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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
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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
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NVIDIA HQ b
News/Analysis

NVIDIA Earnings Takeaways: Numbers Are Good, But Investors Hit Pause


NVIDIA management talks up AI infra opportunities in the trillions of dollars.

By: R. Scott Raynovich
August 28, 2025
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Nvidia2
News/Analysis

What to Watch in NVIDIA's Earnings: Blackwell, China, and Margins


All eyes are on NVIDIA, the epicenter of the AI boom, as it reports earnings today.

By: R. Scott Raynovich
August 27, 2025
Read More »
Frustration
Futuriom Blog

Why We Don't Believe MIT NANDA's Weird AI Study


An enterprise AI study from MIT's NANDA went viral—but there's not a lot of data behind it.

By: R. Scott Raynovich
August 26, 2025
Read More »
A Ichip2
Premium Research
Cloud Tracker Pro

What's Up With Crusoe's Atero Acquisition?


Crusoe's headlines are dominated by datacenter buildouts, but the company reminds us it's still a cloud technologist too.

By: Craig Matsumoto
August 26, 2025
Read More »
Chipcolor2
News/Analysis

Can the USA Save Intel?


The U.S. Government is taking an $8.9 billion equity stake in Intel. Will that be enough to energize the company's Foundry Services?.

By: Mary Jander
August 26, 2025
Read More »
AI chip4
News/Analysis

TensorWave Is Poised to Be AMD's Loudest Advocate


The neocloud TensorWave offers AMD GPUs exclusively, making it unique among clouds in general. With an 8,192-GPU cluster operating in Arizona and recent receipt of new MI355X GPUs, it's ready to put its thesis to the test.

By: Craig Matsumoto
August 21, 2025
Read More »
A Icloud
Premium Research
Cloud Tracker Pro

What's Next for CoreWeave?


The AI datacenter provider has become and investment darling, but debt is piling up.

By: Mary Jander
August 20, 2025
Read More »
Moneyfunnel
Premium Research
Cloud Tracker Pro

Are Hyperscalers Spending Too Much on Datacenters?


The leading cloud providers have dramatically increased capex with an eye toward AI infrastructure in the form of datacenters. Will it weigh on their future fortunes?.

By: Mary Jander
August 19, 2025
Read More »
Aiindustry
News/Analysis

How the Co-op Group UK Makes AI Work


The Co-op Group Ltd. in the UK has taken a measured approach to AI, introducing applications for which there is a demonstrable internal or external customer need..

By: Mary Jander
August 14, 2025
Read More »
Cisco Hq2
Premium Research
Cloud Tracker Pro

Cisco Produces Growth in AI, But Will it Decelerate?


Cisco shares are down on solid, if unspectacular results.

By: R. Scott Raynovich
August 14, 2025
Read More »
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