News/Analysis
Arista Sees Ethernet and AI in the Future
Arista latest earnings beat estimates on nearly all fronts, and the switch vendor sees Ethernet and AI as key to ongoing success.
October 31, 2023
Premium Research
Cloud Tracker Pro
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
Premium Research
Cloud Tracker Pro
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
Aviatrix Adds Observability API in Cloud-Native Push
Aviatrix adds Network Insights API, which will help networking practitioners integrate with common observability tools.
April 17, 2024
News/Analysis
Rubrik IPO Represents Larger Trend
Rubrik, the 11-year-old secondary storage and security cloud provider, is going public in a move that reflects an influx of new blood in the public tech markets.
April 17, 2024
News/Analysis
Cloud Tracker Pro
How Do Cloud Hyperscalers Compare?
In areas such as earnings reports, infrastructure additions, and gen AI investments, AWS, Azure, GCP, and OCI are both pulling ahead and getting left behind .
October 30, 2023
News/Analysis
Cloud Tech Earnings Send Mixed Messages
The earnings season has been disappointing for cloud services and infrastructure companies, driving shares down.
October 30, 2023
News/Analysis
AWS Unveils Sovereign Cloud Services in Europe
AWS announced AWS European Sovereign Cloud, demonstrating growing demand for this alternative across all cloud players.
October 25, 2023
Free Research
2023 Multicloud Networking and NaaS Survey Report
Our survey of 125 qualified IT and networking professionals indicates a critical need for MCN and NaaS technology.
October 24, 2023
News/Analysis
Databricks Hones AI Strategy with $100 Million Arcion Buy
Databricks will incorporate data replication startup Arcion into a strategic platform for honing generative AI to fit specific enterprise needs.
October 23, 2023
News/Analysis
Vector Databases Take the Spotlight
Vector databases designed to assist the training of generative AI models are taking off like rockets.
October 19, 2023
News/Analysis
Cloud Tracker Pro
Here Are the Top 5G Use Cases by Region
After general broadband connectivity, every global region's leading telcos have different views of the top use cases. Here's a rundown.
October 19, 2023
News/Analysis
DriveNets Advances Its AI Networking
DriveNets' Network Cloud-AI runs on new chips for AI workloads. And independent testing showed the value of its cell-based, scheduled architecture.
October 17, 2023
News/Analysis
When Will the Tech Sector Rebound?
Despite economic issues and a downturn in capex, telcos and hyperscalers could see more growth by this time next year.
October 12, 2023