ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

Access Cloud Tracker Pro

For information on enterprise licenses, please email sales at futuriom dot com

A Ichip

Who Will Win the "Scale Up" Challenge?

Cloud Tracker Pro

A range of technologies are bidding for the market to interconnect XPUs to operate as a single entity, to create so-called scale-up architecture for AI pods

By: Mary Jander

June 09, 2025

PREMIUM FREE

Code2

MCP Gets Ready for the Real World

Cloud Tracker Pro

The MCP protocol has captured developers' attention. Here's what it needs in order to enable AI automation on a grander scale

By: Craig Matsumoto

June 03, 2025

Cybersecure3

MCP for AI is Hot. But Where's the Security?

Cloud Tracker Pro

MCP has become the de facto option for connecting LLMs to myriad data sources. But only a few firms, including Teleport and SentinelOne, have addressed its security

By: Craig Matsumoto

May 01, 2025

Bluedatacenter

UALink Offers Fresh Options for AI Networking

Cloud Tracker Pro

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

By: Mary Jander

April 21, 2025

China Us

Inside the Tech Tariff Catastrophe

Cloud Tracker Pro

Tariffs and export controls meant to promote U.S. technology interests could stall the spread of key manufacturing and datacenter buildouts

By: Mary Jander

April 21, 2025

Markets3

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

By: Mary Jander

April 16, 2025

HPE

What's Next for HPE?

Cloud Tracker Pro

HPE faces a series of challenges, including tariffs and the potential loss of its bid for Juniper Networks. Here are some alternatives —Updated 4/15 12:00 PM

By: Mary Jander

April 14, 2025

Nvidia2

NVIDIA's CEO Talks Up AI Factories

Cloud Tracker Pro

At the annual NVIDIA GTC "Superbowl of AI," CEO Jensen Huang delivered a firehose of announcements focused on the needs of "AI factories"

By: Mary Jander

March 19, 2025

Bluelocksecure

Why Network Security Convergence Is Shaking Up the Market

Cloud Tracker Pro

Networking and security are converging more than ever. Are big changes ahead?

By: R. Scott Raynovich

February 27, 2025

A Ibrain3

Markets Spooked By Microsoft AI Demand Questions

Cloud Tracker Pro

Word from TD Cowen is that Microsoft is pulling out of many datacenter buildouts. How does this reflect on the AI market?

By: Mary Jander

February 25, 2025

1
2
3
4
5
6
7
8
9
10
Next Page

Analysis Topics

×

Get incisive independent analysis of networking and cloud technology directly to your inbox every two weeks.