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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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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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Clouddatacenter
News/Analysis

TensorWave Scores $350 Million to Advance Its AMD Cloud

TensorWave has built its business solely on AMD infrastructure. It looks like it's paying off.

By: Mary Jander
June 11, 2026
Read More  »
Employee and chatbot
News/Analysis

Enterprise AI Profile: IKEA Bets on Workers Over Automation

Furniture retailer IKEA has realized substantial revenue from new AI applications. And it hasn't fired anyone in the process.

By: Juliet Raynovich
June 11, 2026
Read More  »
Datacenterblue446
Premium Research

Arista Unveils AI "Supersystem." Here's What's Inside

Arista's new 7060XE7 Series introduces rackscale products for AI networking, from scale out to scale up.

By: Mary Jander
June 10, 2026
Read More  »
Network2
Premium Research

Startup Profile: Cornelis Networks Hits Its Stride

Cornelis wouldn't call itself a startup, but it's looking like one.

By: Mary Jander
June 10, 2026
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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
Read More »
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
Read More »
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
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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 »
AI77
Premium Research
Cloud Tracker Pro

Microsoft Rethinks RAG for an Agentic AI World


Microsoft's Foundry IQ brings new context richness to the RAG process, which spells trouble for vector databases and RAG as a service.

By: Craig Matsumoto
November 26, 2025
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AI car
Premium Research
Cloud Tracker Pro

Enterprise AI Profile: Ford Accelerates Product Design and Safety with AI


Ford Motor Company is accelerating its pace in the competitive automotive sphere by reducing the time required for engineering simulations and design testing..

By: Juliet Raynovich
November 20, 2025
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Nvidia2
News/Analysis

NVIDIA Slams AI Bubble Talk, Market Talks Back


NVIDIA wowed Wall St. with earnings beat (for awhile at least) but still faces questions about the potential for an AI market bubble.

By: Mary Jander
November 20, 2025
Read More »
Networkglobe3
News/Analysis

VAST Data's Empire Expands to Google & Microsoft


VAST Data scores wins with Google, Microsoft, and TACC, and some large enterprises have onboarded quickly.

By: Craig Matsumoto
November 19, 2025
Read More »
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