IBM building 1

IBM Earnings Showcase AI and Automation


IBM's Q2 2024 earnings reveal solid progress in AI and in hybrid cloud automation


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
Edgecompute1

An Overview of Networking for AI at the Edge


The progress of AI inferencing has the industry looking to the network edge, where a variety of solutions are emerging from a range of players

By: Mary Jander
May 13, 2024
Casinochips

Microsoft, NVIDIA Bet $1 Billion on Wayve Autonomous Car Software


UK startup Wayve has scored $1.05 billion in Series C funding from SoftBank, NVIDIA, and Microsoft to advance its embodied AI.

By: Mary Jander
May 07, 2024
A Icloud

Cloud Firms Are Upping Capex, Citing Demand


The top cloud providers say demand is so great for their AI-related services that capex is going through the roof. Investors have questions

By: Mary Jander
May 02, 2024