Futuriom

#Cloud and #AI infrastructure services provider Vultr has raised $333 million on a valuation of $3.5 billion, further highlighting the strength of the red-hot AI infrastructure segment. Mary Jander Rod Raynovich https://lnkd.in/g8niWXP8

It's that time! Here we take a close look back at how the #Futuriom50 private companies fared this past year—and what 2025 might bring. #cloudtech #startups #IPOs #MandA #multicloud Rubrik Wib Lacework Kubecost Cato Networks Cockroach Labs Databricks Netskope Fivetran Enfabrica Kong Inc. SELECTOR AI https://lnkd.in/gKZUgmkr

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What's the future hold for Hewlett Packard Enterprise? There are many questions. As its earnings announcement last week showed, the large tech conglomerate has received a bump from the AI boom. But it also showed some weakness in its networking business as it pins its future to a large, expensive merger with Juniper Networks. Read up on the full analysis from Scott Raynovich and Mary Jander https://lnkd.in/gQ4YfuFK

AWS re:Invent Wrap: Blossoming AI Services and NVIDIA Alternatives, by Mary Jander. Amazon Web Services (AWS) #cloud #cloudtech #AI https://lnkd.in/gH7AgP2h

Breaking analysis: What Pat Gelsinger's departure from Intel Corporation means. It won't be a magic cure for the company's many problems. Management must now do some deep soul-searching. #chips #semiconductors #AI $INTC https://lnkd.in/gfxR6whQ

Open networking startup Aviz Networks, which is focused on the SONiC (Software for Open Networking in the Cloud) operating system developed by Microsoft, yesterday announced that it has closed $17 million in Series A funding that included Cisco, Celestica, Qualcomm, and others. #opennetworking #SONiC Vishal Shukla Ilona Gabinsky Gregory Cross David Williams Mary Jander https://lnkd.in/gtJwFJxH

#AI chip powerhouse NVIDIA (Nasdaq: NVDA) reported another quarter of strong earnings last night, while management faced questions about the ramp-up of its new AI chips and services. Shares traded down after the report. Here's the coverage from Mary Jander: https://lnkd.in/gFVftrHr

Object storage is a huge trend we are following because it's getting a boost from #AI. Object storage company MinIO is adding features to support #AI. AIStor, a recently announced release of its main storage platform, incorporates a raft of new functions and features designed to bring #objectstorage into the “exabyte class” of enterprise deployments. Read up on the full analysis from Mary Jander: David Williams https://lnkd.in/gudMTuCp

What we learned from Cisco earnings: Not much. Cisco Systems (Nasdaq: CSCO) earnings were a mixed bag in the company’s Q1 2025 report this week. Notably, sales of the company’s networking products were down significantly, while security and observability sales grew thanks to the Splunk merger. #networking #cisco $CSCO Read up on our full analysis: https://lnkd.in/g3Cvx6WG