R. Scott Raynovich's profile photo

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

  • 1 week 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.

  • 1 week 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.

  • 2 weeks 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.

  • 2 weeks 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.

  • 3 weeks 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.

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Rayno in the Clouds💨🤓
Rayno in the Clouds💨🤓 @rayno
23 Apr 25

Could 2025 Represent a Near-Term Peak in #AI #Capex? $AMZN $MSFT $NVDA $GOOGL $BABA $META via @forbes https://t.co/jyezEXXl4u

Rayno in the Clouds💨🤓
Rayno in the Clouds💨🤓 @rayno
23 Apr 25

Are @realDonaldTrump and Scott Bessent now trying to play the market like it’s a game of @atari Pong? And who else is old enough to remember #pong?

Rayno in the Clouds💨🤓
Rayno in the Clouds💨🤓 @rayno
3 Apr 25

Oops

Logan Mohtashami
Logan Mohtashami @LoganMohtashami

They wanted a lower 10-year yield They got it