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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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AI 077
Premium Research

CTP: The AI Infra Boom Continues, But What's Next?

Hyperscalers are throwing billions of dollars into building AI infrastructure. Will all the AI infra demand meet supply? We dive into the data in our latest CTP Update report.

By: Mary Jander
July 31, 2025
Read More  »
Palo Alto HQ
News/Analysis

CyberArk: The $25B Answer to Palo Alto's Identity Crisis

CyberArk's identity and access management fill a crucial, AI-related gap, but it also shows that Palo Alto's 'platform' aspirations don't come cheaply.

By: Craig Matsumoto
July 30, 2025
Read More  »
Datacenter
News/Analysis

Crusoe: Cloud Company or Construction Kingpin?

As Crusoe announces its next big project, a 1.8 GW campus in Wyoming, the aspiring neocloud is looking more and more like a real estate company.

By: Craig Matsumoto
July 29, 2025
Read More  »
A Icloud
Premium Research

Will Enterprises Struggle to Soak Up the AI Boom?

AI suppliers are focusing on major buildouts, but enterprises are having trouble keeping up.

By: Mary Jander
July 29, 2025
Read More  »
Datacenter3
News/Analysis

Stargate Mysteries Multiply

Questions swirl about the status of the Stargate project, even as OpenAI claims it's on track and expanding.

By: Mary Jander
July 22, 2025
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Previous Next
Chip2
News/Analysis

Why the Chip Shortage Could Last Through 2022


Semiconductor makers say supply can't meet demand for all kinds of chips, and the crisis will likely last through 2022.

By: Mary Jander
September 29, 2021
Read More »
5 Gcity3
News/Analysis

Telefonica Picks IBM and Oracle for Network Upgrades


Spain's Telefonica SA is building on existing relationships with IBM and Oracle to automate its 5G core and cloudify its business systems in a long-awaited infrastructure upgrade.

By: Mary Jander
September 27, 2021
Read More »
Bigdataabstract2
News/Analysis

Fortanix and Snowflake Team Up on Tokenization


Fortanix has integrated its Data Security Manager SaaS with Snowflake's environment to protect sensitive data .

By: Mary Jander
September 24, 2021
Read More »
Moneyhand
News/Analysis

Fivetran Double Header: $565 Funding and an Acquisition


Fivetran has scored $565 million in Series D funding on a $5.6 billion valuation and has agreed to purchase HVR Data in a $700 million cash and stock deal.

By: Mary Jander
September 20, 2021
Read More »
5 Gbrain
News/Analysis

Versa Adds Native 5G to SASE


Versa Networks has integrated native 5G into its SD-WAN-based SASE appliances, reflecting its ongoing strategy and supporting one of the hottest trends in networking.

By: Mary Jander
September 17, 2021
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Clown
News/Analysis

Persona Identities Scores $150 Million


Startup Persona Identities, whose technology ensures that a user is who they claim to be, has landed $150 million in Series C funding at a valuation of $1.5 billion.

By: Mary Jander
September 16, 2021
Read More »
Cyberlock3
News/Analysis

Security Upstarts Dominate Growth, While Cisco Trails


Enterprise customers are turning to newer companies for solutions to an onrush of cyber threats. But it may be too soon to discount incumbent players.

By: Mary Jander
September 14, 2021
Read More »
Juniper LB Website Graphic
Free Research

Juniper and Apstra Up the SONiC Ante


Juniper and Apstra Up the SONiC Ante -- Leadership Brief sponsored by Juniper.

By: Mary Jander
September 14, 2021
Read More »
Bronzelocksecure
News/Analysis

U.S. Government Proposals Promote ZTNA


The U.S. Office of Management and Budget and the Cybersecurity & Infrastructure Security Agency have opened proposals for ZTNA and cloud computing for public comment.

By: Mary Jander
September 13, 2021
Read More »
Multicloud2
News/Analysis

Aviatix Valuation Soars on New Funding


Aviatrix has raised $200 million in Series E funding, bringing its valuation to $2 billion, up from $700 million in February 2021.

By: Mary Jander
September 08, 2021
Read More »
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