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Nutanix Vaults 20% in Wake of VMware Buyout


Nutanix hits new highs in recurring revenue and cash flow after targeting VMware with promotions.

By: R. Scott Raynovich
August 29, 2024
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NVIDIA's Results Show AI Boom May Be Slowing


Despite strong results, investors were disappointed with NVIDIA's latest earnings report. It's time to get realistic about the AI market..

By: Mary Jander
August 29, 2024
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NVIDIA Boosts AI Development for Enterprise Use


NVIDIA's unveiled NIM Agent Blueprints that bring readymade GenAI workflows to let enterprise customers develop "AI flywheels.".

By: Mary Jander
August 27, 2024
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Lumen Picks Blue Planet to Prep Inventory for AI


Lumen has picked intelligent inventory software from Blue Planet, a division of Ciena, to help deliver hyperscaler and enterprise AI networks..

By: Mary Jander
August 22, 2024
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What Can Stop Snowflake's Shares From Melting?


Snowflake beat earnings estimates and issued strong guidance, but that still didn't stop investors from selling.

By: R. Scott Raynovich
August 22, 2024
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AMD to Buy ZT Systems to Accelerate System Delivery


AMD's move to buy AI infrastructure design firm ZT Systems could boost its share of a market AMD estimates will be worth $400 billion by 2027.

By: Mary Jander
August 19, 2024
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Are the Hyperscalers Betting Too Much on AI?


There are signs that hyperscalers' investment in AI mirrors what the telcos spent on 5G. That may not be a fair comparison.

By: Mary Jander
August 08, 2024
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CTP Q2 Update: AI Infrastructure Shifts Toward Inferencing


Hyperscalers continue to accelerate AI spending, but enterprises are pondering the next steps.

By: Mary Jander
August 06, 2024
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Cloud Tech Pro Q&A: Scott Robertson, Co-op Group


Scott Robertson, Principal Enterprise Architect, Foundation Technology, at Co-Op Group in the UK, talks hybrid cloud, cloud repatriation, and operating models.

By: Mary Jander
July 25, 2024
News/Analysis

IBM Earnings Showcase AI and Automation


IBM's Q2 2024 earnings reveal solid progress in AI and in hybrid cloud automation.

By: Mary Jander
July 25, 2024