Futuriom

DriveNets has made?a joint announcement?with Comcast, stating that the service provider will deploy DriveNets’ Network Cloud to expand?Janus, a network designed by Comcast to deliver a faster, more performant nationwide network for its Internet customers. This is a big new win for Israel-based DriveNets and it's cloud-based network architecture for service providers. Ido Susan Inbar Lasser-Raab Dudy Cohen Mary Jander Scott Raynovich David Williams https://lnkd.in/gStgf7_q

This week, NVIDIA CEO Jensen Huang announced the vendor’s roadmap, highlighting how NVIDIA is meeting growing requirements for AI processing while keeping an eye on future trends. Still, though Huang was on top of his game, inflated expectations of NVIDIA continue to haunt the stock, which is digesting an enormous run of 10X gains over just a few years. #AI #GPUs https://lnkd.in/gwk27_BV

The Google Cloud unit of parent company Alphabet Inc. has announced?it will acquire cloud security platform startup Wiz for $32 billion in an all-cash transaction expected to close in 2026. Wiz will become part of the company’s Google Cloud segment. #cybersecurity Wiz was recently featured in our #Futuriom50 as one of the most likely companies preparing for an #IPO or big-ticket deal. Well there it is. https://lnkd.in/ghzsnXVC

Arista Networks has introduced load balancing for AI workloads, along with advanced observability that encompasses third-party networking equipment. Dubbed EOS Smart AI Suite Innovations, these new functions open the way to advanced Ethernet cluster management for #AI networks. #networking #ainetworking #cloud In a noteworthy endorsement, Oracle embraced the approach. Read up on our analysis of the news! https://lnkd.in/gjn4xY3U

How are you today? Tell us what you want to hear from us. If you want to get cutting-edge analysis on the cloud, AI, and communications technology markets, follow our Page. #AI #cloud #infra

#AI was the central theme of this year’s GSMA Mobile World Congress event in Barcelona, Spain. And for those of us focused on enterprise, cloud, and telco networking, there was plenty of information to digest. While it’s impossible to cover everything, a few highlights stood out at the show (which was attended by over 100,000). Below is a summary of some of the trends we saw, along with some photos of the event. #MWC2025 https://lnkd.in/g5Ekd6pT

AI infrastructure service provider CoreWeave has filed an S1 prospectus with the U.S. Securities and Exchange Commission (SEC) in a step toward a future public offering. The details offer one of the most detailed glimpses yet inside the GPU- and AI-software-as-a-service providers, including others such as Crusoe, Lambda, and Vultr. Read our full breakdown from Mary Jander here: https://lnkd.in/geeRxcZj

AI datacenter rationalization by Microsoft. Rumors of a slowdown in #AI spending. Worries that Chinese developers are undercutting the chip market with new technology… the highlight of the week was the NVIDIA earnings news. #chips Here's our wrap: https://lnkd.in/g3jYySiw

How are you today? I hope you're having a good one. Tell us what you would like to learn about in #cloud, #communications, and #AI #infrastructure. If you want to stay up-to-date with us, follow our Page.

Cisco and NVIDIA will combine the two vendors’ technologies at the chip level to serve enterprise AI requirements. Who wins—and who's left out? #AI #networking https://lnkd.in/gRHvBXh6