Hyperscalers are throwing billions of dollars into building AI infrastructure. Will all the AI infra demand meet supply? We dive into the data in our latest CTP Update report.
CyberArk's identity and access management fill a crucial, AI-related gap, but it also shows that Palo Alto's 'platform' aspirations don't come cheaply.
As Crusoe announces its next big project, a 1.8 GW campus in Wyoming, the aspiring neocloud is looking more and more like a real estate company.
AI suppliers are focusing on major buildouts, but enterprises are having trouble keeping up.
Questions swirl about the status of the Stargate project, even as OpenAI claims it's on track and expanding.
Pulumi launches its ESC and Insight security and cloud automation products.
Confluent losing JCI to Redpanda is indicative of the new economics of data streaming .
Cisco is in the midst of the largest reorg in years. Will it work?.
