NVIDIA's Results Show AI Boom May Be Slowing
Despite strong results, investors were disappointed with NVIDIA's latest earnings report. It's time to get realistic about the AI market.
August 29, 2024
Why Optical Fiber Is Having a Moment
Optical fiber and components are increasingly in demand for enterprise and hyperscaler datacenters, thanks to AI and edge computing
July 08, 2024
AI Appliances Pop Up at the Edge
Responding to AI demand, devices are appearing that combine AI with edge compute capabilities and connectivity for multiple IoT sensors and other gear
June 27, 2024
Aryaka Rolls Out SASE Networking Targeted at AI
Aryaka is rolling out networking services specifically tailored for AI
June 19, 2024
Oracle Earnings Reflect Cloud Strength
Oracle's revenue and net income drooped, but the numbers for its cloud services are stunning, and multicloud integration with Google impressed investors
June 13, 2024
F5 Survey Reveals Obstacles to AI Deployment
A majority of enterprises plan to use AI and many are trialing it; but few have had success due to data quality and security issues
June 12, 2024
Here's How Fortinet Could Benefit from Buying Lacework
Fortinet will acquire Lacework, and it's up to the the firewall-turned-SASE vendor to make the most of Lacework's AI-powered CNAPP
June 11, 2024
Arista Unveils AI Agent for NVIDIA SmartNICs
Arista CEO Jayshree Ullal says a software SmartNIC update will solve "acute" interoperability challenges
May 31, 2024
Survey: Telcos Think Big About AI
A new survey from Ciena says telcos worldwide are eager to implement AI in their networks. But can they afford it?
May 29, 2024
Can NVIDIA Keep Up with Itself?
NVIDIA reported record earnings again last night. But supply isn't meeting demand, and the competition is growing
May 23, 2024
Palo Alto Shares Fall On Weak Guidance
Palo Alto's platformization strategy might be a long slog, based on current guidance
May 21, 2024