News/Analysis
Wall St. Celebrates Cisco's Return to Growth
First revenue growth in 9 quarters.
November 16, 2017
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
Cohesity Scales With Amazon, New COO
AWS deal enables secondary backup in the cloud.
November 15, 2017
Futuriom Blog
Grab a Seat for the Broadcom-Qualcomm Battle
QCOM shares could be going much higher.
November 15, 2017
Futuriom Blog
Futuriom Announces 2018 Research Calendar
New reports on cybersecurity, IoT, and SDN.
November 14, 2017
News/Analysis
Ericsson Throws Cold Water on 5G Hype
Revises sales forecast down again.
November 09, 2017
News/Analysis
Big Switch Takes Disaggregation to the Channel
Looks to expand SDN partnerships.
November 08, 2017
News/Analysis
RedHat OpenStack 12 Embraces Containers
Drives composable networks for applications.
November 06, 2017
News/Analysis
Juniper Merges Contrail With Red Hat OpenStack
Contrail Cloud includes a managed service.
November 05, 2017
News/Analysis
AT&T Boosts FlexWare AWS Integration
Will provide direct access to AWS.
November 05, 2017
News/Analysis
Ayla Taps Sunsea in $60M IoT Round
Sunsea Telecom becomes a strategic investor.
November 03, 2017
