ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

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HPE Looks Likely to Lose Its Juniper Deal

A misstep with the DOJ could have cost HPE its bid for Juniper Networks

By: Mary Jander

February 03, 2025

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Inside Nvidia’s Full AI Stack Stickiness

Nvidia's dominance comes down to more than GPU chips -- it's achieved full AI stack stickiness

By: R. Scott Raynovich

August 24, 2023

VMware Unveils Edge Solutions at Explore

VMware has released several products based on its VMware Edge Compute Stack that herald a new "software-defined edge" strategy

By: Mary Jander

August 24, 2023

VMware's CEO and NVIDIA's Unveil New AI Environment

VMware CEO Raghu Raghuram and NVIDIA's Jensen Huang teamed at VMware's Explore conference to announce a "private AI" architecture for enterprises

By: Mary Jander

August 23, 2023

Arm Reveals Good and Not-So-Good in IPO Document

Chip giant Arm's prospectus outlines its perceived strengths and weaknesses as it prepares to test the markets with its upcoming IPO

By: Mary Jander

August 22, 2023

Cisco Touts Its Ethernet for AI

Cisco reported solid quarterly and year-end results last night, with management touting webscaler wins in high-speed Ethernet for AI

By: Mary Jander

August 17, 2023

HashiCorp's Licensing Move Under the Spotlight

HashiCorp started a brushfire of criticism when it shifted from free to Business Source Licensing last week. Will it be enough to boost the company's fortunes?

By: Mary Jander

August 14, 2023

SK Telecom Invests $100 Million in Anthropic

South Korea’s SK Telecom is investing $100 million in generative AI startup Anthropic as part of an effort to create large language models (LLM) for telecom applications

By: Mary Jander

August 14, 2023

Is the Cohesity IPO Back?

Cohesity is taking decisive steps toward its long-awaited IPO, adding top execs and aiming for positive cash flow. Will it beat Rubrik to Wall Street?

By: Mary Jander

August 10, 2023

No Slowdown in Optical Networks

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Despite slower growth in overall telecom spending, sales of optical networking gear remain strong

By: Mary Jander

August 10, 2023

Alkira and Itential Hook Up for Multicloud Solution

Alkira and Itential have integrated their two platforms in a groundbreaking move that brings more control and visibility to hybrid and multicloud networks

By: Mary Jander

August 10, 2023

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HPE Looks Likely to Lose Its Juniper Deal

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