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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Chipcolor2
Premium Research

NVIDIA GPU Alternatives Are Gaining Serious Traction

Hyperscaler chips such as Google's TPU and Amazon's Trainium are gaining momentum as alternatives to NVIDIA GPUs.

By: Craig Matsumoto
November 05, 2025
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Mastercard 2
News/Analysis

Enterprise AI Profile: Mastercard Tackles Fraud and Productivity

Mastercard is focusing its AI efforts on three core areas: security and fraud prevention, personalization, and productivity.

By: Juliet Raynovich
November 04, 2025
Read More  »
A Icloud
Premium Q&A

Q&A: Derek Ashmore, AI Enablement Principal, Asperitas

As AI Enablement Principal at IT consulting firm Asperitas, Derek Ashmore shares his expertise on agentic AI and its application to cloud computing.

By: Mary Jander
November 04, 2025
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Automation 14
Tech Primers

How Is AI Being Applied at the Edge?

The need for efficient AI inference is growing .

By: Craig Matsumoto
November 03, 2025
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Datacenter power burst
News/Analysis

Cloud Firms Scale Up Capex, but Expenses Are Climbing Too

Alphabet, Meta, and Microsoft are increasing capex substantially, but depreciation and other costs will follow.

By: Mary Jander
October 30, 2025
Read More  »
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Data1
Free Research

Building Cyber Resilience for Ransomware


Futuriom explores a series of user profiles of Index Engines' CyberSense to determine how it enables faster data corruption detection, along with rapid and confident recovery from ransomware attacks.

By: R. Scott Raynovich
August 12, 2025
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China US Chip 53695
News/Analysis

AI Chip China Access Tax Has Pros and Cons


The U.S. Government says NVIDIA and AMD can be licensed to sell dumbed-down chips in China in return for a 15% cut of the revenues. But where that cut will come from is a question.

By: Mary Jander
August 11, 2025
Read More »
Datacenter 48
News/Analysis

WhiteFiber Preps Its Neocloud IPO


WhiteFiber is ready to go public, and like CoreWeave and Crusoe, it's a neocloud that's putting heavy emphasis on real estate development and datacenters.

By: Craig Matsumoto
August 07, 2025
Read More »
Cloud data center 3
News/Analysis

Oxide Scores $100M for On-Prem Cloud-Computing Rack


Oxide Computer Company has scored $100 million in Series B funding to continue development of its on-premises rack, aimed as an alternative to public cloud services .

By: Mary Jander
August 06, 2025
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Securityops
News/Analysis

NSS Labs Launches Managed Cybersecurity Test Platform


NSS Labs has launched Minion, an independent test platform for cybersecurity products that eliminates the time, expertise, expense, and credibility gaps associated with in-house testing.

By: Mary Jander
August 05, 2025
Read More »
AI 077
Premium Research
Cloud Tracker Pro

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
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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
Cloud Tracker Pro

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
Read More »
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