A Ichip2

Can NVIDIA Keep Up with Itself?


NVIDIA reported record earnings again last night. But supply isn't meeting demand, and the competition is growing


Markets3

Palo Alto Shares Fall On Weak Guidance


Palo Alto's platformization strategy might be a long slog, based on current guidance

By: R. Scott Raynovich
May 21, 2024
Cisco Hq2

Cisco Earnings a Mixed Bag


Cisco revenues were down, but the company has high hopes for Splunk and AI

By: R. Scott Raynovich
May 16, 2024
Handshake

Exabeam to Merge with LogRhythm


Exabeam and LogRhythm have merged to create a security information and event management (SIEM) system aimed at “AI-driven security operations.”

By: Mary Jander
May 15, 2024
Coinstacks

Alkira Scores $100 Million Series C


Alkira's scored $100 million to advance its network-as-a-service (NaaS) with more MCN features while adding networking functionality for AI workloads

By: Mary Jander
May 15, 2024
Edgecompute1

An Overview of Networking for AI at the Edge


The progress of AI inferencing has the industry looking to the network edge, where a variety of solutions are emerging from a range of players

By: Mary Jander
May 13, 2024
Casinochips

Microsoft, NVIDIA Bet $1 Billion on Wayve Autonomous Car Software


UK startup Wayve has scored $1.05 billion in Series C funding from SoftBank, NVIDIA, and Microsoft to advance its embodied AI.

By: Mary Jander
May 07, 2024
Datacenterblue446

Why Datacenter Cooling's Turning Liquid

Cloud Tracker Pro

Denser racks and AI clusters are giving off enough heat to warm small cities, but liquid cooling provides a cleaner and cooler alternative

By: Mary Jander
May 07, 2024
A Icloud

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

By: Mary Jander
May 02, 2024
Analysis2

Is CoreWeave Eyeing an IPO?

Cloud Tracker Pro

CoreWeave's advertising for an investor relations director and SEC expert. Could an IPO be in the works?

By: Mary Jander
April 26, 2024