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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
Markets3
News/Analysis

Palo Alto Shares Plunge on Strategy Shift


Palo Alto CEO Nikesh Arora announces a new platform strategy designed to combat "cybersecurity fatigue" .

By: R. Scott Raynovich
February 21, 2024
Read More »
Aiindustry
News/Analysis

Aviz Updates Network Stack with AI


Aviz Networks has upgraded its SONiC network platform with AIOps capabilities using GenAI.

By: R. Scott Raynovich
February 20, 2024
Read More »
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
Read More »
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
Read More »
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
Read More »
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 »
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