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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
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
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5 Gconnect1
Premium Research
Cloud Tracker Pro

Telco Troubles Revealed in Financials


Telcos worldwide are at a crossroads. It's not clear whether they'll take the way forward fast enough to make a difference in their drooping sales.

By: Mary Jander
February 23, 2024
Read More »
Cloud3
News/Analysis

Prosimo Ups Its AIOps Game


Prosimo's new AI suite adds a natural language assistant as well as AI data guardrails.

By: R. Scott Raynovich
February 22, 2024
Read More »
5 Gcity
News/Analysis

Can NVIDIA Boost Nokia's RAN Plan?


Nokia will partner with NVIDIA to create cloud-native RAN solutions that apply AI to streamline operations and improve the bottom line. Will it work?.

By: Mary Jander
February 22, 2024
Read More »
Markets3
News/Analysis

Palo Alto Shares Plunge on Strategy Shift


Palo Alto CEO Nikesh Arora announces a new platform strategy designed to combat "cybersecurity fatigue" .

By: R. Scott Raynovich
February 21, 2024
Read More »
Aiindustry
News/Analysis

Aviz Updates Network Stack with AI


Aviz Networks has upgraded its SONiC network platform with AIOps capabilities using GenAI.

By: R. Scott Raynovich
February 20, 2024
Read More »
Cloud3
Premium Research
Cloud Tracker Pro

How Oracle's Crashing the Hyperscalers' Party


Oracle is now a public cloud leader. Here's how it plans to expand its fiefdom via AI, sovereign and private cloud services, multicloud sharing with Azure, and more..

By: Mary Jander
February 15, 2024
Read More »
Clouddatacenter
News/Analysis

Lambda Scores $320 Million for AI Infrastructure Cloud


Lambda, a cloud firm offering access to AI infrastructure via NVIDIA GPUs, has scored $320 million in Series C funding on a valuation of $1.5 billion.

By: Mary Jander
February 15, 2024
Read More »
Cisco Hq2
News/Analysis

Cisco Drops on 'Uncertainty,' Layoffs to Come


Cisco reported reduced product and services revenues, citing slow telco sales. As a result, the company reduced guidance and plans a 5% companywide layoff .

By: Mary Jander
February 15, 2024
Read More »
Datacenter8
Premium Research
Cloud Tracker Pro

Equinix, Others Expand on AI Demand


Datacenter service providers are aggressively expanding their facilities in response to rising demand for AI processing .

By: Mary Jander
February 13, 2024
Read More »
Handshake
News/Analysis

Cohesity and Veritas Will Form a New Data Protection Firm


Cohesity and Veritas' data protection division are combining in a new company focused on data security and management with AI in mind.

By: Mary Jander
February 08, 2024
Read More »
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