Blog

Quick Take: Juniper Network’s Q4 Earnings

While waiting for its pending acquisition by Hewlett Packard Enterprise to become unstuck by recent regulatory scrutiny, Juniper Networks reported strong earnings that showa return to revenue growth, posting a 3% year-over-year increase and a 5% sequential jump.

Read More »

Quick Take: CQ4’24 Cloud Earnings

The top three US public cloud providers — Amazon Web Services (AWS), Microsoft Azure, and Google Cloud — each reported strong but slightly decelerating growth for calendar Q4 2024. The increasing importance of AI workloads, rising capital expenditures, and shifts in customer spending patterns all impacted earnings and guidance for the quarter.

Read More »

The AI Debate at Davos: Concerns and Controversies Surrounding Stargate

The annual World Economic Forum in Davos is known for sparking high-profile discussions on global challenges, and this year was no exception. Against the backdrop of the recently announced $500 billion Stargate Project — an ambitious AI infrastructure initiative led by OpenAI, SoftBank, and Oracle—prominent figures in artificial intelligence (AI) raised concerns about the future of the technology and its societal implications.

Read More »

Meta’s AI Ambitions in the Wake of Stargate

As the tech world buzzes about Project Stargate, Meta has quietly, but assertively, announced its own transformative AI initiatives. While the $500 billion Stargate Project promises to build exclusive, centralized AI infrastructure for OpenAI, Meta is charting a different course. With a focus on scalability, accessibility, and open-source innovation, Meta’s AI moves reflect a strategic vision that balances ambition with practicality.

Read More »