Dell returned to YoY growth as the company saw 3% growth as record breaking PC sales helped offset continued softness for IT infrastructure.
HP shipped 19M PCs in the final quarter of its fiscal year while delivering strong outperformances on both top and bottom line.
The U.S. House’s Open RAN 5G bill, assuming robust R&D funding remains integral, will further assist ecosystem-wide coordination in key areas like R&D and supply chain integrity. In sum, the mobile industry is steadily shifting to an open RAN model, despite near-term challenges in the process, many of which are expected based on the industry’s experience with previous high-impact technology shifts. The U.S. Congress is sending a clear signal that Open RAN is critical to meeting U.S. government 5G national security and supply chain goals. This provides more funding opportunity for the Open RAN community to prove that Open RAN is ready to meet ecosystem-wide prime time 5G demands.
As the EU mounts a probe against Amazon, there’s a need to look into the merit of the regulator’s intent and its potential impact in the U.S.
NVIDIA saw a record breaking quarter in its biggest categories including datacenter and gaming while the company saw revenue jump 57%.
IBM has deepened its play in observability and AI automation through the acquisition of Chicago based Instana.
Guavus strengthen its overall Guavus-IQ portfolio with the Guavus-IQ on AWS launch. Guavus quickly counters the AWS and hyperscale partnerships that its key rivals have recently implemented and gains near-term differentiation with its specific portfolio emphasis on explainable AI (XAI) capabilities countering the broader AI marketing and portfolio claims of competitors. Guavus-IQ on AWS fulfills burgeoning CSP demands to lower their CapEx and OpEx, by enabling faster resolution of service and network issues through cloud-based anomaly detection, fault correlation, and root cause analysis, as they look to turnaround their shrinking profit-per-bit business models.
Cisco saw its stock pop after hours when it beat analyst expectations and shared guidance that revenue is returning toward YoY Growth.
Apple, this week, announced its new line of Macbooks based on its in-house M1 silicon, here we look at the pros and cons for Apple.
AWS gets the greenlight for another data center campus in Northern Virginia to accommodate the booming cloud business.