ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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Bluedatacenter

UALink Offers Fresh Options for AI Networking

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The UALink Consortium has published its first specification with the aim to offer an open-source alternative to NVLink and to offer support for GPUs besides NVIDIA's

By: Mary Jander

April 21, 2025

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Datacenter2

Ciena Earnings Highlight Data Center Connectivity

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Ciena's Q3 earnings beat analyst estimates, and the company predicts growth in datacenter connectivity as AI and cloud traffic grows

By: Mary Jander

September 04, 2024

Cisco Hq2

Will the Cisco Reorg Work?

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Cisco is in the midst of the largest reorg in years. Will it work?

By: R. Scott Raynovich

September 04, 2024

Multicloud2

Q&A: Adam Stipkovits, Global Aluminum Manufacturing Company

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Adam Stipkovits is a multicloud network architect with expertise in Azure, AWS, Google Cloud, and Oracle Cloud. He spoke with us about his work and the industry

By: Mary Jander

August 29, 2024

Markets2

Nutanix Vaults 20% in Wake of VMware Buyout

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Nutanix hits new highs in recurring revenue and cash flow after targeting VMware with promotions

By: R. Scott Raynovich

August 29, 2024

Nvidia hopper architecture h100 sxm

NVIDIA's Results Show AI Boom May Be Slowing

Despite strong results, investors were disappointed with NVIDIA's latest earnings report. It's time to get realistic about the AI market.

By: Mary Jander

August 29, 2024

A Icloud

NVIDIA Boosts AI Development for Enterprise Use

NVIDIA's unveiled NIM Agent Blueprints that bring readymade GenAI workflows to let enterprise customers develop "AI flywheels."

By: Mary Jander

August 27, 2024

Cloud2

Lumen Picks Blue Planet to Prep Inventory for AI

Lumen has picked intelligent inventory software from Blue Planet, a division of Ciena, to help deliver hyperscaler and enterprise AI networks.

By: Mary Jander

August 22, 2024

Money2

What Can Stop Snowflake's Shares From Melting?

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Snowflake beat earnings estimates and issued strong guidance, but that still didn't stop investors from selling

By: R. Scott Raynovich

August 22, 2024

Handshake

AMD to Buy ZT Systems to Accelerate System Delivery

AMD's move to buy AI infrastructure design firm ZT Systems could boost its share of a market AMD estimates will be worth $400 billion by 2027

By: Mary Jander

August 19, 2024

Moneyfunnel

Are the Hyperscalers Betting Too Much on AI?

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There are signs that hyperscalers' investment in AI mirrors what the telcos spent on 5G. That may not be a fair comparison

By: Mary Jander

August 08, 2024

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