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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
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Bluedatacenter
Premium Research
Cloud Tracker Pro

UALink Offers Fresh Options for AI Networking


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
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China Us
Premium Research
Cloud Tracker Pro

Inside the Tech Tariff Catastrophe


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
Read More »
Markets3
Premium Research

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
Read More »
Automation 14
News/Analysis

NVIDIA Hedges Tariff Threat With US Manufacturing


Chips in Arizona and AI supercomputers in Texas will help NVIDIA hedge against whatever happens with tariffs while also pushing the company's dreams of building more and more AI factories..

By: Craig Matsumoto
April 15, 2025
Read More »
HPE
Premium Research
Cloud Tracker Pro

What's Next for HPE?


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
Read More »
Cloud datacenter 2
Free Research

Aviatrix's Vision for Multicloud Operations with Colocation


As distributed application and data needs climb, a unified network management plane will be needed for multicloud environments.

By: R. Scott Raynovich
April 08, 2025
Read More »
Securelock3
News/Analysis

Fortanix Aims to Secure GenAI With a Turnkey Pipeline


Could GenAI be the moment for confidential computing? Fortanix, with Intel as a partner, offers a secure data pipeline to assuage enterprise fears over GenAI and data privacy.

By: Craig Matsumoto
April 08, 2025
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Growth
News/Analysis

Fidelity Ditches Terraform for OpenTofu


Fidelity's mass migration from Terraform to OpenTofu raises the stakes in the IaC market.

By: R. Scott Raynovich
April 04, 2025
Read More »
Bluehacker
News/Analysis

CyberRatings: Cloud Firewalls Have Gaping Holes


A new test from CyberRatings.org shows that many cloud-hosted firewalls are ineffective.

By: R. Scott Raynovich
April 02, 2025
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AI2
Premium Q&A
Cloud Tracker Pro

Q&A: Alaa Moussawi, Chief Data Scientist, New York City Council


The Chief Data Scientist of the New York City Council talks about why companies aren't yet adopting GenAI at scale, and what will help change that.

By: Mary Jander
April 01, 2025
Read More »
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