News/Analysis
Oxide Scores $100M for On-Prem Cloud-Computing Rack
Oxide Computer Company has scored $100 million in Series B funding to continue development of its on-premises rack, aimed as an alternative to public cloud services .
August 06, 2025
News/Analysis
NSS Labs Launches Managed Cybersecurity Test Platform
NSS Labs has launched Minion, an independent test platform for cybersecurity products that eliminates the time, expertise, expense, and credibility gaps associated with in-house testing.
August 05, 2025
Premium Research
CTP: The AI Infra Boom Continues, But What's Next?
Hyperscalers are throwing billions of dollars into building AI infrastructure. Will all the AI infra demand meet supply? We dive into the data in our latest CTP Update report.
July 31, 2025
News/Analysis
CyberArk: The $25B Answer to Palo Alto's Identity Crisis
CyberArk's identity and access management fill a crucial, AI-related gap, but it also shows that Palo Alto's 'platform' aspirations don't come cheaply.
July 30, 2025
News/Analysis
Crusoe: Cloud Company or Construction Kingpin?
As Crusoe announces its next big project, a 1.8 GW campus in Wyoming, the aspiring neocloud is looking more and more like a real estate company.
July 29, 2025
News/Analysis
Cloud Tracker Pro
Cisco: No Recession Here
Cisco shares get a bump on earnings guidance raise, dividend hike.
February 16, 2023
News/Analysis
Cloud Cover: Tech Earnings Not So Bad
So far, the tech earnings season has had a positive effect on stock prices.
January 26, 2023
