ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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A Icloud

How Vultr Picked up $333M, with AMD Participating

AMD Ventures joined a round valuing Vultr at $3.5 billion, highlighting the red-hot market segment for cloud-based GPU services for AI training and inference

By: Mary Jander

December 19, 2024

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Bigfishlittle

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

By: Mary Jander

June 11, 2024

A Ibrain3

Arista Unveils AI Agent for NVIDIA SmartNICs

Arista CEO Jayshree Ullal says a software SmartNIC update will solve "acute" interoperability challenges

By: Mary Jander

May 31, 2024

Aiindustry

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?

By: Mary Jander

May 29, 2024

A Ichip2

Can NVIDIA Keep Up with Itself?

NVIDIA reported record earnings again last night. But supply isn't meeting demand, and the competition is growing

By: Mary Jander

May 23, 2024

Markets3

Palo Alto Shares Fall On Weak Guidance

Palo Alto's platformization strategy might be a long slog, based on current guidance

By: R. Scott Raynovich

May 21, 2024

Cisco Hq2

Cisco Earnings a Mixed Bag

Cisco revenues were down, but the company has high hopes for Splunk and AI

By: R. Scott Raynovich

May 16, 2024

Handshake

Exabeam to Merge with LogRhythm

Exabeam and LogRhythm have merged to create a security information and event management (SIEM) system aimed at “AI-driven security operations.”

By: Mary Jander

May 15, 2024

Coinstacks

Alkira Scores $100 Million Series C

Alkira's scored $100 million to advance its network-as-a-service (NaaS) with more MCN features while adding networking functionality for AI workloads

By: Mary Jander

May 15, 2024

Edgecompute1

An Overview of Networking for AI at the Edge

The progress of AI inferencing has the industry looking to the network edge, where a variety of solutions are emerging from a range of players

By: Mary Jander

May 13, 2024

Security3Shield

RSAC: Networking and Security Convergence Redux

The RSA Conference once again revealed the theme of networking and security convergence

By: R. Scott Raynovich

May 10, 2024

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