Fermyon Advances AI Deployment for the Next Generation of Cloud Computing
The explosive growth of AI workloads, particularly at the edge, is forcing organizations to rethink their application architecture. Traditional infrastructure strategies are straining under the weight of new compute demands, data locality requirements, and the need for rapid deployment. WebAssembly (WASM), once a browser-centric curiosity, is now emerging as a credible, lightweight runtime for distributed […]
286 | Breaking Analysis | Cloud Quarterly – Azure’s AI Pop, AWS Supply Pinch & Google Execution
AI is currently running on a one lane, CapEx highway that is capacity constrained. Hyperscalers are the largest contributor to the momentum and as such, investors keep score with cloud growth rates. But this past quarter you had to read the footnotes and the fine print to go beyond the massive investments fueling the wave. Microsoft put up eye-popping Azure growth again, but a big part of that acceleration is Azure serving AI inference — notably ChatGPT — now neatly included in the revised definition of what’s included in Azure. This is great for headlines but not conducive to apples-to-apples comparisons over time. Meanwhile, AWS delivered the largest revenue for cloud infrastructure and sent a clear message that demand exceeds supply. Meaning growth is capped by power and components, not pipeline. That creates a weird optics penalty — AWS showing growth in the high teens on a $120B-plus run rate and it’s deemed “concerning.” But it also telegraphs future upside as capacity goes online and depreciation cycles progress.
SUSE’s Secure, Portable Approach to Hybrid Workloads
Explore how SUSE empowers secure, flexible AI deployment across hybrid environments. Learn how SUSE supports software supply chain integrity, container security, and developer velocity for enterprise AI.
Why Band Matters in the Age of AI Discovery
In this episode of Next Frontiers of AI, host Scott Hebner is joined by Mick Hollison, founder and CEO of Redline Advisors, former CMO of CrowdStrike and Cloudera, and one of the industry’s leading voices on strategic messaging and brand elevation. Together, they unpack a pressing question: in an AI-first world where algorithms increasingly shape buyer discovery and decision-making, does brand still matter? The answer is a resounding YES, but not in the way it used to. The days of traditional “search and click” are numbered, being replaced by AI-guided discovery and engagement.
Celona’s AerFlex Redefines Private 5G for Distributed Enterprises
As enterprises continue to embrace digital transformation and the emergence of AI, the demand for reliable, secure, and scalable wireless connectivity across increasingly distributed environments is surging. While Wi-Fi has served most office and carpeted spaces well, many industrial and non-traditional environments—such as manufacturing, logistics, retail yards, and refineries—continue to suffer from connectivity gaps. Enter […]
Special Breaking Analysis: OpenAI’s gpt-oss Models and NVIDIA Blackwell
OpenAI and NVIDIA just dropped news with implications for every model lab, cloud, and enterprise AI customer and vendor. The two companies released gpt-oss-20B and gpt-oss-120B, open-weight reasoning models trained on H100, tuned across NVIDIA’s full stack, and capable of spitting out 1.5 million tokens per second on a single Blackwell GB200 NVL72 rack. The weights ship under a permissive license; the inference path spans DGX Cloud, Blackwell servers, and RTX PCs via Ollama, llama.cpp, vLLM, FlashInfer, Hugging Face, and Microsoft AI Foundry Local.
285 | Breaking Analysis | How Jamie Dimon Becomes Sam Altman’s Biggest Competitor
Last November, we argued that Jamie Dimon is sitting on a treasure trove of proprietary data that will never find its way into proprietary LLMs via the Internet. And as such, he was Sam Altman’s biggest competitor because his data is more valuable than the democratized insights from these LLMs. Our premise was and continues to be that foundation model companies are waging an internecine battle chasing artificial general intelligence (Messiah AGI) and the true holy grail is what we called “enterprise AGI;” meaning applying AI to proprietary data inside of enterprises will ultimately prove to be the most valuable endeavor. Today we extend that argument and posit that agents and enterprise digital twins, powered by that proprietary data, will drive the next wave of AI value.
Palo AltoNetworks / CyberArk Acquisition Coverage
On July 30th, Palo Alto Networks announced an agreement to acquire CyberArk, the well-known player in identity management. Zeus Kerravala and I discussed the announcement on a joint Zcast and theCube Research Analyst Angle podcast.
Special Breaking Analysis: Microsoft Earnings – Turning Up the Heat with Azure, AI, and the Data Center Arms Race
By all accounts, Microsoft just delivered one of the most powerful quarters in its history. But this wasn’t just a blowout print, it was a signal that Microsoft is playing a new game. The company’s performance is redefining what hyperscale looks like in the AI era. An objective analysis of the Q4 FY2025 earnings call suggests that Microsoft is firing on all cylinders in cloud, AI, and infrastructure execution, and it’s building for a future measured in gigawatts, not racks. The only potential negatives for investors are: 1) Capital expenditures are expected to be more than $30B in the coming quarter, signalling continued spending ahead of revenue and negatively affecting cash flow; and 2) Gross margin pressure continues in cloud due to the lower margins realized in its Azure / infrastructure business.