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

Analysis - Networking

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    No Disco in Cisco Earnings

    Cisco shares tanked 10% in after-hours trading on Wednesday following an earnings call in which it announced only 2% year-over-year growth and issued a profit warning going forward.
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    MKM Sees Upside in Optical Stocks

    As Rayno Report has been reporting, the optical stocks have been on a nice little rollar coaster recently, selling off viciously after what was a pretty spectacular run boosted
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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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    Airpush Buys Hubbl, in Continuing Adtech Boom

    In a merger of intriguing startup names, Los Angeles, Calif.-based Airpush is buying Hubbl. Let me first offer some intriguing merger name possibilities such as Hubblpush, AirHubbl, Airbbl, e.t.c.
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    AOL Looking at Faster Exit from the Patch

    AOL is looking for a faster exit out of the headache known as Patch, its localized news service, say sources familiar with the company's thinking. AOL is looking at
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    Barracuda Networks Files for IPO

    Barracuda Networks, a network security provider, has filed for an initial public offering of up to $100 million, according to SEC documents filed on Tuesday.
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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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    Kid Ditches School to Download iOS 7

    Did you hear Apple's iOS 7 is out? This is how I heard: I picked up a kid at school today. There across from the school I was told
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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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    The Ever-wired Stadium

    Do people at sports stadiums actually watch the game anymore? Connectivity and social networking is becoming a more integral part of the live sports experience, and stadium owners and

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    Verizon's Vodafone Debt Bubble

    Verizon's $130 billion acquisition of Vodafone's Verizon Wireless stake last week marked the biggest deal in communications history. What's even more interesting is the biggest bond financing in corporate