News/Analysis

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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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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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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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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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

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

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

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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

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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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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

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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

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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

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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

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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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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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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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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

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

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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

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

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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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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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

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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

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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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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

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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

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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

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

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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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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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

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

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

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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

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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

Futuriom Blog

Welcome Craig Matsumoto!

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

By: R. Scott Raynovich

March 26, 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

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

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

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

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

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 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

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

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

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

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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

News/Analysis

Messaging Hack Hints at Broader U.S. Cybersecurity Weakness

...

By: Mary Jander

May 05, 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

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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

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

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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

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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

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

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

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

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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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

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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

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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

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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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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

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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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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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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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

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

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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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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