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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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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
Read More  »
Futuriom Crew band
Futuriom Blog

Why We're Doubling Down on Futuriom

Futuriom has doubled staff in the past six months to support a wide variety of new research and services.

By: R. Scott Raynovich
September 08, 2025
Read More  »
Previous Next
Clouddatablue
News/Analysis

Group to Fork Terraform after HashiCorp Licensing Shift


An OpenTF group has begun a full-scale fork of Terraform in the wake of HashiCorp's decision to ditch the infrastructure-as-code solution's open-source status.

By: Mary Jander
August 30, 2023
Read More »
Cloudabstract2
Premium Research
Cloud Tracker Pro

Hybrid Cloud Index: Microsoft Leading in Hybrid Cloud


Futuriom research shows Microsoft Azure pulling ahead of AWS in a set of hybrid cloud implementations. But AWS and Azure are tied in security.

By: Mary Jander
August 30, 2023
Read More »
Nvidia hopper architecture h100 sxm
News/Analysis

Inside Nvidia’s Full AI Stack Stickiness


Nvidia's dominance comes down to more than GPU chips -- it's achieved full AI stack stickiness.

By: R. Scott Raynovich
August 24, 2023
Read More »
Edgenetwork
News/Analysis

VMware Unveils Edge Solutions at Explore


VMware has released several products based on its VMware Edge Compute Stack that herald a new "software-defined edge" strategy.

By: Mary Jander
August 24, 2023
Read More »
Brainchip
News/Analysis

VMware's CEO and NVIDIA's Unveil New AI Environment


VMware CEO Raghu Raghuram and NVIDIA's Jensen Huang teamed at VMware's Explore conference to announce a "private AI" architecture for enterprises .

By: Mary Jander
August 23, 2023
Read More »
Chipblue
News/Analysis

Arm Reveals Good and Not-So-Good in IPO Document


Chip giant Arm's prospectus outlines its perceived strengths and weaknesses as it prepares to test the markets with its upcoming IPO.

By: Mary Jander
August 22, 2023
Read More »
Cisco Hq2
News/Analysis

Cisco Touts Its Ethernet for AI


Cisco reported solid quarterly and year-end results last night, with management touting webscaler wins in high-speed Ethernet for AI.

By: Mary Jander
August 17, 2023
Read More »
Markets3
News/Analysis

HashiCorp's Licensing Move Under the Spotlight


HashiCorp started a brushfire of criticism when it shifted from free to Business Source Licensing last week. Will it be enough to boost the company's fortunes?.

By: Mary Jander
August 14, 2023
Read More »
Moneyhand
News/Analysis

SK Telecom Invests $100 Million in Anthropic


South Korea’s SK Telecom is investing $100 million in generative AI startup Anthropic as part of an effort to create large language models (LLM) for telecom applications.

By: Mary Jander
August 14, 2023
Read More »
Cloudlock
News/Analysis

Is the Cohesity IPO Back?


Cohesity is taking decisive steps toward its long-awaited IPO, adding top execs and aiming for positive cash flow. Will it beat Rubrik to Wall Street?.

By: Mary Jander
August 10, 2023
Read More »
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