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 Read More »
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 »
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 »
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 Read More »
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 Read More »
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 Read More »
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 »
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 Read More »
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 »
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 »