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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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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  »
Futuriom Crew band
Futuriom Blog

Why We're Doubling Down on Futuriom

Futuriom has doubled staff in the past six months to support a wide variety of new research and services.

By: R. Scott Raynovich
September 08, 2025
Read More  »
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Datacenterblue446
Premium Research
Cloud Tracker Pro

Why Datacenter Cooling's Turning Liquid


Denser racks and AI clusters are giving off enough heat to warm small cities, but liquid cooling provides a cleaner and cooler alternative.

By: Mary Jander
May 07, 2024
Read More »
Conductor3
Tech Primers

What Is the Difference Between Network Automation and Orchestration?


Network orchestration differs from network automation by operating across technology domains and adopted business logic.

By: R. Scott Raynovich
May 07, 2024
Read More »
A Icloud
News/Analysis

Cloud Firms Are Upping Capex, Citing Demand


The top cloud providers say demand is so great for their AI-related services that capex is going through the roof. Investors have questions.

By: Mary Jander
May 02, 2024
Read More »
Moneystack
Free Research

Cloud Cost Management and FInOps for the AI Era


Our 2024 report on cloud cost management and FinOps looks at the effects of AI as well as leading vendors.

By: R. Scott Raynovich
April 30, 2024
Read More »
Analysis2
Premium Research
Cloud Tracker Pro

Is CoreWeave Eyeing an IPO?


CoreWeave's advertising for an investor relations director and SEC expert. Could an IPO be in the works?.

By: Mary Jander
April 26, 2024
Read More »
Marketsmoney
News/Analysis

Why IBM Wants HashiCorp


HashiCorp is going to be purchased, possibly by IBM.

By: R. Scott Raynovich
April 24, 2024
Read More »
Analyticscharts
Premium Research
Cloud Tracker Pro

Databricks' AI Ambitions Revive IPO Chatter


Databricks' large language model DBRX was recently released to general applause. Could it be another step toward IPO?.

By: Mary Jander
April 18, 2024
Read More »
Bigdataabstract2
News/Analysis

Aviatrix Adds Observability API in Cloud-Native Push


Aviatrix adds Network Insights API, which will help networking practitioners integrate with common observability tools.

By: R. Scott Raynovich
April 17, 2024
Read More »
Cybersecurity
News/Analysis

Rubrik IPO Represents Larger Trend


Rubrik, the 11-year-old secondary storage and security cloud provider, is going public in a move that reflects an influx of new blood in the public tech markets.

By: Mary Jander
April 17, 2024
Read More »
AI2
Premium Research
Cloud Tracker Pro

Can AI Save Everyone's Bacon?


Both hyperscalers and telcos are saying there's a universal delay in closing orders. But AI could make a difference -- at least for the hyperscalers.

By: Mary Jander
April 12, 2024
Read More »
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