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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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DC8
News/Analysis

AI Changed the Datacenter Rules, as Seen at OCP Summit

Rapid deployment and intense power demands make AI datacenters different. Vendors and the Open Compute Project have responded in kind.

By: Craig Matsumoto
October 16, 2025
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Cloud datacenter 2
News/Analysis

Arista Stakes Its Claim in Neocloud Territory

Arista says its success with hyperscalers can apply to AI factories, with neoclouds eager to tap that expertise.

By: Craig Matsumoto
October 09, 2025
Read More  »
Clouddata
Free Research

Trends and Leaders in Platform Engineering and IaC 2025

Increasing concerns about cybersecurity, data privacy, and AI are likely to accelerate the need for platform engineering.

By: R. Scott Raynovich
October 08, 2025
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Security3Shield
Premium Research

F5 Beefs Up AI Story with CalypsoAI Acquisition

With a methodical acquisition strategy, F5 has tied together API and AI security with networking.

By: R. Scott Raynovich
October 07, 2025
Read More  »
Handshake
News/Analysis

AMD Expands Market With OpenAI Deal

AMD's highly structured, multibillion-dollar deal with OpenAI could boost AMD's market share and help it post $100 billion in revenue over the next several years. It also may be the most sensible deal OpenAI has done this year.

By: Mary Jander
October 06, 2025
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Previous Next
Network2
News/Analysis

Arrcus Teams with Fujitsu and 1Finity; Grabs $67M


Arrcus will team with Fujitsu Limited and 1Finity Inc. to build flexible cloud and AI networking solutions.

By: R. Scott Raynovich
September 03, 2025
Read More »
A Ibrain5
Premium Research
Cloud Tracker Pro

Enterprise AI Profile: The Roche Group


The Roche Group and its subsidiaries are using AI to advance pharmaceutical R&D and healthcare diagnostics and treatment.

By: Mary Jander
September 03, 2025
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Cybersecure3
News/Analysis

Post-Quantum Roundup: IBM, Microsoft, Fortinet


The chatter around post-quantum readiness is getting louder, with larger vendors prodding enterprises to get moving on the years-long process.

By: Craig Matsumoto
September 03, 2025
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Wrlesscity3
Free Research

Inside Valmont's Data Assurance ROI with Graphiant


We talked with Valmont Industries about solving networking needs with flexibility, security, and governance.

By: R. Scott Raynovich
August 28, 2025
Read More »
NVIDIA HQ b
News/Analysis

NVIDIA Earnings Takeaways: Numbers Are Good, But Investors Hit Pause


NVIDIA management talks up AI infra opportunities in the trillions of dollars.

By: R. Scott Raynovich
August 28, 2025
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Nvidia2
News/Analysis

What to Watch in NVIDIA's Earnings: Blackwell, China, and Margins


All eyes are on NVIDIA, the epicenter of the AI boom, as it reports earnings today.

By: R. Scott Raynovich
August 27, 2025
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Frustration
Futuriom Blog

Why We Don't Believe MIT NANDA's Weird AI Study


An enterprise AI study from MIT's NANDA went viral—but there's not a lot of data behind it.

By: R. Scott Raynovich
August 26, 2025
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A Ichip2
Premium Research
Cloud Tracker Pro

What's Up With Crusoe's Atero Acquisition?


Crusoe's headlines are dominated by datacenter buildouts, but the company reminds us it's still a cloud technologist too.

By: Craig Matsumoto
August 26, 2025
Read More »
Chipcolor2
News/Analysis

Can the USA Save Intel?


The U.S. Government is taking an $8.9 billion equity stake in Intel. Will that be enough to energize the company's Foundry Services?.

By: Mary Jander
August 26, 2025
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AI chip4
News/Analysis

TensorWave Is Poised to Be AMD's Loudest Advocate


The neocloud TensorWave offers AMD GPUs exclusively, making it unique among clouds in general. With an 8,192-GPU cluster operating in Arizona and recent receipt of new MI355X GPUs, it's ready to put its thesis to the test.

By: Craig Matsumoto
August 21, 2025
Read More »
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