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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  »
Previous Next
AI2
News/Analysis

AI-RAN Alliance, With Microsoft and NVIDIA, Tackle AIOps


The AI-RAN Alliance goes after opportunities to improve the efficiency of mobile networks.

By: R. Scott Raynovich
February 26, 2024
Read More »
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
Read More »
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
Read More »
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
Read More »
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
Read More »
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 »
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