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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
Read More  »
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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Previous Next
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
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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
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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
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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
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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
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AI chip 8
News/Analysis

AMD's GPU Ecosystem Keeps Rolling


AMD acquired MK1, and Spectral raised seed funding for a toolkit that runs NVIDIA CUDA code on AMD chips.

By: Craig Matsumoto
November 11, 2025
Read More »
Chipcolor2
Premium Research
Cloud Tracker Pro

NVIDIA GPU Alternatives Are Gaining Serious Traction


Hyperscaler chips such as Google's TPU and Amazon's Trainium are gaining momentum as alternatives to NVIDIA GPUs.

By: Craig Matsumoto
November 05, 2025
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Mastercard 2
Premium Research
Cloud Tracker Pro

Enterprise AI Profile: Mastercard Tackles Fraud and Productivity


Mastercard is focusing its AI efforts on three core areas: security and fraud prevention, personalization, and productivity..

By: Juliet Raynovich
November 04, 2025
Read More »
A Icloud
Premium Q&A
Cloud Tracker Pro

Q&A: Derek Ashmore, AI Enablement Principal, Asperitas


As AI Enablement Principal at IT consulting firm Asperitas, Derek Ashmore shares his expertise on agentic AI and its application to cloud computing.

By: Mary Jander
November 04, 2025
Read More »
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