News/Analysis
Cisco Shares Slammed on Soft Quarter
Cisco says a "pause" in IT spending has flattened its revenues.
November 14, 2019
News/Analysis
RSAC: AI Is Helping Hackers; We Need More AI!
Data and discussions from RSAC indicate the AI security risks and proposed solutions are proliferating at the same time. .
May 01, 2025
News/Analysis
Microsoft and Meta Deliver on Earnings
Microsoft and Meta posted good earnings reports this week. But macro uncertainty could hinder their goals going forward.
May 01, 2025
News/Analysis
MCP for AI is Hot. But Where's the Security?
MCP has become the de facto option for connecting LLMs to myriad data sources. But only a few firms, including Teleport and SentinelOne, have addressed its security .
May 01, 2025
News/Analysis
Neoclouds vs. Hyperscalers: What’s the Difference?
Neoclouds' funding coffers helped them keep up in the race to build AI datacenters, but what next? If GPUs stop being scarce, then neoclouds need stronger differentiation -- as do hyperscalers, who have a broader arsenal to draw from.
April 24, 2025
Premium Research
UALink Offers Fresh Options for AI Networking
The UALink Consortium has published its first specification with the aim to offer an open-source alternative to NVLink and to offer support for GPUs besides NVIDIA's.
April 21, 2025
Premium Research
Security, Cloud Drive SD-WAN Managed Services
Survey shows SD-WAN managed services are gaining momentum..
November 07, 2019
News/Analysis
PTC Closes $470M Onshape Deal: What's it Mean?
PTC is betting its future on SaaS-based CAD and PLM.
November 06, 2019
News/Analysis
Fortinet Shares Rise 11% on Strong SD-WAN Story
Fortinet's latest earnings reflect strong growth in SD-WAN security.
November 01, 2019
News/Analysis
Aviatrix Raises $40M Growth Round
Four-year-old Aviatrix has landed enough to push its total funding to north of $76M.
October 28, 2019
Futuriom Blog
Nvidia Steals the Show at the Edge
Unveils EGX Edge platform and partners with Ericsson, Microsoft, and Red Hat.
October 25, 2019
