News/Analysis
PTC Closes $470M Onshape Deal: What's it Mean?
PTC is betting its future on SaaS-based CAD and PLM.
November 06, 2019
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
Fortinet Shares Rise 11% on Strong SD-WAN Story
Fortinet's latest earnings reflect strong growth in SD-WAN security.
November 01, 2019
News/Analysis
Aviatrix Raises $40M Growth Round
Four-year-old Aviatrix has landed enough to push its total funding to north of $76M.
October 28, 2019
Futuriom Blog
Nvidia Steals the Show at the Edge
Unveils EGX Edge platform and partners with Ericsson, Microsoft, and Red Hat.
October 25, 2019
Futuriom Blog
Cybersecurity and SD-WAN Get Tighter
The urge to merge SD-WAN and cybersecurity continues. .
October 10, 2019
Tech Primers
What’s Going on in Satellite SD-WAN?
A host of satellite companies add SD-WAN capabilities. .
October 08, 2019
Futuriom Blog
Silver Peak: Expanding Use Cases Driving SD-WAN
SD-WAN pioneer Silver Peak announces its 1,500th customer.
October 02, 2019
