A Ichip2

Can NVIDIA Keep Up with Itself?


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


Cloudabstract2

Hybrid Cloud Index: Microsoft Leading in Hybrid Cloud

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Futuriom research shows Microsoft Azure pulling ahead of AWS in a set of hybrid cloud implementations. But AWS and Azure are tied in security

By: Mary Jander
August 30, 2023
Nvidia hopper architecture h100 sxm

Inside Nvidia’s Full AI Stack Stickiness


Nvidia's dominance comes down to more than GPU chips -- it's achieved full AI stack stickiness

By: R. Scott Raynovich
August 24, 2023
Edgenetwork

VMware Unveils Edge Solutions at Explore


VMware has released several products based on its VMware Edge Compute Stack that herald a new "software-defined edge" strategy

By: Mary Jander
August 24, 2023
Brainchip

VMware's CEO and NVIDIA's Unveil New AI Environment


VMware CEO Raghu Raghuram and NVIDIA's Jensen Huang teamed at VMware's Explore conference to announce a "private AI" architecture for enterprises

By: Mary Jander
August 23, 2023
Chipblue

Arm Reveals Good and Not-So-Good in IPO Document


Chip giant Arm's prospectus outlines its perceived strengths and weaknesses as it prepares to test the markets with its upcoming IPO

By: Mary Jander
August 22, 2023
Cisco Hq2

Cisco Touts Its Ethernet for AI


Cisco reported solid quarterly and year-end results last night, with management touting webscaler wins in high-speed Ethernet for AI

By: Mary Jander
August 17, 2023
Markets3

HashiCorp's Licensing Move Under the Spotlight


HashiCorp started a brushfire of criticism when it shifted from free to Business Source Licensing last week. Will it be enough to boost the company's fortunes?

By: Mary Jander
August 14, 2023
Moneyhand

SK Telecom Invests $100 Million in Anthropic


South Korea’s SK Telecom is investing $100 million in generative AI startup Anthropic as part of an effort to create large language models (LLM) for telecom applications

By: Mary Jander
August 14, 2023
Cloudlock

Is the Cohesity IPO Back?


Cohesity is taking decisive steps toward its long-awaited IPO, adding top execs and aiming for positive cash flow. Will it beat Rubrik to Wall Street?

By: Mary Jander
August 10, 2023
Opticallines

No Slowdown in Optical Networks

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Despite slower growth in overall telecom spending, sales of optical networking gear remain strong

By: Mary Jander
August 10, 2023