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HPE Looks Likely to Lose Its Juniper Deal

A misstep with the DOJ could have cost HPE its bid for Juniper Networks...

By: Mary Jander

February 03, 2025

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How AMD Is Gaining Ground Against NVIDIA

AMD may remain a distant second to NVIDIA in the GPU market, but it's building its share strategically...

By: Mary Jander

January 09, 2025

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HPE's Future Hangs on Stalled Juniper Deal

For HPE's networking ambitions, the Juniper merger can't happen fast enough...

By: R. Scott Raynovich

December 11, 2024

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CoreWeave IPO Filing Offers a Glimpse Inside

AI infrastructure service provider CoreWeave has filed its S1 prospectus with the U.S. SEC, heralding a hope for a potential $4 billion IPO this year...

By: Mary Jander

March 05, 2025

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The Secret Behind Arista's AI Ethernet Success

Arista's hyperscaler gains show that Ethernet can scale for AI ...

By: R. Scott Raynovich

December 12, 2024

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MWC 2025: It's a Wrap

Mobile World Congress 2025 in Barcelona featured AI, AI, and more AI. Here's a quick take on some leading trends from the show...

By: Mary Jander

March 05, 2025

News/Analysis

Arista Load Balances AI, Gets Oracle Onboard

Arista Networks introduces load balancing for AI workloads, along with significant AI-enabled capabilities for network observability and problem-solving...

By: Mary Jander

March 12, 2025

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The Futuriom 50 2025 Is Here!

Our annual report on top trends and private companies dives into AI infrastructure, distributed cloud, cloud security, and more ......

By: R. Scott Raynovich

February 19, 2025

News/Analysis

Cisco and NVIDIA Partnership Boosts AI Ethernet

Cisco and NVIDIA will combine the two vendors’ technologies at the chip level to serve enterprise AI requirements. Who wins—and who's left out?...

By: R. Scott Raynovich

February 26, 2025

News/Analysis

Stargate Has Been Announced. Here Are Our Questions ...

Project Stargate is an ambitious, $500-billion project to create U.S. AI infrastructure. But what's involved to get it running?...

By: Mary Jander

January 22, 2025

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Why NVIDIA's Acquisition of Run:ai Is a Great Move

NVIDIA's laid hold of a crucial technology at a time when demand is rising for control of GPU resources...

By: Mary Jander

December 30, 2024

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Why DeepSeek's Rise Could Be Temporary

Chinese startup DeepSeek has produced watershed AI, but don't underestimate the ability of the West to catch up...

By: Mary Jander

January 27, 2025

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Inside the Tech Tariff Catastrophe

Tariffs and export controls meant to promote U.S. technology interests could stall the spread of key manufacturing and datacenter buildouts...

By: Mary Jander

April 21, 2025

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The DeepSeek Deep Dive: What Experts Are Saying

The DeepSeek impact on the AI industry was real, but its many nuances will take months to figure out...

By: R. Scott Raynovich

January 30, 2025

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X Server Win Demonstrates HPE's AI Potential

HPE's recent $1 billion win with Elon Musk's X shows where its focus needs to be. Will the Juniper deal distract from that?...

By: Mary Jander

January 16, 2025

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Why Network Security Convergence Is Shaking Up the Market

Networking and security are converging more than ever. Are big changes ahead? ...

By: R. Scott Raynovich

February 27, 2025

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NVIDIA's CEO Talks Up AI Factories

At the annual NVIDIA GTC "Superbowl of AI," CEO Jensen Huang delivered a firehose of announcements focused on the needs of "AI factories"...

By: Mary Jander

March 19, 2025

News/Analysis

Neoclouds vs. Hyperscalers: What’s the Difference?

Neoclouds' funding coffers helped them keep up in the race to build AI datacenters, but what next? If GPUs stop being scarce, then neoclouds need stronger differentiation -- as do hyperscalers, who have a broader arsenal to draw from....

By: Craig Matsumoto

April 24, 2025

News/Analysis

Lambda Scores $480 Million to Grow AI Services

Lamdba has raised $480 million in a Series D round backed by NVIDIA. It plans to use the money to grow its software services as well as add GPUs to its network...

By: Mary Jander

February 20, 2025

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Why Hyperscaler Capex Could Drop in 2026

Hyperscalers continue to pour money into AI infrastructure this year, but 2026 could see a big change, Futuriom estimates...

By: Mary Jander

April 16, 2025

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Futuriom Wraps Up Cloud Infra Trends for 2024!

Another great year for cloud infrastructure is in the books...

By: R. Scott Raynovich

December 30, 2024

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Q4 2024 Capex: A Look at Hyperscalers and Telcos

As AI deployment accelerates, cloud hyperscalers project greater spending on AI datacenters, while third-party services grow and telcos lag in capital spending...

By: Mary Jander

January 22, 2025

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The Futuriom 50: 2024 in Review

We take a close look back at how the Futuriom 50 private companies fared this past year—and what 2025 might bring...

By: Mary Jander

December 17, 2024

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Can Telco "AI Factories" Succeed?

Telcos are slowly rolling out datacenters to support new AI services. But can these efforts succeed?...

By: Mary Jander

January 06, 2025

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Emerging Trends and Players in Object Storage for AI

In a new special report, Futuriom examines how unstructured data can be mined for use in AI workloads...

By: Mary Jander

January 30, 2025

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Fidelity Ditches Terraform for OpenTofu

Fidelity's mass migration from Terraform to OpenTofu raises the stakes in the IaC market...

By: R. Scott Raynovich

April 04, 2025

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CyberRatings: Cloud Firewalls Have Gaping Holes

A new test from CyberRatings.org shows that many cloud-hosted firewalls are ineffective...

By: R. Scott Raynovich

April 02, 2025

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What's Next for HPE?

HPE faces a series of challenges, including tariffs and the potential loss of its bid for Juniper Networks. Here are some alternatives —Updated 4/15 12:00 PM...

By: Mary Jander

April 14, 2025

News/Analysis

How Vultr Picked up $333M, with AMD Participating

AMD Ventures joined a round valuing Vultr at $3.5 billion, highlighting the red-hot market segment for cloud-based GPU services for AI training and inference...

By: Mary Jander

December 19, 2024

News/Analysis

Google to Pay $32 Billion for Wiz

UPDATED 3/19: Google makes a second run at acquiring cybersecurity startup Wiz, whose platform could potentially add significant value to Google Cloud...

By: Mary Jander

March 18, 2025

News/Analysis

Render Scores $80 Million To Make Cloud Easier

Cloud application platform provider Render has scored $80 million in new funding, illustrating demand for alternatives to the cloud hyperscaler offerings...

By: R. Scott Raynovich

January 21, 2025

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Markets Spooked By Microsoft AI Demand Questions

Word from TD Cowen is that Microsoft is pulling out of many datacenter buildouts. How does this reflect on the AI market?...

By: Mary Jander

February 25, 2025

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Q&A: Donald Thompson, Distinguished Engineer, LinkedIn

A Distinguished Engineer in charge of AI at LinkedIn shares his insights into the progress of AI and its challenges...

By: Mary Jander

January 22, 2025

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Cisco Pops On Earnings, But Is It Sustainable?

Cisco shares gained after an upbeat earnings report, but there's a potential federal government overhang...

By: R. Scott Raynovich

February 13, 2025

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Saudi Arabia Highlights Shift to Sovereign AI

A KSA conference showcased the trend of ambitious nations sponsoring AI efforts with a view to economic opportunity...

By: Mary Jander

February 13, 2025

News/Analysis

DriveNets Drives Comcast Network Upgrade

The disaggregated design of DriveNets' Network Cloud is helping Comcast expand its software-defined, virtualized Janus network nationwide...

By: Mary Jander

March 25, 2025

News/Analysis

AI Creates New Urgency for Datacenter Optics

The growth of AI networks has vendors preparing innovations that use optical technology to solve power, space, and speed challenges that come with ever-larger networks...

By: Mary Jander

April 01, 2025

Futuriom Blog

Welcome Craig Matsumoto!

Veteran analyst and technology savant Craig Matsumoto joins the Futuriom team!...

By: R. Scott Raynovich

March 26, 2025

News/Analysis

AI Storage Play DDN Scores $300 Million in Funding

DDN scores $300 million from Blackstone on a $5 billion valuation, energizing the HPC company's shift to enterprise focus...

By: Mary Jander

January 13, 2025

News/Analysis

Nokia Swaps Out CEO

Pekka Lundmark is stepping aside for Justin Hotard, who hails from Intel and HPE and could boost Nokia in datacenter, private mobile, and defense networking...

By: Mary Jander

February 10, 2025

News/Analysis

Wiz Appoints New CFO for Journey to IPO

Wiz has appointed Fazal Merchant as president and CFO, and he's aiming to take the CNAPP vendor public...

By: Mary Jander

January 09, 2025

News/Analysis

Teleport Expands Secure Identity Platform for Growth

Teleport beefs up its infrastructure identity platform to ease the headaches of managing secure access to cloud infrastructure...

By: R. Scott Raynovich

February 25, 2025

News/Analysis

NVIDIA: The "Age of AI" Is Just Beginning

NVIDIA delivered solid earnings above expectations last night, and CEO Jensen Huang expects more growth this year. So why aren't investors reassured?...

By: Mary Jander

February 27, 2025

News/Analysis

NVIDIA Hedges Tariff Threat With US Manufacturing

Chips in Arizona and AI supercomputers in Texas will help NVIDIA hedge against whatever happens with tariffs while also pushing the company's dreams of building more and more AI factories....

By: Craig Matsumoto

April 15, 2025

News/Analysis

Aryaka Adds Powerful AI Observability to Its NaaS

Aryaka Networks has beefed up its SASE portfolio with AI>Observe, a suite of powerful security analytics functions...

By: R. Scott Raynovich

February 19, 2025

News/Analysis

Fortanix Aims to Secure GenAI With a Turnkey Pipeline

Could GenAI be the moment for confidential computing? Fortanix, with Intel as a partner, offers a secure data pipeline to assuage enterprise fears over GenAI and data privacy...

By: Craig Matsumoto

April 08, 2025

News/Analysis

Itential’s CTO Chris Wade: We Need More APIs for AIOps

Chris Wade, CTO of Itential, thinks that AI is on the cusp of impacting how we think about all applications and infrastructure in general. Here's what he's saying...

By: R. Scott Raynovich

April 01, 2025

News/Analysis

Microsoft and Meta Deliver on Earnings

Microsoft and Meta posted good earnings reports this week. But macro uncertainty could hinder their goals going forward...

By: Mary Jander

May 01, 2025

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Q&A: Alaa Moussawi, Chief Data Scientist, New York City Council

The Chief Data Scientist of the New York City Council talks about why companies aren't yet adopting GenAI at scale, and what will help change that...

By: Mary Jander

April 01, 2025

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UALink Offers Fresh Options for AI Networking

The UALink Consortium has published its first specification with the aim to offer an open-source alternative to NVLink and to offer support for GPUs besides NVIDIA's...

By: Mary Jander

April 21, 2025

News/Analysis

MCP for AI is Hot. But Where's the Security?

MCP has become the de facto option for connecting LLMs to myriad data sources. But only a few firms, including Teleport and SentinelOne, have addressed its security ...

By: Craig Matsumoto

May 01, 2025

Free Research

Aviatrix's Vision for Multicloud Operations with Colocation

As distributed application and data needs climb, a unified network management plane will be needed for multicloud environments...

By: R. Scott Raynovich

April 08, 2025

News/Analysis

Messaging Hack Hints at Broader U.S. Cybersecurity Weakness

...

By: Mary Jander

May 05, 2025

Free Research

Telco Trends Recap: AI-RAN Brings AI to the Edge

This year’s Mobile World Congress in Barcelona focused on telco opportunities in AI. In this report, we sum up our findings. ...

By: R. Scott Raynovich

May 06, 2025

Free Research

Delivering ROI with Extreme Fabric: Views from the Field

This Leadership Brief shows how Extreme Fabric's virtualization and automation technology simplifies network switching, routing and security. ...

By: R. Scott Raynovich

May 06, 2025

Free Research

Delivering ROI with Unified SASE as a Service

How Thetford Increased Reliability and Decreased Operational Costs with Aryaka ...

By: R. Scott Raynovich

May 08, 2025

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