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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
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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
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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
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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
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Previous Next
Automation1
News/Analysis

At MWC, Telecoms Look for the Answer in AIOps


With revenue growth nonexistent and costs escalating, the most practical solution for telecom operators is automation.

By: R. Scott Raynovich
February 23, 2024
Read More »
5 Gconnect1
Premium Research
Cloud Tracker Pro

Telco Troubles Revealed in Financials


Telcos worldwide are at a crossroads. It's not clear whether they'll take the way forward fast enough to make a difference in their drooping sales.

By: Mary Jander
February 23, 2024
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Cloud3
News/Analysis

Prosimo Ups Its AIOps Game


Prosimo's new AI suite adds a natural language assistant as well as AI data guardrails.

By: R. Scott Raynovich
February 22, 2024
Read More »
5 Gcity
News/Analysis

Can NVIDIA Boost Nokia's RAN Plan?


Nokia will partner with NVIDIA to create cloud-native RAN solutions that apply AI to streamline operations and improve the bottom line. Will it work?.

By: Mary Jander
February 22, 2024
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Markets3
News/Analysis

Palo Alto Shares Plunge on Strategy Shift


Palo Alto CEO Nikesh Arora announces a new platform strategy designed to combat "cybersecurity fatigue" .

By: R. Scott Raynovich
February 21, 2024
Read More »
Aiindustry
News/Analysis

Aviz Updates Network Stack with AI


Aviz Networks has upgraded its SONiC network platform with AIOps capabilities using GenAI.

By: R. Scott Raynovich
February 20, 2024
Read More »
Cloud3
Premium Research
Cloud Tracker Pro

How Oracle's Crashing the Hyperscalers' Party


Oracle is now a public cloud leader. Here's how it plans to expand its fiefdom via AI, sovereign and private cloud services, multicloud sharing with Azure, and more..

By: Mary Jander
February 15, 2024
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Clouddatacenter
News/Analysis

Lambda Scores $320 Million for AI Infrastructure Cloud


Lambda, a cloud firm offering access to AI infrastructure via NVIDIA GPUs, has scored $320 million in Series C funding on a valuation of $1.5 billion.

By: Mary Jander
February 15, 2024
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Cisco Hq2
News/Analysis

Cisco Drops on 'Uncertainty,' Layoffs to Come


Cisco reported reduced product and services revenues, citing slow telco sales. As a result, the company reduced guidance and plans a 5% companywide layoff .

By: Mary Jander
February 15, 2024
Read More »
Datacenter8
Premium Research
Cloud Tracker Pro

Equinix, Others Expand on AI Demand


Datacenter service providers are aggressively expanding their facilities in response to rising demand for AI processing .

By: Mary Jander
February 13, 2024
Read More »
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