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


Conductor3

What Is the Difference Between Network Automation and Orchestration?


Network orchestration differs from network automation by operating across technology domains and adopted business logic

By: R. Scott Raynovich
May 07, 2024
A Icloud

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

By: Mary Jander
May 02, 2024
Moneystack

Cloud Cost Management and FInOps for the AI Era


Our 2024 report on cloud cost management and FinOps looks at the effects of AI as well as leading vendors

By: R. Scott Raynovich
April 30, 2024
Analysis2

Is CoreWeave Eyeing an IPO?

Cloud Tracker Pro

CoreWeave's advertising for an investor relations director and SEC expert. Could an IPO be in the works?

By: Mary Jander
April 26, 2024
Marketsmoney

Why IBM Wants HashiCorp


HashiCorp is going to be purchased, possibly by IBM

By: R. Scott Raynovich
April 24, 2024
Analyticscharts

Databricks' AI Ambitions Revive IPO Chatter

Cloud Tracker Pro

Databricks' large language model DBRX was recently released to general applause. Could it be another step toward IPO?

By: Mary Jander
April 18, 2024
Bigdataabstract2

Aviatrix Adds Observability API in Cloud-Native Push


Aviatrix adds Network Insights API, which will help networking practitioners integrate with common observability tools

By: R. Scott Raynovich
April 17, 2024
Cybersecurity

Rubrik IPO Represents Larger Trend


Rubrik, the 11-year-old secondary storage and security cloud provider, is going public in a move that reflects an influx of new blood in the public tech markets

By: Mary Jander
April 17, 2024
AI2

Can AI Save Everyone's Bacon?

Cloud Tracker Pro

Both hyperscalers and telcos are saying there's a universal delay in closing orders. But AI could make a difference -- at least for the hyperscalers


By: Mary Jander
April 12, 2024
A Ibrain3

Google Cloud Next: AI Takes Center Stage


At its Google Cloud Next '24 conference this week, the hyperscaler unveiled a slew of AI infrastructure products and services -- and many AI customer testimonials

By: Mary Jander
April 10, 2024