Inside JCI's Data Streaming Deal with Redpanda

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Confluent losing JCI to Redpanda is indicative of the new economics of data streaming

By: R. Scott Raynovich

September 11, 2024

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Can Intel Be Saved? Inside Some Potential Solutions

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The bad news just keeps coming for Intel. September will be a pivotal month as CEO Pat Gelsinger and the board meet to discuss its future. Will cost cutting be enough?

By: Mary Jander

September 11, 2024

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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

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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

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Ciena Earnings Highlight Data Center Connectivity

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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

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Will the Cisco Reorg Work?

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

By: R. Scott Raynovich

September 04, 2024

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Q&A: Adam Stipkovits, Global Aluminum Manufacturing Company

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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

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Nutanix Vaults 20% in Wake of VMware Buyout

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

By: R. Scott Raynovich

August 29, 2024

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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

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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

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