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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
Read More  »
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
Datacenterblue446
Premium Research
Cloud Tracker Pro

Grassroots Opposition to U.S. Datacenters Swells


Datacenter buildouts in the U.S., often driven by hyperscalers, face a raft of questions and concerns from residents of the areas they're targeting.

By: Mary Jander
March 25, 2026
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AI 077
Premium Research
Cloud Tracker Pro

Q&A: Benjamin C. Lee, Ph.D., University of Pennsylvania


Dr. Benjamin Lee, a Penn professor and visiting researcher at Google and other hyperscalers, talks about the challenges of AI and how to solve them.

By: Mary Jander
March 23, 2026
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Money2
Futuriom Blog

Opinion: How NVIDIA's GTC Hype Could Backfire


NVIDIA is playing a dangerous game of AI hype without considering the risks it poses to markets. .

By: R. Scott Raynovich
March 18, 2026
Read More »
News/Analysis

OFC 2026 Heralds Optical Shift for AI Factories


The Optical Fiber Communications Conference (OFC) in Los Angeles this week gives a view of the optical technologies that will form the basis for future networking for AI.

By: Mary Jander
March 17, 2026
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Car in factory
News/Analysis

Enterprise AI Profile: Volkswagen Group


The Volkswagen Group is streamlining its factories for AI-driven, software-defined vehicles.

By: Mary Jander
March 16, 2026
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Arista XPO
News/Analysis

Why Arista's New Optical Transceiver Is a Big Deal


Arista has signed over 40 companies to an MSA for its new XPO design, which its says halves AI cluster footprints.

By: Mary Jander
March 12, 2026
Read More »
Free Research

Resolight Wants to Restart the All-Optical Revolution


Israel-based Resolight has developed photonic processing technology that has the potential to disrupt the datacenter networking industry..

By: R. Scott Raynovich
March 11, 2026
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Endangered datacenter
Premium Research
Cloud Tracker Pro

Iran War Threatens U.S. Datacenters


The war in Iran will threaten U.S. datacenters in a variety of ways for a long time to come.

By: Mary Jander
March 10, 2026
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Securecloud2
Free Research

Why Identity Is the Foundation of Agentic AI Security


For an enterprise to shore up its attack surface against AI agents, it must first reconsider the importance of identity, as explained in this Leadership Brief.

By: Craig Matsumoto
March 10, 2026
Read More »
Data2
News/Analysis

Startup Profile: LakeSail


Startup LakeSail says its "drop-in replacement" for Apache Spark improves throughput by 4X to 8X compared to Spark and helps achieve 94% lower infrastructure costs.

By: Mary Jander
March 10, 2026
Read More »
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