Cloud Firms Are Upping Capex, Citing Demand

The top cloud providers say demand is so great for their AI-related services that capex is going through the roof. Investors have questions

By: Mary Jander

May 02, 2024

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Rubrik IPO Represents Larger Trend

Rubrik, the 11-year-old secondary storage and security cloud provider, is going public in a move that reflects an influx of new blood in the public tech markets

By: Mary Jander

April 17, 2024

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Google Cloud Next: AI Takes Center Stage

At its Google Cloud Next '24 conference this week, the hyperscaler unveiled a slew of AI infrastructure products and services -- and many AI customer testimonials

By: Mary Jander

April 10, 2024

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Astera Labs Blockbuster IPO Reveals Strong AI Market

Astera's IPO dazzled the Street. The company is betting on a big market opportunity but may have to grow big in a short timeframe

By: Mary Jander

April 03, 2024

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AI Traffic Is Up, and So is Security Risk

Security platform provider Zscaler says enterprise users are diving into AI applications - and facing new AI cyberthreats

By: Mary Jander

March 27, 2024

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Cloud Native Climbs at KubeCon

CNCF takes on AI -- and much more

By: R. Scott Raynovich

March 25, 2024

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NVIDIA Unveils New GPUs, Networking, Enterprise tools

NVIDIA boosts its GPU position, improves its networking options, and serves up enterprise solutions. But it's still all about NVIDIA

By: Mary Jander

March 19, 2024

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Can Astera's IPO Succeed?

Startup Astera Labs is testing the strength of the AI chip interconnection market with a proposed IPO

By: Mary Jander

March 14, 2024

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Cloudflare Dives Into AI Security

Cloudflare has announced a spate of new functions to protect information in GenAI applications

By: Mary Jander

March 05, 2024

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