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.
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.
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.
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.
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.
Splunk Revenues Jump 30%
Splunk credits a platform approach to data analysis for a standout quarter.
Futuriom 2020 Research & Services Calendar
Futuriom expands topics in cloud infrastructure, SD-WAN, security, and networking..
SD-WAN Gets Platform Status at MEF
SD-WAN takes over the service provider discussion.
NetFoundry Launches Secure Cloud Network SDK
NetFoundry SDK targets secure cloud networking as code..
Cisco Shares Slammed on Soft Quarter
Cisco says a "pause" in IT spending has flattened its revenues.
Security, Cloud Drive SD-WAN Managed Services
Survey shows SD-WAN managed services are gaining momentum..
