HPE-Juniper combo + Cisco restructuring create enterprise network uncertainty
Hewlett Packard Enterprise’s (HPE) pending acquisition of Juniper Networks and Cisco’s recent corporate restructuring (which de-emphasizes legacy networking products like access/core routers and...
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Superclusters of Nvidia GPU/AI chips combined with end-to-end network...
Meta Platforms and Elon Musk’s xAI start-up are among companies building clusters of computer servers with as many as 100,000 of Nvidia’s most advanced GPU chips as the race for...
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China Telecom’s 2025 priorities: cloud based AI smartphones (?), 5G new...
At the 2024 Digital Technology Ecosystem Conference last week, China Telecom executives identified AI, 5G new calling and satellite-to-phone services as its handset priorities for 2025. The state-owned...
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Ciena CEO sees huge increase in AI generated network traffic growth while...
Today, Ciena reported better than expected revenue of $1.12 billion in its 4th quarter, which was above analyst expectations of around $1.103 billion. Orders were once again ahead of revenue, even...
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Will billions of dollars big tech is spending on Gen AI data centers produce...
One of the big tech themes in 2024 was the buildout of data center infrastructure to support generative (Gen) artificial intelligence (AI) compute servers. Gen AI requires massive computational power,...
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Lumen Technologies to connect Prometheus Hyperscale’s energy efficient AI...
The need for more cloud computing capacity and AI applications has been driving huge investments in data centers. Those investments have led to a steady demand for fiber capacity between data centers...
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AI cloud start-up Vultr valued at $3.5B; Hyperscalers gorge on Nvidia GPUs...
Over the past two years, AI model builders OpenAI, Anthropic and Elon Musk’s xAI have raised nearly $40bn between them. Other sizeable investment rounds this week alone included $500mn for Perplexity,...
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Are cloud AI startups a serious threat to hyperscalers?
Introduction: Cloud AI startups include Elon Musk’s xAI, OpenAI, Vultr, Prosimo, Alcion, Run:ai, among others. They all are now or planning to build their own AI compute servers and data center...
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The case for and against AI-RAN technology using Nvidia or AMD GPUs
Nvidia is proposing a new approach to telco networks dubbed “AI radio access network (AI-RAN).” The GPU king says “traditional CPU or ASIC-based RAN systems are designed only for RAN use and cannot...
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FT: Nvidia invested $1bn in AI start-ups in 2024
Nvidia invested $1bn in artificial intelligence companies in 2024, as it emerged as a crucial backer of start-ups using the company’s graphics processing units (GPUs). The king of AI semiconductors,...
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