A look at HPE's proposed acquisition of Juniper Networks Read more »
HPE to acquire Juniper Neworks for $14b
7. Generative AI – especially from large public cloud suppliers will continue to grow at tremendous rates
Artificial Intelligence (AI) has been threatening to take a lead role as a revenue generator in our industry for many years. 2023 was a year in which we saw very dramatic growth from the specialist suppliers involved. My Figure above shows Nvidia’s reported ‘datacenter’ revenues by quarter; this is where […] Read more »
The AI Alliance – values, nationalities and absentees
My look at the foundation of the AI Alliance Read more »