Media & Press Citations
Ethernet Switch Sales Boom as Nvidia Drives Q3 Data Center Gains
Significant growth in data center storage, servers, and Ethernet switches fueled a 40% year-over-year surge in component sales during Q3, according to new research from Dell’Oro Group. Ethernet switches led the charge, hitting a record $8 billion in revenue.
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Extreme Networks, Inc. (EXTR) Analyst/Investor Day Transcript
All right. Welcome, everyone. Thanks for joining us at the Extreme Networks Investor Day. This is our first event since 2023. So it's been 2 years since we have seen all of you, and thank you for joining us at Nasdaq. Can you believe this company has been public for over 25 years. Extreme went public in 1999. We just rang the bell this morning downstairs, and it's so exciting because it feels like a startup, right? I mean there's so much innovation happening and new people coming on board, joining us. I know, Ed, you're eager to talk about some of our new executives that have been -- that have joined us over the past 2 years. And networking is changing. Networking is growing again. READ MORE
Oracle’s order backlog soars past half a trillion dollars
Oracle raised eyebrows this week when it revealed during its fiscal Q2 earnings report that while overall revenue rose 14% and cloud infrastructure revenue jumped 66%, its free cash flow took a nose dive deep into the red. Trailing 12-month free cash flow came in at negative $13.18 billion, compared to positive $11.27 billion in the year-ago quarter. Capital expenditures in the quarter came in at $12 billion, and trailing 12-month capex climbed to $35.48 billion. The year prior it was $7.86 billion. READ MORE
'Significant' Backlog v. Massive Debt: Will ORCL Win A.I. Race or 'Come in Last?'
Ron Westfall points to Oracle's (ORCL) more than $500 billion RPO and massive multicloud revenue growth as signs the company will keep pace in the A.I. trade. Robert Cantwell isn't convinced, arguing Oracle is "coming in last" to the data center buildout race. Both panelists highlight bear and bull cases for the company as the stock sells off after earnings.
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Marvell Eyeing Connectivity as the Next Big Thing in AI
At this year’s Marvell Industry Analyst Day, held on Dec. 9, Marvell Technology’s President and chief operating officer Chris Koopmans called the company an end-to-end connectivity company. That underscores how connectivity is rapidly emerging as the next big thing in the AI bandwagon. In his opening address, Koopmans said that the industry has entered an era where the primary bottleneck is no longer compute capacity but connectivity. Why? Because AI compute is now abundant; moreover, modern AI workloads must be partitioned across many processors. As a result, high-speed I/O, SerDes, die-to-die links, memory attach and optical interconnects become essential to overall system performance.
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We talked about all things NVIDIA and the recent announcement by President Trump that he will be allowing the company to sell the back-level H200 series of GPUs to China.
Always a pleasure to chat with Guy Shone on his Prime Time show on the AnewZ network.
The Anewz network is syndicated to over 100 countries globally and speaks to viewers in the MEA market.
ORCL 'Story of Two Truths:' Weighing Cloud & Customers to Growing Debt
Steven Dickens maintains his long-term bullish view on Oracle (ORCL). While he notes the company's ballooning debt, he sees Oracle's business growth staying intact through core OSI and cloud backlog. Customers from Alphabet (GOOGL), Amazon (AMZN), and OpenAI add to Steven's belief that Oracle has plenty of room to grow. Tom White offers an example options trade for the stock.
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IBM's Confluent buy has observability, IT ops implications
IBM's $11 billion deal for another open source software company raises possibilities for its Red Hat and HashiCorp portfolios, and for some, uneasy echoes of the past.
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IBM to Buy Confluent in $11B Bid to Boost Data Streaming
IBM has unveiled an $11 billion deal to acquire data streaming firm Confluent, addressing the growing demand for AI deployment. IBM said it will integrate Confluent’s open source enterprise data streaming platform to connect, process, and govern data in real time to enhance AI deployment. The company’s platform is designed to keep data connected across systems and data centers, while eliminating silos that can hinder the effectiveness of autonomous AI. “IBM and Confluent together will enable enterprises to deploy generative and agentic AI better and faster by providing trusted communication and data flow between environments, applications and APIs,” IBM CEO Arvind Krishna said in a statement.
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Cisco: 'Infrastructure debt' drags down AI deployments
Organizations deploying AI are facing an "AI infrastructure debt" that prevents realizing full value from AI, according to Cisco. AI requires bandwidth, security, speed and energy that legacy infrastructure can't keep up with. Just 28% of organizations believe their infrastructure can handle AI workloads, according to the Cisco AI Readiness Index 2025, released in October, based on a survey conducted in August. On the other hand, companies that have infrastructure and business processes in place to properly exploit AI reap rewards. "The same survey showed that among AI 'pacesetters' — the 13 percent of companies that are fully prepared for AI — 91% are already increasing profitability," Cisco said in a blog post on Thursday. The most AI-ready organizations are four times more likely to move pilots into production and 50 percent more likely to see measurable value.
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AWS AI Factories target hybrid cloud AI infrastructure
AWS rolled out AI Factories this week, entering a crowded market for hybrid cloud AI infrastructure against stiff competition. AI Factories are similar to AWS Dedicated Local Zones, but bundle in AI-specific hardware, including UltraServers with AWS Trainium chips or Nvidia GPUs, along with access to AWS services such as SageMaker and Bedrock. They are also similar to products available from Oracle, HPE, Lenovo, Broadcom, IBM/Red Hat and Dell, to name a few.
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Amazon's AWS & A.I. Chip Push: AMZN Upside Not Downside for NVDA
Amazon's (AMZN) re:Invent 2025 event showed a key emphasis on A.I. and AWS, says Steven Dickens, though he also points to the company's in-house chip development as another takeaway investors can't miss. The company is making the maneuvers as it seeks to use A.I. to boost efficiency and ad sales. However, Steven makes the case that potential gains for Amazon will not hurt Nvidia (NVDA). Tom White offers an example options trade for Amazon.
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AWS offers new service to make AI models better at work
Enterprises are no longer asking whether they should adopt AI; rather, they want to know why the AI they have already deployed still can’t reason as their business requires it to. Those AI systems are often missing an enterprise’s specific business context, because they are trained on generic, public data, and it’s expensive and time-consuming to fine-tune or retrain them on proprietary data, if that’s even possible. Microsoft’s approach, unveiled at Ignite last month, is to wrap AI applications and agents with business context and semantic intelligence in its Fabric IQ and Work IQ offerings.
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CRWD & OKTA Earnings Potential in Consolidating Cybersecurity Market
In previewing CrowdStrike (CRWD) and Okta Inc. (OKTA) ahead of their earnings after Tuesday's close, Ahmed Khan shows concerns from 2025's price action compared to 2024 but believes it makes the names more attractive in affordability. He adds that cybersecurity's fragmented market will experience continued consolidation. Ron Westfall notes "mixed" expectations heading into the reports but adds A.I. will serve as a long-term catalyst. He projects CrowdStrike and Okta to benefit from what he projects to be a $95 billion market. Microsoft has been using Cobalt chips to power its own services, such as Teams and Defender, and also offers them to enterprise customers through virtual machines.
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Cobalt 200: Microsoft’s next-gen Arm CPU targets lower TCO for cloud workloads
Microsoft has unveiled the next generation of its Arm-based custom CPUs in the form of Cobalt 200 as part of its ongoing efforts to reduce dependency on x86-based instances and make its data centers more energy-efficient while offering better performance for cloud computing workloads. Microsoft has been using Cobalt chips to power its own services, such as Teams and Defender, and also offers them to enterprise customers through virtual machines.
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DELL Earnings Breakdown: Transforming into a Key AI Player
Ron Westfall and Dan O’Brien break down Dell (DELL) earnings. Dan thinks “the story here is in the raised guidance,” and stresses the “insatiable” demand for AI infrastructure. “Really solid print, really solid guidance,” he adds. However, he notes some weakness on consumer PC demand. Ron says Dell is “really executing” and says the spotlight is on their ability to meet their own targets. He thinks the company can play both the infrastructure and consumer sides, though the former will be stronger.
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Zoom No Longer 'Pandemic Darling,' Agentic A.I.'s Rebound Potential for ZM
Zoom Communications (ZM) is a "pandemic darling" in need of recapturing enterprise demand, says Steven Dickens. He talks about the company's long fall from 2020's record high and ways it can slowly move back to those levels. He compares Zoom to Salesforce (CRM) by explaining how agentic A.I. can be used as a critical tool.
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Powering intelligence: Oracle’s new AI playbook
Artificial Intelligence will not replace humans—it will amplify their ability to solve complex, global challenges. This was the central theme of Oracle Chairman and CTO Larry Ellison’s keynote at Oracle AI World 2025, held in Las Vegas. Framing AI as the next Industrial Revolution, Ellison argued that AI’s most important breakthroughs will happen not in internet search or chatbots, but in healthcare, climate, agriculture, and financial systems.
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Veeam Launches Data Platform v13, Redefining Data Resilience and Cybersecurity in the AI Era
Veeam® Software, the global leader in data resilience, has launched Veeam Data Platform v13, a major evolution of its trusted data platform designed to address the challenges of ransomware, AI-driven workloads, and rapidly transforming IT infrastructures. The new release promises enhanced cyber resilience, intelligent data protection, and unprecedented flexibility for organizations across physical, virtual, and cloud environments.
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Doomed enterprise AI projects usually lack vision
Failed implementations of AI technologies are pushing CIOs to step back and try to better understand the technology and its impact before moving ahead, according to analysts and industry experts.
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Veeam Data Platform v13 se lanza redefiniendo el estándar de ciberresiliencia
Junto con nuevas capacidades para anticipar amenazas y acelerar la recuperación con seguridad de próxima generación, análisis forense e inteligencia automatizada, Veeam presenta la API de integración universal de hipervisores, una plataforma de integración flexible para hipervisores.
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Veeam bringt Data Platform v13 auf den Markt
Veeam® Software, ein weltweit führender Security-Anbieter im Bereich Datenresilienz, bringt heute Veeam Data Platform v13 auf den Markt – eine innovative Weiterentwicklung, die den Standard für Cyber Resilience, intelligenten Datenschutz und Datenfreiheit im Zeitalter der KI neu definiert. Diese Version stellt eine grundlegende Innovation der vertrauenswürdigsten Datenplattform der Branche dar. Veeam Data Platform v13 wurde entwickelt, um zeitgenössischen Herausforderungen wie unerbittlichen Ransomware-Angriffen, schnellen Veränderungen digitaler Infrastruktur und laufenden KI-Innovationen gerecht zu werden. Die v13 bietet beispiellose Ausfallsicherheit, unübertroffene Flexibilität und die Intelligenz, die für die KI-gestützte Zukunft erforderlich ist.
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Veeam Data Platform v13 Extends Security, Hypervisor Support and Appliance Simplicity
Veeam Software has released Veeam Data Platform v13, a broad update that the company positions as a major step forward in cyber resilience, workload protection and operational simplicity for hybrid and multi-cloud environments. The release builds on the company's security-first posture while expanding support for modern hypervisors, AI-driven intelligence and a hardened software appliance deployment model. Veeam described the release as "a groundbreaking release that redefines the standard for cyber resilience, intelligent data protection, and data freedom in the AI era
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Veeam Data Platform v13 Launches and Redefines the Standard for Cyber Resilience, Advanced Data Protection, Security and Identity Controls, and AI-Powered Intelligence
Along with new capabilities to outsmart threats and accelerate recovery with next-gen security, forensic insights, and intelligent automation, Veeam is launching the Universal Hypervisor Integration API, a flexible integration platform for hypervisors
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Zoom No Longer 'Pandemic Darling,' Agentic A.I.'s Rebound Potential for ZM
Zoom Communications (ZM) is a "pandemic darling" in need of recapturing enterprise demand, says Steven Dickens. He talks about the company's long fall from 2020's record high and ways it can slowly move back to those levels. He compares Zoom to Salesforce (CRM) by explaining how agentic A.I. can be used as a critical tool.
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Doomed enterprise AI projects usually lack vision
Recent research finds that while companies are eager to embrace the fast-moving technology, their success rates are low.
Failed implementations of AI technologies are pushing CIOs to step back and try to better understand the technology and its impact before moving ahead, according to analysts and industry experts.
Microsoft Fabric IQ adds ‘semantic intelligence’ layer to Fabric
With Fabric IQ, Microsoft is adding new semantic intelligence capabilities to its unified data and analytics platform, Fabric, that it says will help enterprises maintain a common data model and automate operational decisions.
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How Chinese Tech Earnings Show AI Adoption
Olivier Blanchard and Stephanie Walter discuss recent Chinese tech earnings. Stephanie says “AI is taking the wheel” for Baidu (BIDU) over advertising, saying it is in the middle of a “deliberate transition.” PDD (PDD), parent of Temu, “shows resilience,” she notes, but it needs to mature its AI systems. Olivier notes consolidation within AI and cloud services but doesn’t see a clear winner in the sector. He lays out the qualities these companies will need in the future, including hyper-personalization for customers and efficiency.
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Microsoft touts scalability of its new PostgreSQL-compatible managed database
Third time’s the charm? Microsoft hopes the scalability of Azure HorizonDB, will lure new customers where its two existing PostgreSQL databases did not.
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Inside GOOGL's A.I. Strategy
Steven Dickens says Alphabet (GOOGL) wants to "own the stack, top to bottom" when it comes to the A.I. space. He says its publicly available products like YouTube and Gmail will act as a "deep base" for its vertical A.I. strategy. Steven discusses the omnichannel A.I. updates in Chrome browser, Pixel phones and its Gemini rollout. He says its a fast-moving space and the "agentic shift" is underway. Steven discusses the capex spend among the big tech companies like Alphabet, Meta Platforms (META) and Apple (AAPL).
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Google BigQuery gets managed AI functions to simplify unstructured data analysis
The new managed functions will let enterprises apply LLM reasoning to structured and unstructured data directly in SQL, eliminating prompt tuning and external tools.
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Developer Forges Ahead With $38B in North Carolina Data Center Builds
Energy Storage Solutions plans to break ground early next year on a 900 MW data center campus in Edgecombe County, a rural community in eastern North Carolina. The company is also planning a similar project in Fayetteville, NC.
A North Carolina data center developer’s plan to build a massive 900 MW, 300-acre data center and energy storage campus in eastern North Carolina cleared a major hurdle this week after county commissioners added data center construction to permitted zoning.
Humain pushes for an AI-first computing experience — but there are skeptics
The Saudi Arabia-based company’s new ‘Humain One’ is a full technology stack — from OS to data center — that enables users to verbally tell computers what to do, without using icons or mouse clicks.
Five months ago, Humain made a bold promise: it would change the way people interact with computers.
The Saudi Arabian company, launched only last May, argued it could replicate the human experience on computers, especially for work chores. AI Agents, Humain said, could replace apps and take instructions automatically to handle various work tasks.
Google’s new query builder to tackle SQL complexity in cloud workload monitoring
Google has added a new query builder to its Log Analytics tool to help developers, DevOps teams, and site reliability engineers (SREs) quickly craft complex SQL queries for monitoring and troubleshooting cloud workloads.
Enterprises often rely on generating insights about cloud workloads to manage security and costs, such as avoiding data egress fees to third-party tools, and Log Analytics, part of Google’s Cloud Logging service, is a set of capabilities that is targeted at providing these insights by using SQL as the query language.
Dickens: GOOGL 'Massively Undervalued,' Big Tech Remains in A.I. Arms Race
Big Tech will continue to put up big money for A.I. buildout, says Steven Dickens. Even if there's no pickup in CapEx spend from Microsoft (MSFT), Meta Platforms (META), or Alphabet (GOOGL), he expects the spend to remain the same or see little change. As for Alphabet, Steven sees supreme value in the Mag 7 giant's core business and strategic ventures. Tom White offers an example options trade for Alphabet.
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Google adds tiered storage to NoSQL Bigtable to reduce complexity, costs
Tiered storage will help enterprises reduce their storage expenditure as they continue to adopt AI use cases for various tasks, analysts say.
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Previewing the 'Fab Five' from Mag 7 Earnings
Stephanie Walter and Mark Gibbens join The Watch List panel to help preview this week's slate of Mag 7 earnings names. Stephanie points to the A.I. capex spending as a focal point for the group. Mark calls this week's earnings "the Fab Five" and will be keyed in on the cloud businesses for Alphabet (GOOGL), Amazon (AMZN) and Microsoft (MSFT). Stephanie says it's between Alphabet and Amazon for her most interesting Mag 7 report this week.
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Oracle shifts focus of Fusion Cloud Applications to AI agents
Oracle Cloud Infrastructure and AI-enriched versions of the flagship database also saw major improvements as Oracle strengthened its claim to be the only full-stack AI provider.
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New processor orchestrates data movement for the AI era
MIPS, a GlobalFoundries company, has announced that the MIPS I8500 processor is now sampling to lead customers. The processor represents a class of intelligent data movement processor IP designed for real-time, event-driven computing platforms. Targeting hyperscale, storage, automotive, industrial, and communications infrastructure markets, the device is built to meet the demands of the AI supercycle and the rise of physical AI.
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Oracle to Deploy 50,000 AMD AI Chips in Major Cloud Infrastructure Expansion
LAS VEGAS – Oracle Cloud Infrastructure on Tuesday said it plans to deploy 50,000 Advanced Micro Devices graphics processors for artificial intelligence (AI) workloads, a significant expansion of alternatives to NVIDIA Corp.’s dominant position in the AI chip market.
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MIPS' new I8500 processor now sampling with lead customers
Unveiled at GlobalFoundries’ Technology Summit in Munich, the I8500 is a new class of intelligent data movement processor IP that has been designed for real-time, event-driven computing platforms.
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ASML Earnings Show Strength in Unsung Role of A.I. Trade
If you're bullish on A.I., you're bullish in ASML," says Nick Raich, CFA. After ASML Holding (ASML) posted an earnings beat in its latest report, Nick said he's "very pleased" with the company's outlook even though it showed a revenue miss. Ron Westfall adds that the company's monopoly on a tech needed to develop many A.I. chips gives it a distinct advantage in the A.I. race. Both also talk about why markets are not undergoing an "A.I. bubble" and the continuing role Nvidia (NVDA) plays as a tech leader.
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Oracle unveils Autonomous AI Lakehouse for seamless open data
Oracle has launched Oracle Autonomous AI Lakehouse, a data platform designed to provide open and interoperable data access across multi-platform, multicloud environments. The new solution integrates Oracle Autonomous AI Database with the Apache Iceberg standard, enabling enterprises to process AI and analytics workloads securely on a broad range of data, regardless of storage location or vendor. Oracle Autonomous AI Lakehouse is available on Oracle Cloud Infrastructure (OCI), Amazon Web Services (AWS), Microsoft Azure, Google Cloud, and Exadata Cloud@Customer environments.
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BlackRock, Nvidia-Led Group to Buy Aligned Data Centers in $40B AI Play
The AI Infrastructure Partnership – a group that includes Nvidia, Blackrock, Microsoft, and xAI – on Wednesday announced the purchase of Texas-headquartered Aligned Data Centers for $40 billion in a deal to boost AI infrastructure.
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Oracle debuts Iceberg-compatible Autonomous AI Lakehouse to boost enterprise analytics
Oracle has unveiled a new data lakehouse offering that supports Apache Iceberg to help enterprises streamline analytics and enhance data interoperability across cloud and on-premises environments.
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Oracle targets agentic use cases with AI Database 26ai
Oracle is doubling down its focus on agentic use cases for enterprises with new features added to its latest long-term support version of its database offering — AI Database 26ai. The new database includes Select AI Agent, Agent Factory, and integration with Oracle’s MCP servers.
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Oracle Autonomous AI Lakehouse Enables Open, Interoperable Data Access Across Multi-Platform, Multicloud Environments
LAS VEGAS, Oct. 14, 2025 /PRNewswire/ -- Oracle AI World -- Oracle today introduced Oracle Autonomous AI Lakehouse, an open, interoperable data platform. It combines Oracle Autonomous AI Database with the popular Apache Iceberg standard to avoid functionality tradeoffs, break down analytic silos, and accelerate how teams build AI and analytics solutions. Oracle also introduced Autonomous AI Database Catalog—a "catalog of catalogs" that unifies enterprise data and metadata from other catalogs and platforms—to simplify data discovery and access across multiple data platforms and clouds.
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Industry Analysts Comment on Oracle AI Database News at AI World 2025
Oracle AI Database 26ai architects AI into the core of data management, furthering Oracle’s commitment to help customers securely bring AI to all their data, everywhere. This milestone advances Oracle’s “AI for Data” vision of a next-generation AI-native database with use of AI across the entire data and development stack, including AI Vector Search, AI for Database Management, AI for Data Development, AI for Application Development, and AI for Analytics. Customers can now run dynamic agentic AI workflows to provide sophisticated answers and actions that combine private database data with public information.
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Oracle supercharges AI Agent Studio to rival Microsoft, Google, and Salesforce
With new features like agent-to-agent collaboration, multi-LLM orchestration, and enterprise-grade governance, Oracle positions its platform as a serious contender in the AI automation race.
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Cisco Launches Upgraded Data Center Routing Systems, AI Chip
The company said the tools will help data centers optimize AI workloads by boosting speed and efficiency while better handling intense AI traffic.
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Starburst pushes lakehouse boundaries with multi-agent AI and unified vector search
The platform’s latest updates enable smarter, more traceable AI workflows and seamless access to diverse vector stores for advanced retrieval tasks.
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Teradata aims to turn data into action with Autonomous Customer Intelligence agents
Teradata is expanding its cloud-based analytics platform with a new agentic AI offering called Autonomous Customer Intelligence that, it says, is “designed to transform raw data and customer signals into context-aware, real-time actions at scale
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Oracle’s agentic AI push in Fusion Cloud CX offers embedded automation for CX leaders
With pre-built agents for lead scoring, quote generation, and service triage, Oracle aims to boost operational efficiency and offer embedded automation, without requiring custom agent frameworks.
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MD Strikes Blow in AI Chip War With Massive OpenAI GPU Deal
The chipmaker’s stock soared 35% in premarket trading after AMD struck a deal to produce billions of dollars in AI infrastructure for the ChatGPT parent.
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From Bitcoin Mining to AI: How Tech Giants are Adapting in a Rapidly Changing Landscape
Steven Dickens, CEO & Principal Analyst at Hyperframe Research, joins Remy Blaire at the New York Stock Exchange to discuss the current state of the U.S. stock market, particularly in the tech sector, amidst ongoing government shutdown concerns
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MuleSoft launches Agent Fabric to tackle agent sprawl and unify enterprise AI workflows
With tools like Agent Registry, Broker, Visualizer, and Governance, MuleSoft aims to centralize control over fragmented agent ecosystems, helping enterprises scale AI securely and efficiently across platforms.
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