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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
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  »
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Nvidia hopper architecture h100 sxm
News/Analysis

Inside Nvidia’s Full AI Stack Stickiness


Nvidia's dominance comes down to more than GPU chips -- it's achieved full AI stack stickiness.

By: R. Scott Raynovich
August 24, 2023
Read More »
Edgenetwork
News/Analysis

VMware Unveils Edge Solutions at Explore


VMware has released several products based on its VMware Edge Compute Stack that herald a new "software-defined edge" strategy.

By: Mary Jander
August 24, 2023
Read More »
Brainchip
News/Analysis

VMware's CEO and NVIDIA's Unveil New AI Environment


VMware CEO Raghu Raghuram and NVIDIA's Jensen Huang teamed at VMware's Explore conference to announce a "private AI" architecture for enterprises .

By: Mary Jander
August 23, 2023
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Chipblue
News/Analysis

Arm Reveals Good and Not-So-Good in IPO Document


Chip giant Arm's prospectus outlines its perceived strengths and weaknesses as it prepares to test the markets with its upcoming IPO.

By: Mary Jander
August 22, 2023
Read More »
Cisco Hq2
News/Analysis

Cisco Touts Its Ethernet for AI


Cisco reported solid quarterly and year-end results last night, with management touting webscaler wins in high-speed Ethernet for AI.

By: Mary Jander
August 17, 2023
Read More »
Markets3
News/Analysis

HashiCorp's Licensing Move Under the Spotlight


HashiCorp started a brushfire of criticism when it shifted from free to Business Source Licensing last week. Will it be enough to boost the company's fortunes?.

By: Mary Jander
August 14, 2023
Read More »
Moneyhand
News/Analysis

SK Telecom Invests $100 Million in Anthropic


South Korea’s SK Telecom is investing $100 million in generative AI startup Anthropic as part of an effort to create large language models (LLM) for telecom applications.

By: Mary Jander
August 14, 2023
Read More »
Cloudlock
News/Analysis

Is the Cohesity IPO Back?


Cohesity is taking decisive steps toward its long-awaited IPO, adding top execs and aiming for positive cash flow. Will it beat Rubrik to Wall Street?.

By: Mary Jander
August 10, 2023
Read More »
Opticallines
Premium Research
Cloud Tracker Pro

No Slowdown in Optical Networks


Despite slower growth in overall telecom spending, sales of optical networking gear remain strong.

By: Mary Jander
August 10, 2023
Read More »
Automation2
News/Analysis

Alkira and Itential Hook Up for Multicloud Solution


Alkira and Itential have integrated their two platforms in a groundbreaking move that brings more control and visibility to hybrid and multicloud networks.

By: Mary Jander
August 10, 2023
Read More »
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