IT Infrastructure

Technologies Change, but Market Behavior is Remarkably Consistent

AI is in the spotlight, but human psychology determines market cycles

Parsing Arista’s Latest Results and Guidance

It’s all good, but the market is ravenously hungry

A Tale of Three Earnings Reports: Microsoft, Alphabet, and Meta

One is at more risk than the others

Fall is Upon Us, but Tech Markets Feel the Heat

Is it really so different this time?

Ethernet Strikes Again

A comforting constant in an ever-changing world

Will the Tech Industry Go Underground?

Datacenter Future Could Be Subterranean

Datacenters in Space: Not a Sitcom, but Maybe It Should Be

There’s no serenity now

We’re in a Strange New World

And we haven’t even figured out how to use AI gainfully yet

Earnings Calls Tout AI Growth, but Jobs Don’t Follow

For now, investors are winning; employees not so much

A Tale of Datacenters and Places: Clouds Come Down to Earth

Datacenters need homes, but not everybody wants them