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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
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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
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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
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A Ibrain3
News/Analysis

Google Cloud Next: AI Takes Center Stage


At its Google Cloud Next '24 conference this week, the hyperscaler unveiled a slew of AI infrastructure products and services -- and many AI customer testimonials.

By: Mary Jander
April 10, 2024
Read More »
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
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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 »
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