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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Datacenter
News/Analysis

Crusoe: Cloud Company or Construction Kingpin?

As Crusoe announces its next big project, a 1.8 GW campus in Wyoming, the aspiring neocloud is looking more and more like a real estate company.

By: Craig Matsumoto
July 29, 2025
Read More  »
A Icloud
Premium Research

Will Enterprises Struggle to Soak Up the AI Boom?

AI suppliers are focusing on major buildouts, but enterprises are having trouble keeping up.

By: Mary Jander
July 29, 2025
Read More  »
Datacenter3
News/Analysis

Stargate Mysteries Multiply

Questions swirl about the status of the Stargate project, even as OpenAI claims it's on track and expanding.

By: Mary Jander
July 22, 2025
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Datacenter4
News/Analysis

Elliott Now Eyeing Equinix

Equinix, the datacenter REIT market leader, is the latest tech firm to land in the crosshairs of Elliott Management. We take a look at where changes might happen.

By: Mary Jander
July 21, 2025
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AI brain90
News/Analysis

Vector Databases Get Attention, and Amazon Follows

Vector databases are having their moment in the sun, and large players such as Amazon and Oracle are noticing.

By: Craig Matsumoto
July 21, 2025
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Previous Next
Datacenter5
News/Analysis

AMD's New GPU Could Feed the Neoclouds


AMD's MI400 could give NVIDIA a run for its money—if AMD can get it out in 2026, that is. And neoclouds will play a key role.

By: Mary Jander
June 18, 2025
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A Icloud
Premium Research
Cloud Tracker Pro

Why Enterprises Prefer Proprietary AI


Futuriom's brand-new Enterprise AI Index reveals the top verticals using AI—and why they prefer their own platforms and models.

By: Mary Jander
June 16, 2025
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Stockmarket4
News/Analysis

What's Not to Love about CoreWeave?


CoreWeave's IPO ignited tense hand-wringing over the neocloud business model, but investors have happily driven stock surges for both it and Nebius.

By: Craig Matsumoto
June 12, 2025
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Cisco Hq
News/Analysis

Cisco Doubles Down on NVIDIA AI, Portfolio Integration


As the new Chief Product Officer, Jeetu Patel is putting his imprint on the networking giant as Cisco emphasizes new integrations and partnerships. .

By: R. Scott Raynovich
June 10, 2025
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A Ichip
Premium Research
Cloud Tracker Pro

Who Will Win the "Scale Up" Challenge?


A range of technologies are bidding for the market to interconnect XPUs to operate as a single entity, to create so-called scale-up architecture for AI pods.

By: Mary Jander
June 09, 2025
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AI chip 8
News/Analysis

Broadcom Chip Advances Ethernet for AI


Broadcom's Tomahawk 6 doubles the switch capacity of its predecessors while supporting Ethernet for "scale up" as well as "scale out" in a swipe at NVIDIA.

By: Mary Jander
June 04, 2025
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Code2
Premium Research
Cloud Tracker Pro

MCP Gets Ready for the Real World


The MCP protocol has captured developers' attention. Here's what it needs in order to enable AI automation on a grander scale.

By: Craig Matsumoto
June 03, 2025
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China markets 91
Premium Research
Cloud Tracker Pro

NVIDIA Faces Tough Challenge on China


NVIDIA's Jensen Huang makes convincing arguments for staying in the Chinese market despite U.S. export restrictions. Now he must make his case clearer to the government.

By: Mary Jander
June 02, 2025
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Nvidia2
News/Analysis

NVIDIA Posts Solid Results Despite China Ban


NVIDIA posted strong quarterly results, despite headwinds from U.S. government export controls for China market.

By: Mary Jander
May 29, 2025
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Secure cloud 2
News/Analysis

Here Comes Post-Quantum Cryptography


Updated June 2, 2025—Enterprises are sitting on a ticking cryptographic timebomb due to the potential of quantum computing algorithms, but help is on the way.

By: Mary Jander
May 28, 2025
Read More »
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