News/Analysis
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.
April 24, 2025
Premium Research
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.
April 21, 2025
News/Analysis
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.
April 21, 2025
Premium Research
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.
April 16, 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.
April 15, 2025
News/Analysis
Blockchain Gets Real With Amazon, HSBC & IBM
Blockchain projects continue to spring up.
May 15, 2018
News/Analysis
Qualcomm Embraces WPA3 to Secure Wireless Networks
Mobile chip leader adds WPA3 support to Snapdragon .
May 15, 2018
News/Analysis
Cradlepoint: Time to Cut the Network Cord
New execs talk 5G and wireless access.
May 08, 2018
News/Analysis
Cavium Debuts ThunderX2, Touts Cloud Gains
Boosts memory power and throughput .
May 07, 2018
News/Analysis
VMware Makes NSX Everywhere Push
Extends NSX to containers and NFV for carriers.
May 01, 2018
News/Analysis
F5 Networks Aims to Enable DevOps
Moves application delivery controllers to the cloud.
May 01, 2018
News/Analysis
T-Mobile Sprinting Toward 5G
After years of discussion, T-Mobile and Sprint think they have a deal .
April 30, 2018
