 24, 2024
Read More »
Analyticscharts
Premium Research
Cloud Tracker Pro

Databricks' AI Ambitions Revive IPO Chatter


Databricks' large language model DBRX was recently released to general applause. Could it be another step toward IPO?.

By: Mary Jander
April 18, 2024
Read More »
Bigdataabstract2
News/Analysis

Aviatrix Adds Observability API in Cloud-Native Push


Aviatrix adds Network Insights API, which will help networking practitioners integrate with common observability tools.

By: R. Scott Raynovich
April 17, 2024
Read More »
Cybersecurity
News/Analysis

Rubrik IPO Represents Larger Trend


Rubrik, the 11-year-old secondary storage and security cloud provider, is going public in a move that reflects an influx of new blood in the public tech markets.

By: Mary Jander
April 17, 2024
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AI2
Premium Research
Cloud Tracker Pro

Can AI Save Everyone's Bacon?


Both hyperscalers and telcos are saying there's a universal delay in closing orders. But AI could make a difference -- at least for the hyperscalers.

By: Mary Jander
April 12, 2024
Read More »
A Ibrain3
News/Analysis

Google Cloud Next: AI Takes Center Stage


At its Google Cloud Next '24 conference this week, the hyperscaler unveiled a slew of AI infrastructure products and services -- and many AI customer testimonials.

By: Mary Jander
April 10, 2024
Read More »
Analyticscharts
Tech Primers

Why Is Interest in eBPF and Cilium Growing?


The technology known as extended Berkeley Packet Filter (eBPF) is making headway in the market. Here's why.

By: Mary Jander
April 09, 2024
Read More »
Chipblue
Premium Research
Cloud Tracker Pro

How Datacenters are Managing the AI Energy Binge


By 2027, AI servers could gobble enough electricity annually to power the entire country of Argentina. Here's how AI datacenters are turning down the heat.

By: Mary Jander
April 09, 2024
Read More »
A Ibrain5
News/Analysis

Astera Labs Blockbuster IPO Reveals Strong AI Market


Astera's IPO dazzled the Street. The company is betting on a big market opportunity but may have to grow big in a short timeframe.

By: Mary Jander
April 03, 2024
Read More »
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