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
The top cloud providers say demand is so great for their AI-related services that capex is going through the roof. Investors have questions
Ericsson is betting big that API specialist Vonage will bring enterprise 5G riches within two years to justify its $6.2 billion pricetag
NVIDIA shares vault higher again on a datacenter chip boom.
Managed security services providers (MSSPs) are increasingly embracing SASE services.
Fortanix targets security of data in AI models.
The data center market is booming: CyrusOne is taken over by KKR and GIP for $15 billion; CoreSite sells to American Tower for $10.1 billion.
Working with Verizon, Microsoft, and Medivis, a hospital in the U.S. Department of Veterans Affairs (VA) network claims to be among the first to deploy 5G-enabled virtual reality for medical use
NVIDIA showcased its Omniverse platform, new developer libraries, AI all over the place, data center networking and security, and a Jensen Huang avatar at its GTC conference this week
Ransomware is the prime threat to organizations, and remote access and VPNs are particularly vulnerable. It's time to transition to SASE solutions
DISH Network plans to sell $4 billion worth of senior secured notes to help pay for the buildout of its wireless 5G network
Arista projects 30% revenue growth after Facebook boosts capital spending by 66%
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