A Ibrain5

Microsoft, BlackRock, and NVIDIA are the Big Names in GAIIP


The new GAIIP investment partnership will rely on NVIDIA's advice. That could be a big win for the company's accelerated computing technologies


Multicloud2

Q&A: Adam Stipkovits, Global Aluminum Manufacturing Company


Adam Stipkovits is a multicloud network architect with expertise in Azure, AWS, Google Cloud, and Oracle Cloud. He spoke with us about his work and the industry

By: Mary Jander
August 29, 2024
Markets2

Nutanix Vaults 20% in Wake of VMware Buyout

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Nutanix hits new highs in recurring revenue and cash flow after targeting VMware with promotions

By: R. Scott Raynovich
August 29, 2024
Nvidia hopper architecture h100 sxm

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.

By: Mary Jander
August 29, 2024
A Icloud

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."

By: Mary Jander
August 27, 2024
Cloud2

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.

By: Mary Jander
August 22, 2024
Money2

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

By: R. Scott Raynovich
August 22, 2024
Handshake

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

By: Mary Jander
August 19, 2024
Moneyfunnel

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

By: Mary Jander
August 08, 2024
Cloudchip2

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

By: Mary Jander
August 06, 2024
IBM building 1

IBM Earnings Showcase AI and Automation


IBM's Q2 2024 earnings reveal solid progress in AI and in hybrid cloud automation

By: Mary Jander
July 25, 2024