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.
June 12, 2025
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. .
June 10, 2025
News/Analysis
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.
June 09, 2025
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.
June 04, 2025
Premium Research
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.
June 03, 2025
News/Analysis
Futuriom Wraps Up Cloud Infra Trends for 2024!
Another great year for cloud infrastructure is in the books.
December 30, 2024
Free Research
The Secret Behind Arista's AI Ethernet Success
Arista's hyperscaler gains show that Ethernet can scale for AI .
December 12, 2024
Premium Research
Cloud Tracker Pro
HPE's Future Hangs on Stalled Juniper Deal
For HPE's networking ambitions, the Juniper merger can't happen fast enough.
December 11, 2024
Premium Research
Cloud Tracker Pro
AWS Wrap: Blossoming AI Services and NVIDIA Alternatives
December 04, 2024
