NVIDIA Has Joined the Ultra Ethernet Consortium
NVIDIA quietly joined the Ultra Ethernet Consortium, signaling that it's growing more enthusiastic about Ethernet for AI networking
September 10, 2024
Can NVIDIA Keep Up with Itself?
NVIDIA reported record earnings again last night. But supply isn't meeting demand, and the competition is growing
May 23, 2024
Palo Alto Shares Fall On Weak Guidance
Palo Alto's platformization strategy might be a long slog, based on current guidance
May 21, 2024
Cisco Earnings a Mixed Bag
Cisco revenues were down, but the company has high hopes for Splunk and AI
May 16, 2024
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.”
May 15, 2024
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
May 15, 2024
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
May 13, 2024
RSAC: Networking and Security Convergence Redux
The RSA Conference once again revealed the theme of networking and security convergence
May 10, 2024
ServiceNow and Itential Take on the OSS Market
ServiceNow and Itential have teamed up to help to tackle telco automation
May 08, 2024
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.
May 07, 2024
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
May 02, 2024