Cisco Earnings a Mixed Bag
Cisco revenues were down, but the company has high hopes for Splunk and AI
May 16, 2024
Cloud Firms Plan Infrastructure Overhaul for AI
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The world's largest public cloud providers are building out infrastructure to meet demand for generative AI. Can they expand their infrastructure fast enough, and will it be worth it?
May 02, 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
Cloud Cost Management and FinOps 2023
Our debut report details the trends and technology leaders behind cloud cost management and FinOps
April 25, 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
Cloud Providers Rush to Offer Generative AI
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As the rage for generative AI builds, cloud titans are adding tools to their platforms to accommodate demands from enterprise customers
April 17, 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
Who Are the Biggest Multicloud Customers?
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Here are a few of the largest customers of various combinations of AWS, Azure, GCP, and Oracle
April 05, 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
Startup Profile: What's Up with Orca Security?
Orca Security is plowing ahead with a new CEO and many product upgrades
March 28, 2023