Futuriom Blog
It's SD-WAR! VMware Buys VeloCloud
SD-WAN startup acquisition escalates competition.
November 02, 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
Premium Research
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
Cisco Presses Software Subscription Sales
Meraki, security key to driving software sales.
November 02, 2017
News/Analysis
Sophos Integrates Endpoints, Firewalls
Firewall can classify endpoint apps.
October 25, 2017
News/Analysis
GE Digital Puts Predix Analytics on IoT Edge
GE runs analytics as a microservice.
October 24, 2017
Futuriom Blog
Telecoms in Crisis: Capex Slump Continues
Bloated telco balance sheets show little return.
October 18, 2017
News/Analysis
Cisco to Infuse Support with Cloud AI
Networking giant offers analytics via the cloud.
October 17, 2017
News/Analysis
What's Behind the Ericsson Swisscom Deal? Pluribus
SDN startup has a big NFV role.
October 12, 2017
News/Analysis
Cisco ACI 3.0 Adds Multisite, Kubernetes Support
ACI 3.0 targets distributed cloud deployments.
October 12, 2017
