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 ...

Datacenter plans in the U.S. and elsewhere continue to hit a wall of local opposition, leading to delays. Despite encouragement from U.S. President Donald Trump, NVIDIA CEO Jensen Huang, and other key ...

Complexity is common and growing in the network security and Secure Access Service Edge (SASE) markets. Over the years, organizations have layered on firewalls, secure web gateways, VPNs, and cloud ...

Anthropic is clearly interested in the edge services offered by Akamai, and this $11.6-billion deal is for CPUs, not GPUs, though the earlier $1.8-billion Anthropic-Akamai deal included GPUs. It’s not ...

With our 2026 SASE survey, we monitor some broad trends in SASE platforms, as well as related functions such as Security Service Edge (SSE) and Cloud Access Service Broker (CASB), trending toward ...

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 ...

(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 ...

AMD and Meta have announced a joint agreement for the chipmaker to deliver 6 GW of AI capacity to Meta over a five-year period and for Meta to take a stake in AMD. The deal reveals ongoing competition ...

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 ...

AI adoption is still growing and there are early returns showing solid productivity gains across the industry. But will 2025 represent the peak in the AI capital spending (capex) boom? Our research ...

Amid a spate of outrageous investment in U.S. neoclouds, there is a beacon of reality-based demand: Neoclouds have significant backers in large U.S. trading firms that are intent on reserving ...