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

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

NVIDIA CEO Unveils New Generative AI Solutions

NVIDIA CEO Jensen Huang unveiled a slew of generative AI solutions this week, including a new Grace Hopper Superchip and a service with Hugging Face

By: Mary Jander

August 09, 2023

Itential Patents Its Approach to Hybrid Cloud Automation

Itential has patented its essential technologies, validating cloud-native, low-code approach to hybrid cloud automation

By: Mary Jander

August 03, 2023

Extreme Keeps Rolling

Extreme's revenue grew 31% year-over-year, indicating market gains from Cisco

By: R. Scott Raynovich

August 03, 2023

John Chambers' Nile Scores $175 Million Series C

John Chambers' latest project looks well funded and off to a good start. But it's poked the Cisco bear with a stick in the process

By: Mary Jander

August 02, 2023

ANALYSIS OF EMERGING CLOUD TECHNOLOGIES

RSAC: Networking and Security Convergence Redux

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

Cisco Touts Its Ethernet for AI

HashiCorp's Licensing Move Under the Spotlight

SK Telecom Invests $100 Million in Anthropic

Is the Cohesity IPO Back?

Alkira and Itential Hook Up for Multicloud Solution

NVIDIA CEO Unveils New Generative AI Solutions

Itential Patents Its Approach to Hybrid Cloud Automation

Extreme Keeps Rolling

John Chambers' Nile Scores $175 Million Series C

Analysis Topics