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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Datacenter 48
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.

By: Craig Matsumoto
September 10, 2025
Read More  »
Stockmarket4
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.

By: Mary Jander
September 10, 2025
Read More  »
A Ichip
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.

By: Mary Jander
September 09, 2025
Read More  »
Datacenterblue446
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.

By: Mary Jander
September 08, 2025
Read More  »
Futuriom Crew band
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.

By: R. Scott Raynovich
September 08, 2025
Read More  »
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Cloud datacenter 2
Premium Research
Cloud Tracker Pro

The AI Datacenter Boom Continues to Build


Recent news involving Google, Meta, President Trump, and the State of Pennsylvania show the trend toward massive AI datacenter funding in the U.S..

By: Mary Jander
July 16, 2025
Read More »
Test lab
Futuriom Blog

NSS Labs Is Back! And That’s a Great Thing


In launching as NSS Labs 2.0, a new team aims to help the cybersecurity industry with increased testing needs. .

By: R. Scott Raynovich
July 14, 2025
Read More »
IBM HQ
News/Analysis

IBM Steps Up in AI Inferencing with New Hardware


IBM is rolling out new Power11 systems that combine features needed to streamline IT workloads as well as to support AI inferencing. But who's buying?.

By: Mary Jander
July 14, 2025
Read More »
Cybersecure2
News/Analysis

Fortanix's PQC Central Preps for Post-quantum World


Post-quantum cryptogaphy is necessary, but getting there is a years-long process. Fortanix has launched a product to manage that entire process, and other cybersecurity vendors will likely follow suit.

By: Craig Matsumoto
July 10, 2025
Read More »
Datacenter350
News/Analysis

Was CoreWeave's $9 Billion Enough for Core Scientific?


The $9 billion acquisition of Core Scientific essentially brings committed capacity in-house for CoreWeave—a deal made possible through the magic of stock valuations.

By: Craig Matsumoto
July 08, 2025
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Secure globe
Free Research

Achieving TCO Savings with Unified SASE


A "Unified SASE" approach to security and networking can deliver operational and direct cost savings of up to 50%.

By: R. Scott Raynovich
July 07, 2025
Read More »
Conductor2
Premium Q&A
Cloud Tracker Pro

Q&A: Dia Adams, Enterprise Data/AI Strategist, TCG


An Enterprise Data/AI Strategist at TCG, a leading technology consultancy to U.S. government agencies, Dia Adams discusses how to make enterprise AI successful.

By: Mary Jander
July 03, 2025
Read More »
Clouddatacenter
Premium Research
Cloud Tracker Pro

Who Is Oracle's $30 Billion Mystery Customer?


Here are some candidates for Oracle's $30 billion customer, though it may take two years for the money to show.

By: Mary Jander
July 02, 2025
Read More »
Strip mining024
News/Analysis

Cloudflare Pushes Back on AI 'Strip mining'


CEO Matthew Prince says AI's 'stripmining' of content has accelerated dramatically in six months. He wants to rethink the way we value web content.

By: Craig Matsumoto
July 02, 2025
Read More »
Smart healthcare 581
Premium Research
Cloud Tracker Pro

Healthcare Companies See Many Benefits from AI


Data from Futuriom's Cloud Tracker Pro Enterprise AI Index shows the healthcare vertical substantially invested in AI, with many benefits reported.

By: Mary Jander
July 01, 2025
Read More »
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