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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Datacenterblue446
News/Analysis

U.S.-Canada Trade War Threatens AI Buildouts

The current trade war between the U.S. and Canada could hinder both countries from achieving AI goals.

By: Mary Jander
September 03, 2026
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AI2
Free Research

Top Trends in Networking for AI: Inside the Rack

AI networking inside the rack is the focus of our latest free report.

By: Mary Jander
August 25, 2026
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A Idataflow
News/Analysis

F5 Combines Tokenomics with AI Security

F5 has enhanced its F5 AI Security Platform with new F5 AI Gateways capabilities, bringing tokenomics into the mix.

By: Mary Jander
August 24, 2026
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Healthcare 1
News/Analysis

Enterprise AI Profile: Pfizer's Federated AI Pipeline

By giving frontline teams direct control over custom AI tools and mining proprietary trial data, Pfizer is transforming how it evaluates drug viability, accelerates regulatory submissions, and scales breakthrough medicines.

By: Juliet Raynovich
August 13, 2026
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Handshake
Premium Research

IREN's Mirantis Buy Supports NVIDIA Plans

Altcloud IREN has purchased AI orchestrator software vendor Mirantis to help fuel infra deals with NVIDIA.

By: Mary Jander
August 12, 2026
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Google Cloud TPU4center
News/Analysis

Google and Blackstone to Create TPU Cloud Service


Blackstone will invest $5 billion in helping set up 500 MW of Google TPU capacity, with more to follow.

By: Mary Jander
May 19, 2026
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Cerebras IPO
News/Analysis

Cerebras Shares Soar in Chip IPO


Cerebras's blockbuster IPO highlights demand for AI inference chips.

By: Mary Jander
May 14, 2026
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Cisco Hq2
News/Analysis

Cisco's Record Growth Reflects New AI Infrastructure Mojo


Cisco shows its new AI infrastructure products are powering enormous growth, as it announces record revenues and double-digit growth.

By: R. Scott Raynovich
May 14, 2026
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Trader frustrated market
Premium Research
Cloud Tracker Pro

Why Wall St. Picked Akamai Over Fastly


Akamai and Fastly posted solid earnings last week: Investor reactions differed radically.

By: Joe Stanganelli
May 13, 2026
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Handshake
Premium Research
Cloud Tracker Pro

Lumen’s Alkira Deal Is About a Faster Path to Services


Lumen aims to improve speed-to-market with Alkira's multicloud and services platform.

By: R. Scott Raynovich
May 07, 2026
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AI brain chip 2
News/Analysis

CPUs Take Center Stage in AI Earnings


Move over, costly GPUs: With inference and agentic AI on the rise, CPUs are in greater demand.

By: Mary Jander
May 07, 2026
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QA image
Q & A

The Futuriom Q&A: Inside the Benefits of Isovalent with Nico Vibert


Futuriom recently interviewed Nico Vibert, a technical leader in Cisco's Isovalent division. Read up and find out what's going on with cloud-native networking, eBPF, and Cilium technology. .

By: R. Scott Raynovich
April 30, 2026
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Markets2
Premium Research
Cloud Tracker Pro

With Booming Cloud Earnings, Integrated Infra Stacks Become Key


Leading cloud providers reported ever growing capex and revenue numbers, but investors are taking a closer look at infrastructure strategies.

By: R. Scott Raynovich
April 30, 2026
Read More »
News/Analysis

Nokia Bets Big on Networking for AI and Cloud


Nokia's impressive Q1 earnings report features growth in Networking Infrastructure, powered by AI and cloud—and optical technology.

By: Mary Jander
April 23, 2026
Read More »
AI 077
News/Analysis

Google Piles Into Agentic Enterprise. What Does It Mean for Others?


Google Cloud Next '26 features a slew of agentic AI solutions along with enhanced AI architecture .

By: R. Scott Raynovich
April 23, 2026
Read More »
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