Alphabet, Meta, and Microsoft are increasing capex substantially, but depreciation and other costs will follow.
We're in the fourth quarter, so it's time to review our Futuriom 50 choices to see who's still in the running and what's changed.
The explosion of GPU clouds and neoclouds is complicated to sort out. In our new report, we did all the work for you.
The AI200 and AI250 bring Qualcomm into datacenter-scale AI inferencing, which also means Qualcomm gets to learn about selling rack-scale products.
NVIDIA will buy a 2.9% equity stake in Nokia, while enabling a major revamping of the mobile supplier's AI-enabled RAN.
Cloud-based evolved packet core could accelerate 5G service deployment.
Cisco moves to 100G line cards for ASR 9000 .
Ciena expands reach into operational support systems (OSS) via deal for DonRiver.
Vapor IO Preps Kinetic Edge Integration Services.
Juniper Networks to rely on Ericsson to expand 5G foothold.
Itential Brings Low-Code Tools to Network Management.
Big potential for using blockchains to authenticate identity in the cloud.
Ericsson pledges first commercial 5G offering in 2H 2018.
VMware pledges to make Kubernetes a first class citizen.
NSX networking drives hybrid cloud, security, and IoT strategy.
