Analyticscharts

Databricks' AI Ambitions Revives IPO Chatter


Databricks' large language model DBRX was recently released to general applause. Could it be another step toward IPO?


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
Chipcolor2

DriveNets Advances Its AI Networking


DriveNets' Network Cloud-AI runs on new chips for AI workloads. And independent testing showed the value of its cell-based, scheduled architecture

By: Mary Jander
October 17, 2023
Analysis2

When Will the Tech Sector Rebound?


Despite economic issues and a downturn in capex, telcos and hyperscalers could see more growth by this time next year

By: Mary Jander
October 12, 2023
Chipbrain3

Companies Work to Bring Generative AI to the Edge


BrainChip, Numenta, Innatera, IBM, Intel, Qualcomm, and others are forging ahead with neuromorphic technology that could run LLMs in IoT devices

By: Mary Jander
October 04, 2023
Edgecompute1

Cloudflare, Akamai Join the AI Effort

Cloud Tracker Pro

Cloudflare and Akamai see opportunities to bring generative AI inference processing to customers' network edge

By: Mary Jander
September 28, 2023
Handshake

Amazon Will Invest Up to $4 Billion in Anthropic


Amazon plans to invest up to $4 billion and will take a minority stake in generative AI startup Anthropic, prompting questions about Anthropic's partnership with Google Cloud

By: Mary Jander
September 25, 2023
Mergersfish

Why Cisco Bought Splunk


Cisco finally gets its Splunk prize -- but is the SIEM market healthy?

By: R. Scott Raynovich
September 21, 2023