Ciena Earnings Highlight Data Center Connectivity
Ciena's Q3 earnings beat analyst estimates, and the company predicts growth in datacenter connectivity as AI and cloud traffic grows
Ciena's Q3 earnings beat analyst estimates, and the company predicts growth in datacenter connectivity as AI and cloud traffic grows
ZEDEDA has scored $72 million in Series C funding, signaling the renewal of interest in edge management as demand for AI/ML builds
Cisco's latest announcements target AI, observability, and security -- areas where the company faces market growth and internal challenges
Microsoft reported strong quarterly results this week, but investors want to see even more progress with AI in cloud and other products
Our annual report tracks the key cloud infrastructure and top private companies to watch in 2024.
Arrcus has added an automated Egress Cost Control (ECC) capability to its multicloud networking platform
Visibility and automation are essential tools in cloud applications and services. This area is highly technical but also high growth and will continue to expand in 2024
AI is serving as an infrastructure enabler while facilitating a new computing paradigm. In the run-up to our Futuriom 50, we examine some startups in the area
Despite the elimination of some data migration services by Google Cloud, it seems the hyperscalers remain intent on preserving their fiefdoms
AMD's prediction that the datacenter chip TAM will total $400 billion by 2027 may be off the mark, though NVIDIA's success indicates meteoric growth in the space
Vodafone taps into Microsoft Azure and AI for $1.5 billion
Get incisive independent analysis of networking and cloud technology directly to your inbox every two weeks.