ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Can Telco "AI Factories" Succeed?

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Telcos are slowly rolling out datacenters to support new AI services. But can these efforts succeed?

By: Mary Jander

January 06, 2025

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ZEDEDA and Edge Impulse Bring ML to the Edge

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ZEDEDA now integrates software from Edge Impulse, a startup specializing in machine learnings model development for edge applications

By: Mary Jander

September 26, 2024

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

Can Telco "AI Factories" Succeed?

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