Ciena's AI wave crests on big deals & record revenue, though customer dependency risk looms
AT&T and two unnamed customers accounted for more than 43% of Ciena’s Q4 revenue
AT&T and two unnamed customers accounted for more than 43% of Ciena’s Q4 revenue
All-flash storage and HCI solutions look to help enterprises modernize and defy VMware shifts
Recent Gartner research also emphasizes role of neoclouds in solving the cost, agility, and supply challenges to AI development
Optical module makers could face component shortage as Nvidia reportedly hoards EML supply
HBM4 memory reportedly pushed back into latter half of 2026
It's all about getting generative AI data into the financial stream
OKE now handles mixed-node clusters
Version 1.0 drops weeks after security flap over outdated VE installations
Platform built by engineers behind AWS’ Elastic Disaster Recovery solution
But AI remains the catch
Bring Your Own IP feature allows enterprises to maintain ownership and control of their IP address ranges
Not all growth would be equal, however, with Europe significantly lagging behind Asia and the U.S.
Antonio Neri revealed the firm is a secret sovereign player at Discover Barcelona
CISPE slams the EU's 672-day delay in its Broadcom-VMware decision, calling it a ‘denial of justice’
Obstacles aside, the storage operator increased its full-year revenue and operating profit guidance
AI Factories can be built using Nvidia or Trainium chips
Company also makes UltraServers with Nvidia GB300s available, and teases Trainium4
Commission spokesperson tells SDxCentral it is determining if Microsoft can be granted ‘gatekeeper’ status over the entire cloud computing market
Zurich authorities effectively demand a return to on-premises infrastructure or specialized European providers for critical functions
Motorola Solutions spin-out sees stock price plummet 44% in just one month
Hyperscaler launches new EKS tool
Jensen Huang confident firm can handle AI supply chain issues
Salesforce among early adopters of new scale across functionality
Dispute over unlicensed software use hinges on contract clause v copyright claims