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


Edgecompute1

Content Providers Shift to Edge Computing

Cloud Tracker Pro

Akamai, Cloudflare, Fastly, and other providers of content delivery networks (CDNs) now support edge cloud development and multicloud strategies

By: Mary Jander
February 22, 2023
Cisco Hq2

Cisco: No Recession Here

Cloud Tracker Pro

Cisco shares get a bump on earnings guidance raise, dividend hike

By: R. Scott Raynovich
February 16, 2023
Cloud2

Akamai Extends Cloud Capabilities


Akamai is building a distributed, global cloud development environment based on its purchase of Linode in 2022

By: Mary Jander
February 15, 2023
5 Gconnect1

Telco Capex Wanes as 5G Disappoints

Cloud Tracker Pro

The world's carriers may be easing up on capex while contemplating the way forward for 5G services that haven't panned out as promised

By: Mary Jander
February 10, 2023
Multicloud2

Arrcus Scores $50 Million, Doubles Valuation


In a move highlighting demand for multicloud networking (MCN), Arrcus scores $50 million in Series D funding for its MCN solution

By: Mary Jander
February 09, 2023
5 Gconnect1

Where's the 5G Pot of Gold?


The world's biggest 5G equipment suppliers, including Ericsson, Nokia, and Huawei, have consistently overpromised and underdelivered on 5G expectations

By: Mary Jander
February 02, 2023
Netapp1

Dell Grabs Cloudify on the Sly


In a secretive acquisition to boost its enterprise strategy, Dell has paid a reported $70 million to $100 million for DevOps automation service supplier Cloudify

By: Mary Jander
January 30, 2023
Markets2

Cloud Cover: Tech Earnings Not So Bad


So far, the tech earnings season has had a positive effect on stock prices

By: R. Scott Raynovich
January 26, 2023
IBM building 1

IBM's Earnings Are Boring


IBM continues to plod along, but its relatively boring numbers contain some positive news about IT enterprise cloud buyers

By: Mary Jander
January 26, 2023
Dashboard

What's Up with Salesforce?


Low shareholder profitability, coupled with Salesforce's strong market position, have made it a target for activist investors

By: Mary Jander
January 25, 2023