Cisco Earnings a Mixed Bag
Cisco revenues were down, but the company has high hopes for Splunk and AI
Cisco revenues were down, but the company has high hopes for Splunk and AI
Generative AI is revolutionizing cloud infrastructure. Our latest subscriber research examines the impact on leading hyperscalers and telcos
This week, competitors Databricks and Snowflake announced an acquisition and a partnership to make generative AI work for enterprise applications
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
Series C includes contributions from NVIDIA, Oracle, Salesforce, and Deutsche Telekom Capital Partners. Google may also be included, but its role is downplayed
Broadcom sees compute offload and networking via merchant silicon as it key growth areas. VMware's support of multiple DPUs just might fit that plan
NVIDIA's CEO Jensen Huang is delivering the message: NVIDIA is leading the charge in the twin trends of accelerated computing and generative AI
Telcos have a habit of lagging behind trends while cloud vendors charge ahead. Generative AI could be another missed opportunity
Anthropic is taking a leading role in the matchup between top cloud providers and key generative AI startups
Luminous Computing, founded and run by top optical innovators, could change the future for edge devices
Drones are uniting with cloud services at the edge to enable a range of enterprise applications
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