Futuriom

4 days ago | futuriom.com | Craig Matsumoto

Alternative public cloud Vultr long prided itself on raising no outside funding. That came to a dead stop thanks to the rise of AI. Last year, Vultr raised $333 million from investors including AMD. This week, it's added a $329 million credit facility backed by huge banks: J.P. Morgan, Bank of America and Wells Fargo led the deal; other participants included Citi, Goldman Sachs and KeyBank. Those moves show how quickly Vultr's ambitions rose in light of the AI opportunity.

1 week ago | futuriom.com | Craig Matsumoto

Data is the lifeblood of AI. In more practical terms, that means AI is forcing enterprises and vendors to rethink how data is handled. That's why Databricks and Snowflake both had to announce new databases last week — both powered by acquisition rather than internal tweaking. It's an acknowledgement that AI requires a level of agility and just-in-time service that neither platform was designed to deliver. It's all part of a new data pipeline that both companies are now fighting to dominate.

2 weeks ago | futuriom.com | Craig Matsumoto

CoreWeave (Nasdaq: CRWV) and Nebius (Nasdaq: NBIS) are now publicly traded, which makes them default proxies for gauging the financial state of the neoclouds, as the market for cloud providers targeting GPU-as-a-service has become known. Their stock prices also let us glimpse public sentiment, which has gone sky-high since CoreWeave went public at the end of March.

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.

3 weeks ago | futuriom.com | Mary Jander

Broadcom is shipping a new switch ASIC that could help advance Ethernet as the universal protocol for AI networks, while offering significant competition for NVIDIA’s Spectrum-X Ethernet platform. The new Tomahawk 6 (TH6) switch series is an Ethernet-based chip that supports 102.4 Tbit/s of bandwidth adaptable to a variety of configurations.