Premium Research Cloud Tracker Pro Why Network Security Convergence Is Shaking Up the Market Networking and security are converging more than ever. Are big changes ahead? . By: R. Scott Raynovich February 27, 2025 Read More »
News/Analysis NVIDIA: The "Age of AI" Is Just Beginning NVIDIA delivered solid earnings above expectations last night, and CEO Jensen Huang expects more growth this year. So why aren't investors reassured?. By: Mary Jander February 27, 2025 Read More »
News/Analysis Cisco and NVIDIA Partnership Boosts AI Ethernet Cisco and NVIDIA will combine the two vendors’ technologies at the chip level to serve enterprise AI requirements. Who wins—and who's left out?. By: R. Scott Raynovich February 26, 2025 Read More »
News/Analysis Teleport Expands Secure Identity Platform for Growth Teleport beefs up its infrastructure identity platform to ease the headaches of managing secure access to cloud infrastructure. By: R. Scott Raynovich February 25, 2025 Read More »
Premium Research Cloud Tracker Pro Markets Spooked By Microsoft AI Demand Questions Word from TD Cowen is that Microsoft is pulling out of many datacenter buildouts. How does this reflect on the AI market?. By: Mary Jander February 25, 2025 Read More »
News/Analysis Lambda Scores $480 Million to Grow AI Services Lamdba has raised $480 million in a Series D round backed by NVIDIA. It plans to use the money to grow its software services as well as add GPUs to its network. By: Mary Jander February 20, 2025 Read More »
Free Research The Futuriom 50 2025 Is Here! Our annual report on top trends and private companies dives into AI infrastructure, distributed cloud, cloud security, and more .... By: R. Scott Raynovich February 19, 2025 Read More »
News/Analysis Aryaka Adds Powerful AI Observability to Its NaaS Aryaka Networks has beefed up its SASE portfolio with AI>Observe, a suite of powerful security analytics functions. By: R. Scott Raynovich February 19, 2025 Read More »
News/Analysis Cisco Pops On Earnings, But Is It Sustainable? Cisco shares gained after an upbeat earnings report, but there's a potential federal government overhang. By: R. Scott Raynovich February 13, 2025 Read More »
Premium Research Cloud Tracker Pro Saudi Arabia Highlights Shift to Sovereign AI A KSA conference showcased the trend of ambitious nations sponsoring AI efforts with a view to economic opportunity. By: Mary Jander February 13, 2025 Read More »