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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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AI 077
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.

By: Mary Jander
July 31, 2025
Read More  »
Palo Alto HQ
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.

By: Craig Matsumoto
July 30, 2025
Read More  »
Datacenter
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.

By: Craig Matsumoto
July 29, 2025
Read More  »
A Icloud
Premium Research

Will Enterprises Struggle to Soak Up the AI Boom?

AI suppliers are focusing on major buildouts, but enterprises are having trouble keeping up.

By: Mary Jander
July 29, 2025
Read More  »
Datacenter3
News/Analysis

Stargate Mysteries Multiply

Questions swirl about the status of the Stargate project, even as OpenAI claims it's on track and expanding.

By: Mary Jander
July 22, 2025
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Previous Next
Markets2
News/Analysis
Cloud Tracker Pro

What We Learned from Q2 Cybersecurity Earnings


Technology markets are under pressure, but so far cybersecurity companies have kept growth intact .

By: R. Scott Raynovich
September 26, 2022
Read More »
Chipbrain2
News/Analysis

NVIDIA Intros Faster Chips, Cloud Services


NVIDIA's CEO Jensen Huang announces powerful new processors and a cloud SaaS in GDC keynote stressing specific automotive, robotics, and 3D metaverse apps.

By: Mary Jander
September 20, 2022
Read More »
Cloudlock
News/Analysis

Fortanix Secures $90 Million Series C


Confidential computing pioneer Fortanix has scored $90 million in Series C funding despite a subdued investment environment..

By: Mary Jander
September 19, 2022
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Edge Cloud Futuriom
News/Analysis

Arrcus Gets Flexible on MCN


Arrcus has introduced a new portfolio of multicloud networking software designed to help CSPs, colocation providers, and telcos build managed multicloud networking services..

By: R. Scott Raynovich
September 15, 2022
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5 Gbrain
News/Analysis

Telia, Nokia Say Slicing's Live in 5G Network


Nokia and Telia claim to have implemented network slicing in a 5G Standalone (SA) Fixed Wireless Access (FWA) commercial network offering..

By: Mary Jander
September 13, 2022
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Networksecure2
Free Research

High-Performance Networking from Edge to Core


The Graphiant Network Edge is a solution that can solve the challenges of hybrid networking by putting policy, control, and QoS into the hands of any organization.

By: R. Scott Raynovich
September 08, 2022
Read More »
Networksecure2
News/Analysis

Graphiant Launches Edge Networking with “Stateless Core”


With a new spin on hybrid networking, Graphiant puts routing in the cloud core and application prioritization at the edge.

By: R. Scott Raynovich
September 08, 2022
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Cybersecurity
News/Analysis

Kevin Mandia Lends a Hand to Cohesity


Kevin Mandia, CEO and founder of Mandiant, will head up a new Cohesity Security Advisory Council and join Cohesity's board.

By: Mary Jander
September 07, 2022
Read More »
Iotcity
News/Analysis

VMware Tackles "Device Sprawl" with Compute Stack 2


VMware aims to unify IT and OT with a single stack for running workloads at the edge.

By: R. Scott Raynovich
August 30, 2022
Read More »
Multicloud2
News/Analysis
Cloud Tracker Pro

VMware Multicloud Services Get DPU Boost


VMware allows NSX and vSphere 8 to offload processes to data processing units (DPUs), achieving substantial performance and security benefits in premarket testing.

By: Mary Jander
August 30, 2022
Read More »
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