Blog

Quick Take: NTT DATA & Palo Alto Networks Partner on Private 5G Security

Steve McDowell March 7, 2025

NTT DATA recently announced a new managed security service powered by Palo Alto Networks. The service enhances security for industrial and operational technology (OT) environments by integrating Palo Alto Networks’ cybersecurity solutions with NTT DATA’s Private 5G architecture.

Quick Take: Ambient IoT Alliance

Steve McDowell March 2, 2025

The newly launched Ambient IoT Alliance aims to develop and promote a global ecosystem for ambient IoT, which refers to battery-free, energy-harvesting devices that seamlessly connect to existing wireless networks. These devices can track real-time data such as location, temperature, humidity, and more—all without requiring traditional power sources.

Quick Take: Juniper Network’s Q4 Earnings

Michael McDowell February 14, 2025

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.

Quick Take: CQ4’24 Cloud Earnings

Steve McDowell February 14, 2025

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.

Infrastructure News Roundup: January 2025

Steve McDowell February 3, 2025

January isn’t usually a big month for announcements related to enterprise infrastructure, but then this isn’t a normal January. Let’s look at what happened.

The AI Debate at Davos: Concerns and Controversies Surrounding Stargate

Steve McDowell January 27, 2025

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.