News/Analysis

Can Google Keep Its Balance with Gigantic Capex?

Google is more than doubling this year's capital spending projection. But could that sink some of its gains? UPDATED 2/6 9:00 AM...

By: Mary Jander

February 05, 2026

News/Analysis

Cisco Boosts AI Networking Portfolio

Cisco unveils a new G300 networking chip along with optical modules and a slew of software upgrades ...

By: R. Scott Raynovich

February 10, 2026

News/Analysis

Why Arista's New Optical Transceiver Is a Big Deal

Arista has signed over 40 companies to an MSA for its new XPO design, which its says halves AI cluster footprints...

By: Mary Jander

March 12, 2026

News/Analysis

OFC 2026 Heralds Optical Shift for AI Factories

The Optical Fiber Communications Conference (OFC) in Los Angeles this week gives a view of the optical technologies that will form the basis for future networking for AI...

By: Mary Jander

March 17, 2026

Premium Research

Hyperscaler AI Spending Doubts Rising

The latest Cloud Tracker Pro Update Report indicates that hyperscaler capex points to trouble down the road...

By: Mary Jander

April 06, 2026

News/Analysis

Inside the AI Questions Behind Microsoft's Stock Selloff

Microsoft's latest earnings have investors questioning its strength in AI, but doomsaying is premature...

By: Mary Jander

January 30, 2026

News/Analysis

Nokia Bets Big on Networking for AI and Cloud

Nokia's impressive Q1 earnings report features growth in Networking Infrastructure, powered by AI and cloud—and optical technology...

By: Mary Jander

April 23, 2026

Free Research

The Futuriom 50 2026 is Here!

Our annual report covers the top cloud, communications, and AI infrastructure trends as well as the leading private companies....

By: R. Scott Raynovich

February 17, 2026

Futuriom Blog

Sources: NVIDIA Weighing Bid for Intel and Nokia, as Well as Others

In a "Multiverse Ecosystem" expansion, NVIDIA plans to buy key infrastructure assets to expand its influence in most things...

By: Al Koholic

April 01, 2026

News/Analysis

NVIDIA Tops CoreWeave Stake with $2 Billion

A $2 billion investment by NVIDIA sets CoreWeave firmly in NVIDIA's camp...

By: Mary Jander

January 26, 2026

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Cloud Tracker Pro

What's Up with the Stargate Project?

Updated 4/15/26--The $500-billion Stargate project faces an existential crisis as it moves toward its goals of national and global AI infrastructure...

By: Mary Jander

April 14, 2026

News/Analysis

VAST Data Hits $30 Billion Valuation Amid "AI Revolution"

VAST Data's scored nearly $1 billion in Series F funding, bringing its valuation to $30 billion...

By: Mary Jander

April 22, 2026

Free Research

Top Trends in Networking for AI: Connectivity from AI Clusters to the Edge

Networking for AI is complex and difficult. In a new Futuriom report, we examine the challenges and choices...

By: Mary Jander

April 22, 2026

News/Analysis

Why Inference Chips Are on the Rise

Demand for agentic AI is stimulating a market in chips specialized for inference that present strong competition for NVIDIA...

By: Mary Jander

April 20, 2026

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AMD Strikes Meta Deal for Mutual Innovation

AMD will provide 6 GW of custom infrastructure to Meta, while building up its own tech arsenal against NVIDIA...

By: Mary Jander

February 24, 2026

News/Analysis

VAST Data Reclaims Flash to Address SSD Crunch

VAST Data will repurpose enterprises’ existing flash drives to support VAST’s architecture, which the vendor says reduces data bulk by up to 200%...

By: Mary Jander

January 13, 2026

Tech Primers

What Is Cisco Nexus One?

Cisco recently introduced Nexus One, its unified networking solution designed to simplify operations across AI and non-AI datacenter architectures. Here's our overview of what it means. ...

By: R. Scott Raynovich

April 21, 2026

News/Analysis

NVIDIA Blowout Earnings Still Raise Questions

NVIDIA's latest report beat expectations but failed to reassure investors about the future of AI infra...

By: Mary Jander

February 26, 2026

News/Analysis

Key Trends From RSAC: Agentic AI, MCP, and Supply-chain Risks

Agentic AI risks are exploding. And so is the number of companies that follow them. ...

By: R. Scott Raynovich

March 26, 2026

News/Analysis

Why Fastly's Stock is Suddenly on Fire

Fastly shares are on fire after the company hits higher revenue and profit growth and highlights opportunities in agentic AI...

By: R. Scott Raynovich

April 09, 2026

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AI Puts Storage Services in the Big Time

Object storage services are growing fast as enterprises turn to the cloud for ease of use and rapid deployment for AI...

By: Mary Jander

January 20, 2026

News/Analysis

CPUs Take Center Stage in AI Earnings

Move over, costly GPUs: With inference and agentic AI on the rise, CPUs are in greater demand...

By: Mary Jander

May 07, 2026

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Cloud Tracker Pro

Iran War Threatens U.S. Datacenters

The war in Iran will threaten U.S. datacenters in a variety of ways for a long time to come...

By: Mary Jander

March 10, 2026

News/Analysis

Teleport: Agentic AI Forces an Identity Rethink

Teleport applies its "unified identity" concept in a framework that directs enterprises toward more secure AI agent usage...

By: Craig Matsumoto

January 27, 2026

News/Analysis

Google and Blackstone to Create TPU Cloud Service

Blackstone will invest $5 billion in helping set up 500 MW of Google TPU capacity, with more to follow...

By: Mary Jander

May 19, 2026

News/Analysis

Cisco's Record Growth Reflects New AI Infrastructure Mojo

Cisco shows its new AI infrastructure products are powering enormous growth, as it announces record revenues and double-digit growth...

By: R. Scott Raynovich

May 14, 2026

Tech Primers

Agentic Infrastructure Operations: What It Is and How to Do It Safely

Enterprises have spent years trying to build full network and infrastructure automation. There's a new way to do it, with safety and governance. ...

By: R. Scott Raynovich

April 08, 2026

Futuriom Blog

Opinion: How NVIDIA's GTC Hype Could Backfire

NVIDIA is playing a dangerous game of AI hype without considering the risks it poses to markets. ...

By: R. Scott Raynovich

March 18, 2026

News/Analysis

Startup Profile: LakeSail

Startup LakeSail says its "drop-in replacement" for Apache Spark improves throughput by 4X to 8X compared to Spark and helps achieve 94% lower infrastructure costs...

By: Mary Jander

March 10, 2026

Free Research

Exploring Data Management in the Age of AI

Our latest report explores the challenges and solutions for enterprises seeking to prepare data for AI ...

By: Mary Jander

March 04, 2026

News/Analysis

Google Piles Into Agentic Enterprise. What Does It Mean for Others?

Google Cloud Next '26 features a slew of agentic AI solutions along with enhanced AI architecture ...

By: R. Scott Raynovich

April 23, 2026

News/Analysis

Arrcus Cites Growth Surge with AI Inference Focus

Arrcus announced record 2025 bookings growth of 300% across datacenter as well as the Arrcus Inference Network Fabric (AINF)...

By: R. Scott Raynovich

February 19, 2026

News/Analysis

Michael Burry Says NVIDIA Is Putting your Pension At Risk

Famous investor Michael Burry says NVIDIA is putting retirees at risk because of a circular deal. Can that be right?...

By: Mary Jander

June 02, 2026

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Why Blue Owl's Hopes for AI Datacenters Pose Risk

Blue Owl Capital is betting its future on AI datacenters, but the private credit it extends could boomerang...

By: Mary Jander

April 08, 2026

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With Booming Cloud Earnings, Integrated Infra Stacks Become Key

Leading cloud providers reported ever growing capex and revenue numbers, but investors are taking a closer look at infrastructure strategies...

By: R. Scott Raynovich

April 30, 2026

News/Analysis

Enterprise AI Profile: Volkswagen Group

The Volkswagen Group is streamlining its factories for AI-driven, software-defined vehicles...

By: Mary Jander

March 16, 2026

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Lumen’s Alkira Deal Is About a Faster Path to Services

Lumen aims to improve speed-to-market with Alkira's multicloud and services platform...

By: R. Scott Raynovich

May 07, 2026

News/Analysis

Cerebras Shares Soar in Chip IPO

Cerebras's blockbuster IPO highlights demand for AI inference chips...

By: Mary Jander

May 14, 2026

Free Research

Resolight Wants to Restart the All-Optical Revolution

Israel-based Resolight has developed photonic processing technology that has the potential to disrupt the datacenter networking industry....

By: R. Scott Raynovich

March 11, 2026

Free Research

Why Identity Is the Foundation of Agentic AI Security

For an enterprise to shore up its attack surface against AI agents, it must first reconsider the importance of identity, as explained in this Leadership Brief...

By: Craig Matsumoto

March 10, 2026

News/Analysis

TrustLogix Builds on DSPM with TrustAI Control Plane

TrustLogix has launched TrustAI, a policy control plane that unifies governance across data platforms, AI pipelines, models, and autonomous agents....

By: R. Scott Raynovich

January 14, 2026

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Grassroots Opposition to U.S. Datacenters Swells

Datacenter buildouts in the U.S., often driven by hyperscalers, face a raft of questions and concerns from residents of the areas they're targeting...

By: Mary Jander

March 25, 2026

News/Analysis

Startup Profile: Attimis Unifies Data for AI

Startup Attimis unifies unstructured data across multiple silos for global AI and analytics workloads....

By: Mary Jander

February 19, 2026

Free Research

Inside Michaels’ Three-Week Shift to NIaaS with Alkira

Global retail chain Michaels leveraged Alkira’s NIaaS across approximately 1,400 stores across the U.S. and Canada in three weeks, enabling a rapid modernization push without new capex investment....

By: R. Scott Raynovich

February 24, 2026

Free Research

Building a “Recovery First” Cyber Resiliency Strategy

Executives and organizational leaders, such as CIOs and CISOs, need a plan for ransomware recovery and cyber resiliency...

By: R. Scott Raynovich

February 02, 2026

Free Research

How a Global Investment Firm Modernized Its Network and Saved Millions

This Leadership Brief examines how a global investment firm used Alkira’s NIaaS to modernize its global cloud and WAN architecture to save 75% on network costs. ...

By: R. Scott Raynovich

February 03, 2026

Q & A

The Futuriom Q&A: Inside the Benefits of Isovalent with Nico Vibert

Futuriom recently interviewed Nico Vibert, a technical leader in Cisco's Isovalent division. Read up and find out what's going on with cloud-native networking, eBPF, and Cilium technology. ...

By: R. Scott Raynovich

April 30, 2026

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Q&A: Benjamin C. Lee, Ph.D., University of Pennsylvania

Dr. Benjamin Lee, a Penn professor and visiting researcher at Google and other hyperscalers, talks about the challenges of AI and how to solve them...

By: Mary Jander

March 23, 2026

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Why Wall St. Picked Akamai Over Fastly

Akamai and Fastly posted solid earnings last week: Investor reactions differed radically...

By: Joe Stanganelli

May 13, 2026

News/Analysis

Itential Launches FlowAI as Agentic Ops Come to the Fore

With the launch of FlowAI, Itential builds a portfolio on the cutting edge of agentic operations...

By: R. Scott Raynovich

June 01, 2026

News/Analysis

DriveNets Scores $410 Million to Advance Its AI Fabric

DriveNets' has $1 billion in funding to keep developing its multivendor approach to AI networking...

By: Mary Jander

June 02, 2026

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Qumulo Streamlines Hybrid Cloud Data Management for AI

Data management firm Qumulo has integrated a range of products to support multicloud services linked to Cisco UCS...

By: Mary Jander

June 01, 2026