Cisco Earnings a Mixed Bag
Cisco revenues were down, but the company has high hopes for Splunk and AI
May 16, 2024
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
June 21, 2023
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
June 08, 2023
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
May 30, 2023
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
May 24, 2023
Profile: Luminous Powers AI Optics at the Edge
Luminous Computing, founded and run by top optical innovators, could change the future for edge devices
May 16, 2023
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
May 01, 2023
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
April 26, 2023
What's Up with the Alibaba Group?
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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
April 18, 2023
Google Says Its AI Accelerator Outperforms NVIDIA's
Google calls out NVIDIA, claiming the Google TPU v4 supercomputer is faster and more energy efficient than NVIDIA's A100
April 06, 2023
Alibaba Cloud Looks to Get Stronger in Breakup
Alibaba Cloud's independence from parent could make it more agile as it looks to AI and international IT business for growth
March 28, 2023