Clouddata

Oracle Earnings Reflect Cloud Strength


Oracle's revenue and net income drooped, but the numbers for its cloud services are stunning, and multicloud integration with Google impressed investors


AI2

F5 Survey Reveals Obstacles to AI Deployment


A majority of enterprises plan to use AI and many are trialing it; but few have had success due to data quality and security issues

By: Mary Jander
June 12, 2024
Bigfishlittle

Here's How Fortinet Could Benefit from Buying Lacework


Fortinet will acquire Lacework, and it's up to the the firewall-turned-SASE vendor to make the most of Lacework's AI-powered CNAPP

By: Mary Jander
June 11, 2024
A Ibrain3

Arista Unveils AI Agent for NVIDIA SmartNICs


Arista CEO Jayshree Ullal says a software SmartNIC update will solve "acute" interoperability challenges

By: Mary Jander
May 31, 2024
Aiindustry

Survey: Telcos Think Big About AI


A new survey from Ciena says telcos worldwide are eager to implement AI in their networks. But can they afford it?

By: Mary Jander
May 29, 2024
A Ichip2

Can NVIDIA Keep Up with Itself?


NVIDIA reported record earnings again last night. But supply isn't meeting demand, and the competition is growing

By: Mary Jander
May 23, 2024
Markets3

Palo Alto Shares Fall On Weak Guidance


Palo Alto's platformization strategy might be a long slog, based on current guidance

By: R. Scott Raynovich
May 21, 2024
Cisco Hq2

Cisco Earnings a Mixed Bag


Cisco revenues were down, but the company has high hopes for Splunk and AI

By: R. Scott Raynovich
May 16, 2024
Handshake

Exabeam to Merge with LogRhythm


Exabeam and LogRhythm have merged to create a security information and event management (SIEM) system aimed at “AI-driven security operations.”

By: Mary Jander
May 15, 2024
Coinstacks

Alkira Scores $100 Million Series C


Alkira's scored $100 million to advance its network-as-a-service (NaaS) with more MCN features while adding networking functionality for AI workloads

By: Mary Jander
May 15, 2024