Mary Jander

Lakewood, New Jersey

Senior Analyst at Futuriom

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Articles

What's Next for Networking Infrastructure for AI?

2 days ago | futuriom.com | Mary Jander

Artificial intelligence (AI) is building momentum in enterprises worldwide. Futuriom's research shows that hundreds of the globe's largest firms are engaged in proof-of-concepts to bring AI to bear on a range of critical applications. At the same time, to reap AI’s rewards requires a full-on reworking of the IT infrastructure, with particular emphasis on networking. It’s clear why this is so: AI requires new levels of performance in bandwidth, latency, and security.
Messaging Hack Hints at Broader U.S. Cybersecurity Weakness

1 week ago | futuriom.com | Mary Jander

A messaging app used by now-former national security advisor Mike Waltz has been hacked, prompting questions about the current Trump administration’s capability to manage its cybersecurity technology.
Microsoft and Meta Post Great Earnings, But Can It Last?

2 weeks ago | futuriom.com | Mary Jander

Major hyperscalers Microsoft and Meta aren’t seeing an AI slowdown, and they’re banking on increased demand despite macroeconomic uncertainty stemming from the Trump trade war. But questions swirl as to whether the good news will be sustained longer term. On Wednesday, April 30, Microsoft announced revenue of $70.1 billion for its quarter ended March 31, 2025, up 13% year-over-year (y/y).
UALink Offers Fresh Options for AI Networking

3 weeks ago | futuriom.com | Mary Jander

A major push toward alternatives to NVIDIA networking for AI emerged on April 8 when the Ultra Accelerator Link (UALink) Consortium published its first specification. The consortium, led by an impressive list of members—including AMD, Apple, Astera Labs, AWS, Broadcom, Cisco, Enfabrica, Google, HPE, Intel, Juniper Networks, Meta, Microsoft, and Synopsys, to name just a few—is offering the first open-source alternative to NVIDIA’s ubiquitous NVLink to connect GPUs and CPUs in AI clusters.
Inside the Tech Tariff Catastrophe

3 weeks ago | futuriom.com | Mary Jander

High tariffs and export restrictions imposed by the Trump administration are snarling technology supply chains, threatening production, and forcing a dramatic shift in plans for a range of U.S. companies. And the outcome could be the opposite of what the government intends.
Why Hyperscaler Capex Could Drop in 2026

1 month ago | futuriom.com | Mary Jander

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 shows the market should expect a capex pullback of 20%-30% in 2026, based on historical norms.
What's Next for HPE?

1 month ago | futuriom.com | Mary Jander

(Editor's Note: This is a premium Cloud Tracker Pro article that will be made free for a limited amount of time.) What’s next for Hewlett Packard Enterprise (HPE)? The upcoming few months could be pivotal for the vendor as it navigates several challenges—including the possible failure of its bid to acquire Juniper Networks and its potential moves to compensate for the loss.
Q&A: Alaa Moussawi, Chief Data Scientist, New York City Council

1 month ago | futuriom.com | Mary Jander

(Editor's Note: We conduct regular Q&As with technology leaders as part of our Cloud Tracker Pro [CTP] service. We are offering this Q&A for a limited time, before it becomes part of the CTP subscription.) Alaa Moussawi serves as Chief Data Scientist for the New York City Council, where he oversees the operations of a team of data scientists, and a team of software engineers.
AI Creates New Urgency for Datacenter Optics

1 month ago | futuriom.com | Mary Jander

Optical networking is on the agenda at the OFC 2025 conference in San Francisco this week, and exhibiting companies are looking to promote optics as key to the networking of AI datacenters. AI networks, particularly those of hyperscalers, have increased demands on power, speed, and space.
DriveNets Drives Comcast Network Upgrade

1 month ago | futuriom.com | Mary Jander

DriveNets has made a joint announcement with Comcast, stating that the service provider will deploy DriveNets’ Network Cloud to expand Janus, a trial network designed by Comcast to deliver a faster, more performant nationwide network for its Internet customers.