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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Chipcolor2
Premium Research

NVIDIA GPU Alternatives Are Gaining Serious Traction

Hyperscaler chips such as Google's TPU and Amazon's Trainium are gaining momentum as alternatives to NVIDIA GPUs.

By: Craig Matsumoto
November 05, 2025
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Mastercard 2
News/Analysis

Enterprise AI Profile: Mastercard Tackles Fraud and Productivity

Mastercard is focusing its AI efforts on three core areas: security and fraud prevention, personalization, and productivity.

By: Juliet Raynovich
November 04, 2025
Read More  »
A Icloud
Premium Q&A

Q&A: Derek Ashmore, AI Enablement Principal, Asperitas

As AI Enablement Principal at IT consulting firm Asperitas, Derek Ashmore shares his expertise on agentic AI and its application to cloud computing.

By: Mary Jander
November 04, 2025
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Automation 14
Tech Primers

How Is AI Being Applied at the Edge?

The need for efficient AI inference is growing .

By: Craig Matsumoto
November 03, 2025
Read More  »
Datacenter power burst
News/Analysis

Cloud Firms Scale Up Capex, but Expenses Are Climbing Too

Alphabet, Meta, and Microsoft are increasing capex substantially, but depreciation and other costs will follow.

By: Mary Jander
October 30, 2025
Read More  »
Previous Next
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
Cloud Tracker Pro

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
Premium Research
Cloud Tracker Pro

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 »
AI2
News/Analysis

Cisco Integrates VAST Data into Secure AI Factory with NVIDIA


Cisco is offering a fully integrated system for delivering enterprise RAG and agentic AI .

By: Mary Jander
September 04, 2025
Read More »
Network2
News/Analysis

Arrcus Teams with Fujitsu and 1Finity; Grabs $67M


Arrcus will team with Fujitsu Limited and 1Finity Inc. to build flexible cloud and AI networking solutions.

By: R. Scott Raynovich
September 03, 2025
Read More »
A Ibrain5
Premium Research
Cloud Tracker Pro

Enterprise AI Profile: The Roche Group


The Roche Group and its subsidiaries are using AI to advance pharmaceutical R&D and healthcare diagnostics and treatment.

By: Mary Jander
September 03, 2025
Read More »
Cybersecure3
News/Analysis

Post-Quantum Roundup: IBM, Microsoft, Fortinet


The chatter around post-quantum readiness is getting louder, with larger vendors prodding enterprises to get moving on the years-long process.

By: Craig Matsumoto
September 03, 2025
Read More »
Wrlesscity3
Free Research

Inside Valmont's Data Assurance ROI with Graphiant


We talked with Valmont Industries about solving networking needs with flexibility, security, and governance.

By: R. Scott Raynovich
August 28, 2025
Read More »
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