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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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AI2
News/Analysis

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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Money2
News/Analysis

Inside NVIDIA's $500B Debt Deal: NVIDIA's Scary Pivot on Finance

NVIDIA officially seeks to securitize the AI hype with major Wall St. finance companies this week, but the announcement had a muted reaction. .

By: R. Scott Raynovich
August 12, 2026
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Previous Next
Network2
Free Research

Top Trends in Networking for AI: Connectivity from AI Clusters to the Edge


Networking for AI is complex and difficult. In a new Futuriom report, we examine the challenges and choices.

By: Mary Jander
April 22, 2026
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Cisco Hq2
Tech Primers

What Is Cisco Nexus One?


Cisco recently introduced Nexus One, its unified networking solution designed to simplify operations across AI and non-AI datacenter architectures. Here's our overview of what it means. .

By: R. Scott Raynovich
April 21, 2026
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AI brain chip 2
News/Analysis

Why Inference Chips Are on the Rise


Demand for agentic AI is stimulating a market in chips specialized for inference that present strong competition for NVIDIA.

By: Mary Jander
April 20, 2026
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Datacenter4
Premium Research
Cloud Tracker Pro

What's Up with the Stargate Project?


Updated 4/15/26--The $500-billion Stargate project faces an existential crisis as it moves toward its goals of national and global AI infrastructure.

By: Mary Jander
April 14, 2026
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Market AI 8900
News/Analysis

Why Fastly's Stock is Suddenly on Fire


Fastly shares are on fire after the company hits higher revenue and profit growth and highlights opportunities in agentic AI.

By: R. Scott Raynovich
April 09, 2026
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Agentic AI 0653
Tech Primers

Agentic Infrastructure Operations: What It Is and How to Do It Safely


Enterprises have spent years trying to build full network and infrastructure automation. There's a new way to do it, with safety and governance. .

By: R. Scott Raynovich
April 08, 2026
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Datacenter4
Premium Research
Cloud Tracker Pro

Why Blue Owl's Hopes for AI Datacenters Pose Risk


Blue Owl Capital is betting its future on AI datacenters, but the private credit it extends could boomerang.

By: Mary Jander
April 08, 2026
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Moneyfunnel
Premium Research

Hyperscaler AI Spending Doubts Rising


The latest Cloud Tracker Pro Update Report indicates that hyperscaler capex points to trouble down the road.

By: Mary Jander
April 06, 2026
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NVIDIA HQ b
Futuriom Blog

Sources: NVIDIA Weighing Bid for Intel and Nokia, as Well as Others


In a "Multiverse Ecosystem" expansion, NVIDIA plans to buy key infrastructure assets to expand its influence in most things.

By: Al Koholic
April 01, 2026
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AI2
News/Analysis

Key Trends From RSAC: Agentic AI, MCP, and Supply-chain Risks


Agentic AI risks are exploding. And so is the number of companies that follow them. .

By: R. Scott Raynovich
March 26, 2026
Read More »
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