Armis is the fastest growing cybersecurity software company; Ericsson stock is down nearly 6% since its Vonage acquisition; and Samsung plans to build a $17B semiconductor fab.
Compared to VMware, “we continue to see a higher win ratio and we are much more disciplined in terms of our execution,” Nutanix CEO Rajiv Ramaswami said.
“We are in an age of explosive growth with respect to applications,” VMware CEO Raghu Raghuram said on the company’s third-quarter fiscal 2022 earnings call.
Deloitte ranks the 500 firms based on percentage fiscal year revenue growth from 2017 to 2020. Armis, which ranked No. 25 on the list, grew 8,826% over that period.
Kyndryl and VMware address multi-cloud challenges; the largest hyperscalers now own 700 data centers combined; and Palo Alto Networks reported $1.25 billion in Q1 revenue.
Qualcomm articulated a strategy to push its chipset platform into IoT; Fortinet integrated its SD-WAN with Azure vWAN; and Arista expanded its X-series switch family.
“What you need is a holistic approach with solutions that accommodate the enterprise needs and the hyperscaler needs,” Arista Networks VP Martin Hull said.
The integration extends Fortinet's SD-WAN and firewall security to branch-to-cloud and cloud-to-cloud networking architectures using Azure's vWAN on-ramp.
Positive Technologies disclosed a vulnerability affecting Intel processor families; T-Mobile mid-band 5G covers 200M people; and Ericsson revealed an SMO platform.
Open RAN isn’t an alternative to Chinese equipment; software frameworks are critical as AI becomes a do-or-die phenomenon; and Netography raised $45 million in Series A funding.
The flaw allows an attacker to extract encryption keys from devices running Intel’s Apollo Lake- and Gemini Lake-based Pentium, Celeron, and Atom processors.
The chipmaker claims its Alveo FPGAs can go toe to toe with Nvidia's GPU-based accelerators while offering greater compute density, power efficiency, and integrated networking.
CSPs expect 5G energy costs will rise; Juniper Networks previewed its Edge Services Platform; and Fortinet is addressing the gender gap in cybersecurity.
“I'm a firm believer in the more diversity you have in your teams, the more effective your teams are going to be,” Fortinet Deputy CISO Renee Tarun said.
The networking giant's Edge Services Platform provides lifecycle management, observability, and troubleshooting services for DPU-accelerated data centers.
A recent survey from GSMA Intelligence reported 67% of communications service providers expect energy costs to rise through 2024 in line with current trends.
Gartner named the top firewall providers; Verizon and AT&T delayed the launch of 5G on C-band spectrum; and AMD released its Milan-X CPUs and Instinct MI200 AI accelerators.
Meta also said it wants to develop an “open and standard die-to-die interface” for data center operators to integrate open chiplets into their facilities.