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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Wrlesscity3
Free Research

Inside Valmont's Data Assurance ROI with Graphiant

We talked with Valmont Industries about solving networking needs with flexibility, security, and governance.

By: R. Scott Raynovich
August 28, 2025
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NVIDIA HQ b
News/Analysis

NVIDIA Earnings Takeaways: Numbers Are Good, But Investors Hit Pause

NVIDIA management talks up AI infra opportunities in the trillions of dollars.

By: R. Scott Raynovich
August 28, 2025
Read More  »
Nvidia2
News/Analysis

What to Watch in NVIDIA's Earnings: Blackwell, China, and Margins

All eyes are on NVIDIA, the epicenter of the AI boom, as it reports earnings today.

By: R. Scott Raynovich
August 27, 2025
Read More  »
Frustration
Futuriom Blog

Why We Don't Believe MIT NANDA's Weird AI Study

An enterprise AI study from MIT's NANDA went viral—but there's not a lot of data behind it.

By: R. Scott Raynovich
August 26, 2025
Read More  »
A Ichip2
Premium Research

What's Up With Crusoe's Atero Acquisition?

Crusoe's headlines are dominated by datacenter buildouts, but the company reminds us it's still a cloud technologist too.

By: Craig Matsumoto
August 26, 2025
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Previous Next
Money2
News/Analysis

Microsoft and Meta Deliver on Earnings


Microsoft and Meta posted good earnings reports this week. But macro uncertainty could hinder their goals going forward.

By: Mary Jander
May 01, 2025
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Cybersecure3
Premium Research
Cloud Tracker Pro

MCP for AI is Hot. But Where's the Security?


MCP has become the de facto option for connecting LLMs to myriad data sources. But only a few firms, including Teleport and SentinelOne, have addressed its security .

By: Craig Matsumoto
May 01, 2025
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Datacenter 48
News/Analysis
Cloud Tracker Pro

Neoclouds vs. Hyperscalers: What’s the Difference?


Neoclouds' funding coffers helped them keep up in the race to build AI datacenters, but what next? If GPUs stop being scarce, then neoclouds need stronger differentiation -- as do hyperscalers, who have a broader arsenal to draw from..

By: Craig Matsumoto
April 24, 2025
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Bluedatacenter
Premium Research
Cloud Tracker Pro

UALink Offers Fresh Options for AI Networking


The UALink Consortium has published its first specification with the aim to offer an open-source alternative to NVLink and to offer support for GPUs besides NVIDIA's.

By: Mary Jander
April 21, 2025
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China Us
Premium Research
Cloud Tracker Pro

Inside the Tech Tariff Catastrophe


Tariffs and export controls meant to promote U.S. technology interests could stall the spread of key manufacturing and datacenter buildouts.

By: Mary Jander
April 21, 2025
Read More »
Markets3
Premium Research

Why Hyperscaler Capex Could Drop in 2026


Hyperscalers continue to pour money into AI infrastructure this year, but 2026 could see a big change, Futuriom estimates.

By: Mary Jander
April 16, 2025
Read More »
Automation 14
News/Analysis

NVIDIA Hedges Tariff Threat With US Manufacturing


Chips in Arizona and AI supercomputers in Texas will help NVIDIA hedge against whatever happens with tariffs while also pushing the company's dreams of building more and more AI factories..

By: Craig Matsumoto
April 15, 2025
Read More »
HPE
Premium Research
Cloud Tracker Pro

What's Next for HPE?


HPE faces a series of challenges, including tariffs and the potential loss of its bid for Juniper Networks. Here are some alternatives —Updated 4/15 12:00 PM.

By: Mary Jander
April 14, 2025
Read More »
Cloud datacenter 2
Free Research

Aviatrix's Vision for Multicloud Operations with Colocation


As distributed application and data needs climb, a unified network management plane will be needed for multicloud environments.

By: R. Scott Raynovich
April 08, 2025
Read More »
Securelock3
News/Analysis

Fortanix Aims to Secure GenAI With a Turnkey Pipeline


Could GenAI be the moment for confidential computing? Fortanix, with Intel as a partner, offers a secure data pipeline to assuage enterprise fears over GenAI and data privacy.

By: Craig Matsumoto
April 08, 2025
Read More »
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