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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Bigdata
News/Analysis

VAST Data Declares Itself an AI Operating System

All this time, VAST Data had more up its sleeve than storage or even a data platform. The company says it's built a full AI platform for the 'thinking machine.'.

By: Craig Matsumoto
May 21, 2025
Read More  »
Palo Alto HQ
News/Analysis

Palo Alto Shares Fall on Expense Concerns

Palo Alto Networks revenue grew 15%, but expenses came in higher than expected.

By: R. Scott Raynovich
May 21, 2025
Read More  »
DC8
News/Analysis

Dell Pushes Disaggregation for the Private Cloud

Dell is championing disaggreagation, rethinking hyperconverged infrastructure to allow flexibility of software and cloud OS choices. .

By: Craig Matsumoto
May 20, 2025
Read More  »
Datacenter350
News/Analysis

NVIDIA & AMD Score AI Hub Deals in Saudi Arabia

The chip giants announce deals with HUMAIN to build AI factories in Saudi Arabia, but the big numbers involved call for some perspective.

By: Craig Matsumoto
May 14, 2025
Read More  »
AI 92
Free Research

What's Next for Networking Infrastructure for AI?

Futuriom's latest report digs into the details of what's happening in the marketplace for networking infrastructure for AI.

By: Mary Jander
May 14, 2025
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Previous Next
Deepseek logo
Premium Research
Cloud Tracker Pro

The DeepSeek Deep Dive: What Experts Are Saying


The DeepSeek impact on the AI industry was real, but its many nuances will take months to figure out.

By: R. Scott Raynovich
January 30, 2025
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China Us
News/Analysis

Why DeepSeek's Rise Could Be Temporary


Chinese startup DeepSeek has produced watershed AI, but don't underestimate the ability of the West to catch up.

By: Mary Jander
January 27, 2025
Read More »
Moneyhand
News/Analysis

Stargate Has Been Announced. Here Are Our Questions ...


Project Stargate is an ambitious, $500-billion project to create U.S. AI infrastructure. But what's involved to get it running?.

By: Mary Jander
January 22, 2025
Read More »
Growthchart
Premium Research
Cloud Tracker Pro

Q4 2024 Capex: A Look at Hyperscalers and Telcos


As AI deployment accelerates, cloud hyperscalers project greater spending on AI datacenters, while third-party services grow and telcos lag in capital spending.

By: Mary Jander
January 22, 2025
Read More »
A Ibrain5
Premium Q&A
Cloud Tracker Pro

Q&A: Donald Thompson, Distinguished Engineer, LinkedIn


A Distinguished Engineer in charge of AI at LinkedIn shares his insights into the progress of AI and its challenges.

By: Mary Jander
January 22, 2025
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Cloudabstract2
News/Analysis

Render Scores $80 Million To Make Cloud Easier


Cloud application platform provider Render has scored $80 million in new funding, illustrating demand for alternatives to the cloud hyperscaler offerings.

By: R. Scott Raynovich
January 21, 2025
Read More »
Bluedatacenter
Premium Research
Cloud Tracker Pro

X Server Win Demonstrates HPE's AI Potential


HPE's recent $1 billion win with Elon Musk's X shows where its focus needs to be. Will the Juniper deal distract from that?.

By: Mary Jander
January 16, 2025
Read More »
A Icloud
News/Analysis

AI Storage Play DDN Scores $300 Million in Funding


DDN scores $300 million from Blackstone on a $5 billion valuation, energizing the HPC company's shift to enterprise focus.

By: Mary Jander
January 13, 2025
Read More »
Stockmarket4
News/Analysis

Wiz Appoints New CFO for Journey to IPO


Wiz has appointed Fazal Merchant as president and CFO, and he's aiming to take the CNAPP vendor public.

By: Mary Jander
January 09, 2025
Read More »
Chip2
News/Analysis

How AMD Is Gaining Ground Against NVIDIA


AMD may remain a distant second to NVIDIA in the GPU market, but it's building its share strategically.

By: Mary Jander
January 09, 2025
Read More »
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