Cloud Firms Are Upping Capex, Citing Demand

The top cloud providers say demand is so great for their AI-related services that capex is going through the roof. Investors have questions

By: Mary Jander

May 02, 2024

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Cloud Cost Management and FInOps for the AI Era

Our 2024 report on cloud cost management and FinOps looks at the effects of AI as well as leading vendors

By: R. Scott Raynovich

April 30, 2024

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Is CoreWeave Eyeing an IPO?

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CoreWeave's advertising for an investor relations director and SEC expert. Could an IPO be in the works?

By: Mary Jander

April 26, 2024

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Why IBM Wants HashiCorp

HashiCorp is going to be purchased, possibly by IBM

By: R. Scott Raynovich

April 24, 2024

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Databricks' AI Ambitions Revive IPO Chatter

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Databricks' large language model DBRX was recently released to general applause. Could it be another step toward IPO?

By: Mary Jander

April 18, 2024

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Aviatrix Adds Observability API in Cloud-Native Push

Aviatrix adds Network Insights API, which will help networking practitioners integrate with common observability tools

By: R. Scott Raynovich

April 17, 2024

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Rubrik IPO Represents Larger Trend

Rubrik, the 11-year-old secondary storage and security cloud provider, is going public in a move that reflects an influx of new blood in the public tech markets

By: Mary Jander

April 17, 2024

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Can AI Save Everyone's Bacon?

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Both hyperscalers and telcos are saying there's a universal delay in closing orders. But AI could make a difference -- at least for the hyperscalers

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By: Mary Jander

April 12, 2024

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Google Cloud Next: AI Takes Center Stage

At its Google Cloud Next '24 conference this week, the hyperscaler unveiled a slew of AI infrastructure products and services -- and many AI customer testimonials

By: Mary Jander

April 10, 2024

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Why Is Interest in eBPF and Cilium Growing?

The technology known as extended Berkeley Packet Filter (eBPF) is making headway in the market. Here's why

By: Mary Jander

April 09, 2024

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