Datacenter6

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


Cloudlock

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
Datacenter2

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
Multicloud2

Q&A: Adam Stipkovits, Global Aluminum Manufacturing Company


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
Nvidia hopper architecture h100 sxm

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
A Icloud

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
Cloud2

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
Money2

What Can Stop Snowflake's Shares From Melting?


Snowflake beat earnings estimates and issued strong guidance, but that still didn't stop investors from selling

By: R. Scott Raynovich
August 22, 2024
Handshake

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
Moneyfunnel

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