NVIDIA Has Joined the Ultra Ethernet Consortium

NVIDIA quietly joined the Ultra Ethernet Consortium, signaling that it's growing more enthusiastic about Ethernet for AI networking

By: Mary Jander

September 10, 2024

Read More  »

HPE Releases First Iteration of Private Cloud AI

HPE has delivered the first in a series of planned products jointly developed with NVIDIA. And it looks like a win for HPE.

By: Mary Jander

September 09, 2024

Read More  »

Ciena Earnings Highlight Data Center Connectivity

Cloud Tracker Pro

Ciena's Q3 earnings beat analyst estimates, and the company predicts growth in datacenter connectivity as AI and cloud traffic grows

By: Mary Jander

September 04, 2024

Read More  »

Will the Cisco Reorg Work?

Cloud Tracker Pro

Cisco is in the midst of the largest reorg in years. Will it work?

By: R. Scott Raynovich

September 04, 2024

Read More  »

Q&A: Adam Stipkovits, Global Aluminum Manufacturing Company

Cloud Tracker Pro

Adam Stipkovits is a multicloud network architect with expertise in Azure, AWS, Google Cloud, and Oracle Cloud. He spoke with us about his work and the industry

By: Mary Jander

August 29, 2024

Read More  »

Nutanix Vaults 20% in Wake of VMware Buyout

Cloud Tracker Pro

Nutanix hits new highs in recurring revenue and cash flow after targeting VMware with promotions

By: R. Scott Raynovich

August 29, 2024

Read More  »

NVIDIA's Results Show AI Boom May Be Slowing

Despite strong results, investors were disappointed with NVIDIA's latest earnings report. It's time to get realistic about the AI market.

By: Mary Jander

August 29, 2024

Read More  »

NVIDIA Boosts AI Development for Enterprise Use

NVIDIA's unveiled NIM Agent Blueprints that bring readymade GenAI workflows to let enterprise customers develop "AI flywheels."

By: Mary Jander

August 27, 2024

Read More  »

Lumen Picks Blue Planet to Prep Inventory for AI

Lumen has picked intelligent inventory software from Blue Planet, a division of Ciena, to help deliver hyperscaler and enterprise AI networks.

By: Mary Jander

August 22, 2024

Read More  »

What Can Stop Snowflake's Shares From Melting?

Cloud Tracker Pro

Snowflake beat earnings estimates and issued strong guidance, but that still didn't stop investors from selling

By: R. Scott Raynovich

August 22, 2024

Read More  »