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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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News/Analysis

VDURA Shows Off AI Data Functionality in AMD Blueprint

VDURA has released an AMD reference architecture that works with its parallel file system and storage for HPC/AI workloads .

By: Mary Jander
September 16, 2025
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Datacenter 48
News/Analysis

Nebius' Monster Microsoft Deal Fuels Further Expansion

A $17.4B contract with Microsoft kicks off what looks like an aggressive growth push from Nebius.

By: Craig Matsumoto
September 10, 2025
Read More  »
Stockmarket4
News/Analysis

Oracle Shocks Wall Street

Oracle's latest quarterly report had investors fawning with congratulations over a backlog of contracts. Now it must deliver.

By: Mary Jander
September 10, 2025
Read More  »
A Ichip
Premium Research

How the Hyperscalers Are Moving Beyond NVIDIA

Some hyperscalers have shifted well beyond total reliance on NVIDIA with chips that are powering their AI infra services.

By: Mary Jander
September 09, 2025
Read More  »
Datacenterblue446
News/Analysis

What's the Status of Hyperscaler Infrastructure?

Hyperscalers are building big, but that doesn't yet show in their footprint statistics, and it may not for a while.

By: Mary Jander
September 08, 2025
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Globalnet4
News/Analysis

Arista Sees Ethernet and AI in the Future


Arista latest earnings beat estimates on nearly all fronts, and the switch vendor sees Ethernet and AI as key to ongoing success.

By: Mary Jander
October 31, 2023
Read More »
Multicloud2
News/Analysis
Cloud Tracker Pro

How Do Cloud Hyperscalers Compare?


In areas such as earnings reports, infrastructure additions, and gen AI investments, AWS, Azure, GCP, and OCI are both pulling ahead and getting left behind .

By: Mary Jander
October 30, 2023
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Growthchart
News/Analysis

Cloud Tech Earnings Send Mixed Messages


The earnings season has been disappointing for cloud services and infrastructure companies, driving shares down.

By: R. Scott Raynovich
October 30, 2023
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Bluelocksecure
News/Analysis

AWS Unveils Sovereign Cloud Services in Europe


AWS announced AWS European Sovereign Cloud, demonstrating growing demand for this alternative across all cloud players.

By: Mary Jander
October 25, 2023
Read More »
Network2
Free Research

2023 Multicloud Networking and NaaS Survey Report


Our survey of 125 qualified IT and networking professionals indicates a critical need for MCN and NaaS technology.

By: R. Scott Raynovich
October 24, 2023
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Handshake
News/Analysis

Databricks Hones AI Strategy with $100 Million Arcion Buy


Databricks will incorporate data replication startup Arcion into a strategic platform for honing generative AI to fit specific enterprise needs.

By: Mary Jander
October 23, 2023
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Bluedata
News/Analysis

Vector Databases Take the Spotlight


Vector databases designed to assist the training of generative AI models are taking off like rockets.

By: Mary Jander
October 19, 2023
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5 Gcity3
News/Analysis
Cloud Tracker Pro

Here Are the Top 5G Use Cases by Region


After general broadband connectivity, every global region's leading telcos have different views of the top use cases. Here's a rundown.

By: Mary Jander
October 19, 2023
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Chipcolor2
News/Analysis

DriveNets Advances Its AI Networking


DriveNets' Network Cloud-AI runs on new chips for AI workloads. And independent testing showed the value of its cell-based, scheduled architecture.

By: Mary Jander
October 17, 2023
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Analysis2
News/Analysis

When Will the Tech Sector Rebound?


Despite economic issues and a downturn in capex, telcos and hyperscalers could see more growth by this time next year.

By: Mary Jander
October 12, 2023
Read More »
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