News/Analysis
Arm Reveals Good and Not-So-Good in IPO Document
Chip giant Arm's prospectus outlines its perceived strengths and weaknesses as it prepares to test the markets with its upcoming IPO...
August 22, 2023
News/Analysis
Why Cisco Bought Splunk
Cisco finally gets its Splunk prize -- but is the SIEM market healthy?...
September 21, 2023
News/Analysis
Betacom and UScellular Streamline Multisite Private 5G
Private wireless company Betacom has partnered with cellular carrier UScellular to streamline communications among multiple private 5G sites nationwide. ...
September 19, 2023
News/Analysis
Cato Scores $238 Million on $3 Billion Valuation
Cato Networks has landed $238 million in a late-stage round at a $3 billion valuation, and the company is eyeing an IPO next year...
September 19, 2023
News/Analysis
Arm IPO Soars, But Will the Party Last?
Arm's IPO today was a soaring success. But it may be a short-lived joyride...
September 14, 2023
News/Analysis
Databricks Grabs $500 Million on $43 Billion Valuation
NVIDIA and Capitol One helped fund the mammoth round that will help fuel Databricks' foray into generative AI...
September 14, 2023
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...
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?...
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...
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?...
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...
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...
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...
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...
August 03, 2023
News/Analysis
Extreme Keeps Rolling
Extreme's revenue grew 31% year-over-year, indicating market gains from Cisco ...
August 03, 2023