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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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China US Chip 53695
News/Analysis

AI Chip China Access Tax Has Pros and Cons

The U.S. Government says NVIDIA and AMD can be licensed to sell dumbed-down chips in China in return for a 15% cut of the revenues. But where that cut will come from is a question.

By: Mary Jander
August 11, 2025
Read More  »
Datacenter 48
News/Analysis

WhiteFiber Preps Its Neocloud IPO

WhiteFiber is ready to go public, and like CoreWeave and Crusoe, it's a neocloud that's putting heavy emphasis on real estate development and datacenters.

By: Craig Matsumoto
August 07, 2025
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Cloud data center 3
News/Analysis

Oxide Scores $100M for On-Prem Cloud-Computing Rack

Oxide Computer Company has scored $100 million in Series B funding to continue development of its on-premises rack, aimed as an alternative to public cloud services .

By: Mary Jander
August 06, 2025
Read More  »
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  »
Previous Next
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 »
Observability
Premium Research
Cloud Tracker Pro

Startup Profile: groundcover Levers eBPF for Monitoring


Startup groundcover has leveraged eBPF to offer affordable observability for application performance monitoring (APM).

By: Mary Jander
April 01, 2024
Read More »
Cloudlock
News/Analysis

AI Traffic Is Up, and So is Security Risk


Security platform provider Zscaler says enterprise users are diving into AI applications - and facing new AI cyberthreats.

By: Mary Jander
March 27, 2024
Read More »
A Icloud
News/Analysis

Cloud Native Climbs at KubeCon


CNCF takes on AI -- and much more .

By: R. Scott Raynovich
March 25, 2024
Read More »
A Ibrain3
News/Analysis

NVIDIA Unveils New GPUs, Networking, Enterprise tools


NVIDIA boosts its GPU position, improves its networking options, and serves up enterprise solutions. But it's still all about NVIDIA.

By: Mary Jander
March 19, 2024
Read More »
A Ichip
News/Analysis

Can Astera's IPO Succeed?


Startup Astera Labs is testing the strength of the AI chip interconnection market with a proposed IPO.

By: Mary Jander
March 14, 2024
Read More »
Cybersecurity2b
News/Analysis

Why Aryaka's Unified SASE Is Important


Aryaka rolls out Unified SASE, looking to provide a complete network and security platform.

By: R. Scott Raynovich
March 12, 2024
Read More »
Platform engineeriing
Free Research

Applying Platform Engineering Principles to Networking


How infrastructure platform engineering can facilitate and automate the delivery of network services for any application, on any platform .

By: R. Scott Raynovich
March 11, 2024
Read More »
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