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.
The Mobile Edge Cloud Breaks Out
A new cloud infrastructure will enable mobile at the edge.
Pluribus Networks Focuses on the Edge
Pluribus network fabric optimizes allocation of network slices for edge applications.
Highlights of the MWC 5G Hype Wave
Targeting 1.4 billion new connections by 2025.
VMware Ramps Up NFV, SD-WAN Efforts
Virtualization leader lands 5G deal with AT&T, partnership with Ericsson.
FatPipe Plugs Into Azure
Trend toward Azure SD-WAN integration continues.
Infrastructure Wars Heat Up in Advance of MWC
Service providers will have pick of HCI and networking platforms at MWC.
Why Networks Are Key to a Smarter Data Center
Data-center managers need more powerful networks.
Cisco Living Large as a Dow Dog
Security and public sector drive growth.
Juniper Races to the 100G Network Edge
Juniper Networks Adds 100G routers to drive 5G networking services.
