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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Dropping the moneybag
News/Analysis

Enterprise AI Profile: Uber Streamlines Backend Services But Pays a Pr

Uber dramatically improved its internal operations using customized apps built on Google technology. Then the bill came due.

By: Juliet Raynovich
June 23, 2026
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Aiindustry
News/Analysis

Arrcus PoC with TELUS Highlights AI Networking and Sovereignty

AI, mobile networks, and distributed workloads drive the need for TELUS to adopt more sophisticated networking with Arrcus.

By: R. Scott Raynovich
June 18, 2026
Read More  »
Datacenter5
News/Analysis

Vultr Picks HPE and NVIDIA for Enterprise AI Services

Vultr's choice of HPE could lead to some surprising networking options in the future.

By: Mary Jander
June 17, 2026
Read More  »
Datacenter4
Premium Research

AI Rack Systems Stay Customized Despite Standards Efforts

AI vendors and hyperscalers seem wedded to their specific rack designs, despite working toward standardization.

By: Mary Jander
June 17, 2026
Read More  »
Space X rocket
News/Analysis

SpaceX Drives AI Speculation to New Heights

Inside the numbers behind SpaceX's $2.3 trillion fantasy.

By: R. Scott Raynovich
June 15, 2026
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Opticallines
Premium Research
Cloud Tracker Pro

Ciena's Datacenter Strategy Has Started to Pay Off


Ciena's strategy to serve optical networking inside and around AI datacenters is paying off with increased hyperscaler revenues .

By: Mary Jander
December 11, 2025
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Wirelesscity2
News/Analysis

Arista Moves Faster Into AI and Campus Markets


Arista has set its sights on AI for NetOps and the campus networking markets, and a trio of announcements point the path forward.

By: Mary Jander
December 11, 2025
Read More »
Ai agents
Free Research

Building Autonomous Infrastructure with Observability and AIOps


The convergence of observability, AIOps (AI for Operations), and agentic AI is changing the way that enterprises and cloud providers manage infrastructure..

By: R. Scott Raynovich
December 10, 2025
Read More »
Secureglobe
Free Research

Modernizing and Unifying Security Against AI and Quantum Threats


Why next-gen hardware security modules are vital to the coming wave of security challenges, and how they can help modernize an enterprise's security profile.

By: Craig Matsumoto
December 10, 2025
Read More »
Handshake
News/Analysis

IBM Could Be Saving Confluent's Bacon


IBM's acquisition of data streaming and Kafka vendor Confluent could help IBM advance in the market while getting Confluent out of stock market malaise.

By: Mary Jander
December 08, 2025
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Chipbrain2
News/Analysis

Marvell Bets Big on Optical (Again)


The $3.25B acquisition of Celestial AI aids datacenter networking but also boosts Marvell's ASIC ambitions.

By: Craig Matsumoto
December 04, 2025
Read More »
Chip2
News/Analysis

AWS Challenges GPUs with Trainium3


AWS has released Trainium3, its latest XPU, with substantial improvements over its predecessor and plans for future NVIDIA integration.

By: Mary Jander
December 03, 2025
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Ai agents
Premium Research
Cloud Tracker Pro

AWS Banks on Innovations to Boost New AI Models, Services


AWS' rollout of new Nova models and services highlights innovations that streamline model and agent creation—and that it hopes will catapult Nova in the AI market.

By: Mary Jander
December 02, 2025
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A Icloud
News/Analysis

AWS and Google Launch Mutual Connectivity Service


AWS and Google are expanding their multicloud support, which could threaten smaller players.

By: Mary Jander
December 01, 2025
Read More »
NVIDI Asign2
News/Analysis

NVIDIA Invests $2B and Partners with Synopsys


After Intel and Nokia, NVIDIA buys a block of Synopsys, forging a partnership to further GPU-accelerated engineering.

By: Craig Matsumoto
December 01, 2025
Read More »
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