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Craig Matsumoto

Silicon Valley

Contributing Research Analyst at Futuriom

Articles

  • 2 weeks ago | futuriom.com | Craig Matsumoto

    The longer that data and storage platform VAST Data is around, the more appropriate the name seems. In 2023, the company revealed the data platform it had been envisioning since inception. This week, VAST has become even more vast, describing how its architecture is set to become a complete data pipeline for agentic AI. "The operating system for the thinking machine" is the company's new tagline.

  • 2 weeks ago | futuriom.com | Craig Matsumoto

    (Editor's note: This is a Cloud Tracker Pro article that will be available for limited time for free.) To no one's surprise, AI was the star of Dell Technologies World, the global conference being held by the IT giant this week in Las Vegas.

  • 1 month ago | futuriom.com | Craig Matsumoto

    (Editor's Note: This is Cloud Tracker Pro premium analysis that will be available for a limited time for free. To subscribe to CTP, go here.) The model context protocol (MCP) is a huge topic in AI, but its presence felt subtle at this week's RSAC 2025 Conference. Companies are eager to talk about MCP, but the security discussion feels like it's just beginning to stir.

  • 1 month ago | futuriom.com | Craig Matsumoto

    In the emerging market of "neoclouds," which are the cloud providers specializing in providing the rental of graphical processor units (GPUs) as-a-service, CoreWeave's recent IPO created excitement about this market.

  • 1 month ago | futuriom.com | Craig Matsumoto

    NVIDIA is now manufacturing in the United States, both chips and entire AI supercomputers. It's a defensive move considering the company needs a hedge against the uncertainty around tariffs and international trade relations. It's also a way to stay in the Trump administration's good graces. But this also fits NVIDIA's strategy on offense, especially the supercomputer part.