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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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News/Analysis

VDURA Shows Off AI Data Functionality in AMD Blueprint

VDURA has released an AMD reference architecture that works with its parallel file system and storage for HPC/AI workloads .

By: Mary Jander
September 16, 2025
Read More  »
Datacenter 48
News/Analysis

Nebius' Monster Microsoft Deal Fuels Further Expansion

A $17.4B contract with Microsoft kicks off what looks like an aggressive growth push from Nebius.

By: Craig Matsumoto
September 10, 2025
Read More  »
Stockmarket4
News/Analysis

Oracle Shocks Wall Street

Oracle's latest quarterly report had investors fawning with congratulations over a backlog of contracts. Now it must deliver.

By: Mary Jander
September 10, 2025
Read More  »
A Ichip
Premium Research

How the Hyperscalers Are Moving Beyond NVIDIA

Some hyperscalers have shifted well beyond total reliance on NVIDIA with chips that are powering their AI infra services.

By: Mary Jander
September 09, 2025
Read More  »
Datacenterblue446
News/Analysis

What's the Status of Hyperscaler Infrastructure?

Hyperscalers are building big, but that doesn't yet show in their footprint statistics, and it may not for a while.

By: Mary Jander
September 08, 2025
Read More  »
Previous Next
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
Read More »
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
Read More »
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
Read More »
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
Read More »
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
Read More »
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
Read More »
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
Read More »
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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