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


Aiindustry

Altman Returns to OpenAI, But What’s Next?


Microsoft drives resolution to five-day drama after Sam Altman is returned to lead OpenAI

By: R. Scott Raynovich
November 22, 2023
Maninstorm

How OpenAI Crisis Could Benefit Microsoft


The OpenAI drama isn't done yet, but recent news hints that Microsoft could stand to benefit from it all in the end

By: Mary Jander
November 20, 2023
Automation3

Smart Ports Build on Private Wireless

Cloud Tracker Pro

Despite general grousing about a lack of wireless “monetization,” there’s at least one industry sector where it’s taken off like a rocket -- smart seaports

By: Mary Jander
November 17, 2023
City With Network

Ciena Passes 100,000 in 800-Gb/s Sales


Ciena's sold over 100,000 800-Gb/s coherent optical modems since 2019, and growth isn't slowing down

By: Mary Jander
November 13, 2023
Futurium Logo Test Png

Futuriom 50: The 2023 Standouts


The year's ending and Futuriom is starting to pick the Futuriom 50 list of top private companies in key markets for cloud and communications infrastructure.

By: Mary Jander
November 08, 2023
Cloudabstract2

CAST AI Raises $35M, Expands with New Features


FinOps firm CAST AI has raised $35 million in a Series B funding round, while announcing new features for its K8s automation platform

By: R. Scott Raynovich
November 07, 2023
Globalnet4

Arista Sees Ethernet and AI in the Future


Arista latest earnings beat estimates on nearly all fronts, and the switch vendor sees Ethernet and AI as key to ongoing success

By: Mary Jander
October 31, 2023
Multicloud2

How Do Cloud Hyperscalers Compare?

Cloud Tracker Pro

In areas such as earnings reports, infrastructure additions, and gen AI investments, AWS, Azure, GCP, and OCI are both pulling ahead and getting left behind

By: Mary Jander
October 30, 2023
Handshake

Databricks Hones AI Strategy with $100 Million Arcion Buy


Databricks will incorporate data replication startup Arcion into a strategic platform for honing generative AI to fit specific enterprise needs

By: Mary Jander
October 23, 2023
Bluedata

Vector Databases Take the Spotlight


Vector databases designed to assist the training of generative AI models are taking off like rockets

By: Mary Jander
October 19, 2023