Premium Research Why Hyperscaler Capex Could Drop in 2026 Hyperscalers continue to pour money into AI infrastructure this year, but 2026 could see a big change, Futuriom estimates. By: Mary Jander April 16, 2025 Read More »
News/Analysis NVIDIA Hedges Tariff Threat With US Manufacturing Chips in Arizona and AI supercomputers in Texas will help NVIDIA hedge against whatever happens with tariffs while also pushing the company's dreams of building more and more AI factories.. By: Craig Matsumoto April 15, 2025 Read More »
Premium Research Cloud Tracker Pro What's Next for HPE? HPE faces a series of challenges, including tariffs and the potential loss of its bid for Juniper Networks. Here are some alternatives —Updated 4/15 12:00 PM. By: Mary Jander April 14, 2025 Read More »
Free Research Aviatrix's Vision for Multicloud Operations with Colocation As distributed application and data needs climb, a unified network management plane will be needed for multicloud environments. By: R. Scott Raynovich April 08, 2025 Read More »
News/Analysis Fortanix Aims to Secure GenAI With a Turnkey Pipeline Could GenAI be the moment for confidential computing? Fortanix, with Intel as a partner, offers a secure data pipeline to assuage enterprise fears over GenAI and data privacy. By: Craig Matsumoto April 08, 2025 Read More »
News/Analysis Fidelity Ditches Terraform for OpenTofu Fidelity's mass migration from Terraform to OpenTofu raises the stakes in the IaC market. By: R. Scott Raynovich April 04, 2025 Read More »
News/Analysis CyberRatings: Cloud Firewalls Have Gaping Holes A new test from CyberRatings.org shows that many cloud-hosted firewalls are ineffective. By: R. Scott Raynovich April 02, 2025 Read More »
Premium Q&A Cloud Tracker Pro Q&A: Alaa Moussawi, Chief Data Scientist, New York City Council The Chief Data Scientist of the New York City Council talks about why companies aren't yet adopting GenAI at scale, and what will help change that. By: Mary Jander April 01, 2025 Read More »
News/Analysis AI Creates New Urgency for Datacenter Optics The growth of AI networks has vendors preparing innovations that use optical technology to solve power, space, and speed challenges that come with ever-larger networks. By: Mary Jander April 01, 2025 Read More »
News/Analysis Itential’s CTO Chris Wade: We Need More APIs for AIOps Chris Wade, CTO of Itential, thinks that AI is on the cusp of impacting how we think about all applications and infrastructure in general. Here's what he's saying. By: R. Scott Raynovich April 01, 2025 Read More »