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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
Read More  »
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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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
Read More »
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 »
AI2
News/Analysis

Itential Intros FlowAI for Infra Intent and Compliance


Infrastructure orchestration company Itential has unveiled FlowAI, a platform to help safe development of agentic infrastructure orchestration..

By: R. Scott Raynovich
November 19, 2025
Read More »
Moneyfunnel
Premium Research
Cloud Tracker Pro

What's Up with CoreWeave, Meta, and Oracle Stock Slides?


CoreWeave, Meta, and Oracle have seen big selloffs in their shares lately, thanks to questions about their level of spending and their deals with OpenAI.

By: Mary Jander
November 18, 2025
Read More »
Ai agents
News/Analysis

Data Management Vendors Promote AI Agents


Vendors specializing in data management are upgrading their wares to support agentic AI.

By: Mary Jander
November 18, 2025
Read More »
Nvidia2
News/Analysis

NVIDIA Strengthens Its Quantum Connection


NVIDIA has unveiled NVQLink, a networking link between a quantum computer and a supercomputer..

By: Craig Matsumoto
November 18, 2025
Read More »
Cisco Hq2
News/Analysis

Cisco Gains on Strong Results. Is It the “Safer” AI Play?


Cisco bets on AI and campus infrastructure are paying off with 8% revenue growth. .

By: R. Scott Raynovich
November 13, 2025
Read More »
Liquidcoolingart
News/Analysis

The Datacenter Liquid Cooling Market Heats Up


AI demands are making datacenters hotter and racks denser. Air conditioning can't keep up. Liquid cooling can. Here's a look.

By: Mary Jander
November 12, 2025
Read More »
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