Free Research
AI, GPU Clouds, and Neoclouds in the Age of Inference
The explosion of GPU clouds and neoclouds is complicated to sort out. In our new report, we did all the work for you.
October 29, 2025
News/Analysis
Qualcomm Wants to Be an NVIDIA Alternative Too
The AI200 and AI250 bring Qualcomm into datacenter-scale AI inferencing, which also means Qualcomm gets to learn about selling rack-scale products.
October 29, 2025
News/Analysis
NVIDIA Invests $1 Billion in Nokia
NVIDIA will buy a 2.9% equity stake in Nokia, while enabling a major revamping of the mobile supplier's AI-enabled RAN.
October 28, 2025
News/Analysis
Cisco Ramps Its Partnership with NVIDIA—and Both Stocks Are Soaring
Cisco and NVIDIA are expanding their partnership to provide networking solutions for AI. .
October 28, 2025
News/Analysis
Lumen & Equinix Vie to Connect the AI Cloud
Multicloud networking is evolving in to 'AI networking,' and Lumen and Equinix both argue they're the ones to help enterprises make the transition.
October 27, 2025
Premium Research
Cloud Tracker Pro
CTP Q2 Update: AI Infrastructure Shifts Toward Inferencing
Hyperscalers continue to accelerate AI spending, but enterprises are pondering the next steps.
August 06, 2024
Premium Research
Cloud Tracker Pro
Crowdstricken! A Lesson in Technology Risks from CrowdStrike
July 25, 2024
Analyst Insight
Cloud Tracker Pro
Alphabet Wiz Bid Raises Big Questions
If Alphabet/Google buys Wiz, it could face questions about the hefty pricetag.
July 17, 2024
