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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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Chipbrain2
Premium Research
Cloud Tracker Pro

Cloud Firms Plan Infrastructure Overhaul for AI


The world's largest public cloud providers are building out infrastructure to meet demand for generative AI. Can they expand their infrastructure fast enough, and will it be worth it?.

By: Mary Jander
May 02, 2023
Read More »
Cyberfuture
Tech Primers

What Are Network APIs?


Network APIs are used by software developers to build applications that can communicate over a network. Increasingly, they're helping to monetize 5G.

By: Mary Jander
May 02, 2023
Read More »
Chipcolor2
News/Analysis

Arm Files Confidential IPO Request


Arm Ltd. confidentially filed an F-1 with the U.S. SEC in preparation for IPO. But SoftBank will still own Arm, and the size and scope of the deal are unclear.

By: Mary Jander
May 01, 2023
Read More »
Network2
News/Analysis

Juniper Posts Strong Enterprise, Weak Cloud Results


Juniper Networks remains optimistic on cloud sales that slowed last quarter. Meanwhile, enterprise is growing fast and the metro edge looms large. UPDATED 4/28/2023.

By: Mary Jander
April 26, 2023
Read More »
Cloudabstract2
Free Research

Cloud Cost Management and FinOps 2023


Our debut report details the trends and technology leaders behind cloud cost management and FinOps.

By: R. Scott Raynovich
April 25, 2023
Read More »
Security3Shield
News/Analysis

What To Watch at RSA


The RSA Conference might be bigger than ever -- but it's time to integrate the acronyms.

By: R. Scott Raynovich
April 21, 2023
Read More »
Cloudlock
News/Analysis

Prosimo's Networking Suite Gains More Control Over Cloud


Prosimo's cloud-native networking suite enables full control of application traffic inside of clouds.

By: R. Scott Raynovich
April 21, 2023
Read More »
Clouddatablue
News/Analysis

Aviz Launches ONE Center to Accelerate SONiC


Aviz has a new service to help speed up SONiC networking deployment.

By: R. Scott Raynovich
April 19, 2023
Read More »
Networksecure2
News/Analysis

Survey: NaaS Is Growing with Hybrid Workforce


Aryaka's Enterprise Network Transformation Survey shows IT pros are focused on network-as-a-service as they expand their hybrid cloud estates.

By: Mary Jander
April 19, 2023
Read More »
Chinamarkets
News/Analysis
Cloud Tracker Pro

What's Up with the Alibaba Group?


China's Alibaba Group continues a shapeshifting, with SoftBank pulling its stake and a corporate reshuffling. But signs of growth in cloud and AI remain positive.

By: Mary Jander
April 18, 2023
Read More »
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