News/Analysis
Cisco’s Earning-zzzzz: Revenue Grows, Orders Shrink
Cisco shares are flat on inconclusive numbers.
May 18, 2023
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.
September 10, 2025
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.
September 10, 2025
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.
September 09, 2025
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.
September 08, 2025
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.
September 08, 2025
Premium Research
Cloud Tracker Pro
Drones Take Off at the Edge
Drones are uniting with cloud services at the edge to enable a range of enterprise applications.
May 09, 2023
