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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
Read More  »
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
Read More  »
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
Read More  »
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
Read More  »
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
Read More  »
Previous Next
A Icloud
News/Analysis

Cloud Firms Are Upping Capex, Citing Demand


The top cloud providers say demand is so great for their AI-related services that capex is going through the roof. Investors have questions.

By: Mary Jander
May 02, 2024
Read More »
Moneystack
Free Research

Cloud Cost Management and FInOps for the AI Era


Our 2024 report on cloud cost management and FinOps looks at the effects of AI as well as leading vendors.

By: R. Scott Raynovich
April 30, 2024
Read More »
Analysis2
Premium Research
Cloud Tracker Pro

Is CoreWeave Eyeing an IPO?


CoreWeave's advertising for an investor relations director and SEC expert. Could an IPO be in the works?.

By: Mary Jander
April 26, 2024
Read More »
Marketsmoney
News/Analysis

Why IBM Wants HashiCorp


HashiCorp is going to be purchased, possibly by IBM.

By: R. Scott Raynovich
April 24, 2024
Read More »
Analyticscharts
Premium Research
Cloud Tracker Pro

Databricks' AI Ambitions Revive IPO Chatter


Databricks' large language model DBRX was recently released to general applause. Could it be another step toward IPO?.

By: Mary Jander
April 18, 2024
Read More »
Bigdataabstract2
News/Analysis

Aviatrix Adds Observability API in Cloud-Native Push


Aviatrix adds Network Insights API, which will help networking practitioners integrate with common observability tools.

By: R. Scott Raynovich
April 17, 2024
Read More »
Cybersecurity
News/Analysis

Rubrik IPO Represents Larger Trend


Rubrik, the 11-year-old secondary storage and security cloud provider, is going public in a move that reflects an influx of new blood in the public tech markets.

By: Mary Jander
April 17, 2024
Read More »
AI2
Premium Research
Cloud Tracker Pro

Can AI Save Everyone's Bacon?


Both hyperscalers and telcos are saying there's a universal delay in closing orders. But AI could make a difference -- at least for the hyperscalers.

By: Mary Jander
April 12, 2024
Read More »
A Ibrain3
News/Analysis

Google Cloud Next: AI Takes Center Stage


At its Google Cloud Next '24 conference this week, the hyperscaler unveiled a slew of AI infrastructure products and services -- and many AI customer testimonials.

By: Mary Jander
April 10, 2024
Read More »
Analyticscharts
Tech Primers

Why Is Interest in eBPF and Cilium Growing?


The technology known as extended Berkeley Packet Filter (eBPF) is making headway in the market. Here's why.

By: Mary Jander
April 09, 2024
Read More »
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