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
May 02, 2024
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 To Watch at RSA
The RSA Conference might be bigger than ever -- but it's time to integrate the acronyms
April 21, 2023
Prosimo's Networking Suite Gains More Control Over Cloud
Prosimo's cloud-native networking suite enables full control of application traffic inside of clouds
April 21, 2023
Aviz Launches ONE Center to Accelerate SONiC
Aviz has a new service to help speed up SONiC networking deployment
April 19, 2023
Survey: NaaS Is Growing with Hybrid Workforce
Aryaka's Enterprise Network Transformation Survey shows IT pros are focused on network-as-a-service as they expand their hybrid cloud estates
April 19, 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
Ciena Hits Metro Market with IP/Optical Router
Ciena's new WaveRouter combines coherent optics and IP networking in a high-capacity modular system manageable from a single pane
April 12, 2023