Topic
Networking
A collection of 41 issues
The Cloud Era Abides: Why Nvidia Has Not Subverted the Status Quo
In closing yesterday’s post, I wrote the following:
One analyst yesterday said that Microsoft’s mildly disappointing cloud results, combined with its ever-expanding capital expenditures, represented a “transfer of wealth from Microsoft shareholders to Nvidia shareholders.”
Tomorrow I will challenge such a facile view, which is, at best, glancingly
Cisco Can't Party Like It’s 1999, but the End is Not Near
Google’s genAI Networking Capabilities: Useful, Valuable, but not New
An Unconventional Approach to Investing Amid Mega-Cap Market Dominance
Treading Carefully on Oracle's AI-Inspired Growth Narrative
Cisco Touts Brighter Future Amid Current Travails
AI is Okay, but Can People Be Trusted with It?
I covered Arista’s latest quarterly financial results earlier this week, and I’ll probably comment on Cisco’s pending quarterly results, due at close of trade tomorrow, later this week. Today, though, I’m going in a different direction.
When I launched this digital shanty last August, those who