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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Chipcolor2
Premium Research

NVIDIA GPU Alternatives Are Gaining Serious Traction

Hyperscaler chips such as Google's TPU and Amazon's Trainium are gaining momentum as alternatives to NVIDIA GPUs.

By: Craig Matsumoto
November 05, 2025
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Mastercard 2
News/Analysis

Enterprise AI Profile: Mastercard Tackles Fraud and Productivity

Mastercard is focusing its AI efforts on three core areas: security and fraud prevention, personalization, and productivity.

By: Juliet Raynovich
November 04, 2025
Read More  »
A Icloud
Premium Q&A

Q&A: Derek Ashmore, AI Enablement Principal, Asperitas

As AI Enablement Principal at IT consulting firm Asperitas, Derek Ashmore shares his expertise on agentic AI and its application to cloud computing.

By: Mary Jander
November 04, 2025
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Automation 14
Tech Primers

How Is AI Being Applied at the Edge?

The need for efficient AI inference is growing .

By: Craig Matsumoto
November 03, 2025
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Datacenter power burst
News/Analysis

Cloud Firms Scale Up Capex, but Expenses Are Climbing Too

Alphabet, Meta, and Microsoft are increasing capex substantially, but depreciation and other costs will follow.

By: Mary Jander
October 30, 2025
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Markets2
Premium Research
Cloud Tracker Pro

Nutanix Vaults 20% in Wake of VMware Buyout


Nutanix hits new highs in recurring revenue and cash flow after targeting VMware with promotions.

By: R. Scott Raynovich
August 29, 2024
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Nvidia hopper architecture h100 sxm
News/Analysis

NVIDIA's Results Show AI Boom May Be Slowing


Despite strong results, investors were disappointed with NVIDIA's latest earnings report. It's time to get realistic about the AI market..

By: Mary Jander
August 29, 2024
Read More »
A Icloud
News/Analysis

NVIDIA Boosts AI Development for Enterprise Use


NVIDIA's unveiled NIM Agent Blueprints that bring readymade GenAI workflows to let enterprise customers develop "AI flywheels.".

By: Mary Jander
August 27, 2024
Read More »
Cloud2
News/Analysis

Lumen Picks Blue Planet to Prep Inventory for AI


Lumen has picked intelligent inventory software from Blue Planet, a division of Ciena, to help deliver hyperscaler and enterprise AI networks..

By: Mary Jander
August 22, 2024
Read More »
Money2
Premium Research
Cloud Tracker Pro

What Can Stop Snowflake's Shares From Melting?


Snowflake beat earnings estimates and issued strong guidance, but that still didn't stop investors from selling.

By: R. Scott Raynovich
August 22, 2024
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Handshake
News/Analysis

AMD to Buy ZT Systems to Accelerate System Delivery


AMD's move to buy AI infrastructure design firm ZT Systems could boost its share of a market AMD estimates will be worth $400 billion by 2027.

By: Mary Jander
August 19, 2024
Read More »
Moneyfunnel
Premium Research
Cloud Tracker Pro

Are the Hyperscalers Betting Too Much on AI?


There are signs that hyperscalers' investment in AI mirrors what the telcos spent on 5G. That may not be a fair comparison.

By: Mary Jander
August 08, 2024
Read More »
Cloudchip2
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.

By: Mary Jander
August 06, 2024
Read More »
S Rphoto1
Premium Q&A
Cloud Tracker Pro

Cloud Tech Pro Q&A: Scott Robertson, Co-op Group


Scott Robertson, Principal Enterprise Architect, Foundation Technology, at Co-Op Group in the UK, talks hybrid cloud, cloud repatriation, and operating models.

By: Mary Jander
July 25, 2024
Read More »
IBM building 1
News/Analysis

IBM Earnings Showcase AI and Automation


IBM's Q2 2024 earnings reveal solid progress in AI and in hybrid cloud automation.

By: Mary Jander
July 25, 2024
Read More »
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