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
Futuriom believes the secure access service edge (SASE) market is in the early innings of a long-term shift helping cybersecurity pros consolidate distributed cloud security
AWS issued 25 press releases as part of its annual re:Invent customer event, revealing details about how AWS is actually executing its strategies
IBM has released its Hybrid Cloud Mesh, a software-as-a-service (SaaS) featuring application-centric connectivity for hybrid and multicloud environments
Cisco joins a group of investors putting $10M into SONiC networking supplier Aviz Networks
Colorado-based Fermyon's Wasm-based technology aims to solve many cloud efficiency problems
Optical equipment provider Ciena (NYSE: CIEN) posted robust fourth fiscal quarter and year-end results today, citing strong demand among cloud hyperscalers
Content delivery networks (CDNs) and "the edge" are in the spotlight. Can Edgio grab its second chance?
Enterprises seem intent on adopting GenAI models and tools from their cloud providers; many are testing use cases based on past work with machine learning
AWS re:Invent 2023 was big on AI, but here are some other announcements in hot cloud technology areas
The recent OpenAI debacle highlighted the gamble cloud providers are making on key AI startups -- and how dependent they are on those companies