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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Chipcolor2
Premium Research

NVIDIA GPU Alternatives Are Gaining Serious Traction

Hyperscaler chips such as Google's TPU and Amazon's Trainium are gaining momentum as alternatives to NVIDIA GPUs.

By: Craig Matsumoto
November 05, 2025
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Mastercard 2
News/Analysis

Enterprise AI Profile: Mastercard Tackles Fraud and Productivity

Mastercard is focusing its AI efforts on three core areas: security and fraud prevention, personalization, and productivity.

By: Juliet Raynovich
November 04, 2025
Read More  »
A Icloud
Premium Q&A

Q&A: Derek Ashmore, AI Enablement Principal, Asperitas

As AI Enablement Principal at IT consulting firm Asperitas, Derek Ashmore shares his expertise on agentic AI and its application to cloud computing.

By: Mary Jander
November 04, 2025
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Automation 14
Tech Primers

How Is AI Being Applied at the Edge?

The need for efficient AI inference is growing .

By: Craig Matsumoto
November 03, 2025
Read More  »
Datacenter power burst
News/Analysis

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.

By: Mary Jander
October 30, 2025
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Previous Next
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 »
Opticallines
Premium Research
Cloud Tracker Pro

No Slowdown in Optical Networks


Despite slower growth in overall telecom spending, sales of optical networking gear remain strong.

By: Mary Jander
August 10, 2023
Read More »
Automation2
News/Analysis

Alkira and Itential Hook Up for Multicloud Solution


Alkira and Itential have integrated their two platforms in a groundbreaking move that brings more control and visibility to hybrid and multicloud networks.

By: Mary Jander
August 10, 2023
Read More »
Purple Aibrain
News/Analysis

NVIDIA CEO Unveils New Generative AI Solutions


NVIDIA CEO Jensen Huang unveiled a slew of generative AI solutions this week, including a new Grace Hopper Superchip and a service with Hugging Face.

By: Mary Jander
August 09, 2023
Read More »
Conductor2
News/Analysis

Itential Patents Its Approach to Hybrid Cloud Automation


Itential has patented its essential technologies, validating cloud-native, low-code approach to hybrid cloud automation.

By: Mary Jander
August 03, 2023
Read More »
Markets2
News/Analysis

Extreme Keeps Rolling


Extreme's revenue grew 31% year-over-year, indicating market gains from Cisco .

By: R. Scott Raynovich
August 03, 2023
Read More »
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