NVIDIA Earnings Takeaways: Numbers Are Good, But Investors Hit Pause NVIDIA management talks up AI infra opportunities in the trillions of dollars By: R. Scott Raynovich August 28, 2025 Read More »
Who Will Win from the HPE-Juniper Merger? The U.S. Department of Justice has okayed the HPE-Juniper merger with conditions that could abundantly benefit third parties By: Mary Jander June 30, 2025 Read More »
HPE Bets Big on Agentic AI HPE has boosted its Aruba and GreenLake products with agentic AI, which could stand it in good stead whether it acquires Juniper or not By: Mary Jander June 25, 2025 Read More »
Vultr's AI Cloud Ambitions Aim High With a $329 million debt financing on the heels of a $333 million funding round, Vultr is poised to pit the alternative cloud model against neoclouds as well as hyperscalers By: Craig Matsumoto June 24, 2025 Read More »
MinIO Faces Fallout for Stripping Functions from Open Source Version Open-source users of MinIO's S3-compatible object store have lost some Web UI features they freely enjoyed, highlighting an issue for enterprise software vendors By: Mary Jander June 23, 2025 Read More »
Pure Storage Elevates Management and Automation Pure Storage announced hardware and software designed to elevate the capabilities of its storage arrays to function in hyperscaler and enterprise AI workloads By: Mary Jander June 19, 2025 Read More »
Databricks & Snowflake Enter Agentic AI's Orbit AI is changing enterprises' relationship with data. That means Databricks & Snowflake have to change, too, if they want to remain leading cloud data platforms By: Craig Matsumoto June 18, 2025 Read More »
AMD's New GPU Could Feed the Neoclouds AMD's MI400 could give NVIDIA a run for its money—if AMD can get it out in 2026, that is. And neoclouds will play a key role By: Mary Jander June 18, 2025 Read More »
What's Not to Love about CoreWeave? CoreWeave's IPO ignited tense hand-wringing over the neocloud business model, but investors have happily driven stock surges for both it and Nebius By: Craig Matsumoto June 12, 2025 Read More »
Cisco Doubles Down on NVIDIA AI, Portfolio Integration As the new Chief Product Officer, Jeetu Patel is putting his imprint on the networking giant as Cisco emphasizes new integrations and partnerships. By: R. Scott Raynovich June 10, 2025 Read More »
Broadcom Chip Advances Ethernet for AI Broadcom's Tomahawk 6 doubles the switch capacity of its predecessors while supporting Ethernet for "scale up" as well as "scale out" in a swipe at NVIDIA By: Mary Jander June 04, 2025 Read More »