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 »
News/Analysis OFC 2026 Heralds Optical Shift for AI Factories The Optical Fiber Communications Conference (OFC) in Los Angeles this week gives a view of the optical technologies that will form the basis for future networking for AI. By: Mary Jander March 17, 2026 Read More »
News/Analysis Enterprise AI Profile: Volkswagen Group The Volkswagen Group is streamlining its factories for AI-driven, software-defined vehicles. By: Mary Jander March 16, 2026 Read More »
News/Analysis Why Arista's New Optical Transceiver Is a Big Deal Arista has signed over 40 companies to an MSA for its new XPO design, which its says halves AI cluster footprints. By: Mary Jander March 12, 2026 Read More »
Free Research Resolight Wants to Restart the All-Optical Revolution Israel-based Resolight has developed photonic processing technology that has the potential to disrupt the datacenter networking industry.. By: R. Scott Raynovich March 11, 2026 Read More »