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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Space X rocket
News/Analysis

SpaceX Drives AI Speculation to New Heights

Inside the numbers behind SpaceX's $2.3 trillion fantasy.

By: R. Scott Raynovich
June 15, 2026
Read More  »
Clouddatacenter
News/Analysis

TensorWave Scores $350 Million to Advance Its AMD Cloud

TensorWave has built its business solely on AMD infrastructure. It looks like it's paying off.

By: Mary Jander
June 11, 2026
Read More  »
Employee and chatbot
News/Analysis

Enterprise AI Profile: IKEA Bets on Workers Over Automation

Furniture retailer IKEA has realized substantial revenue from new AI applications. And it hasn't fired anyone in the process.

By: Juliet Raynovich
June 11, 2026
Read More  »
Datacenterblue446
Premium Research

Arista Unveils AI "Supersystem." Here's What's Inside

Arista's new 7060XE7 Series introduces rackscale products for AI networking, from scale out to scale up.

By: Mary Jander
June 10, 2026
Read More  »
Network2
Premium Research

Startup Profile: Cornelis Networks Hits Its Stride

Cornelis wouldn't call itself a startup, but it's looking like one.

By: Mary Jander
June 10, 2026
Read More  »
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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
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Markets3
Premium Research

Why Hyperscaler Capex Could Drop in 2026


Hyperscalers continue to pour money into AI infrastructure this year, but 2026 could see a big change, Futuriom estimates.

By: Mary Jander
April 16, 2025
Read More »
Automation 14
News/Analysis

NVIDIA Hedges Tariff Threat With US Manufacturing


Chips in Arizona and AI supercomputers in Texas will help NVIDIA hedge against whatever happens with tariffs while also pushing the company's dreams of building more and more AI factories..

By: Craig Matsumoto
April 15, 2025
Read More »
HPE
Premium Research
Cloud Tracker Pro

What's Next for HPE?


HPE faces a series of challenges, including tariffs and the potential loss of its bid for Juniper Networks. Here are some alternatives —Updated 4/15 12:00 PM.

By: Mary Jander
April 14, 2025
Read More »
Cloud datacenter 2
Free Research

Aviatrix's Vision for Multicloud Operations with Colocation


As distributed application and data needs climb, a unified network management plane will be needed for multicloud environments.

By: R. Scott Raynovich
April 08, 2025
Read More »
Securelock3
News/Analysis

Fortanix Aims to Secure GenAI With a Turnkey Pipeline


Could GenAI be the moment for confidential computing? Fortanix, with Intel as a partner, offers a secure data pipeline to assuage enterprise fears over GenAI and data privacy.

By: Craig Matsumoto
April 08, 2025
Read More »
Growth
News/Analysis

Fidelity Ditches Terraform for OpenTofu


Fidelity's mass migration from Terraform to OpenTofu raises the stakes in the IaC market.

By: R. Scott Raynovich
April 04, 2025
Read More »
Bluehacker
News/Analysis

CyberRatings: Cloud Firewalls Have Gaping Holes


A new test from CyberRatings.org shows that many cloud-hosted firewalls are ineffective.

By: R. Scott Raynovich
April 02, 2025
Read More »
AI2
Premium Q&A
Cloud Tracker Pro

Q&A: Alaa Moussawi, Chief Data Scientist, New York City Council


The Chief Data Scientist of the New York City Council talks about why companies aren't yet adopting GenAI at scale, and what will help change that.

By: Mary Jander
April 01, 2025
Read More »
Opticallines
News/Analysis

AI Creates New Urgency for Datacenter Optics


The growth of AI networks has vendors preparing innovations that use optical technology to solve power, space, and speed challenges that come with ever-larger networks.

By: Mary Jander
April 01, 2025
Read More »
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