Free Research

The 2024 Futuriom 50 Is Here!


Our annual report tracks the key cloud infrastructure and top private companies to watch in 2024. ...

By: R. Scott Raynovich
January 31, 2024
News/Analysis

2024 Trend Preview: AI Infrastructure Startups


AI is serving as an infrastructure enabler while facilitating a new computing paradigm. In the run-up to our Futuriom 50, we examine some startups in the area...

By: Mary Jander
January 23, 2024
News/Analysis

Cohesity and Veritas Will Form a New Data Protection Firm


Cohesity and Veritas' data protection division are combining in a new company focused on data security and management with AI in mind...

By: Mary Jander
February 08, 2024
News/Analysis

Cloudflare’s Nefeli Buy Perks Up the MCN Market


Here's why Cloudflare snapped up little-known multicloud networking company Nefeli Networks...

By: R. Scott Raynovich
March 07, 2024
News/Analysis

Palo Alto Shares Plunge on Strategy Shift


Palo Alto CEO Nikesh Arora announces a new platform strategy designed to combat "cybersecurity fatigue" ...

By: R. Scott Raynovich
February 21, 2024
News/Analysis

Cisco Drops on 'Uncertainty,' Layoffs to Come


Cisco reported reduced product and services revenues, citing slow telco sales. As a result, the company reduced guidance and plans a 5% companywide layoff ...

By: Mary Jander
February 15, 2024
News/Analysis

F5 Goes Big in Multicloud Visibility and Security


F5 unveils API security and AI tools to help professionals manage multicloud environments...

By: R. Scott Raynovich
February 07, 2024
News/Analysis

2024 Trend Preview: Cloud Visibility and Automation


Visibility and automation are essential tools in cloud applications and services. This area is highly technical but also high growth and will continue to expand in 2024...

By: Mary Jander
January 25, 2024
News/Analysis

ZEDEDA Grabs $72 Million Amid Market Momentum


ZEDEDA has scored $72 million in Series C funding, signaling the renewal of interest in edge management as demand for AI/ML builds...

By: Mary Jander
February 07, 2024
News/Analysis

At MWC, Telecoms Look for the Answer in AIOps


With revenue growth nonexistent and costs escalating, the most practical solution for telecom operators is automation...

By: R. Scott Raynovich
February 23, 2024
Premium Research
Cloud Tracker Pro

Inside Cisco's Blizzard of Product News


Cisco's latest announcements target AI, observability, and security -- areas where the company faces market growth and internal challenges...

By: Mary Jander
February 07, 2024
News/Analysis

Why Aryaka's Unified SASE Is Important


Aryaka rolls out Unified SASE, looking to provide a complete network and security platform...

By: R. Scott Raynovich
March 12, 2024
Tech Primers

What Is Platform Engineering for Networking?


Platform engineering can streamline and speed up the adoption of cloud infrastructure...

By: R. Scott Raynovich
March 08, 2024
News/Analysis

Arrcus Adds Cloud Egress Cost Control Tool


Arrcus has added an automated Egress Cost Control (ECC) capability to its multicloud networking platform...

By: Mary Jander
January 29, 2024
News/Analysis

AI-RAN Alliance, With Microsoft and NVIDIA, Tackle AIOps


The AI-RAN Alliance goes after opportunities to improve the efficiency of mobile networks...

By: R. Scott Raynovich
February 26, 2024
News/Analysis

Prosimo Ups Its AIOps Game


Prosimo's new AI suite adds a natural language assistant as well as AI data guardrails...

By: R. Scott Raynovich
February 22, 2024
News/Analysis

Cloud Native Climbs at KubeCon


CNCF takes on AI -- and much more ...

By: R. Scott Raynovich
March 25, 2024
News/Analysis

MWC: Arrcus Teams with Red Hat; Microsoft's New Nexus


More MWC announcements indicate the service provider move to the cloud is in full motion...

By: R. Scott Raynovich
February 28, 2024
News/Analysis
Cloud Tracker Pro

The Secret War Against Multicloud


Despite the elimination of some data migration services by Google Cloud, it seems the hyperscalers remain intent on preserving their fiefdoms ...

By: Mary Jander
January 22, 2024
News/Analysis

Can NVIDIA Boost Nokia's RAN Plan?


Nokia will partner with NVIDIA to create cloud-native RAN solutions that apply AI to streamline operations and improve the bottom line. Will it work?...

By: Mary Jander
February 22, 2024
News/Analysis

NVIDIA Unveils New GPUs, Networking, Enterprise tools


NVIDIA boosts its GPU position, improves its networking options, and serves up enterprise solutions. But it's still all about NVIDIA...

By: Mary Jander
March 19, 2024
News/Analysis

Microsoft Results Reflect AI Growth and Challenges


Microsoft reported strong quarterly results this week, but investors want to see even more progress with AI in cloud and other products...

By: Mary Jander
January 31, 2024
News/Analysis

Lambda Scores $320 Million for AI Infrastructure Cloud


Lambda, a cloud firm offering access to AI infrastructure via NVIDIA GPUs, has scored $320 million in Series C funding on a valuation of $1.5 billion...

By: Mary Jander
February 15, 2024
News/Analysis

Can Astera's IPO Succeed?


Startup Astera Labs is testing the strength of the AI chip interconnection market with a proposed IPO...

By: Mary Jander
March 14, 2024
News/Analysis

Cloudflare Dives Into AI Security


Cloudflare has announced a spate of new functions to protect information in GenAI applications ...

By: Mary Jander
March 05, 2024
Free Research

Hybrid Cloud Visibility and AIOps


Enterprises worldwide are turning to hybrid cloud environments to benefit from cloud technologies while maintaining security and control over data and applications. ...

By: R. Scott Raynovich
February 29, 2024
Premium Research
Cloud Tracker Pro

How Oracle's Crashing the Hyperscalers' Party


Oracle is now a public cloud leader. Here's how it plans to expand its fiefdom via AI, sovereign and private cloud services, multicloud sharing with Azure, and more....

By: Mary Jander
February 15, 2024
News/Analysis

Aviz Updates Network Stack with AI


Aviz Networks has upgraded its SONiC network platform with AIOps capabilities using GenAI...

By: R. Scott Raynovich
February 20, 2024
News/Analysis

What's Up with Snowflake?


A CEO change and a measured approach to earnings guidance caused a market backlash. Was that fair?...

By: Mary Jander
February 29, 2024
Premium Research
Cloud Tracker Pro

How 10 Telcos Are Getting Ahead


While other telcos struggle with legacy infrastructure and 5G disappointment, these 10 are pivoting to transformation...

By: Mary Jander
March 05, 2024
Free Research

ROI Through Converged Cloud Networking and Security


This leadership briefs explores ways to reduce cloud costs with distributed Networking and network security convergence...

By: R. Scott Raynovich
March 11, 2024
Premium Research
Cloud Tracker Pro

Equinix, Others Expand on AI Demand


Datacenter service providers are aggressively expanding their facilities in response to rising demand for AI processing ...

By: Mary Jander
February 13, 2024
Free Research

Applying Platform Engineering Principles to Networking


How infrastructure platform engineering can facilitate and automate the delivery of network services for any application, on any platform ...

By: R. Scott Raynovich
March 11, 2024
Premium Research
Cloud Tracker Pro

Telco Troubles Revealed in Financials


Telcos worldwide are at a crossroads. It's not clear whether they'll take the way forward fast enough to make a difference in their drooping sales...

By: Mary Jander
February 23, 2024
Premium Research
Cloud Tracker Pro

What's Up with the Change Healthcare Attack?


A ransomware attack at a major U.S. healthcare service provider highlights the need for better protection driven by AI...

By: Mary Jander
March 11, 2024
News/Analysis

AI Traffic Is Up, and So is Security Risk


Security platform provider Zscaler says enterprise users are diving into AI applications - and facing new AI cyberthreats...

By: Mary Jander
March 27, 2024
Tech Primers

Why Is Interest in eBPF and Cilium Growing?


The technology known as extended Berkeley Packet Filter (eBPF) is making headway in the market. Here's why...

By: Mary Jander
April 09, 2024
News/Analysis

Astera Labs Blockbuster IPO Reveals Strong AI Market


Astera's IPO dazzled the Street. The company is betting on a big market opportunity but may have to grow big in a short timeframe...

By: Mary Jander
April 03, 2024
News/Analysis

Startup Profile: groundcover Levers eBPF for Monitoring


Startup groundcover has leveraged eBPF to offer affordable observability for application performance monitoring (APM)...

By: Mary Jander
April 01, 2024
News/Analysis

Aviatrix Adds Observability API in Cloud-Native Push


Aviatrix adds Network Insights API, which will help networking practitioners integrate with common observability tools...

By: R. Scott Raynovich
April 17, 2024
Premium Research

Can AI Save Everyone's Bacon?


Both hyperscalers and telcos are saying there's a universal delay in closing orders. But AI could make a difference -- at least for the hyperscalers...

By: Mary Jander
April 12, 2024
News/Analysis

How Datacenters are Managing the AI Energy Binge


By 2027, AI servers could gobble enough electricity annually to power the entire country of Argentina. Here's how AI datacenters are turning down the heat...

By: Mary Jander
April 09, 2024
News/Analysis

Rubrik IPO Represents Larger Trend


Rubrik, the 11-year-old secondary storage and security cloud provider, is going public in a move that reflects an influx of new blood in the public tech markets...

By: Mary Jander
April 17, 2024
News/Analysis

Databricks' AI Ambitions Revives IPO Chatter


Databricks' large language model DBRX was recently released to general applause. Could it be another step toward IPO?...

By: Mary Jander
April 18, 2024