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


Frayedwire

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

By: Mary Jander
July 20, 2023
Automation2

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

By: Mary Jander
June 27, 2023
HPE

HPE Highlights Intelligent Edge and the AI Cloud


At HPE's Discover 2023 event this week, the company rolled out multiple GreenLake services and topped things off with a blockbuster generative AI solution

By: Mary Jander
June 21, 2023
Purple Aibrain

Generative AI Startup Cohere Scores $270 Million


Series C includes contributions from NVIDIA, Oracle, Salesforce, and Deutsche Telekom Capital Partners. Google may also be included, but its role is downplayed

By: Mary Jander
June 08, 2023
Automation3

NVIDIA Leads Trend in Generative AI


NVIDIA's CEO Jensen Huang is delivering the message: NVIDIA is leading the charge in the twin trends of accelerated computing and generative AI

By: Mary Jander
May 30, 2023
Aiindustry

How Anthropic's Massive Funding Impacts the Cloud


Anthropic is taking a leading role in the matchup between top cloud providers and key generative AI startups

By: Mary Jander
May 24, 2023
Automation3

Profile: Luminous Powers AI Optics at the Edge


Luminous Computing, founded and run by top optical innovators, could change the future for edge devices

By: Mary Jander
May 16, 2023
Chipcolor2

Arm Files Confidential IPO Request


Arm Ltd. confidentially filed an F-1 with the U.S. SEC in preparation for IPO. But SoftBank will still own Arm, and the size and scope of the deal are unclear

By: Mary Jander
May 01, 2023
Network2

Juniper Posts Strong Enterprise, Weak Cloud Results


Juniper Networks remains optimistic on cloud sales that slowed last quarter. Meanwhile, enterprise is growing fast and the metro edge looms large. UPDATED 4/28/2023

By: Mary Jander
April 26, 2023
Chinamarkets

What's Up with the Alibaba Group?

Cloud Tracker Pro

China's Alibaba Group continues a shapeshifting, with SoftBank pulling its stake and a corporate reshuffling. But signs of growth in cloud and AI remain positive

By: Mary Jander
April 18, 2023