R. Scott Raynovich

Bozeman, United States

Founder and Chief Technology Analyst at Futuriom

R. Scott Raynovich, Principal Analyst @futuriom following #cloud #security #networking #techstocks. Ex. Light Reading, Red Herring. Views my own

Articles

Is Jeetu Patel Bringing Cisco Investors A Satya Nadella Moment?

2 weeks ago | forbes.com | R. Scott Raynovich

Cisco has been busy genning up product releases, news stories, and hype this at its annual conference, Cisco Live, hosted this week in San Diego. But this is only part of a bigger thing has been happening: Investors have been bidding up shares in Cisco over the past few months in the hope that a larger transformation is being driven by new President and Chief Product Officer Jeetu Patel. Cisco shares are up 10% this year to date.
Cisco Doubles Down on NVIDIA AI, Portfolio Integration

2 weeks ago | futuriom.com | R. Scott Raynovich

In news releases, demonstrations, and talks at Cisco Live, networking industry giant Cisco has demonstrated that it's making serious efforts to integrate its networking and security portfolios as well as doubling down on its partnership with NVIDIA to become a major player in AI infrastructure.
Palo Alto’s Platform Strategy Is Working, But It Has A Cost

1 month ago | forbes.com | R. Scott Raynovich

Palo Alto Networks made a big decision in early 2024 to move to a “platformization" strategy of more aggressively bundling and discounting products in its portfolio to drive wider adoption. That strategy has largely worked, driving solid growth across the portfolio and larger deal sizes, but as today’s earning results show, that’s coming at a cost. Palo Alto has spent North of $3 billion in acquisitions over the past five years accumulating point products that it can tie into a broader platform.
Delivering ROI with Unified SASE as a Service

1 month ago | futuriom.com | R. Scott Raynovich

Based in Michigan, Thetford was founded in 1963 and has grown into a global market leader in mobilesanitation systems, refrigeration, kitchen, and cooking appliances for the recreational vehicle market. We recently interviewed Thetford’s Global IT Coordinator, Ger Peeters, about its implementation of Aryaka Unified SASE as a Service.
Telco Trends Recap: AI-RAN Brings AI to the Edge

1 month ago | futuriom.com | R. Scott Raynovich

There was an undoubtedly a more upbeat tone at Mobile World Congress this year, punctuated by a post-Covid record crowd of 109,000 people attending this goliath communications trade conference in Barcelona. And the excitement centered on two macro themes: 1) A comeback in capital spending as 5G standalone (SA) deployments reach critical mass; and 2) The excitement about AI and what it means for telecommunications.
RSAC: AI Is Helping Hackers; We Need More AI!

1 month ago | futuriom.com | R. Scott Raynovich

SAN FRANCISCO—AI anybody? AI was of course topic du jour here at RSAC, where literally hundreds of companies were talking about the threats to AI, as well as the solutions. In this cavalcade of AI jargon and hype, the irony is that vendors are pitching AI as the solution to the AI security problem.
Huawei Moves Ratchet Up Nvidia’s Stakes In The AI Trade War

1 month ago | forbes.com | R. Scott Raynovich

Nvidia CEO Jensen Huang made a remarkable admission this week: He’s fearful of Huawei. He should be, as Huawei is a formidable technology power in the world, its history of using political advantages to gain market share, and the current trade-war environment all theaten to shift the nexus of power back to China. Speaking in Washington, D.C. this week, Huang expressed concerns about China's growing technology prowess and its threat in the trade war.
Could 2025 Represent a Near-Term Peak in AI Capex?

2 months ago | forbes.com | R. Scott Raynovich

As John Templeton once said, believing that “this time is different” can be one of the costliest ideas in investing. So why should we think the AI boom is any different? Futuriom’s research service, Cloud Tracker Pro, shows that five of the top hyperscalers (Alibaba, Alphabet, Amazon, Meta, and Microsoft) are set to spend about $350 billion on capital spending to build out AI capabilities in 2025. This is, of course, an exciting development.
Aviatrix' Vision for Multicloud Operations With Colocation

2 months ago | futuriom.com | R. Scott Raynovich

The global networking infrastructure is changing fast. Gone are the days when an enterprise would manage its networking infrastructure with a few vendors, a couple of leased lines, some management tools, and switches in a wiring closet. The typical large enterprise now uses a sprawling combination of network resources that can include networking hardware, software-defined wide-area networking (SD-WAN), cloud security services, public cloud infrastructure, and communications service providers.
Fidelity Ditches Terraform for OpenTofu

2 months ago | futuriom.com | R. Scott Raynovich

LONDON—One of the big takeaways here at the KubeCon Europe conference this week is that the open-source Infrastructure-as-Code (IaC) project OpenTofu appears to be gaining momentum—possibly at the expense of Terraform, an open-source project closely associated with a commercial version from IBM's HashiCorp.