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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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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  »
Clouddatacenter4
Premium Research

Can Telco "AI Factories" Succeed?

Telcos are slowly rolling out datacenters to support new AI services. But can these efforts succeed?.

By: Mary Jander
January 06, 2025
Read More  »
Cloud3
News/Analysis

Futuriom Wraps Up Cloud Infra Trends for 2024!

Another great year for cloud infrastructure is in the books.

By: R. Scott Raynovich
December 30, 2024
Read More  »
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Nvidia hopper architecture h100 sxm
News/Analysis

NVIDIA's Results Show AI Boom May Be Slowing


Despite strong results, investors were disappointed with NVIDIA's latest earnings report. It's time to get realistic about the AI market..

By: Mary Jander
August 29, 2024
Read More »
A Icloud
News/Analysis

NVIDIA Boosts AI Development for Enterprise Use


NVIDIA's unveiled NIM Agent Blueprints that bring readymade GenAI workflows to let enterprise customers develop "AI flywheels.".

By: Mary Jander
August 27, 2024
Read More »
Cloud2
News/Analysis

Lumen Picks Blue Planet to Prep Inventory for AI


Lumen has picked intelligent inventory software from Blue Planet, a division of Ciena, to help deliver hyperscaler and enterprise AI networks..

By: Mary Jander
August 22, 2024
Read More »
Money2
Premium Research
Cloud Tracker Pro

What Can Stop Snowflake's Shares From Melting?


Snowflake beat earnings estimates and issued strong guidance, but that still didn't stop investors from selling.

By: R. Scott Raynovich
August 22, 2024
Read More »
Handshake
News/Analysis

AMD to Buy ZT Systems to Accelerate System Delivery


AMD's move to buy AI infrastructure design firm ZT Systems could boost its share of a market AMD estimates will be worth $400 billion by 2027.

By: Mary Jander
August 19, 2024
Read More »
Moneyfunnel
Premium Research
Cloud Tracker Pro

Are the Hyperscalers Betting Too Much on AI?


There are signs that hyperscalers' investment in AI mirrors what the telcos spent on 5G. That may not be a fair comparison.

By: Mary Jander
August 08, 2024
Read More »
Cloudchip2
Premium Research
Cloud Tracker Pro

CTP Q2 Update: AI Infrastructure Shifts Toward Inferencing


Hyperscalers continue to accelerate AI spending, but enterprises are pondering the next steps.

By: Mary Jander
August 06, 2024
Read More »
S Rphoto1
Premium Q&A
Cloud Tracker Pro

Cloud Tech Pro Q&A: Scott Robertson, Co-op Group


Scott Robertson, Principal Enterprise Architect, Foundation Technology, at Co-Op Group in the UK, talks hybrid cloud, cloud repatriation, and operating models.

By: Mary Jander
July 25, 2024
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IBM building 1
News/Analysis

IBM Earnings Showcase AI and Automation


IBM's Q2 2024 earnings reveal solid progress in AI and in hybrid cloud automation.

By: Mary Jander
July 25, 2024
Read More »
Securityops
Premium Research
Cloud Tracker Pro

Crowdstricken! A Lesson in Technology Risks from CrowdStrike


The CrowdStrike debacle has highlighted many ongoing risks in vendor concentration, supply-chain, and CI/CD practices.

By: R. Scott Raynovich
July 25, 2024
Read More »
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