Cisco Earnings a Mixed Bag
Cisco revenues were down, but the company has high hopes for Splunk and AI
May 16, 2024
Inside Nvidia’s Full AI Stack Stickiness
Nvidia's dominance comes down to more than GPU chips -- it's achieved full AI stack stickiness
August 24, 2023
VMware's CEO and NVIDIA's Unveil New AI Environment
VMware CEO Raghu Raghuram and NVIDIA's Jensen Huang teamed at VMware's Explore conference to announce a "private AI" architecture for enterprises
August 23, 2023
Arm Reveals Good and Not-So-Good in IPO Document
Chip giant Arm's prospectus outlines its perceived strengths and weaknesses as it prepares to test the markets with its upcoming IPO
August 22, 2023
Cisco Touts Its Ethernet for AI
Cisco reported solid quarterly and year-end results last night, with management touting webscaler wins in high-speed Ethernet for AI
August 17, 2023
SK Telecom Invests $100 Million in Anthropic
South Korea’s SK Telecom is investing $100 million in generative AI startup Anthropic as part of an effort to create large language models (LLM) for telecom applications
August 14, 2023
NVIDIA CEO Unveils New Generative AI Solutions
NVIDIA CEO Jensen Huang unveiled a slew of generative AI solutions this week, including a new Grace Hopper Superchip and a service with Hugging Face
August 09, 2023
Startup Profile: CoreWeave's NVIDIA-Powered Cloud Service
CoreWeave is outstripping the public cloud titans by offering an alternative compute cloud powered by hard-to-get NVIDIA H100 processors UPDATED 8-4
August 01, 2023
Alphabet, Microsoft Earnings: AI Success Linked to Cloud
Cloud leaders Alphabet and Microsoft expect AI and cloud services to grow, with one hand helping the other
July 26, 2023
Telcos Face More than the Lead Cable Issue
U.S. carriers' stocks have had a rough couple of weeks, but their troubles may extend beyond the lead cable expose recently published in the Wall Street Journal
July 20, 2023
Databricks and Snowflake Adapt for Generative AI
This week, competitors Databricks and Snowflake announced an acquisition and a partnership to make generative AI work for enterprise applications
June 27, 2023