For all the massive activity and excitement around generative artificial intelligence, you had to squint to see the impact on the earnings results of the big cloud and other tech companies this past week. At Supercloud 4, our two-day free editorial event, we looked at why that’s the case, and dug deep with a great ...

Generative artificial intelligence may be the next big thing, but it’s also the next big energy hog — and that’s a problem for all those data centers training and running AI models: It’s not clear how they’re going to withstand all the heat produced by increasingly large and power-hungry chips. That’s one trend we uncovered ...

It was difficult this week to focus on much more than the war in Israel, given the horrific attacks and deadly counteroffensive, but with a heavy heart, we plod ahead on reporting what’s happening in the enterprise. One of those developments is the rapid escalation of cyber warfare on both sides of the conflict, with ...

Generative artificial intelligence continued to dominate the news this week as Anthropic reportedly is raising an additional $2 billion from Google and others, and reports indicated that gen AI partners OpenAI and Microsoft are each looking to design their own AI chips during a severe shortage of graphics processing units from Nvidia. Meanwhile, U.K. antitrust authorities ...

Generative artificial intelligence continued to dominate the headlines this week, as Amazon Web Services swooped in with a multibillion-dollar investment in Anthropic and OpenAI looked to sell employee shares at a — ahem — $90 billion valuation. Meanwhile, OpenAI Chief Executive Sam Altman and former Apple design chief Jony Ive are looking at building something ...

Cybersecurity dominated the enterprise technology headlines this week as Cisco Systems Inc. bought Splunk Inc. and two of the leading cybersecurity names, CrowdStrike Holdings Inc. and Google LLC’s Mandiant held their annual events. And that wasn’t all: Two more initial public offerings launched, including Klaviyo in software as a service, but prices sagged after initial ...

In the biggest acquisition in its nearly 39-year history, networking giant Cisco Systems Inc. today announced a deal to buy the cybersecurity and data observation and analysis company Splunk Inc. for $28 billion. The move catapults Cisco, best known for its networking gear as well as other data center equipment, even higher in the ranks ...

With so many events and big news this week, I wish I could have cloned myself, but instead I shuttled between events in San Francisco and Silicon Valley and tried to keep up with all the news on my phone. The headline stories: Arm finally went public and its stock rocketed, auguring well for more ...

The week started out slowly because of the Labor Day holiday — or maybe because a lot of CEOs and VCs were stuck in the mud at Burning Man — but there was plenty of news as the week wore on. The gist: Arm readies its IPO for next week, antitrust rulings start to bite big ...

As summer effectively comes to an end, enterprise tech companies continued to forget August is supposed to be for vacations — but that’s not such a bad thing. This past week Google mounted a renewed offensive in artificial intelligence at its Next cloud event, sharpening its message and its product lines alike at a packed ...