Networking

Oracle Takes a Tumble as Investors Get Jittery About AI Spending

The risks are real; the market is right to price them into calculations

Why It Would be Madness for Google to Compete Directly Against Nvidia

For whom the AI chip tolls

Parsing Arista’s Latest Results and Guidance

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

Ethernet Strikes Again

A comforting constant in an ever-changing world

Cisco’s Quantum Networking Strategy Takes Shape

Threading the needle will take a sharp eye and a steady hand

We’re in a Strange New World

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

Don’t Blame Nvidia for this China Crisis

Stuck in the Middle, Getting a Kicking from Both Sides

Cisco’s Quarter was Okay, but the Post-Earnings Conference Call Needs Some Work

Answering the Call, but Not Saying Much

In Praise of Extreme Networks

The Magpie Abides

Intel’s Networking Exit Was a Long Time Coming

An Afterthought Inside a Behemoth