ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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HPE's Future Hangs on Stalled Juniper Deal

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

By: R. Scott Raynovich

December 11, 2024

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Barclays Expands a Hybrid Cloud Deal with HPE

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The UK’s Barclays bank has extended a ten-year contract with Hewlett Packard Enterprise (HPE) for management of its multicloud and hybrid cloud estate

By: Mary Jander

September 23, 2024

CDNs Plunge into Red-hot Object Storage

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Providers of content-delivery networks (CDNs) are increasingly adding cloud-native object storage to their roster of services

By: Mary Jander

September 16, 2024

Inside JCI's Data Streaming Deal with Redpanda

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Confluent losing JCI to Redpanda is indicative of the new economics of data streaming

By: R. Scott Raynovich

September 11, 2024

Ciena Earnings Highlight Data Center Connectivity

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Ciena's Q3 earnings beat analyst estimates, and the company predicts growth in datacenter connectivity as AI and cloud traffic grows

By: Mary Jander

September 04, 2024

Nutanix Vaults 20% in Wake of VMware Buyout

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Nutanix hits new highs in recurring revenue and cash flow after targeting VMware with promotions

By: R. Scott Raynovich

August 29, 2024

What Can Stop Snowflake's Shares From Melting?

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Snowflake beat earnings estimates and issued strong guidance, but that still didn't stop investors from selling

By: R. Scott Raynovich

August 22, 2024

Are the Hyperscalers Betting Too Much on AI?

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There are signs that hyperscalers' investment in AI mirrors what the telcos spent on 5G. That may not be a fair comparison

By: Mary Jander

August 08, 2024

CTP Q2 Update: AI Infrastructure Shifts Toward Inferencing

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Hyperscalers continue to accelerate AI spending, but enterprises are pondering the next steps

By: Mary Jander

August 06, 2024

Crowdstricken! A Lesson in Technology Risks from CrowdStrike

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The CrowdStrike debacle has highlighted many ongoing risks in vendor concentration, supply-chain, and CI/CD practices

By: R. Scott Raynovich

July 25, 2024

Axelera Adds $68 Million to Funding for Edge AI Chip

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Axelera AI has scored $68 million in financing to continue developing an AI chip for edge inferencing, a hot and growing market

By: Mary Jander

June 27, 2024

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HPE's Future Hangs on Stalled Juniper Deal

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