Can wholesale sate neocloud hunger for capacity?
How Orange and Virgin Media Business are serving European AI compute buildout
Analysis - Hyperscalers
In-depth analysis of networking, cloud, and AI infrastructure trends
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Ciena CEO at 25 years: Optical giant's biggest challenge is keeping up with itself
Gary Smith marks 25 years at the helm with record revenues, a $7 billion backlog, and a supply crunch he doesn't expect to clear until 2028
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Tencent Cloud: China's quiet player in European sovereignty and agentic telecom
Hyperscaler lifts the lid on sovereign AI footprint
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Will memory fail the AI boom?
How the memory crunch is reshaping the AI infrastructure market and pushing costs downstream
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AI inferencing will define 2026, and the market's wide open
AWS, Cisco, CoreWeave, Nutanix and more make the inference case as hyperscalers, neoclouds, open clouds, and storage go beyond model training
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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?
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Telstra International: Democratizing AI capacity in hyperscale times
CEO Roary Stasko talks network upgrades and autonomous neo-networks
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Cisco warns bad optics means supercomputer super-crashes
SVP also claims no third-party optical fiber has passed the firm's in-house tests
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Why are hyperscalers hogging worldwide data center capacity?
Growth in the use of AI for new applications and a focus on managing data center costs is driving the move.