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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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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  »
Futuriom 50
News/Analysis

The Futuriom 50: 2025 in Review

We're in the fourth quarter, so it's time to review our Futuriom 50 choices to see who's still in the running and what's changed.

By: Mary Jander
October 30, 2025
Read More  »
AI2
Free Research

AI, GPU Clouds, and Neoclouds in the Age of Inference

The explosion of GPU clouds and neoclouds is complicated to sort out. In our new report, we did all the work for you.

By: R. Scott Raynovich
October 29, 2025
Read More  »
AI chip4
News/Analysis

Qualcomm Wants to Be an NVIDIA Alternative Too

The AI200 and AI250 bring Qualcomm into datacenter-scale AI inferencing, which also means Qualcomm gets to learn about selling rack-scale products.

By: Craig Matsumoto
October 29, 2025
Read More  »
5 G city2
News/Analysis

NVIDIA Invests $1 Billion in Nokia

NVIDIA will buy a 2.9% equity stake in Nokia, while enabling a major revamping of the mobile supplier's AI-enabled RAN.

By: Mary Jander
October 28, 2025
Read More  »
Previous Next
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
Read More »
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
Read More »
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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