Zeus Kerravala

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

Latest from Zeus Kerravala

Five things investors may have missed from Netskope’s most recent quarter

SECURITY By ZEUS KERRAVALA3 WEEKS AGO

Netskope Inc.’s latest quarter delivered a solid beat and a raise, but the company’s story goes beyond the numbers. It demonstrated improving operating discipline, a meaningful rebound in net-new annual recurring revenue, and early evidence that artificial intelligence security could become a …

Equinix turns the network into the control plane for enterprise AI inference

INFRA By ZEUS KERRAVALA4 WEEKS AGO

At its first Horizon customer and partner event this week, Equinix Inc. argued that the architecture of enterprise artificial intelligence is being reshaped by a simple yet hard-to-answer question: Where should inference run? For the past several years, much of the AI …

Nvidia’s Hugging Face deal is a bet on open models — and proof it’s no longer just a chip company

AI By ZEUS KERRAVALA4 WEEKS AGO

As Nvidia Corp. announced this morning that it has agreed to acquire Hugging Face Inc. for $12.93 billion — one of the largest acquisitions in the company’s history — Chief Executive Jensen Huang promised that the platform will retain its brand, its …

Five thoughts on Nvidia’s quarter — and what it means for enterprise IT buyers

INFRA By ZEUS KERRAVALA1 MONTH AGO

Nvidia Corp. delivered another mind-boggling quarter Wednesday. Total revenue reached $96 billion, up more than 100% year over year, with data center revenue at $89 billion and a third-quarter guide of $108 billion. More striking than the quarterly numbers was the guidance …

Democratizing the AI data center: How Cisco and Nvidia are bringing rack-scale power to the enterprise

INFRA By ZEUS KERRAVALA1 MONTH AGO

For the past two years, the generative artificial intelligence boom has largely been defined by a single market. Hyperscalers have dominated the market with massive capital spending. According to CreditSights, the five largest U.S. hyperscalers — Amazon Web Services Inc., Microsoft Corp., …

Physical AI’s moment has arrived – but moving from demo to deployment is the hard part. AWS wants to fix that

AI By ZEUS KERRAVALA1 MONTH AGO

Physical artificial intelligence is emerging as the next major phase of AI. These systems not only generate content or analyze data but also perceive, reason about and act in the physical world. The opportunity is massive, but so are the operational, data, …

Fortinet’s Virtue AI acquisition rebalances the agentic AI security equation

SECURITY By ZEUS KERRAVALA1 MONTH AGO

Fortinet Inc. announced its intent to acquire Virtue AI Inc. Monday, and though the financial aspects are interesting, what’s more significant is how this will help businesses with their next big security challenge: How do you secure agentic artificial intelligence? Generative AI …

Frontier AI raises the cybersecurity bar: Why prediction must become prevention

SECURITY By ZEUS KERRAVALA2 MONTHS AGO

Artificial intelligence is a double-edged sword when it comes to cybersecurity. It is giving defenders new ways to sift through vast amounts of telemetry, identify anomalous behavior and automate routine work. But it is also giving attackers the ability to discover vulnerabilities …

Turning golf into a blueprint for modern, AI‑ready infrastructure

NEWS By ZEUS KERRAVALA2 MONTHS AGO

Just prior to last month’s British Open, Cisco Systems Inc. announced a multiyear partnership with The R&A, a worldwide golf governing body. While there are many tech vendor–sports league marketing partnerships, this is much more than that. Cisco and The R&A are …

Five thoughts from Lisa Su’s keynote at AMD Advancing AI

INFRA By ZEUS KERRAVALA2 MONTHS AGO

Advanced Micro Devices Inc.’s Advancing AI 2026 keynote this week was Chief Executive Lisa Su’s bid to redefine the company from a “graphics processing unit alternative” to a full-stack artificial intelligence infrastructure vendor and to make this the year the central processing …

Zeus Kerravala

Latest from Zeus Kerravala

Five things investors may have missed from Netskope’s most recent quarter

Equinix turns the network into the control plane for enterprise AI inference

Nvidia’s Hugging Face deal is a bet on open models — and proof it’s no longer just a chip company

Five thoughts on Nvidia’s quarter — and what it means for enterprise IT buyers

Democratizing the AI data center: How Cisco and Nvidia are bringing rack-scale power to the enterprise

Physical AI’s moment has arrived – but moving from demo to deployment is the hard part. AWS wants to fix that

Fortinet’s Virtue AI acquisition rebalances the agentic AI security equation

Frontier AI raises the cybersecurity bar: Why prediction must become prevention

Turning golf into a blueprint for modern, AI‑ready infrastructure

Five thoughts from Lisa Su’s keynote at AMD Advancing AI

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