READ: How OpenAI made the network 'dumb' for AI

Analysis - Data Center

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    Report: AT&T Ramps Up SDN Pressure with RFI

    You would think it's just a sleepy Monday before New Year's Eve, but for large networking technology vendors worrying about their Software Defined Networking (SDN) strategy, it may not
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    Finisar Beats and Boosts Optical

    Continuing the strong trend of a volatile and aggressively traded optical sector, optical-networking component maker Finisar raised eyebrows with a second-quarter fiscal year earnings release that beat estimates and
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    Cisco's Insieme Gets an SDN Party

    Well, the Insieme Networks folks have been payed off. The startup showed just how important it was, as Cisco announced today that was aquiring Insieme for $860 million as
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    Arista-Cisco Brawl Heats Up

    This is going to be fun. Arista, the current wunderkind of networking technology in Silicon Valley, on Monday launched a series of high-powered data-center switches. It also drafted a
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    Optical Freak Week

    Another week in the market, another day for hysterical counter-reactions to previous irrational exuberance. Yes, I'm talking about optical stocks.
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    F5 Has an Upside Surprise

    F5 Networks, Inc. (FFIV) had some good news for investors this morning, as it announced results that beat analyst expectations. The company also raised guidance going forward. In pre-market
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    VMware Beats, Backed by the Army

    Virtualization software specialist VMware (VMW) reported a solid Q3 on Monday night, boosted by strong growth in new enterprise license agreements (ELA), including the biggest deal in its history
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    The Fun, Bloody Battle Coming in Flash Storage

    The flash-storage market is exciting these days, just because it has all the hallmarks of technology bloodbath. Some people will get killed and others will make a killing.
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    Violin Memory IPO is Out of Tune

    One of today's fresh tech IPOs is Violin Memory (VMEM), a Silicon Valley maker of flash-memory storage systems. But Violin's IPO wasn't anything like the FireEye (EYE) and Rocket
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    AT&T, Cisco Further Define SDN: Cheaper Gear

    Holy mother of Network Function Virtualization (NFV). Are people really such big suckers? Are they that naive? Yesterday, AT&T and Cisco jumped on the marketing bandwagon to pile on
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    CloudPhysics Wants to Clean Up the Data Center

    Speaking with CloudPhysics Founder and CEO John Blumenthal, you get the sense that the modern data center, which supplies all that cloud-computing power, is a total mess.
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    Is a New Tech IPO Bubble Back?

    The financial mavens are taking notice of the tech IPO market. They're worried, 'cause it's gotten too hot. On Friday, two tech IPOs covered here, Rocket Fuel (FUEL) and
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    Mike Volpi's New Tech Wants and Needs

    SAN FRANCISCO -- Michelangelo "Mike" Volpi, the former Cisco Systems executive who is now a venture partner with Index Ventures, sat across from me in the comfy chairs of
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    Market Pans Microsoft/Nokia Deal: Here's Why

    The Tuesday after Labor Day often brings lots of deals. Sometimes the market likes them, sometimes the market hates them. This morning we learned that Microsoft (MSFT) is ponying
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    The RR Interview: Jon Reeves' Shift to Security

    Many veterans of the networking technology market will recognize the name Jonathan Reeves. A long-time entrepreneur with engineering roots dating back to General Datacomm in the early 1990s, Reeves
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    SDN Guru Craig Matsumoto Talks Shop

    There's this thing called Software Defined Networking (SDN) generating quite a lot of noise in the networking technology market right now. PR and marketing people love new buzzwords and
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    Tech Wrap: Upside for Apple, Facebook, VMware

    With tech earnings underway, hedge-fund traders have more stocks to manipulate than ever (just kidding, kind of). It's been a volatile earnings season, with many beaten-down tech stocks --
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    Why Cisco's Sourcefire Buy is an IBM Play

    Cisco just pulled off the biggest deal since its blockbuster acquisition of NDS for $5B in 2012, buying publicly traded SourceFire (FIRE) for $2.7B. The move is an interesting
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    Verizon Results Show Mobile Surge

    Good know all the money being pumped into mobile devices is going somewhere. Verizon Communications (VZ) reported a solid second quarter with a profit of 73 cents per share
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    AT&T's Leap for New 4G Growth

    AT&T on Friday announced it's buying independent carrier Leap Wireless Inc. (LEAP) for about $1.2 billion in a bid to scale up in its battle against goliath rival Verizon.Leap's