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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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Nvidia2
News/Analysis

NVIDIA: The "Age of AI" Is Just Beginning


NVIDIA delivered solid earnings above expectations last night, and CEO Jensen Huang expects more growth this year. So why aren't investors reassured?.

By: Mary Jander
February 27, 2025
Read More »
A Ichip
News/Analysis

Cisco and NVIDIA Partnership Boosts AI Ethernet


Cisco and NVIDIA will combine the two vendors’ technologies at the chip level to serve enterprise AI requirements. Who wins—and who's left out?.

By: R. Scott Raynovich
February 26, 2025
Read More »
Security3Shield
News/Analysis

Teleport Expands Secure Identity Platform for Growth


Teleport beefs up its infrastructure identity platform to ease the headaches of managing secure access to cloud infrastructure.

By: R. Scott Raynovich
February 25, 2025
Read More »
A Ibrain3
Premium Research
Cloud Tracker Pro

Markets Spooked By Microsoft AI Demand Questions


Word from TD Cowen is that Microsoft is pulling out of many datacenter buildouts. How does this reflect on the AI market?.

By: Mary Jander
February 25, 2025
Read More »
Moneyhand
News/Analysis

Lambda Scores $480 Million to Grow AI Services


Lamdba has raised $480 million in a Series D round backed by NVIDIA. It plans to use the money to grow its software services as well as add GPUs to its network.

By: Mary Jander
February 20, 2025
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F50 2025
Free Research

The Futuriom 50 2025 Is Here!


Our annual report on top trends and private companies dives into AI infrastructure, distributed cloud, cloud security, and more ....

By: R. Scott Raynovich
February 19, 2025
Read More »
Bluelocksecure
News/Analysis

Aryaka Adds Powerful AI Observability to Its NaaS


Aryaka Networks has beefed up its SASE portfolio with AI>Observe, a suite of powerful security analytics functions.

By: R. Scott Raynovich
February 19, 2025
Read More »
Cisco Hq2
News/Analysis

Cisco Pops On Earnings, But Is It Sustainable?


Cisco shares gained after an upbeat earnings report, but there's a potential federal government overhang.

By: R. Scott Raynovich
February 13, 2025
Read More »
A Icloud
Premium Research
Cloud Tracker Pro

Saudi Arabia Highlights Shift to Sovereign AI


A KSA conference showcased the trend of ambitious nations sponsoring AI efforts with a view to economic opportunity.

By: Mary Jander
February 13, 2025
Read More »
Aiindustry
News/Analysis

Nokia Swaps Out CEO


Pekka Lundmark is stepping aside for Justin Hotard, who hails from Intel and HPE and could boost Nokia in datacenter, private mobile, and defense networking.

By: Mary Jander
February 10, 2025
Read More »
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