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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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AI77
News/Analysis

Vultr's AI Cloud Ambitions Aim High

With a $329 million debt financing on the heels of a $333 million funding round, Vultr is poised to pit the alternative cloud model against neoclouds as well as hyperscalers.

By: Craig Matsumoto
June 24, 2025
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Data2
News/Analysis

MinIO Faces Fallout for Stripping Functions from Open Source Version

Open-source users of MinIO's S3-compatible object store have lost some Web UI features they freely enjoyed, highlighting an issue for enterprise software vendors.

By: Mary Jander
June 23, 2025
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Screenshot Cybersense
Free Research

Inside Index Engines' CyberSense Research Lab

How Index Engines built an integrated cyber resiliency solution to backup, storage, and more to minimize the impact of ransomware attacks using highly trained AI and analytics.

By: R. Scott Raynovich
June 23, 2025
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Datacloud
News/Analysis

Pure Storage Elevates Management and Automation

Pure Storage announced hardware and software designed to elevate the capabilities of its storage arrays to function in hyperscaler and enterprise AI workloads .

By: Mary Jander
June 19, 2025
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Datacenter350
News/Analysis

Databricks & Snowflake Enter Agentic AI's Orbit

AI is changing enterprises' relationship with data. That means Databricks & Snowflake have to change, too, if they want to remain leading cloud data platforms.

By: Craig Matsumoto
June 18, 2025
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Hacker5
News/Analysis

Messaging Hack Hints at Broader U.S. Cybersecurity Weakness


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By: Mary Jander
May 05, 2025
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Cybersecurity
News/Analysis

RSAC: AI Is Helping Hackers; We Need More AI!


Data and discussions from RSAC indicate the AI security risks and proposed solutions are proliferating at the same time. .

By: R. Scott Raynovich
May 01, 2025
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Money2
News/Analysis

Microsoft and Meta Deliver on Earnings


Microsoft and Meta posted good earnings reports this week. But macro uncertainty could hinder their goals going forward.

By: Mary Jander
May 01, 2025
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Cybersecure3
Premium Research
Cloud Tracker Pro

MCP for AI is Hot. But Where's the Security?


MCP has become the de facto option for connecting LLMs to myriad data sources. But only a few firms, including Teleport and SentinelOne, have addressed its security .

By: Craig Matsumoto
May 01, 2025
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Datacenter 48
News/Analysis
Cloud Tracker Pro

Neoclouds vs. Hyperscalers: What’s the Difference?


Neoclouds' funding coffers helped them keep up in the race to build AI datacenters, but what next? If GPUs stop being scarce, then neoclouds need stronger differentiation -- as do hyperscalers, who have a broader arsenal to draw from..

By: Craig Matsumoto
April 24, 2025
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Bluedatacenter
Premium Research
Cloud Tracker Pro

UALink Offers Fresh Options for AI Networking


The UALink Consortium has published its first specification with the aim to offer an open-source alternative to NVLink and to offer support for GPUs besides NVIDIA's.

By: Mary Jander
April 21, 2025
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China Us
Premium Research
Cloud Tracker Pro

Inside the Tech Tariff Catastrophe


Tariffs and export controls meant to promote U.S. technology interests could stall the spread of key manufacturing and datacenter buildouts.

By: Mary Jander
April 21, 2025
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Markets3
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
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Automation 14
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
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HPE
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 »
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