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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

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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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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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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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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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

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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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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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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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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 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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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

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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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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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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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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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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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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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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

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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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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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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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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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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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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

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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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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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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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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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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

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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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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

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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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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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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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

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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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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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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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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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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

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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

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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

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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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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

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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Messaging Hack Hints at Broader U.S. Cybersecurity Weakness

...

By: Mary Jander

May 05, 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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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

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

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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

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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

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

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

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

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

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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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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

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

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

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