Zeus Kerravala

Zeus Kerravala is a principal analyst at ZK Research, a division of Kerravala Consulting.

Latest from Zeus Kerravala

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Nvidia presents AI-centric future at GTC conference

In its 18th annual GTC conference last week, Nvidia Corp. not surprisingly aimed to get audience members’ hearts pumping for what’s next — which obviously is the rapid evolution of artificial intelligence. Nvidia co-founder and Chief Executive Jensen Huang once again played his traditional keynote speaker role. As usual, he was dressed in all black, including ...
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Arista Networks expands AI performance with new capabilities

Artificial intelligence continues to be a focal point for companies in all areas of technology and communications as demand from enterprise customers continues to soar, but one of the underappreciated aspects of AI is that a network plays a critical role in the success of AI initiatives. Despite the same type of “AI bump” the ...
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Mitel restructures under Chapter 11 bankruptcy to pursue hybrid opportunity

After Bloomberg reported last week that Mitel Networks Corp. was preparing to file for Chapter 11, today the telecommunications company announced has done so, entering into an agreement with its senior lenders to optimize its capital structure and recapitalize its debt. In 2018, Searchlight Capital Partners took Mitel private and has been the majority shareholder since then. With this week’s ...
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Cisco provides a dose of service provider innovation at MWC 2025

As MWC 2025, premier telecommunications service provider show still known by many as Mobile World Congress, gets underway this week in Barcelona, Cisco Systems Inc. made a splash early. The networking company issued several product announcements that offer deeper network insights using artificial intelligence and automation. From connected devices to connectivity assurance, the solutions are designed ...
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Cisco expands partnership with Nvidia to drive enterprise AI adoption

Cisco Systems Inc. today expanded its partnership with Nvidia Corp. to help enterprises accelerate AI projects by making it easier to deploy a combined solution to modernize their data center in preparation for artificial intelligence. The two companies have been partners for the better part of a decade. This five-year expansion is aimed at bringing flexibility ...
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Palo Alto Networks ups the security ante with new Cortex Cloud

Palo Alto Networks Inc. last week unveiled its newest cloud security offering, Cortex Cloud. The latest iteration of the company’s Prisma Cloud, it’s natively built on Palo Alto’s Cortex AI-enabled security operations platform. In its announcement, Palo Alto described Cortex Cloud as combining Cortex’s “best-in-class cloud detection and response (CDR) with industry-leading cloud native application ...
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Five thoughts from Cisco’s second-quarter earnings

Cisco Systems Inc. managed to put up a strong “beat and raise” in its fiscal second-quarter earnings this week, and investors took the news positively as the stock is trading at an all-time high, excluding the overvaluation during the dot-com bubble. Beyond the strong quarter, the results also highlighted several broader themes. Here are my five takeaways ...
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Preparing for the Super Bowl requires defense to be played off the field

The Kansas City Chiefs and Philadelphia Eagles have almost two weeks to develop a game plan for Super Bowl LIX in New Orleans Sunday, Feb. 9, but the technology team starts well before that. In fact, the planning and strategy for the next championship game — Super Bowl LX, which will be held in Levi’s Stadium in Santa Clara ...
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Unpacking Cisco AI Defense: its implications for customers and the company

Cisco Systems Inc. this week held its first AI Summit, a thought leadership event on the pivotal topics shaping the future of artificial intelligence — this one focused on the security of AI systems. The summit was small and intimate, with about 150 attendees, including executives from about 40 Fortune 100 companies. I understand why the ...
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HPE Aruba Networking brings a dose of AI networking to IoT and edge for retail at NRF

It’s NRF week in New York, which allows technology vendors to showcase innovation for the retail industry, and at the National Retail Federation show, HPE Aruba Networking rolled out several new products to help retailers tackle industry-specific challenges. They included providing backup connectivity for mission-critical apps, supporting pop-up stores and simplifying information technology infrastructure deployment ...