Futuriom Blog

Why We Don't Believe MIT NANDA's Weird AI Study

An enterprise AI study from MIT's NANDA went viral—but there's not a lot of data behind it...

By: R. Scott Raynovich

August 26, 2025

News/Analysis

Vector Databases Get Attention, and Amazon Follows

Vector databases are having their moment in the sun, and large players such as Amazon and Oracle are noticing...

By: Craig Matsumoto

July 21, 2025

News/Analysis

MinIO Faces Fallout for Stripping Functions from Open Source Version

Open-source users of MinIO's S3-compatible object store have lost some Web UI features they freely enjoyed, highlighting an issue for enterprise software vendors...

By: Mary Jander

June 23, 2025

News/Analysis

What to Watch in NVIDIA's Earnings: Blackwell, China, and Margins

All eyes are on NVIDIA, the epicenter of the AI boom, as it reports earnings today...

By: R. Scott Raynovich

August 27, 2025

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Are Hyperscalers Spending Too Much on Datacenters?

The leading cloud providers have dramatically increased capex with an eye toward AI infrastructure in the form of datacenters. Will it weigh on their future fortunes?...

By: Mary Jander

August 19, 2025

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

News/Analysis

Stargate Mysteries Multiply

Questions swirl about the status of the Stargate project, even as OpenAI claims it's on track and expanding...

By: Mary Jander

July 22, 2025

News/Analysis

Crusoe: Cloud Company or Construction Kingpin?

As Crusoe announces its next big project, a 1.8 GW campus in Wyoming, the aspiring neocloud is looking more and more like a real estate company...

By: Craig Matsumoto

July 29, 2025

News/Analysis

Was CoreWeave's $9 Billion Enough for Core Scientific?

The $9 billion acquisition of Core Scientific essentially brings committed capacity in-house for CoreWeave—a deal made possible through the magic of stock valuations...

By: Craig Matsumoto

July 08, 2025

News/Analysis

Nebius' Monster Microsoft Deal Fuels Further Expansion

A $17.4B contract with Microsoft kicks off what looks like an aggressive growth push from Nebius...

By: Craig Matsumoto

September 10, 2025

News/Analysis

NVIDIA Earnings Takeaways: Numbers Are Good, But Investors Hit Pause

NVIDIA management talks up AI infra opportunities in the trillions of dollars...

By: R. Scott Raynovich

August 28, 2025

News/Analysis

WhiteFiber Preps Its Neocloud IPO

WhiteFiber is ready to go public, and like CoreWeave and Crusoe, it's a neocloud that's putting heavy emphasis on real estate development and datacenters...

By: Craig Matsumoto

August 07, 2025

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

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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Who Is Oracle's $30 Billion Mystery Customer?

Here are some candidates for Oracle's $30 billion customer, though it may take two years for the money to show...

By: Mary Jander

July 02, 2025

News/Analysis

Teleport Identity Security Gets a Real Time Twist

Teleport's platform now traces identity across multiple platforms, spotting anomalies real-time as a user flits from system to system...

By: Craig Matsumoto

July 17, 2025

News/Analysis

Oracle Shocks Wall Street

Oracle's latest quarterly report had investors fawning with congratulations over a backlog of contracts. Now it must deliver...

By: Mary Jander

September 10, 2025

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How the Hyperscalers Are Moving Beyond NVIDIA

Some hyperscalers have shifted well beyond total reliance on NVIDIA with chips that are powering their AI infra services...

By: Mary Jander

September 09, 2025

News/Analysis

TensorWave Is Poised to Be AMD's Loudest Advocate

The neocloud TensorWave offers AMD GPUs exclusively, making it unique among clouds in general. With an 8,192-GPU cluster operating in Arizona and recent receipt of new MI355X GPUs, it's ready to put its thesis to the test...

By: Craig Matsumoto

August 21, 2025

News/Analysis

Who Will Win from the HPE-Juniper Merger?

The U.S. Department of Justice has okayed the HPE-Juniper merger with conditions that could abundantly benefit third parties...

By: Mary Jander

June 30, 2025

News/Analysis

Vultr's AI Cloud Ambitions Aim High

With a $329 million debt financing on the heels of a $333 million funding round, Vultr is poised to pit the alternative cloud model against neoclouds as well as hyperscalers...

By: Craig Matsumoto

June 24, 2025

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

News/Analysis

Elliott Now Eyeing Equinix

Equinix, the datacenter REIT market leader, is the latest tech firm to land in the crosshairs of Elliott Management. We take a look at where changes might happen...

By: Mary Jander

July 21, 2025

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What's Next for CoreWeave?

The AI datacenter provider has become and investment darling, but debt is piling up...

By: Mary Jander

August 20, 2025

News/Analysis

CyberArk: The $25B Answer to Palo Alto's Identity Crisis

CyberArk's identity and access management fill a crucial, AI-related gap, but it also shows that Palo Alto's 'platform' aspirations don't come cheaply...

By: Craig Matsumoto

July 30, 2025

News/Analysis

AI Chip China Access Tax Has Pros and Cons

The U.S. Government says NVIDIA and AMD can be licensed to sell dumbed-down chips in China in return for a 15% cut of the revenues. But where that cut will come from is a question...

By: Mary Jander

August 11, 2025

News/Analysis

Can the USA Save Intel?

The U.S. Government is taking an $8.9 billion equity stake in Intel. Will that be enough to energize the company's Foundry Services?...

By: Mary Jander

August 26, 2025

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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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

News/Analysis

IBM Steps Up in AI Inferencing with New Hardware

IBM is rolling out new Power11 systems that combine features needed to streamline IT workloads as well as to support AI inferencing. But who's buying?...

By: Mary Jander

July 14, 2025

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CTP: The AI Infra Boom Continues, But What's Next?

Hyperscalers are throwing billions of dollars into building AI infrastructure. Will all the AI infra demand meet supply? We dive into the data in our latest CTP Update report...

By: Mary Jander

July 31, 2025

News/Analysis

Groq Raises $750M for GroqCloud

Maverick chipmaker Groq now has a valuation of $6.9 billion and is rapidly building out cloud datacenters using its processors...

By: Craig Matsumoto

September 18, 2025

Futuriom Blog

Fears Grow About OpenAI Deals with NVIDIA, Oracle

NVIDIA pledges $100 billion to OpenAI, and Oracle stock goes up. Are we deep into bubble territory?...

By: Craig Matsumoto

September 24, 2025

News/Analysis

Arista Stakes Its Claim in Neocloud Territory

Arista says its success with hyperscalers can apply to AI factories, with neoclouds eager to tap that expertise...

By: Craig Matsumoto

October 09, 2025

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Cisco Produces Growth in AI, But Will it Decelerate?

Cisco shares are down on solid, if unspectacular results...

By: R. Scott Raynovich

August 14, 2025

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What's Up With Crusoe's Atero Acquisition?

Crusoe's headlines are dominated by datacenter buildouts, but the company reminds us it's still a cloud technologist too...

By: Craig Matsumoto

August 26, 2025

News/Analysis

Cisco Integrates VAST Data into Secure AI Factory with NVIDIA

Cisco is offering a fully integrated system for delivering enterprise RAG and agentic AI ...

By: Mary Jander

September 04, 2025

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What's the Status of Hyperscaler Infrastructure?

Hyperscalers are building big, but that doesn't yet show in their footprint statistics, and it may not for a while...

By: Mary Jander

September 08, 2025

News/Analysis

Intel and NVIDIA Hook Up

NVIDIA's stunning investment in Intel and the companies' joint collaboration could shift the fortunes of both firms —UPDATED 9/18 4:00 PM...

By: Mary Jander

September 18, 2025

News/Analysis

China Has Banned NVIDIA. Did Anybody Notice?

China's ban on NVIDIA chips accompanies announcements of advanced domestic designs. But making chips in the PRC could have limits...

By: Mary Jander

September 23, 2025

News/Analysis

Oxide Scores $100M for On-Prem Cloud-Computing Rack

Oxide Computer Company has scored $100 million in Series B funding to continue development of its on-premises rack, aimed as an alternative to public cloud services ...

By: Mary Jander

August 06, 2025

News/Analysis

Arrcus Teams with Fujitsu and 1Finity; Grabs $67M

Arrcus will team with Fujitsu Limited and 1Finity Inc. to build flexible cloud and AI networking solutions...

By: R. Scott Raynovich

September 03, 2025

News/Analysis

Post-Quantum Roundup: IBM, Microsoft, Fortinet

The chatter around post-quantum readiness is getting louder, with larger vendors prodding enterprises to get moving on the years-long process...

By: Craig Matsumoto

September 03, 2025

Free Research

RAGs to Riches: The New Era of AI Inferencing

Why Retrieval-Augmented Generation (RAG) is taking over the world of AI inferencing. ...

By: Craig Matsumoto

July 16, 2025

News/Analysis

HPE Bets Big on Agentic AI

HPE has boosted its Aruba and GreenLake products with agentic AI, which could stand it in good stead whether it acquires Juniper or not...

By: Mary Jander

June 25, 2025

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

News/Analysis

AMD Expands Market With OpenAI Deal

AMD's highly structured, multibillion-dollar deal with OpenAI could boost AMD's market share and help it post $100 billion in revenue over the next several years. It also may be the most sensible deal OpenAI has done this year...

By: Mary Jander

October 06, 2025

News/Analysis

Fortanix's PQC Central Preps for Post-quantum World

Post-quantum cryptogaphy is necessary, but getting there is a years-long process. Fortanix has launched a product to manage that entire process, and other cybersecurity vendors will likely follow suit...

By: Craig Matsumoto

July 10, 2025

News/Analysis

Extreme Ships Agentic AI-Enabled Net Automation Platform

Extreme Networks' Platform ONE for automated network security and connectivity is shipping, putting the vendor out front of a growing enterprise trend...

By: Mary Jander

July 17, 2025

Futuriom Blog

NSS Labs Is Back! And That’s a Great Thing

In launching as NSS Labs 2.0, a new team aims to help the cybersecurity industry with increased testing needs. ...

By: R. Scott Raynovich

July 14, 2025

News/Analysis

AI Changed the Datacenter Rules, as Seen at OCP Summit

Rapid deployment and intense power demands make AI datacenters different. Vendors and the Open Compute Project have responded in kind...

By: Craig Matsumoto

October 16, 2025

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WEKA's AI Push Targets Inferencing Tokenomics

This year has seen WEKA make major product moves to better serve AI and neoclouds, with a message that's focusing on the economics of inference...

By: Craig Matsumoto

September 18, 2025

News/Analysis

NSS Labs Launches Managed Cybersecurity Test Platform

NSS Labs has launched Minion, an independent test platform for cybersecurity products that eliminates the time, expertise, expense, and credibility gaps associated with in-house testing...

By: Mary Jander

August 05, 2025

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Enterprise AI Profile: The Roche Group

The Roche Group and its subsidiaries are using AI to advance pharmaceutical R&D and healthcare diagnostics and treatment...

By: Mary Jander

September 03, 2025

News/Analysis

Cloudflare Pushes Back on AI 'Strip mining'

CEO Matthew Prince says AI's 'stripmining' of content has accelerated dramatically in six months. He wants to rethink the way we value web content...

By: Craig Matsumoto

July 02, 2025

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Will Enterprises Struggle to Soak Up the AI Boom?

AI suppliers are focusing on major buildouts, but enterprises are having trouble keeping up...

By: Mary Jander

July 29, 2025

Free Research

Inside Valmont's Data Assurance ROI with Graphiant

We talked with Valmont Industries about solving networking needs with flexibility, security, and governance...

By: R. Scott Raynovich

August 28, 2025

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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

Futuriom Blog

Futuriom's Enterprise AI Index Has Dropped!

It's live! Futuriom Cloud Tracker Pro's Enterprise AI Index tracks real-world enterprise AI deployments...

By: R. Scott Raynovich

September 23, 2025

News/Analysis

How the Co-op Group UK Makes AI Work

The Co-op Group Ltd. in the UK has taken a measured approach to AI, introducing applications for which there is a demonstrable internal or external customer need....

By: Mary Jander

August 14, 2025

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Q&A: Dia Adams, Enterprise Data/AI Strategist, TCG

An Enterprise Data/AI Strategist at TCG, a leading technology consultancy to U.S. government agencies, Dia Adams discusses how to make enterprise AI successful...

By: Mary Jander

July 03, 2025

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How the Datacenter Power Issue Is Being Addressed

As datacenter buildouts hit the headlines, work is underway to address the power consumption issues they raise...

By: Mary Jander

September 24, 2025

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F5 Breach Puts Enterprises on Edge

Chinese spies reportedly lurked inside F5's development platform for over a year, stealing source code. F5 is fighting back...

By: Mary Jander

October 22, 2025

Free Research

Achieving TCO Savings with Unified SASE

A "Unified SASE" approach to security and networking can deliver operational and direct cost savings of up to 50%...

By: R. Scott Raynovich

July 07, 2025

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Enterprise AI Profile: Walmart

Walmart's years-long AI deployment makes it a bellwether for the direction AI is taking in other large retail operations...

By: Mary Jander

October 01, 2025

Futuriom Blog

Why We're Doubling Down on Futuriom

Futuriom has doubled staff in the past six months to support a wide variety of new research and services...

By: R. Scott Raynovich

September 08, 2025

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The AI Datacenter Boom Continues to Build

Recent news involving Google, Meta, President Trump, and the State of Pennsylvania show the trend toward massive AI datacenter funding in the U.S....

By: Mary Jander

July 16, 2025

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Healthcare Companies See Many Benefits from AI

Data from Futuriom's Cloud Tracker Pro Enterprise AI Index shows the healthcare vertical substantially invested in AI, with many benefits reported...

By: Mary Jander

July 01, 2025

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Trends and Leaders in Platform Engineering and IaC 2025

Increasing concerns about cybersecurity, data privacy, and AI are likely to accelerate the need for platform engineering....

By: R. Scott Raynovich

October 08, 2025

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F5 Beefs Up AI Story with CalypsoAI Acquisition

With a methodical acquisition strategy, F5 has tied together API and AI security with networking...

By: R. Scott Raynovich

October 07, 2025

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

News/Analysis

How Will H-1B Visa Changes Impact Tech Firms?

The latest executive order from Washington has roiled tech firms nationwide; long term, it could leave the U.S. at a disadvantage...

By: Mary Jander

September 23, 2025

News/Analysis

VDURA Shows Off AI Data Functionality in AMD Blueprint

VDURA has released an AMD reference architecture that works with its parallel file system and storage for HPC/AI workloads ...

By: Mary Jander

September 16, 2025

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

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Enterprise AI Profile: Nestlé

Nestlé created its own chatbot to improve employee productivity, strengthen customer support, and advance supply chain operations ...

By: Juliet Raynovich

October 03, 2025

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

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

News/Analysis

AWS Outage Points to High Risk of Single Cloud

The recent massive AWS outage highlights the downsides of cloud infrastructure and the risks of relying on it....

By: Mary Jander

October 20, 2025

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Clockwork Helps GPUs Keep Busy

Clockwork's FleetIQ delivers a "Waze" for GPU clusters, thanks to a software-defined clock synchronization and rerouting technique...

By: Mary Jander

September 30, 2025

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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

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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Komprise Streamlines Data for AI

Targeting the RAG market, unstructured data management firm Komprise has added an intelligent data ingestion engine...

By: Mary Jander

September 26, 2025

Free Research

Inside Index Engines' CyberSense Research Lab

How Index Engines built an integrated cyber resiliency solution to backup, storage, and more to minimize the impact of ransomware attacks using highly trained AI and analytics....

By: R. Scott Raynovich

June 23, 2025

Free Research

Building Cyber Resilience for Ransomware

Futuriom explores a series of user profiles of Index Engines' CyberSense to determine how it enables faster data corruption detection, along with rapid and confident recovery from ransomware attacks...

By: R. Scott Raynovich

August 12, 2025

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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Enterprise AI Profile: Beacon Health System

The Beacon Health System in Indiana deployed AI to substantially reduce physican burnout while creating operational efficiencies...

By: Mary Jander

September 18, 2025

News/Analysis

Enterprise AI Profile: How GEICO Uses AI

GEICO has used AI for years to streamline its claims process and address customer service concerns. It's also forging ahead with AI throughout its IT infrastructure...

By: Mary Jander

October 22, 2025

Tech Primers

How Is AI Being Applied at the Edge?

The need for efficient AI inference is growing ...

By: Craig Matsumoto

November 03, 2025

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

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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