First, the optical announcement: Cisco has worked with NVIDIA on an Ultra-Dense Small Form-Factor Pluggable (USFP), a ...

Last week, HPE announced that alternative cloud provider Vultr placed a $1.2-billion order for AMD Helios Rack by HPE systems to populate Vultr’s U.S. datacenters. While the news helped boost HPE’s ...

Are the cloud hyperscalers spending too much on AI datacenters? That’s the question prompted by recent earnings reports, which showed capex at unprecedented levels for most of the world’s leading ...

NVIDIA is investing up to $3 billion in Lancium, a power infrastructure and orchestration company and a pioneer developer in the Stargate anchor site in Abilene, Texas, in a move that spotlights the ...

As you may have read, artificial intelligence is changing the needs and architectures of networking infrastructure. As AI workloads evolve from centralized model training toward distributed inference ...

Nebius (NBIS) is the latest AI neocloud making big moves, yesterday announcing a $17.4 billion contract with Microsoft and today announced $3 billion in financing moves that will fuel further ...

NVIDIA shares tumbled on recent news that the vendor will guarantee the sale of GPU capacity for selected AI cloud providers (aka neoclouds) over several years. In return, NVIDIA will share in ...

(Editor's Note: This is a special free preview of the analysis available to Cloud Tracker Pro subscribers, including access to our series of databases, including the Enterprise AI Index, which tracks ...

Arista Networks has introduced load balancing for AI workloads, along with advanced observability that encompasses third-party networking equipment. Dubbed EOS Smart AI Suite Innovations, these new ...

Arrcus, a long-running member of the Futuriom 50, this week announced record 2025 bookings growth of 3X (200%) across datacenter, telco, and enterprise customers for switching and routing applications ...

The convergence of observability, AIOps, and agentic AI is changing the way that enterprises and cloud providers manage infrastructure. That will require a new way of thinking to bridge the gap among ...

Shares of Palo Alto Networks (Nasdaq: PANW), which has been a darling of cloud technology and cybersecurity investors, plunged more than 25% in morning trading after the company issued ...