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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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AI 077
Free Research

Telco Trends Recap: AI-RAN Brings AI to the Edge --

This year’s Mobile World Congress in Barcelona focused on telco opportunities in AI. In this report, we sum up our findings. .

By: R. Scott Raynovich
May 06, 2025
Read More  »
Commnetworks
Free Research

Delivering ROI with Extreme Fabric: Views from the F

This Leadership Brief shows how Extreme Fabric's virtualization and automation technology simplifies network switching, routing and security. .

By: R. Scott Raynovich
May 06, 2025
Read More  »
Hacker5
News/Analysis

Messaging Hack Hints at Broader U.S. Cybersecurity W

By: Mary Jander
May 05, 2025
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Cybersecurity
News/Analysis

RSAC: AI Is Helping Hackers; We Need More AI!

Data and discussions from RSAC indicate the AI security risks and proposed solutions are proliferating at the same time. .

By: R. Scott Raynovich
May 01, 2025
Read More  »
Money2
News/Analysis

Microsoft and Meta Deliver on Earnings

Microsoft and Meta posted good earnings reports this week. But macro uncertainty could hinder their goals going forward.

By: Mary Jander
May 01, 2025
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Previous Next
Datacenter6
News/Analysis

NVIDIA Has Joined the Ultra Ethernet Consortium


NVIDIA quietly joined the Ultra Ethernet Consortium, signaling that it's growing more enthusiastic about Ethernet for AI networking.

By: Mary Jander
September 10, 2024
Read More »
Cloudlock
News/Analysis

HPE Releases First Iteration of Private Cloud AI


HPE has delivered the first in a series of planned products jointly developed with NVIDIA. And it looks like a win for HPE. .

By: Mary Jander
September 09, 2024
Read More »
Datacenter2
Premium Research
Cloud Tracker Pro

Ciena Earnings Highlight Data Center Connectivity


Ciena's Q3 earnings beat analyst estimates, and the company predicts growth in datacenter connectivity as AI and cloud traffic grows.

By: Mary Jander
September 04, 2024
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Cisco Hq2
Analyst Insight
Cloud Tracker Pro

Will the Cisco Reorg Work?


Cisco is in the midst of the largest reorg in years. Will it work?.

By: R. Scott Raynovich
September 04, 2024
Read More »
Multicloud2
Premium Q&A
Cloud Tracker Pro

Q&A: Adam Stipkovits, Global Aluminum Manufacturing Company


Adam Stipkovits is a multicloud network architect with expertise in Azure, AWS, Google Cloud, and Oracle Cloud. He spoke with us about his work and the industry.

By: Mary Jander
August 29, 2024
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Markets2
Premium Research
Cloud Tracker Pro

Nutanix Vaults 20% in Wake of VMware Buyout


Nutanix hits new highs in recurring revenue and cash flow after targeting VMware with promotions.

By: R. Scott Raynovich
August 29, 2024
Read More »
Nvidia hopper architecture h100 sxm
News/Analysis

NVIDIA's Results Show AI Boom May Be Slowing


Despite strong results, investors were disappointed with NVIDIA's latest earnings report. It's time to get realistic about the AI market..

By: Mary Jander
August 29, 2024
Read More »
A Icloud
News/Analysis

NVIDIA Boosts AI Development for Enterprise Use


NVIDIA's unveiled NIM Agent Blueprints that bring readymade GenAI workflows to let enterprise customers develop "AI flywheels.".

By: Mary Jander
August 27, 2024
Read More »
Cloud2
News/Analysis

Lumen Picks Blue Planet to Prep Inventory for AI


Lumen has picked intelligent inventory software from Blue Planet, a division of Ciena, to help deliver hyperscaler and enterprise AI networks..

By: Mary Jander
August 22, 2024
Read More »
Money2
Premium Research
Cloud Tracker Pro

What Can Stop Snowflake's Shares From Melting?


Snowflake beat earnings estimates and issued strong guidance, but that still didn't stop investors from selling.

By: R. Scott Raynovich
August 22, 2024
Read More »
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