CTP: The AI Infra Boom Continues, But What's Next?
Hyperscalers are throwing billions of dollars into building AI infrastructure. Will all the AI infra demand meet supply? We dive into the data in our latest CTP Update report.
CyberArk: The $25B Answer to Palo Alto's Identity Crisis
CyberArk's identity and access management fill a crucial, AI-related gap, but it also shows that Palo Alto's 'platform' aspirations don't come cheaply.
Crusoe: Cloud Company or Construction Kingpin?
As Crusoe announces its next big project, a 1.8 GW campus in Wyoming, the aspiring neocloud is looking more and more like a real estate company.
Will Enterprises Struggle to Soak Up the AI Boom?
AI suppliers are focusing on major buildouts, but enterprises are having trouble keeping up.
Stargate Mysteries Multiply
Questions swirl about the status of the Stargate project, even as OpenAI claims it's on track and expanding.
No Slowdown in Optical Networks
Despite slower growth in overall telecom spending, sales of optical networking gear remain strong.
Extreme Keeps Rolling
Extreme's revenue grew 31% year-over-year, indicating market gains from Cisco .
