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

Analysis - Industry

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    Platform9 Pitches Private Cloud Portal

    A group of VMware alumni have launched Platform9, a cloud networking management platform designed to give private cloud networks the look, feel, and functionality of public cloud networks such
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    The Networking Market is Frozen by SDN

    There's a little secret inside the networking technology markets: The battle between Cisco, VMware, and a gaggle of startups to take leadership in the Software Defined Networking (SDN) has
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    VeloCloud Wants to Soup up the WAN

    A new flavor of Wide Area Network (WAN) optimization -- one that is delivered via the cloud -- is ready to shake up both the service provider and WAN

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    Apple Shares Climb Modestly on Earnings

    Apple shares enjoyed modest gains this morning after a solid earnings report yielding $10.3 billion in cash flow for the quarter. The stock rose $1.50 (1.5%) to $96.22 in
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    Verizon Capex Favors Wireless

    Verizon's solid earnings results and robust capital spending (capex) bode well for continued spending among wireless technology providers, although some analysts expect spending to remain flatten out in the
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    Busy Networking Earnings Season Approaches

    Communications equipment suppliers are ready to report on the second quarter. Earnings in the next few quarters will be interesting to watch with major shifts occurring in telecom spending,
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    Why Facebook's Wedge is Big

    Facebook's new "Wedge" platform is the chatter of the networking world. Why is that? It encapsulates the new genre of powerful, open networking platforms, including Software Defined Networking (SDN)
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    Pluribus Aims Arrow at Top of Rack

    Pluribus Networks seems to be stacking up partners as fast as its server switches. Today the Software Defined Networking (SDN) startup announced a deal with Arrow Electronics to co-produce
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    Extreme Runs to Open Daylight

    In a move that demonstrates the growing urgency for traditional networking technology vendors to adopt open approaches to Software Defined Networking (SDN), Extreme Networks (EXTR) has joined the Open
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    Afore Locks in Microsoft as Cloud Grows Up

    Afore Solutions, a cloud security startup based in Ottawa, Ontario, has locked up another deal in cloud security technology, adding a partnership with Microsoft's Bitlocker encryption to the mix.
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    Cisco Takes Tail-f in $175M SDN Move

    If there was any doubt that there's a rush to acquire SDN startups, this morning it's been confirmed. Cisco Systems (CSCO) has announced its intent to acquire Tail-f Systems,
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    Cisco Chambers Chatter Explodes

    The chatter about John Chambers' coming retirement appears to have accelerated and has "half the Cisco world freaked out," according to a former high-ranking Cisco executive.
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    SanDisk Fuses with Fusion-io for $1.1B

    Flash storage specialist SanDisk (SNDK), a well-performing company whose stock has recently been hitting new highs, will acquire storage system maker Fusion-io (FIO) for $1.1B in cash, adding another
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    Ciena Roars Back After Mini Panic

    Ciena (CIEN) shares vaulted nearly 20 percent in trading Thursday after the company released earnings that surprised analyst expectations and the company raised its earnings guidance for the year.
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    Arista IPO Still Hot, Friday Pop Expected

    Sources on the Wall Street IPO desks expect Arista Networks shares to pop a bit on its IPO, which is now expected tomorrow, Friday, June 6. Arista's last price
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    Value of SDN Startups Rising

    With the Arista IPO imminent, one might be wondering what's happening with the next crop off networking vendors. The valuations of many startups the Software Defined Networking (SDN) market
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    Vello's CEO Says SDN Can Take on Routers

    The exciting part of Software Defined Networking (SDN) is that it has the potential to shake up the current networking technology system and be revolutionary, not just evolutionary. One
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    Inside the AT&T Capex Freeze Freakout

    Is AT&T entering some kind of new capital spending (capex) winter, just as summer's getting started? That's the current panic attack circulating through Wall Street.
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    Gigabit Trend Builds in Middle America

    Another locally driven gigabit (Gbit/s) broadband Ethernet installation shows the growing thirst for big bandwidth in business communities across America.
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    Arista IPO Set for Next Week at $36-$40

    The pedigree and revenue growth of Arista Networks, which in recent years has become one of the leading data switching companies to compete with rival Cisco Systems (CSCO), is
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    How SDN Will Create More Value in Networks

    The Rayno Report has released its first premium report, "The Software Defined Network Revolution: An Ecosystem Report," which details how innovation in Software Defined Networking (SDN) will reshuffle billions
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    Why Pundits Prematurely Panicked on HP Results

    The media and investors prematurely panicked last night when Hewlett-Packard's (HP) results included an operational gaffe (releasing the results while the market was still open), and the news that