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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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A Ibrain5
News/Analysis

Enterprise AI Profile: The Roche Group

The Roche Group and its subsidiaries are using AI to advance pharmaceutical R&D and healthcare diagnostics and treatment.

By: Mary Jander
September 03, 2025
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Cybersecure3
News/Analysis

Post-Quantum Roundup: IBM, Microsoft, Fortinet

The chatter around post-quantum readiness is getting louder, with larger vendors prodding enterprises to get moving on the years-long process.

By: Craig Matsumoto
September 03, 2025
Read More  »
Wrlesscity3
Free Research

Inside Valmont's Data Assurance ROI with Graphiant

We talked with Valmont Industries about solving networking needs with flexibility, security, and governance.

By: R. Scott Raynovich
August 28, 2025
Read More  »
NVIDIA HQ b
News/Analysis

NVIDIA Earnings Takeaways: Numbers Are Good, But Investors Hit Pause

NVIDIA management talks up AI infra opportunities in the trillions of dollars.

By: R. Scott Raynovich
August 28, 2025
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Nvidia2
News/Analysis

What to Watch in NVIDIA's Earnings: Blackwell, China, and Margins

All eyes are on NVIDIA, the epicenter of the AI boom, as it reports earnings today.

By: R. Scott Raynovich
August 27, 2025
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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
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Handshake
News/Analysis

Cohesity and Veritas Will Form a New Data Protection Firm


Cohesity and Veritas' data protection division are combining in a new company focused on data security and management with AI in mind.

By: Mary Jander
February 08, 2024
Read More »
Security3Shield
News/Analysis

F5 Goes Big in Multicloud Visibility and Security


F5 unveils API security and AI tools to help professionals manage multicloud environments.

By: R. Scott Raynovich
February 07, 2024
Read More »
Multicloud2
News/Analysis

ZEDEDA Grabs $72 Million Amid Market Momentum


ZEDEDA has scored $72 million in Series C funding, signaling the renewal of interest in edge management as demand for AI/ML builds.

By: Mary Jander
February 07, 2024
Read More »
Cisco Hq
Premium Research
Cloud Tracker Pro

Inside Cisco's Blizzard of Product News


Cisco's latest announcements target AI, observability, and security -- areas where the company faces market growth and internal challenges.

By: Mary Jander
February 07, 2024
Read More »
Microsoft3
News/Analysis

Microsoft Results Reflect AI Growth and Challenges


Microsoft reported strong quarterly results this week, but investors want to see even more progress with AI in cloud and other products.

By: Mary Jander
January 31, 2024
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Futuriom 50
Free Research

The 2024 Futuriom 50 Is Here!


Our annual report tracks the key cloud infrastructure and top private companies to watch in 2024. .

By: R. Scott Raynovich
January 31, 2024
Read More »
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