Craig Matsumoto

2 weeks 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.

3 weeks 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.