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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Space X rocket
News/Analysis

SpaceX Drives AI Speculation to New Heights

Inside the numbers behind SpaceX's $2.3 trillion fantasy.

By: R. Scott Raynovich
June 15, 2026
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Clouddatacenter
News/Analysis

TensorWave Scores $350 Million to Advance Its AMD Cloud

TensorWave has built its business solely on AMD infrastructure. It looks like it's paying off.

By: Mary Jander
June 11, 2026
Read More  »
Employee and chatbot
News/Analysis

Enterprise AI Profile: IKEA Bets on Workers Over Automation

Furniture retailer IKEA has realized substantial revenue from new AI applications. And it hasn't fired anyone in the process.

By: Juliet Raynovich
June 11, 2026
Read More  »
Datacenterblue446
Premium Research

Arista Unveils AI "Supersystem." Here's What's Inside

Arista's new 7060XE7 Series introduces rackscale products for AI networking, from scale out to scale up.

By: Mary Jander
June 10, 2026
Read More  »
Network2
Premium Research

Startup Profile: Cornelis Networks Hits Its Stride

Cornelis wouldn't call itself a startup, but it's looking like one.

By: Mary Jander
June 10, 2026
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Datacenter4
Premium Research
Cloud Tracker Pro

What's Up with the Stargate Project?


Updated 4/15/26--The $500-billion Stargate project faces an existential crisis as it moves toward its goals of national and global AI infrastructure.

By: Mary Jander
April 14, 2026
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Market AI 8900
News/Analysis

Why Fastly's Stock is Suddenly on Fire


Fastly shares are on fire after the company hits higher revenue and profit growth and highlights opportunities in agentic AI.

By: R. Scott Raynovich
April 09, 2026
Read More »
Agentic AI 0653
Tech Primers

Agentic Infrastructure Operations: What It Is and How to Do It Safely


Enterprises have spent years trying to build full network and infrastructure automation. There's a new way to do it, with safety and governance. .

By: R. Scott Raynovich
April 08, 2026
Read More »
Datacenter4
Premium Research
Cloud Tracker Pro

Why Blue Owl's Hopes for AI Datacenters Pose Risk


Blue Owl Capital is betting its future on AI datacenters, but the private credit it extends could boomerang.

By: Mary Jander
April 08, 2026
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Moneyfunnel
Premium Research

Hyperscaler AI Spending Doubts Rising


The latest Cloud Tracker Pro Update Report indicates that hyperscaler capex points to trouble down the road.

By: Mary Jander
April 06, 2026
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NVIDIA HQ b
Futuriom Blog

Sources: NVIDIA Weighing Bid for Intel and Nokia, as Well as Others


In a "Multiverse Ecosystem" expansion, NVIDIA plans to buy key infrastructure assets to expand its influence in most things.

By: Al Koholic
April 01, 2026
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AI2
News/Analysis

Key Trends From RSAC: Agentic AI, MCP, and Supply-chain Risks


Agentic AI risks are exploding. And so is the number of companies that follow them. .

By: R. Scott Raynovich
March 26, 2026
Read More »
Datacenterblue446
Premium Research
Cloud Tracker Pro

Grassroots Opposition to U.S. Datacenters Swells


Datacenter buildouts in the U.S., often driven by hyperscalers, face a raft of questions and concerns from residents of the areas they're targeting.

By: Mary Jander
March 25, 2026
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AI 077
Premium Research
Cloud Tracker Pro

Q&A: Benjamin C. Lee, Ph.D., University of Pennsylvania


Dr. Benjamin Lee, a Penn professor and visiting researcher at Google and other hyperscalers, talks about the challenges of AI and how to solve them.

By: Mary Jander
March 23, 2026
Read More »
Money2
Futuriom Blog

Opinion: How NVIDIA's GTC Hype Could Backfire


NVIDIA is playing a dangerous game of AI hype without considering the risks it poses to markets. .

By: R. Scott Raynovich
March 18, 2026
Read More »
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