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. By: R. Scott Raynovich May 01, 2025 Read More »
Microsoft and Meta Deliver on Earnings Microsoft and Meta posted good earnings reports this week. But macro uncertainty could hinder their goals going forward By: Mary Jander May 01, 2025 Read More »
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 By: Craig Matsumoto May 01, 2025 Read More »
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. By: Craig Matsumoto April 24, 2025 Read More »
NVIDIA Hedges Tariff Threat With US Manufacturing Chips in Arizona and AI supercomputers in Texas will help NVIDIA hedge against whatever happens with tariffs while also pushing the company's dreams of building more and more AI factories. By: Craig Matsumoto April 15, 2025 Read More »
Fortanix Aims to Secure GenAI With a Turnkey Pipeline Could GenAI be the moment for confidential computing? Fortanix, with Intel as a partner, offers a secure data pipeline to assuage enterprise fears over GenAI and data privacy By: Craig Matsumoto April 08, 2025 Read More »
Fidelity Ditches Terraform for OpenTofu Fidelity's mass migration from Terraform to OpenTofu raises the stakes in the IaC market By: R. Scott Raynovich April 04, 2025 Read More »
CyberRatings: Cloud Firewalls Have Gaping Holes A new test from CyberRatings.org shows that many cloud-hosted firewalls are ineffective By: R. Scott Raynovich April 02, 2025 Read More »
AI Creates New Urgency for Datacenter Optics The growth of AI networks has vendors preparing innovations that use optical technology to solve power, space, and speed challenges that come with ever-larger networks By: Mary Jander April 01, 2025 Read More »
