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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Space X rocket
News/Analysis

SpaceX Drives AI Speculation to New Heights

Inside the numbers behind SpaceX's $2.3 trillion fantasy.

By: R. Scott Raynovich
June 15, 2026
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Clouddatacenter
News/Analysis

TensorWave Scores $350 Million to Advance Its AMD Cloud

TensorWave has built its business solely on AMD infrastructure. It looks like it's paying off.

By: Mary Jander
June 11, 2026
Read More  »
Employee and chatbot
News/Analysis

Enterprise AI Profile: IKEA Bets on Workers Over Automation

Furniture retailer IKEA has realized substantial revenue from new AI applications. And it hasn't fired anyone in the process.

By: Juliet Raynovich
June 11, 2026
Read More  »
Datacenterblue446
Premium Research

Arista Unveils AI "Supersystem." Here's What's Inside

Arista's new 7060XE7 Series introduces rackscale products for AI networking, from scale out to scale up.

By: Mary Jander
June 10, 2026
Read More  »
Network2
Premium Research

Startup Profile: Cornelis Networks Hits Its Stride

Cornelis wouldn't call itself a startup, but it's looking like one.

By: Mary Jander
June 10, 2026
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HPE
Premium Research
Cloud Tracker Pro

Barclays Expands a Hybrid Cloud Deal with HPE


The UK’s Barclays bank has extended a ten-year contract with Hewlett Packard Enterprise (HPE) for management of its multicloud and hybrid cloud estate.

By: Mary Jander
September 23, 2024
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A Ibrain5
News/Analysis

Microsoft, BlackRock, and NVIDIA are the Big Names in GAIIP


The new GAIIP investment partnership will rely on NVIDIA's advice. That could be a big win for the company's accelerated computing technologies.

By: Mary Jander
September 18, 2024
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Securityops
News/Analysis

Pulumi Beefs Up IaC Platform with Security, Insights


Pulumi launches its ESC and Insight security and cloud automation products.

By: R. Scott Raynovich
September 18, 2024
Read More »
AI2
News/Analysis
Cloud Tracker Pro

Nokia Gains Big with CoreWeave’s AI Networking Deal


Nokia wins big with a CoreWeave cloud AI deal that Wall Street analysts say might be worth $200 million to $300 million .

By: R. Scott Raynovich
September 16, 2024
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Bigdataabstract2
Premium Research
Cloud Tracker Pro

CDNs Plunge into Red-hot Object Storage


Providers of content-delivery networks (CDNs) are increasingly adding cloud-native object storage to their roster of services.

By: Mary Jander
September 16, 2024
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Money2
Premium Research
Cloud Tracker Pro

Inside JCI's Data Streaming Deal with Redpanda


Confluent losing JCI to Redpanda is indicative of the new economics of data streaming .

By: R. Scott Raynovich
September 11, 2024
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A Ichip2
Analyst Insight
Cloud Tracker Pro

Can Intel Be Saved? Inside Some Potential Solutions


The bad news just keeps coming for Intel. September will be a pivotal month as CEO Pat Gelsinger and the board meet to discuss its future. Will cost cutting be enough?.

By: Mary Jander
September 11, 2024
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Datacenter6
News/Analysis

NVIDIA Has Joined the Ultra Ethernet Consortium


NVIDIA quietly joined the Ultra Ethernet Consortium, signaling that it's growing more enthusiastic about Ethernet for AI networking.

By: Mary Jander
September 10, 2024
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Cloudlock
News/Analysis

HPE Releases First Iteration of Private Cloud AI


HPE has delivered the first in a series of planned products jointly developed with NVIDIA. And it looks like a win for HPE. .

By: Mary Jander
September 09, 2024
Read More »
Datacenter2
Premium Research
Cloud Tracker Pro

Ciena Earnings Highlight Data Center Connectivity


Ciena's Q3 earnings beat analyst estimates, and the company predicts growth in datacenter connectivity as AI and cloud traffic grows.

By: Mary Jander
September 04, 2024
Read More »
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