Futuriom Blog
Cato Networks Goes "Hands Free"
Cato launches fully managed SD-WAN service.
July 09, 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
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
Big Multi-Cloud Moves in Tech M&A
Technology M&A reflects rising interest in multi-cloud platforms.
June 28, 2019
Futuriom Blog
CloudGenix Launches SD-WAN App Platform
CloudBlades is a development platform for network-aware applications.
June 26, 2019
Premium Research
SD-WAN Growth Is Accelerating in 2019
Futuriom boosts revenue forecast of SD-WAN by 130% from last year. .
June 05, 2019
News/Analysis
Inside VMware's Deep Multicloud Strategy
Heptio and Bitnami acquisitions part of multi-cloud strategy.
May 22, 2019
News/Analysis
Despite 'Beat,' Cisco's Growth Is Slowing
Cisco's numbers were solid, but growth rates are decelerating.
May 16, 2019
Futuriom Blog
Dell World Roundup: Open Ecosystem Builds
VMware in Azure, Apstra upgrade, and Big Switch deals this week.
May 03, 2019
News/Analysis
Cumulus Targets Telemetry & Microservices
Boosts visibility and programmability features of NetQ NOS.
April 23, 2019
