Exa: AI labs are new hyperscalers for capacity, but pessimism defines network topography
Exa's investment SVP reveals frontier vendors match cloud giants when it comes to networks, yet data center worries are shaping networking buildout more than AI
Analysis - Cloud
In-depth analysis of networking, cloud, and AI infrastructure trends
-
Purpose-built vs general-purpose: The rise and rise of ‘AI-native’ clouds
With a spot on Gartner’s debut AI infra Magic Quadrant, CoreWeave is vying to be the purpose-built alternative to hyperscalers
-
Making the microservice case for telecom modernization
How operators can break down monoliths for modernization and monetization
-
Is open source opening new VMware alternatives?
Spinnaker's Shane O'Rourke notes small- and mid-sized customers are seeking option
-
Verizon CTO touts generative AI-fueled network autonomy efforts
And wants those AI agents to ‘find a job in operations’
-
In digital sovereignty, T stands for trust and telecom
A global view of sovereign ventures in the AI era
-
Can cloud-native concepts help conquer AI-driven sovereignty concerns?
Let’s visualize a virtualized sovereignty nirvana
-
Sovereignty: Design principle, or the emperor's new cloud?
Operational risk strategy versus geopolitical marketing hype
-
Tencent Cloud: China's quiet player in European sovereignty and agentic telecom
Hyperscaler lifts the lid on sovereign AI footprint
-
Cisco touts networking as ‘central’ to success, key for platform growth
'Everything attaches to the network," CPO Jeetu Patel said
-
Nutanix CEO hints at potential emboldened march up the stack
'It's something that we need to think through and execute very carefully on,' Rajiv Ramaswami said during the vendor's recent .NEXT event
-
AWS, Azure outages demand telecom-style regulation on Big Clouds
Financials bloomed for the hyperscalers after recent system failures. Is it time to treat them like carriers?
-
HCLTech, IBM, and Wipro top IDC's SSE rank
Automation, integration, and transparency as shaping the next phase of the SSE market
-
Has Broadcom’s VMware acquisition come back to bite?
Partner tier retired, customer loyalty on the edge, and bundle blunders, VMware’s subscription overhaul is the drama lover’s gift that keeps on giving
-
Open RAN proponents dismiss complexity concerns
'Open RAN is real and it's not as technical as people think. It's a very mature technology,' said Boost Mobile CTO Eben Albertyn
-
Boost Mobile CTO continues to bash Broadcom’s VMware changes
'We felt we were not going to be price gouged,' Eben Albertyn said.
-
Quick Start Guide: How to use the SASE RFP
Key steps in the SASE RFP process include defining requirements, selecting vendors, and assessing proposals through independent testing
-
A smarter way to build a SASE RFP
A new SASE RFP framework aids medium to large enterprises in addressing security, performance, and user experience concerns
-
Broadcom’s Tanzu gets AI updates, but is definitely not Kubernetes
'Even though it's more advanced, it's actually easier to adopt,' Tanzu GM Purnima Padmanabhan explained
-
Ericsson shows Q1 progress, but warns on tariffs, uncertainty
“The current macro-economic turmoil and tariffs are impacting our industry, and we will not be immune,” CEO Börje Ekholm said
-
AI shakes up the Ethernet, InfiniBand battle
650 Group predicts the overall scale-out networking space will more than double by year-end, generating more than $8 billion in revenues
-
Google Cloud WAN wants to simplify global networking
Google Cloud is claiming the fully managed service can provide a 40% reduction in total cost of ownership compared with managing multi-WAN platforms
-
Will HPE’s Aruba updates boost its chance of survival?
The updates could better position Aruba against rivals both within and outside of Hewlett Packard Enterprise
-
Cisco, Juniper, Arista, Huawei top Gartner data center switch rank
Of the four, Arista showed the highest 'ability to execute' mark
-
AI to drive billions in edge compute investments
'We are expecting a strong demand for these kinds of services and this kind of infrastructure,' IDC's Alexandra Rotaru said