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
At re:Invent, Amazon Web Services took control of the AI message, focusing on safety and business customization.
AWS has plans to extend worldwide private connectivity to its cloud services via Project Kuiper, Amazon's emerging satellite broadband service
Microsoft drives resolution to five-day drama after Sam Altman is returned to lead OpenAI
The OpenAI drama isn't done yet, but recent news hints that Microsoft could stand to benefit from it all in the end
A consistent architecture for a diverse networking portfolio can deliver many benefits – including ease of use, better worker productivity, lower operational costs, and improved security.
Cloud observability is a red-hot area of development that will be needed for cloud-cost management
Despite general grousing about a lack of wireless “monetization,” there’s at least one industry sector where it’s taken off like a rocket -- smart seaports
Networking market leader Cisco's growth has stalled and the management has reduce revenue guidance, casting a pall over enterprise tech markets
Kentik and Itential to cooperate to deliver network automation solutions
Ciena's sold over 100,000 800-Gb/s coherent optical modems since 2019, and growth isn't slowing down
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