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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Stockmarket4
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.

By: Craig Matsumoto
June 12, 2025
Read More  »
Cisco Hq
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. .

By: R. Scott Raynovich
June 10, 2025
Read More  »
A Ichip
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.

By: Mary Jander
June 09, 2025
Read More  »
AI chip 8
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.

By: Mary Jander
June 04, 2025
Read More  »
Code2
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.

By: Craig Matsumoto
June 03, 2025
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Clouddatacenter4
Premium Research
Cloud Tracker Pro

Can Telco "AI Factories" Succeed?


Telcos are slowly rolling out datacenters to support new AI services. But can these efforts succeed?.

By: Mary Jander
January 06, 2025
Read More »
Cloud3
News/Analysis

Futuriom Wraps Up Cloud Infra Trends for 2024!


Another great year for cloud infrastructure is in the books.

By: R. Scott Raynovich
December 30, 2024
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Chipbrain3
News/Analysis

Why NVIDIA's Acquisition of Run:ai Is a Great Move


NVIDIA's laid hold of a crucial technology at a time when demand is rising for control of GPU resources.

By: Mary Jander
December 30, 2024
Read More »
A Icloud
News/Analysis

How Vultr Picked up $333M, with AMD Participating


AMD Ventures joined a round valuing Vultr at $3.5 billion, highlighting the red-hot market segment for cloud-based GPU services for AI training and inference.

By: Mary Jander
December 19, 2024
Read More »
Futuriom 50
News/Analysis

The Futuriom 50: 2024 in Review


We take a close look back at how the Futuriom 50 private companies fared this past year—and what 2025 might bring.

By: Mary Jander
December 17, 2024
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ANET Picture1
Free Research

The Secret Behind Arista's AI Ethernet Success


Arista's hyperscaler gains show that Ethernet can scale for AI .

By: R. Scott Raynovich
December 12, 2024
Read More »
Network2
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.

By: R. Scott Raynovich
December 11, 2024
Read More »
A Icloud
News/Analysis

AWS Piles Features Into SageMaker, Bedrock


AWS released many new functions at re:Invent, looking to attract enterprises to the AWS platform to build AI applications.

By: Mary Jander
December 05, 2024
Read More »
Clouddatacenter
Premium Research
Cloud Tracker Pro

AWS Wrap: Blossoming AI Services and NVIDIA Alternatives


The AWS re:Invent 2024 conference is in full swing, and the theme is managing data for AI applications.

By: Mary Jander
December 04, 2024
Read More »
Chipbrain2
News/Analysis

Gelsinger's Surprise Intel Exit: What's it Mean?


Pat Gelsinger's departure from Intel won't be a magic cure for the company's many problems. Management must now do some deep soul-searching.

By: Mary Jander
December 02, 2024
Read More »
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