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

By: Craig Matsumoto

July 29, 2025

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Stargate Mysteries Multiply

Questions swirl about the status of the Stargate project, even as OpenAI claims it's on track and expanding

By: Mary Jander

July 22, 2025

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Elliott Now Eyeing Equinix

Equinix, the datacenter REIT market leader, is the latest tech firm to land in the crosshairs of Elliott Management. We take a look at where changes might happen

By: Mary Jander

July 21, 2025

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Vector Databases Get Attention, and Amazon Follows

Vector databases are having their moment in the sun, and large players such as Amazon and Oracle are noticing

By: Craig Matsumoto

July 21, 2025

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Teleport Identity Security Gets a Real Time Twist

Teleport's platform now traces identity across multiple platforms, spotting anomalies real-time as a user flits from system to system

By: Craig Matsumoto

July 17, 2025

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Extreme Ships Agentic AI-Enabled Net Automation Platform

Extreme Networks' Platform ONE for automated network security and connectivity is shipping, putting the vendor out front of a growing enterprise trend

By: Mary Jander

July 17, 2025

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IBM Steps Up in AI Inferencing with New Hardware

IBM is rolling out new Power11 systems that combine features needed to streamline IT workloads as well as to support AI inferencing. But who's buying?

By: Mary Jander

July 14, 2025

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Fortanix's PQC Central Preps for Post-quantum World

Post-quantum cryptogaphy is necessary, but getting there is a years-long process. Fortanix has launched a product to manage that entire process, and other cybersecurity vendors will likely follow suit

By: Craig Matsumoto

July 10, 2025

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Was CoreWeave's $9 Billion Enough for Core Scientific?

The $9 billion acquisition of Core Scientific essentially brings committed capacity in-house for CoreWeave—a deal made possible through the magic of stock valuations

By: Craig Matsumoto

July 08, 2025

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Cloudflare Pushes Back on AI 'Strip mining'

CEO Matthew Prince says AI's 'stripmining' of content has accelerated dramatically in six months. He wants to rethink the way we value web content

By: Craig Matsumoto

July 02, 2025

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