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. .
Microsoft and Meta Deliver on Earnings
Microsoft and Meta posted good earnings reports this week. But macro uncertainty could hinder their goals going forward.
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 .
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.
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.
Why Ciena Wants More Non-Telco Customers
Ciena earnings reveal a strategy aimed at web-scale providers..
Salesforce Gobbles Startup Vlocity for $1.33B
The CRM cloud leader is willing to pay the price to stay ahead of its market..
Questions Dog Palo Alto in Ugly Quarter
Palo Alto keeps rationalizing as product revenues drop and share price tanks..
Ciena's Routing Push Beefs Up 5G Story
Ciena's 5168, 5166, and 5164 routers target the 5G edge network.
