Cloud Firms Scale Up Capex, but Expenses Are Climbing Too
Alphabet, Meta, and Microsoft are increasing capex substantially, but depreciation and other costs will follow.
The Futuriom 50: 2025 in Review
We're in the fourth quarter, so it's time to review our Futuriom 50 choices to see who's still in the running and what's changed.
AI, GPU Clouds, and Neoclouds in the Age of Inference
The explosion of GPU clouds and neoclouds is complicated to sort out. In our new report, we did all the work for you.
Qualcomm Wants to Be an NVIDIA Alternative Too
The AI200 and AI250 bring Qualcomm into datacenter-scale AI inferencing, which also means Qualcomm gets to learn about selling rack-scale products.
NVIDIA Invests $1 Billion in Nokia
NVIDIA will buy a 2.9% equity stake in Nokia, while enabling a major revamping of the mobile supplier's AI-enabled RAN.
Why Cisco Bought Splunk
Cisco finally gets its Splunk prize -- but is the SIEM market healthy?.
Arm IPO Soars, But Will the Party Last?
Arm's IPO today was a soaring success. But it may be a short-lived joyride.
Oracle Shares Take a Hit on Cerner
The health records business is currently a drag on Oracle's growth.
Who's Supporting the Most AI Startups and Why
Cloud Tracker Pro investigates the vendors and VCs that are funding the top AI startups.
