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


A Ibrain5

Astera Labs Blockbuster IPO Reveals Strong AI Market


Astera's IPO dazzled the Street. The company is betting on a big market opportunity but may have to grow big in a short timeframe

By: Mary Jander
April 03, 2024
Cloudlock

AI Traffic Is Up, and So is Security Risk


Security platform provider Zscaler says enterprise users are diving into AI applications - and facing new AI cyberthreats

By: Mary Jander
March 27, 2024
A Icloud

Cloud Native Climbs at KubeCon


CNCF takes on AI -- and much more

By: R. Scott Raynovich
March 25, 2024
A Ibrain3

NVIDIA Unveils New GPUs, Networking, Enterprise tools


NVIDIA boosts its GPU position, improves its networking options, and serves up enterprise solutions. But it's still all about NVIDIA

By: Mary Jander
March 19, 2024
A Ichip

Can Astera's IPO Succeed?


Startup Astera Labs is testing the strength of the AI chip interconnection market with a proposed IPO

By: Mary Jander
March 14, 2024
Bluecyberlock

Cloudflare Dives Into AI Security


Cloudflare has announced a spate of new functions to protect information in GenAI applications

By: Mary Jander
March 05, 2024
A Icloud

What's Up with Snowflake?


A CEO change and a measured approach to earnings guidance caused a market backlash. Was that fair?

By: Mary Jander
February 29, 2024
Networksky

MWC: Arrcus Teams with Red Hat; Microsoft's New Nexus


More MWC announcements indicate the service provider move to the cloud is in full motion

By: R. Scott Raynovich
February 28, 2024
AI2

AI-RAN Alliance, With Microsoft and NVIDIA, Tackle AIOps


The AI-RAN Alliance goes after opportunities to improve the efficiency of mobile networks

By: R. Scott Raynovich
February 26, 2024
Automation1

At MWC, Telecoms Look for the Answer in AIOps


With revenue growth nonexistent and costs escalating, the most practical solution for telecom operators is automation

By: R. Scott Raynovich
February 23, 2024