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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

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

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

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

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

Cloud Tracker Pro

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

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

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

Free Research

What's Next for Networking Infrastructure for AI?

Futuriom's latest report digs into the details of what's happening in the marketplace for networking infrastructure for AI...

By: Mary Jander

May 14, 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

NVIDIA & AMD Score AI Hub Deals in Saudi Arabia

The chip giants announce deals with HUMAIN to build AI factories in Saudi Arabia, but the big numbers involved call for some perspective...

By: Craig Matsumoto

May 14, 2025

News/Analysis

Why Salesforce Will Buy Informatica for $8 Billion

Salesforce will buy data management vendor Informatica in an $8 billion deal that could boost the CRM company's agentic AI fortunes...

By: Mary Jander

May 27, 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

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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

VAST Data Declares Itself an AI Operating System

All this time, VAST Data had more up its sleeve than storage or even a data platform. The company says it's built a full AI platform for the 'thinking machine.'...

By: Craig Matsumoto

May 21, 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

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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

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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

Here Comes Post-Quantum Cryptography

Updated June 2, 2025—Enterprises are sitting on a ticking cryptographic timebomb due to the potential of quantum computing algorithms, but help is on the way...

By: Mary Jander

May 28, 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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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

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

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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

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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

News/Analysis

Palo Alto Shares Fall on Expense Concerns

Palo Alto Networks revenue grew 15%, but expenses came in higher than expected...

By: R. Scott Raynovich

May 21, 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

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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

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

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

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

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

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

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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

NVIDIA Posts Solid Results Despite China Ban

NVIDIA posted strong quarterly results, despite headwinds from U.S. government export controls for China market...

By: Mary Jander

May 29, 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

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

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

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

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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

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

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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

News/Analysis

Itential Puts AI Agents and MCP to Work

Itential has stepped up its AI-driven network operations via integration with Selector, along with the introduction of a Model Context Protocol (MCP) server...

By: Craig Matsumoto

May 28, 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

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

Premium Research

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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

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

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

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

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

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

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

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

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

News/Analysis

Cloud Tracker Pro

Dell Pushes Disaggregation for the Private Cloud

Dell is championing disaggreagation, rethinking hyperconverged infrastructure to allow flexibility of software and cloud OS choices. ...

By: Craig Matsumoto

May 20, 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

News/Analysis

Messaging Hack Hints at Broader U.S. Cybersecurity Weakness

...

By: Mary Jander

May 05, 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

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

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

RSAC: AI Is Helping Hackers; We Need More AI!

Data and discussions from RSAC indicate the AI security risks and proposed solutions are proliferating at the same time. ...

By: R. Scott Raynovich

May 01, 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

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

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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Cloud Tracker Pro

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

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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

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

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

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

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

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

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

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

Premium Research

Cloud Tracker Pro

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

Premium Q&A

Cloud Tracker Pro

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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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

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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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

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

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

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

News/Analysis

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