Cloud Firms Scale Up Capex, but Expenses Are Climbing Too
Alphabet, Meta, and Microsoft are increasing capex substantially, but depreciation and other costs will follow.
The Futuriom 50: 2025 in Review
We're in the fourth quarter, so it's time to review our Futuriom 50 choices to see who's still in the running and what's changed.
AI, GPU Clouds, and Neoclouds in the Age of Inference
The explosion of GPU clouds and neoclouds is complicated to sort out. In our new report, we did all the work for you.
Qualcomm Wants to Be an NVIDIA Alternative Too
The AI200 and AI250 bring Qualcomm into datacenter-scale AI inferencing, which also means Qualcomm gets to learn about selling rack-scale products.
NVIDIA Invests $1 Billion in Nokia
NVIDIA will buy a 2.9% equity stake in Nokia, while enabling a major revamping of the mobile supplier's AI-enabled RAN.
Salesforce Gobbles Startup Vlocity for $1.33B
The CRM cloud leader is willing to pay the price to stay ahead of its market..
Questions Dog Palo Alto in Ugly Quarter
Palo Alto keeps rationalizing as product revenues drop and share price tanks..
Ciena's Routing Push Beefs Up 5G Story
Ciena's 5168, 5166, and 5164 routers target the 5G edge network.
Why Nokia Wants Elenion
Mobile powerhouse Nokia hopes buying optical chip startup leads to faster 5G preparedness .
Inside Cisco's Confusing Internet Market Report
Cisco's annual Internet market study dazzles and dumbfounds..
