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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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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
Read More  »
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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Security3Shield
News/Analysis

Teleport Identity Security Gets a Real Time Twist

Teleport's platform now traces identity across multiple platforms, spotting anomalies real-time as a user flits from system to system.

By: Craig Matsumoto
July 17, 2025
Read More  »
Conductor3
News/Analysis

Extreme Ships Agentic AI-Enabled Net Automation Platform

Extreme Networks' Platform ONE for automated network security and connectivity is shipping, putting the vendor out front of a growing enterprise trend.

By: Mary Jander
July 17, 2025
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Previous Next
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 »
Code2
News/Analysis

Itential Puts AI Agents and MCP to Work


Itential has stepped up its AI-driven network operations via integration with Selector, along with the introduction of a Model Context Protocol (MCP) server.

By: Craig Matsumoto
May 28, 2025
Read More »
Bigdataabstract
News/Analysis

Why Salesforce Will Buy Informatica for $8 Billion


Salesforce will buy data management vendor Informatica in an $8 billion deal that could boost the CRM company's agentic AI fortunes.

By: Mary Jander
May 27, 2025
Read More »
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