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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Chipcolor2
Premium Research

NVIDIA GPU Alternatives Are Gaining Serious Traction

Hyperscaler chips such as Google's TPU and Amazon's Trainium are gaining momentum as alternatives to NVIDIA GPUs.

By: Craig Matsumoto
November 05, 2025
Read More  »
Mastercard 2
News/Analysis

Enterprise AI Profile: Mastercard Tackles Fraud and Productivity

Mastercard is focusing its AI efforts on three core areas: security and fraud prevention, personalization, and productivity.

By: Juliet Raynovich
November 04, 2025
Read More  »
A Icloud
Premium Q&A

Q&A: Derek Ashmore, AI Enablement Principal, Asperitas

As AI Enablement Principal at IT consulting firm Asperitas, Derek Ashmore shares his expertise on agentic AI and its application to cloud computing.

By: Mary Jander
November 04, 2025
Read More  »
Automation 14
Tech Primers

How Is AI Being Applied at the Edge?

The need for efficient AI inference is growing .

By: Craig Matsumoto
November 03, 2025
Read More  »
Datacenter power burst
News/Analysis

Cloud Firms Scale Up Capex, but Expenses Are Climbing Too

Alphabet, Meta, and Microsoft are increasing capex substantially, but depreciation and other costs will follow.

By: Mary Jander
October 30, 2025
Read More  »
Previous Next
Coinstacks
News/Analysis

Alkira Scores $100 Million Series C


Alkira's scored $100 million to advance its network-as-a-service (NaaS) with more MCN features while adding networking functionality for AI workloads .

By: Mary Jander
May 15, 2024
Read More »
Edgecompute1
News/Analysis

An Overview of Networking for AI at the Edge


The progress of AI inferencing has the industry looking to the network edge, where a variety of solutions are emerging from a range of players.

By: Mary Jander
May 13, 2024
Read More »
Security3Shield
News/Analysis

RSAC: Networking and Security Convergence Redux


The RSA Conference once again revealed the theme of networking and security convergence.

By: R. Scott Raynovich
May 10, 2024
Read More »
Automation2
News/Analysis

ServiceNow and Itential Take on the OSS Market


ServiceNow and Itential have teamed up to help to tackle telco automation.

By: R. Scott Raynovich
May 08, 2024
Read More »
Casinochips
News/Analysis

Microsoft, NVIDIA Bet $1 Billion on Wayve Autonomous Car Software


UK startup Wayve has scored $1.05 billion in Series C funding from SoftBank, NVIDIA, and Microsoft to advance its embodied AI..

By: Mary Jander
May 07, 2024
Read More »
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 »
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