Neoclouds' funding coffers helped them keep up in the race to build AI datacenters, but what next? If GPUs stop being scarce, then neoclouds need stronger differentiation -- as do hyperscalers, who have a broader arsenal to draw from.
The UALink Consortium has published its first specification with the aim to offer an open-source alternative to NVLink and to offer support for GPUs besides NVIDIA's.
Tariffs and export controls meant to promote U.S. technology interests could stall the spread of key manufacturing and datacenter buildouts.
Hyperscalers continue to pour money into AI infrastructure this year, but 2026 could see a big change, Futuriom estimates.
Chips in Arizona and AI supercomputers in Texas will help NVIDIA hedge against whatever happens with tariffs while also pushing the company's dreams of building more and more AI factories.
Software-defined carriers will deliver a suite of IT and communications services.
Juniper Networks counts on open-source technologies for a 5G edge.
WiFi infrastructure provider adds natural-language management.
Cloud-based evolved packet core could accelerate 5G service deployment.
Cisco moves to 100G line cards for ASR 9000 .
Ciena expands reach into operational support systems (OSS) via deal for DonRiver.
Vapor IO Preps Kinetic Edge Integration Services.
Juniper Networks to rely on Ericsson to expand 5G foothold.
Itential Brings Low-Code Tools to Network Management.
Big potential for using blockchains to authenticate identity in the cloud.
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