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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
Read More  »
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Automation 14
Tech Primers

How Is AI Being Applied at the Edge?


The need for efficient AI inference is growing .

By: Craig Matsumoto
November 03, 2025
Read More »
Datacenter power burst
News/Analysis

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.

By: Mary Jander
October 30, 2025
Read More »
Futuriom 50
News/Analysis

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.

By: Mary Jander
October 30, 2025
Read More »
AI2
Free Research

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..

By: R. Scott Raynovich
October 29, 2025
Read More »
AI chip4
News/Analysis

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.

By: Craig Matsumoto
October 29, 2025
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5 G city2
News/Analysis

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.

By: Mary Jander
October 28, 2025
Read More »
Cisco nvidia 800x450
News/Analysis

Cisco Ramps Its Partnership with NVIDIA—and Both Stocks Are Soaring


Cisco and NVIDIA are expanding their partnership to provide networking solutions for AI. .

By: R. Scott Raynovich
October 28, 2025
Read More »
Networkglobe
News/Analysis

Lumen & Equinix Vie to Connect the AI Cloud


Multicloud networking is evolving in to 'AI networking,' and Lumen and Equinix both argue they're the ones to help enterprises make the transition.

By: Craig Matsumoto
October 27, 2025
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Growthchart
Premium Research
Cloud Tracker Pro

Nokia Shares Vault on AI Networking Growth


Nokia shows big gains in a pivot toward AI networking infrastructure.

By: R. Scott Raynovich
October 23, 2025
Read More »
AI77
News/Analysis

Dell Expands Its Role as an AI Data Platform


New announcements around the Dell AI Factory architecture show how Dell is joining the game of integrating storage with data engines and data management.

By: Craig Matsumoto
October 22, 2025
Read More »
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