Oracle Earnings Reflect Cloud Strength

Oracle's revenue and net income drooped, but the numbers for its cloud services are stunning, and multicloud integration with Google impressed investors

By: Mary Jander

June 13, 2024

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F5 Survey Reveals Obstacles to AI Deployment

A majority of enterprises plan to use AI and many are trialing it; but few have had success due to data quality and security issues

By: Mary Jander

June 12, 2024

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Here's How Fortinet Could Benefit from Buying Lacework

Fortinet will acquire Lacework, and it's up to the the firewall-turned-SASE vendor to make the most of Lacework's AI-powered CNAPP

By: Mary Jander

June 11, 2024

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Arista Unveils AI Agent for NVIDIA SmartNICs

Arista CEO Jayshree Ullal says a software SmartNIC update will solve "acute" interoperability challenges

By: Mary Jander

May 31, 2024

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Survey: Telcos Think Big About AI

A new survey from Ciena says telcos worldwide are eager to implement AI in their networks. But can they afford it?

By: Mary Jander

May 29, 2024

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Can NVIDIA Keep Up with Itself?

NVIDIA reported record earnings again last night. But supply isn't meeting demand, and the competition is growing

By: Mary Jander

May 23, 2024

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Palo Alto Shares Fall On Weak Guidance

Palo Alto's platformization strategy might be a long slog, based on current guidance

By: R. Scott Raynovich

May 21, 2024

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Cisco Earnings a Mixed Bag

Cisco revenues were down, but the company has high hopes for Splunk and AI

By: R. Scott Raynovich

May 16, 2024

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Exabeam to Merge with LogRhythm

Exabeam and LogRhythm have merged to create a security information and event management (SIEM) system aimed at “AI-driven security operations.”

By: Mary Jander

May 15, 2024

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Alkira Scores $100 Million Series C

Alkira's scored $100 million to advance its network-as-a-service (NaaS) with more MCN features while adding networking functionality for AI workloads

By: Mary Jander

May 15, 2024

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