More AI Assistants Emerge; Nvidia's AI Goldmine Spurs New Competitors
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Take a Network Break! This week we cover financial results from Palo Alto Networks (good, but next quarter’s softer forecast resulted in a drubbing), Cisco (not good), and Nvidia (so good that Wall Street is nervous about how long the party’s gonna last). Prosimo and Nokia have announced generative AI assistants that claim to help... Read more »
More Episodes
Take a Network Break! We welcome guest commentator Kyler Middleton of Day Two Cloud to discuss the IBM/HashiCorp deal, then pivot to new Wi-Fi 7 APs from HPE Aruba Networking, and discuss why a data center builder in Ireland is constructing a power generation plant alongside the generator–and...
Published 04/29/24
Take a Network Break! This week we cover Hypershield, a new Cisco security product that uses technology from its Isovalent acquisition. We parse a blog from Broadcom CEO Hock Tan on the company’s VMware strategy, and discuss China’s latest counter-punch in its tech infrastructure fight with the...
Published 04/22/24
Published 04/22/24
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