News/Analysis
Juniper Builds on Software with $450M Deal for 128
Routing titan adds to its smart-software strategy with acquisition of session software player..
October 19, 2020
News/Analysis
Cloud Firms Are Upping Capex, Citing Demand
The top cloud providers say demand is so great for their AI-related services that capex is going through the roof. Investors have questions.
May 02, 2024
Free Research
Cloud Cost Management and FInOps for the AI Era
Our 2024 report on cloud cost management and FinOps looks at the effects of AI as well as leading vendors.
April 30, 2024
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Is CoreWeave Eyeing an IPO?
CoreWeave's advertising for an investor relations director and SEC expert. Could an IPO be in the works?.
April 26, 2024
News/Analysis
Why IBM Wants HashiCorp
HashiCorp is going to be purchased, possibly by IBM.
April 24, 2024
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Databricks' AI Ambitions Revive IPO Chatter
Databricks' large language model DBRX was recently released to general applause. Could it be another step toward IPO?.
April 18, 2024
News/Analysis
Infiot Targets Secure Edge with Arm/X86
Infiot says its thin, wireless device beats SD-WAN for remote IoT, branch offices, medical facilities, and more..
October 16, 2020
News/Analysis
Nutanix, VMware Tout Multi-Cloud Database
Nutanix and VMware claim to manage multiple databases in multiple clouds..
October 15, 2020
News/Analysis
Alkira Lands $54 Million In Customer-Led Round
Koch Industries and its venture arm loom large in company's strategy..
October 13, 2020
News/Analysis
Twilio to Grab Segment Inc. in $3.2 Billion Stock Deal
APIs are the currency for Twilio's bid for CDP player Segment Inc..
October 12, 2020
News/Analysis
Capex Trend Down for AT&T, Telefonica, Verizon
Global carriers, forced to save costs, are focusing on where they can best drive future revenue..
October 12, 2020
News/Analysis
IBM Big Spinoff Plan Targets 'All In' for Hybrid Cloud
Big Blue is shoving Managed Infrastructure Services off the mothership to strengthen its momentum in hybrid cloud..
October 09, 2020
News/Analysis
Inside Cisco's $2B Security Setback
A stern $2B judgment for patent infringement has shaken Cisco's core strategy in cybersecurity .
October 08, 2020
News/Analysis
NVIDIA CEO Defines "Must Haves" for Data Centers.
NVIDIA's CEO talks about them, and we put them in a list..
October 06, 2020
News/Analysis
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Cloud Titans Lead the Drive to Edge Services
AWS, Google, and Microsoft are fueling a move to edge colocation to deliver faster services and prepare for 5G..
October 01, 2020