News/Analysis
Extreme M&A Drives Shares to New High
Extreme (EXTR) buys revenue for pennies on the dollar.
August 29, 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
Pure Gets a Giancarlo Pop
Cisco, Sliver Lake veteran takes Pure CEO role.
August 25, 2017
News/Analysis
Report: IoT, AI Boost Customer Service
Connecting to IoT data is a challenge.
August 15, 2017
News/Analysis
Buffett Dumps GE Stock: What's It Mean for Predix?
GE may accelerate digital platforms to revive shares.
August 15, 2017
News/Analysis
Calix Shares Hit New Lows
Access equipment player 60% below its IPO price.
August 11, 2017
Futuriom Blog
Why Disney's Streaming Move Won't Stop Netflix
Disney buys BAMtech to build streaming service.
August 10, 2017
Tech Primers
What Is Intent-Based Networking (IBN)?
Building networking automation with IBN.
August 09, 2017
