News/Analysis

Cisco Touts Its Ethernet for AI


Cisco reported solid quarterly and year-end results last night, with management touting webscaler wins in high-speed Ethernet for AI.

By: Mary Jander
August 17, 2023
News/Analysis

HashiCorp's Licensing Move Under the Spotlight


HashiCorp started a brushfire of criticism when it shifted from free to Business Source Licensing last week. Will it be enough to boost the company's fortunes?.

By: Mary Jander
August 14, 2023
News/Analysis

SK Telecom Invests $100 Million in Anthropic


South Korea’s SK Telecom is investing $100 million in generative AI startup Anthropic as part of an effort to create large language models (LLM) for telecom applications.

By: Mary Jander
August 14, 2023
News/Analysis

Is the Cohesity IPO Back?


Cohesity is taking decisive steps toward its long-awaited IPO, adding top execs and aiming for positive cash flow. Will it beat Rubrik to Wall Street?.

By: Mary Jander
August 10, 2023
Premium Research
Cloud Tracker Pro

No Slowdown in Optical Networks


Despite slower growth in overall telecom spending, sales of optical networking gear remain strong.

By: Mary Jander
August 10, 2023
News/Analysis

Alkira and Itential Hook Up for Multicloud Solution


Alkira and Itential have integrated their two platforms in a groundbreaking move that brings more control and visibility to hybrid and multicloud networks.

By: Mary Jander
August 10, 2023
News/Analysis

NVIDIA CEO Unveils New Generative AI Solutions


NVIDIA CEO Jensen Huang unveiled a slew of generative AI solutions this week, including a new Grace Hopper Superchip and a service with Hugging Face.

By: Mary Jander
August 09, 2023
News/Analysis

Itential Patents Its Approach to Hybrid Cloud Automation


Itential has patented its essential technologies, validating cloud-native, low-code approach to hybrid cloud automation.

By: Mary Jander
August 03, 2023
News/Analysis

Extreme Keeps Rolling


Extreme's revenue grew 31% year-over-year, indicating market gains from Cisco .

By: R. Scott Raynovich
August 03, 2023
News/Analysis

John Chambers' Nile Scores $175 Million Series C


John Chambers' latest project looks well funded and off to a good start. But it's poked the Cisco bear with a stick in the process.

By: Mary Jander
August 02, 2023