It is apparent that NVIDIA recognizes its current market-leading status in AI chipsets won’t necessary last forever. By focusing on the enterprise stack—the data center, enterprise computing, and all things related to the future of AI in the enterprise, the company plots a path forward that allows it to sustain its impressive growth record. The company’s acquisition of SwiftStack provides NVIDIA with a software-driven data storage and management platform for acceleration of deep learning, analytics, and high-performance computing applications across multiclouds.
Google Cloud and AT&T Team to Build 5G Edge Computing Solutions
Google Cloud partnering with AT&T to build 5G edge computing solutions is a move toward helping telcos optimize for 5G wireless applications. It’s also a move that’s central to Google’s strategy of moving the company beyond its core ad business and working to claim a larger share of the enterprise cloud business. What’s most noteworthy about this announcement from Google Cloud is the breadth of its strategy for partnering with 5G carriers, including, but not limited to, AT&T. Here’s a look at that in greater depth.
Cisco Prepares Service Providers to Follow the 5G Money in the Cloud
Cisco announced a new lineup of cloud software and hardware solutions for mobile networks. 5G will lay the foundation for service providers to achieve profitability from their 5G infrastructure.
Splunk’s Transformation to Cloud Continues With Strong Q4
Splunk delivered a strong 4th quarter as its business pivoted to more than 35% cloud and saw 50% ARR growth showing long term promise to investors.
Amazon’s AWS Doubles Down on Sales Growth, Offering Deeper Tech Expertise
Amazon’s AWS doubles down on sales growth, expanding its sales team to offer deeper tech expertise including cybersecurity, AI, and data analytics. With Microsoft (and others) nipping at its heels, Amazon is reportedly doubling its sales team and shifting from its early focus on servers and storage to what it is customers need today — sales expertise and guidance around intelligent cloud offerings.
Dell Tech Q4 Results: Overall Solid Finish to a Solid Year
Dell Tech has reported its Q4 earnings for its FY 20 and had a solid revenue result while just missing earnings. Diving into the business and a look ahead.
Salesforce Q4 Results Include Surprise as Co-CEO Keith Block Resigns
Salesforce announced its fiscal Q4 earnings which delivered on revenue and earnings while also seeing co-CEO Keith Block resign and another big acquisition.
Google Acquires Cornerstone to Address Mainframe Workloads
Google continues its investments in companies that will drive more workloads to the cloud, but is the purchase of Cornerstone a sound move for Google Cloud?
Cloud Wars: Amazon Scores as Judge Blocks Microsoft’s JEDI Cloud Contract Award
The cloud wars continue to be exciting. Amazon scored today as a judge blocked the Department of Defense $10Bn JEDI cloud services contract award to Microsoft pending decisions on Amazon’s request to depose the President and other government officials with regard to the award of this contract. But in the big scheme of things, will it matter? Here’s what I think.
Cisco Q2 Results Show Resilience Despite Challenging External Environment
Cisco was able to deliver on its Q2 guidance beating both revenue and earnings despite a number of tough economic factors related to China and Brexit.