NVIDIA Has Joined the Ultra Ethernet Consortium
NVIDIA quietly joined the Ultra Ethernet Consortium, signaling that it's growing more enthusiastic about Ethernet for AI networking
September 10, 2024
Why SmartNICs are Key in the Broadcom-VMware Deal
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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
June 06, 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
Will Telcos Miss Out on Generative AI?
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Telcos have a habit of lagging behind trends while cloud vendors charge ahead. Generative AI could be another missed opportunity
May 25, 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
Drones Take Off at the Edge
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Drones are uniting with cloud services at the edge to enable a range of enterprise applications
May 09, 2023
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