The U.S. Government says NVIDIA and AMD can be licensed to sell dumbed-down chips in China in return for a 15% cut of the revenues. But where that cut will come from is a question.
WhiteFiber is ready to go public, and like CoreWeave and Crusoe, it's a neocloud that's putting heavy emphasis on real estate development and datacenters.
Oxide Computer Company has scored $100 million in Series B funding to continue development of its on-premises rack, aimed as an alternative to public cloud services .
NSS Labs has launched Minion, an independent test platform for cybersecurity products that eliminates the time, expertise, expense, and credibility gaps associated with in-house testing.
Hyperscalers are throwing billions of dollars into building AI infrastructure. Will all the AI infra demand meet supply? We dive into the data in our latest CTP Update report.
Palo Alto keeps rationalizing as product revenues drop and share price tanks..
Ciena's 5168, 5166, and 5164 routers target the 5G edge network.
Mobile powerhouse Nokia hopes buying optical chip startup leads to faster 5G preparedness .
Cisco's annual Internet market study dazzles and dumbfounds..
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