Data and discussions from RSAC indicate the AI security risks and proposed solutions are proliferating at the same time. .
Microsoft and Meta posted good earnings reports this week. But macro uncertainty could hinder their goals going forward.
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 .
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.
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.
Broadcom's bid for VMware tops our list of surprises for 2022.
Cisco's M&A strategy has become stagnant .
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