News/Analysis

Arista Unveils AI Agent for NVIDIA SmartNICs


Arista CEO Jayshree Ullal says a software SmartNIC update will solve "acute" interoperability challenges.

By: Mary Jander
May 31, 2024
Free Research

World Premiere! 2024 Networking Infra for AI Report


A technological revolution is underway in networking for AI, driven by demand for faster, more scalable, and more reliable infrastructure.

By: Mary Jander
May 30, 2024
News/Analysis

Survey: Telcos Think Big About AI


A new survey from Ciena says telcos worldwide are eager to implement AI in their networks. But can they afford it?.

By: Mary Jander
May 29, 2024
News/Analysis

Can NVIDIA Keep Up with Itself?


NVIDIA reported record earnings again last night. But supply isn't meeting demand, and the competition is growing.

By: Mary Jander
May 23, 2024
News/Analysis

Palo Alto Shares Fall On Weak Guidance


Palo Alto's platformization strategy might be a long slog, based on current guidance.

By: R. Scott Raynovich
May 21, 2024
News/Analysis

Cisco Earnings a Mixed Bag


Cisco revenues were down, but the company has high hopes for Splunk and AI.

By: R. Scott Raynovich
May 16, 2024
News/Analysis

Exabeam to Merge with LogRhythm


Exabeam and LogRhythm have merged to create a security information and event management (SIEM) system aimed at “AI-driven security operations.”.

By: Mary Jander
May 15, 2024
News/Analysis

Alkira Scores $100 Million Series C


Alkira's scored $100 million to advance its network-as-a-service (NaaS) with more MCN features while adding networking functionality for AI workloads .

By: Mary Jander
May 15, 2024
News/Analysis

An Overview of Networking for AI at the Edge


The progress of AI inferencing has the industry looking to the network edge, where a variety of solutions are emerging from a range of players.

By: Mary Jander
May 13, 2024
News/Analysis

RSAC: Networking and Security Convergence Redux


The RSA Conference once again revealed the theme of networking and security convergence.

By: R. Scott Raynovich
May 10, 2024