Futuriom

Providing predictive, high-quality data, analysis, and content for B2B #cloudtech and communications growth markets.

[Futuriom @futuriom]

Hedge fund investor Michael Burry (@michaeljburry), who correctly called the 2027-2008 housing finance crisis and rose to fame after being featured in the book and movie The Big Short, is once again critiquing the circular financing deals backing the AI boom, specifically those featuring @nvidia and @OpenAI . $NVDA

https://t.co/jQ8fmkUfmZ

[DriveNets @drivenets]

The most expensive idle asset in the world? A GPU waiting on the network.

When networking bottlenecks slow down your AI clusters, your ROI plummets.

DriveNets just secured $410M in Series D funding to scale the open, multi-vendor Ethernet fabrics that large-scale AI infrastructure demands.
https://t.co/O2zyQXiqBo

DriveNets’ high-performance AI Fabric eliminates networking bottlenecks by performing end-to-end networking optimizations across the entire AI stack.

✔️ Maximize GPU utilization
✔️ Reduce cost-per-token
✔️ Enable rapid deployment and efficient end-to-end scaling

[Futuriom @futuriom]

Data management firm @qumulo Streamlines Hybrid Cloud Data Management for AI. #data #AIdata
(Cloud Tracker Pro - subscription required)

https://t.co/FR2Wh9luXs

[Futuriom @futuriom]

With the launch of FlowAI, @Itential builds a portfolio on the cutting edge of agentic operations. #AIOps #AI #automation #networking

https://t.co/5sF31dVsbz

[Futuriom @futuriom]

Nvidia Is Expanding Infra Partnerships. Will A Big Deal Happen? via @forbes https://t.co/w6tBkTaRm4

[DriveNets @drivenets]

Is your network the hidden ceiling for your AI performance?​

While Mixture-of-Experts (MoE) architectures have drastically reduced compute costs, they have exposed a critical networking bottleneck that GPU investment alone cannot fix. ​

Unlike the predictable, choreographed communication of dense models, MoE creates "improvisational" and unpredictable traffic patterns that often lead to significant GPU underutilization. ​

👉 https://t.co/uZvoFgEB67

Explore how industry leaders like DeepSeek AI and Meta are already reporting that communication latency can account for up to 50% of training time or 30% of serving latency.  ​

The focus must now shift from raw processing power to optimizing the network fabric that connects it all.

[Futuriom @futuriom]

How @cerebras became the largest chip IPO in history. $CBRS #AI #Chips

https://t.co/Yl2no3VoDi

[Futuriom @futuriom]

Why @Cisco's record growth reflects new AI infra mojo. $CSCO

Full analysis of Cisco's earnings announcement below:

https://t.co/JhY3vFhNhZ

[Futuriom @futuriom]

Move over, costly GPUs: With inference and agentic AI on the rise, CPUs are in greater demand. That's the message from numerous earnings call including @AMD, @Arm, and @amazon. $AMD $ARM $AMZN $INTC

https://t.co/2x3uWWkJPu

[Futuriom @futuriom]

Leading cloud providers reported ever growing #capex and revenue numbers, but investors are having a more nuanced reaction. $MSFT $AMZN $META $GOOGL

https://t.co/vf6dhTNSgW

[Futuriom @futuriom]

Google’sAI Stack Benefits From New Diversity In Software And Chips via @forbes https://t.co/6ACG7cPrKR

[Futuriom @futuriom]

At Google Cloud Next '26 , @GoogleCloudTech unleashed a slew of agentic AI solutions along with enhanced AI architecture. $GOOGL

Will it dominate #enterpriseAI ? Read up on our analysis:

https://t.co/Y7KBDEtE87

[Futuriom @futuriom]

Data infrastructure startup @VAST_Data scored nearly $1 billion in Series F funding, bringing its valuation to $30 billion.

What does this mean for the #AI #data management market? Read our analysis:

https://t.co/WF3rIfPOP9

[Itential @Itential]

Agentic ops fails because enterprise tools were never designed to govern autonomous execution at scale.

Itential partnered with @futuriom on a tech primer that defines what "agentic" requires in production.

CMO Kristen Rachels unpacks the findings 👉 https://t.co/U47xOeRxNF

[Arrcus, Inc. @arrcusinc]

@arrcusinc has been recognized as a Top AI Networking company to watch in @futuriom 's 2026 Cloud Market Trend Report: "Top Trends in Networking for AI."

The report highlights how enterprises are demanding open, flexible alternatives to proprietary AI networking and @arrcusinc is delivering exactly that.

From our ACE-AI platform for scale-out and scale-across training fabrics, to the newly launched Arrcus Inference Network Fabric (AINF) -the industry's first policy-aware networking platform purpose-built for AI inference across edge, datacenter, and cloud - we're redefining what AI networking can look like.

AINF enables:
✅ 60% faster time-to-first-token
✅ 15% more throughput per inference request
✅ 30% lower cost per inference

As @futuriom notes, enterprises are actively seeking alternatives to proprietary AI networking stacks. @arrcusinc is built for exactly that moment.

Read the full report to learn more about the forces reshaping AI networking in 2026 👇
https://t.co/iu5HMFl2fr

#AINetworking #Arrcus #AINF #GenerativeAI #Inference #Ethernet #NetworkDifferent

[Dudes Posting Their W’s @DudespostingWs]

A runner cramped up just before the finish line at the Boston Marathon, and a few other runners stopped to help him get across.

[Vultr @Vultr]

Vultr is the first cloud provider to offer on-demand, self-service GPU or CPU clusters with the latest GPU and CPU servers.

Creating clusters is a remarkably straightforward process. Dive in: https://t.co/qlE2I10LVu

[Buitengebieden @buitengebieden]

Guard dog.. 😅

[Futuriom @futuriom]

We have published a new Tech Primer, sponsored by Cisco!

In this Primer we tell you about Nexus One, and why this unified networking solution is important to the industry, delivering simplified operations across AI and non-AI datacenter networking architectures. #AI #Networking $CSCO #NexusOne

https://t.co/eifLlPCLy4

[Itential @Itential]

Google Cloud Next is this week + @John_Capobianco is already there!

It’s 3 days interactive demos, guided workshops, and more on where AI + infrastructure is heading.

Join him at the Gemini CLI Developer Meetup on Friday to talk what agentic ops looks like for real networks.