News/Analysis
RSAC: AI Is Helping Hackers; We Need More AI!
Data and discussions from RSAC indicate the AI security risks and proposed solutions are proliferating at the same time. .
May 01, 2025
News/Analysis
Microsoft and Meta Deliver on Earnings
Microsoft and Meta posted good earnings reports this week. But macro uncertainty could hinder their goals going forward.
May 01, 2025
News/Analysis
MCP for AI is Hot. But Where's the Security?
MCP has become the de facto option for connecting LLMs to myriad data sources. But only a few firms, including Teleport and SentinelOne, have addressed its security .
May 01, 2025
News/Analysis
Neoclouds vs. Hyperscalers: What’s the Difference?
Neoclouds' funding coffers helped them keep up in the race to build AI datacenters, but what next? If GPUs stop being scarce, then neoclouds need stronger differentiation -- as do hyperscalers, who have a broader arsenal to draw from.
April 24, 2025
Premium Research
UALink Offers Fresh Options for AI Networking
The UALink Consortium has published its first specification with the aim to offer an open-source alternative to NVLink and to offer support for GPUs besides NVIDIA's.
April 21, 2025
News/Analysis
Cloud Tracker Pro
Cisco: No Recession Here
Cisco shares get a bump on earnings guidance raise, dividend hike.
February 16, 2023
News/Analysis
Cloud Cover: Tech Earnings Not So Bad
So far, the tech earnings season has had a positive effect on stock prices.
January 26, 2023
