Nokia Gains Big with CoreWeave’s AI Networking Deal
Nokia wins big with a CoreWeave cloud AI deal that Wall Street analysts say might be worth $200 million to $300 million
September 16, 2024
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.
August 29, 2024
NVIDIA Boosts AI Development for Enterprise Use
NVIDIA's unveiled NIM Agent Blueprints that bring readymade GenAI workflows to let enterprise customers develop "AI flywheels."
August 27, 2024
Lumen Picks Blue Planet to Prep Inventory for AI
Lumen has picked intelligent inventory software from Blue Planet, a division of Ciena, to help deliver hyperscaler and enterprise AI networks.
August 22, 2024
What Can Stop Snowflake's Shares From Melting?
Snowflake beat earnings estimates and issued strong guidance, but that still didn't stop investors from selling
August 22, 2024
AMD to Buy ZT Systems to Accelerate System Delivery
AMD's move to buy AI infrastructure design firm ZT Systems could boost its share of a market AMD estimates will be worth $400 billion by 2027
August 19, 2024
Are the Hyperscalers Betting Too Much on AI?
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There are signs that hyperscalers' investment in AI mirrors what the telcos spent on 5G. That may not be a fair comparison
August 08, 2024
CTP Q2 Update: AI Infrastructure Shifts Toward Inferencing
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Hyperscalers continue to accelerate AI spending, but enterprises are pondering the next steps
August 06, 2024
IBM Earnings Showcase AI and Automation
IBM's Q2 2024 earnings reveal solid progress in AI and in hybrid cloud automation
July 25, 2024
Crowdstricken! A Lesson in Technology Risks from CrowdStrike
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The CrowdStrike debacle has highlighted many ongoing risks in vendor concentration, supply-chain, and CI/CD practices
July 25, 2024
Google Bets Big on AI Infrastructure
Google parent Alphabet is spending big on AI infrastructure. But major progress in enterprise AI cloud isn't yet underway
July 24, 2024