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
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
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
Our debut report details the trends and technology leaders behind cloud cost management and FinOps
The RSA Conference might be bigger than ever -- but it's time to integrate the acronyms
Prosimo's cloud-native networking suite enables full control of application traffic inside of clouds
Aviz has a new service to help speed up SONiC networking deployment
Aryaka's Enterprise Network Transformation Survey shows IT pros are focused on network-as-a-service as they expand their hybrid cloud estates
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
As the rage for generative AI builds, cloud titans are adding tools to their platforms to accommodate demands from enterprise customers
Ciena's new WaveRouter combines coherent optics and IP networking in a high-capacity modular system manageable from a single pane
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