Latest earnings see AI and neocloud boost, but jury out on exact Alkira expectations

Memory efficiency play sees reveal of photonic fabric to reduce GPU stalls

Updates add native SSD virtualization, rate limiting, and advanced voltage monitoring to improve reliability for AI workloads

Vendor U-turns following recent controversial pricing moves

During Senate Subcommittee testimony, Cisco exec warns of AI traffic surge, calls for policy action

VMware exec weighs in on open-weight model versus closed and open source debate

Exec crosses over from Lightmatter to oversee business development and strategic alliances for networking disruptor

Jensen Huang darling and AI optics ‘company to beat’ to further tap Indian talent pool

Early trials cut processing time from one hour to less than 15 seconds

New exec promises an AI focus for Mitsubishi's $1 billion security jewel

Sovereignty-centric team up to challenge non-European AI networking dominance

Scale-up interconnects emerge as a multihundred-billion-dollar market category

A lot happening at Verizon

Vendor upgrades Xinghe portfolio to bolster regional infrastructure for growing AI and distributed agent workloads

And it remains comfortable with FWA traffic loads

Nikesh Arora finds a good time to tout his Prisma Access Browser for SMBs

CPO Jeetu Patel says the partnership will help keep disparate agents in check

Arvind Krishna points to increased AI use and software momentum as turnaround points

Telco giant 'burning' a trillion-plus tokens per month

Literal chip giant to integrate Wafer-Scale Engine in Helios racks for enhanced AI inferencing

Inference the name of the game as chipmaker also appoints Falcon for security duties

Base Database Cloud@Customer brings Oracle's databases into customer data centers, branch locations, factories, and remote sites

Vendor also touts 105% bump in AI and cloud sales

Dismisses need for more M&A and expanded satellite partnerships