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ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Code2
News/Analysis

Itential Puts AI Agents and MCP to Work

Itential has stepped up its AI-driven network operations via integration with Selector, along with the introduction of a Model Context Protocol (MCP) server.

By: Craig Matsumoto
May 28, 2025
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Bigdataabstract
News/Analysis

Why Salesforce Will Buy Informatica for $8 Billion

Salesforce will buy data management vendor Informatica in an $8 billion deal that could boost the CRM company's agentic AI fortunes.

By: Mary Jander
May 27, 2025
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Bigdata
News/Analysis

VAST Data Declares Itself an AI Operating System

All this time, VAST Data had more up its sleeve than storage or even a data platform. The company says it's built a full AI platform for the 'thinking machine.'.

By: Craig Matsumoto
May 21, 2025
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Palo Alto HQ
News/Analysis

Palo Alto Shares Fall on Expense Concerns

Palo Alto Networks revenue grew 15%, but expenses came in higher than expected.

By: R. Scott Raynovich
May 21, 2025
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DC8
News/Analysis

Dell Pushes Disaggregation for the Private Cloud

Dell is championing disaggreagation, rethinking hyperconverged infrastructure to allow flexibility of software and cloud OS choices. .

By: Craig Matsumoto
May 20, 2025
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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
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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
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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
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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
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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
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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
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Handshake
News/Analysis

AMD to Buy ZT Systems to Accelerate System Delivery


AMD's move to buy AI infrastructure design firm ZT Systems could boost its share of a market AMD estimates will be worth $400 billion by 2027.

By: Mary Jander
August 19, 2024
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Moneyfunnel
Premium Research
Cloud Tracker Pro

Are the Hyperscalers Betting Too Much on AI?


There are signs that hyperscalers' investment in AI mirrors what the telcos spent on 5G. That may not be a fair comparison.

By: Mary Jander
August 08, 2024
Read More »
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