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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Chipcolor2
Premium Research

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
News/Analysis

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

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
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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
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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
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Datacloud
News/Analysis

Pure Storage Elevates Management and Automation


Pure Storage announced hardware and software designed to elevate the capabilities of its storage arrays to function in hyperscaler and enterprise AI workloads .

By: Mary Jander
June 19, 2025
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Datacenter350
News/Analysis

Databricks & Snowflake Enter Agentic AI's Orbit


AI is changing enterprises' relationship with data. That means Databricks & Snowflake have to change, too, if they want to remain leading cloud data platforms.

By: Craig Matsumoto
June 18, 2025
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Datacenter5
News/Analysis

AMD's New GPU Could Feed the Neoclouds


AMD's MI400 could give NVIDIA a run for its money—if AMD can get it out in 2026, that is. And neoclouds will play a key role.

By: Mary Jander
June 18, 2025
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A Icloud
Premium Research
Cloud Tracker Pro

Why Enterprises Prefer Proprietary AI


Futuriom's brand-new Enterprise AI Index reveals the top verticals using AI—and why they prefer their own platforms and models.

By: Mary Jander
June 16, 2025
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Stockmarket4
News/Analysis

What's Not to Love about CoreWeave?


CoreWeave's IPO ignited tense hand-wringing over the neocloud business model, but investors have happily driven stock surges for both it and Nebius.

By: Craig Matsumoto
June 12, 2025
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Cisco Hq
News/Analysis

Cisco Doubles Down on NVIDIA AI, Portfolio Integration


As the new Chief Product Officer, Jeetu Patel is putting his imprint on the networking giant as Cisco emphasizes new integrations and partnerships. .

By: R. Scott Raynovich
June 10, 2025
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A Ichip
Premium Research
Cloud Tracker Pro

Who Will Win the "Scale Up" Challenge?


A range of technologies are bidding for the market to interconnect XPUs to operate as a single entity, to create so-called scale-up architecture for AI pods.

By: Mary Jander
June 09, 2025
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AI chip 8
News/Analysis

Broadcom Chip Advances Ethernet for AI


Broadcom's Tomahawk 6 doubles the switch capacity of its predecessors while supporting Ethernet for "scale up" as well as "scale out" in a swipe at NVIDIA.

By: Mary Jander
June 04, 2025
Read More »
Code2
Premium Research
Cloud Tracker Pro

MCP Gets Ready for the Real World


The MCP protocol has captured developers' attention. Here's what it needs in order to enable AI automation on a grander scale.

By: Craig Matsumoto
June 03, 2025
Read More »
China markets 91
Premium Research
Cloud Tracker Pro

NVIDIA Faces Tough Challenge on China


NVIDIA's Jensen Huang makes convincing arguments for staying in the Chinese market despite U.S. export restrictions. Now he must make his case clearer to the government.

By: Mary Jander
June 02, 2025
Read More »
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