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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
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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
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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
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Previous Next
Marketsmoney
News/Analysis

Why IBM Wants HashiCorp


HashiCorp is going to be purchased, possibly by IBM.

By: R. Scott Raynovich
April 24, 2024
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Analyticscharts
Premium Research
Cloud Tracker Pro

Databricks' AI Ambitions Revive IPO Chatter


Databricks' large language model DBRX was recently released to general applause. Could it be another step toward IPO?.

By: Mary Jander
April 18, 2024
Read More »
Bigdataabstract2
News/Analysis

Aviatrix Adds Observability API in Cloud-Native Push


Aviatrix adds Network Insights API, which will help networking practitioners integrate with common observability tools.

By: R. Scott Raynovich
April 17, 2024
Read More »
Cybersecurity
News/Analysis

Rubrik IPO Represents Larger Trend


Rubrik, the 11-year-old secondary storage and security cloud provider, is going public in a move that reflects an influx of new blood in the public tech markets.

By: Mary Jander
April 17, 2024
Read More »
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
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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 »
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