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.
Despite strong results, investors were disappointed with NVIDIA's latest earnings report. It's time to get realistic about the AI market.
Optical fiber and components are increasingly in demand for enterprise and hyperscaler datacenters, thanks to AI and edge computing
Responding to AI demand, devices are appearing that combine AI with edge compute capabilities and connectivity for multiple IoT sensors and other gear
Aryaka is rolling out networking services specifically tailored for AI
Oracle's revenue and net income drooped, but the numbers for its cloud services are stunning, and multicloud integration with Google impressed investors
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
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
Arista CEO Jayshree Ullal says a software SmartNIC update will solve "acute" interoperability challenges
A new survey from Ciena says telcos worldwide are eager to implement AI in their networks. But can they afford it?
NVIDIA reported record earnings again last night. But supply isn't meeting demand, and the competition is growing
Palo Alto's platformization strategy might be a long slog, based on current guidance
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