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


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
Stockmarket4

Arm IPO Soars, But Will the Party Last?


Arm's IPO today was a soaring success. But it may be a short-lived joyride

By: Mary Jander
September 14, 2023
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Databricks Grabs $500 Million on $43 Billion Valuation


NVIDIA and Capitol One helped fund the mammoth round that will help fuel Databricks' foray into generative AI

By: Mary Jander
September 14, 2023
Growthchart

Oracle Shares Take a Hit on Cerner


The health records business is currently a drag on Oracle's growth

By: R. Scott Raynovich
September 12, 2023
Analyticscharts

Salesforce Adds Databricks to Growing AI Ecosystem


Salesforce partners with Databricks to give customers bidirectional access to data from either vendor and to Databricks models as Salesforce ecosystem expands

By: Mary Jander
September 12, 2023