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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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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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

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AMD to Buy ZT Systems to Accelerate System Delivery

AMD's move to buy AI infrastructure design firm ZT Systems could boost its share of a market AMD estimates will be worth $400 billion by 2027

By: Mary Jander

August 19, 2024

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Are the Hyperscalers Betting Too Much on AI?

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There are signs that hyperscalers' investment in AI mirrors what the telcos spent on 5G. That may not be a fair comparison

By: Mary Jander

August 08, 2024

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