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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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News/Analysis

VDURA Shows Off AI Data Functionality in AMD Blueprint

VDURA has released an AMD reference architecture that works with its parallel file system and storage for HPC/AI workloads .

By: Mary Jander
September 16, 2025
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Datacenter 48
News/Analysis

Nebius' Monster Microsoft Deal Fuels Further Expansion

A $17.4B contract with Microsoft kicks off what looks like an aggressive growth push from Nebius.

By: Craig Matsumoto
September 10, 2025
Read More  »
Stockmarket4
News/Analysis

Oracle Shocks Wall Street

Oracle's latest quarterly report had investors fawning with congratulations over a backlog of contracts. Now it must deliver.

By: Mary Jander
September 10, 2025
Read More  »
A Ichip
Premium Research

How the Hyperscalers Are Moving Beyond NVIDIA

Some hyperscalers have shifted well beyond total reliance on NVIDIA with chips that are powering their AI infra services.

By: Mary Jander
September 09, 2025
Read More  »
Datacenterblue446
News/Analysis

What's the Status of Hyperscaler Infrastructure?

Hyperscalers are building big, but that doesn't yet show in their footprint statistics, and it may not for a while.

By: Mary Jander
September 08, 2025
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Stockmarket4
News/Analysis

What's Not to Love about CoreWeave?


CoreWeave's IPO ignited tense hand-wringing over the neocloud business model, but investors have happily driven stock surges for both it and Nebius.

By: Craig Matsumoto
June 12, 2025
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Cisco Hq
News/Analysis

Cisco Doubles Down on NVIDIA AI, Portfolio Integration


As the new Chief Product Officer, Jeetu Patel is putting his imprint on the networking giant as Cisco emphasizes new integrations and partnerships. .

By: R. Scott Raynovich
June 10, 2025
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A Ichip
Premium Research
Cloud Tracker Pro

Who Will Win the "Scale Up" Challenge?


A range of technologies are bidding for the market to interconnect XPUs to operate as a single entity, to create so-called scale-up architecture for AI pods.

By: Mary Jander
June 09, 2025
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AI chip 8
News/Analysis

Broadcom Chip Advances Ethernet for AI


Broadcom's Tomahawk 6 doubles the switch capacity of its predecessors while supporting Ethernet for "scale up" as well as "scale out" in a swipe at NVIDIA.

By: Mary Jander
June 04, 2025
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Code2
Premium Research
Cloud Tracker Pro

MCP Gets Ready for the Real World


The MCP protocol has captured developers' attention. Here's what it needs in order to enable AI automation on a grander scale.

By: Craig Matsumoto
June 03, 2025
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China markets 91
Premium Research
Cloud Tracker Pro

NVIDIA Faces Tough Challenge on China


NVIDIA's Jensen Huang makes convincing arguments for staying in the Chinese market despite U.S. export restrictions. Now he must make his case clearer to the government.

By: Mary Jander
June 02, 2025
Read More »
Nvidia2
News/Analysis

NVIDIA Posts Solid Results Despite China Ban


NVIDIA posted strong quarterly results, despite headwinds from U.S. government export controls for China market.

By: Mary Jander
May 29, 2025
Read More »
Secure cloud 2
News/Analysis

Here Comes Post-Quantum Cryptography


Updated June 2, 2025—Enterprises are sitting on a ticking cryptographic timebomb due to the potential of quantum computing algorithms, but help is on the way.

By: Mary Jander
May 28, 2025
Read More »
Code2
News/Analysis

Itential Puts AI Agents and MCP to Work


Itential has stepped up its AI-driven network operations via integration with Selector, along with the introduction of a Model Context Protocol (MCP) server.

By: Craig Matsumoto
May 28, 2025
Read More »
Bigdataabstract
News/Analysis

Why Salesforce Will Buy Informatica for $8 Billion


Salesforce will buy data management vendor Informatica in an $8 billion deal that could boost the CRM company's agentic AI fortunes.

By: Mary Jander
May 27, 2025
Read More »
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