Cloud Firms Are Upping Capex, Citing Demand
The top cloud providers say demand is so great for their AI-related services that capex is going through the roof. Investors have questions
The top cloud providers say demand is so great for their AI-related services that capex is going through the roof. Investors have questions
Itential upgrades its IAP with low-code workflow, management, and container features
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
WebAssembly is a lightweight application platform that could significantly boost the speed and efficiency of cloud applications. So what's happening with it?
NVIDIA's CEO Jensen Huang is delivering the message: NVIDIA is leading the charge in the twin trends of accelerated computing and generative AI
DriveNets says its new Network Cloud-AI has been validated by leading hyperscalers in recent trials as a cost-effective solution to networking AI clusters
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
Meta's been fined $1.3 billion for allegedly violating European Union data transfer laws. Will cloud providers, who also deal in cross-border data transfers, be next on the list?
Cisco shares are flat on inconclusive numbers
We compare the cloud networks of AWS, Azure, Google Cloud, and other hyperscalers. But counting regions and availability zones is just a baseline
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