ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Markets Spooked By Microsoft AI Demand Questions

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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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Inside the Rise of AI Clouds Like CoreWeave and Lambda

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Updated 11/14/2024 — Enterprises are finding an expanding host of choices for AI cloud services outside of the traditional public cloud hyperscalers. This segment is thriving

By: Mary Jander

November 13, 2024

Hyperscalers Continue to Hyperspend on AI

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Cloud hyperscalers continue to spend big on AI, prompting questions about the future of their capital spending

By: Mary Jander

November 12, 2024

NVIDIA Ethernet Drives xAI's Supercomputer

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NVIDIA's Spectrum-X Ethernet networking technology is at the heart of the world's largest AI cluster, xAI's Colossus, proving NVIDIA's more than an "InfiniBand only" provider

By: R. Scott Raynovich

November 07, 2024

Nokia Plugs EDA Into Lenovo for AI Management

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Nokia's recent deal with Lenovo highlights growing promise for its management and networking of AI in the datacenter space.

By: Mary Jander

October 23, 2024

GEICO Shows the Way to Repatriation

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GEICO and 37signals have gone public with dramatic evidence of savings from cloud repatriation resulting from high operational costs

By: Mary Jander

October 22, 2024

CTERA Adds AI Smarts to Object File System

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CTERA has extended its global file system to AI models in a new platform that features intelligent agents for model querying

By: Mary Jander

October 09, 2024

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

Markets Spooked By Microsoft AI Demand Questions

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