Netflash

It’s official: Google is the largest single owner of AI compute, and it’s doing it largely without Nvidia. According to new analysis from Epoch AI research institute, more than 60% of global AI compute is owned by US hyperscalers, and Google holds about one quarter of it. And while the search giant relies heavily on its own custom tensor processing units (TPUs), many of its peers are still bound …

Cisco today announced plans to acquire AI observability firm Galileo Technologies. Galileo’s platform provides real-time observability and guardrails for the development of multi-agent systems and has been adopted across the enterprise as the industry standard for instilling trust in AI agents, according to Kamal Hathi, senior vice president and general manager for Cisco’s Splunk division. “Galil…

Neoclouds are starting to gain significant market share, some of the coming at the expense of traditional data center infrastructure providers. Neoclouds are defined as specialized cloud computing platforms that provide high-performance, GPU-centric infrastructure, primarily to support artificial intelligence (AI) workloads. They tend to fall into two categories: relatively new startups , or cryp…

Today’s networks face a multitude of challenges as they become more complex and distributed. Legacy issues around performance, speed, availability and latency still cause headaches, and outages cause financial and reputational damage — just look at the July 2024 CrowdStrike incident ramifications are still being felt, and will no doubt be for years to come. But artificial intelligence (AI) holds …

The cybersecurity industry has spent years debating whether endpoint detection and response (EDR) is sufficient. Lumen Technologies is now making the case that the question itself is outdated. Its 2026 Defender Threatscape Report argues that the decisive signals in modern attacks no longer appear on endpoints at all. They appear upstream, in the network infrastructure that attackers build, test a…

New York, NY: Minimus , a leading solution to secure container images which eliminate CVE risk, shares that Yael Nardi is now its new Chief Business Officer (CBO). In this newly created role, Nardi will lead the company’s next phase of scale, overseeing top-of-funnel growth strategy, operations, and corporate development. As the market landscape evolves and AI affects customer acquisition, Minimu…

Nvidia’s latest generation of AI chips, the Nvidia Rubin GPUs, expected to ship later this year, may face supply delays amid ongoing geopolitical pressures and supply chain constraints. The share of Rubin GPUs in Nvidia’s overall shipments was earlier expected to be significantly higher at 29%, but is now projected to remain limited at 22% for 2026, according to TrendForce. The research firm call…

Deep learning is a cornerstone technology in modern AI. Startup Aria Networks is now applying that same layered intelligence approach to the network with its Deep Networking platform. Aria Networks was founded in January 2025 by Mansour Karam, who previously founded intent-based networking vendor Apstra, which Juniper Networks acquired in 2020. Aria has been developing a path-centric approach bui…

More processor coverage on Network World: AMD news and insights | Nvidia news and insights Intel is hoping for a turnaround under its new CEO, Lip-BuTan. Intel’s Q1 2025 revenue was $12.7 billion, flat year-over-year. While revenue for its client computing group dropped 8%, the data center and AI segment showed an 8% increase, driven by Xeon volume. Intel is pushing its Gaudi 3 AI accelerators an…

Ready to travel to gain hands-on experience with new networking and infrastructure tools? Tech conferences – in person and virtual – give attendees a chance to access product demos, network with peers, earn continuing education credits, and catch a celebrity keynote or live entertainment. Check out our calendar of upcoming network, I&O, and data center conferences, and let us know if we’re missin…

As it struggles to keep up in the AI chip race, Intel is forging a partnership that could, literally, have galactic proportions. The semiconductor giant is joining Elon Musk’s ambitious Terafab project, billed as the largest-ever chip manufacturing facility, one that will power space travel and advanced robotics. Tesla, SpaceX, and xAI announced the joint $25 billion venture in March, with plans …

The UALink Consortium, an industry body developing an open source alternative to Nvidia’s NVLink interconnect standard for AI workloads, has just published version 2.0 of the UALink specification. With this release , UALink introduces the UALink 200G Data Link and Physical Layers (DL/PL) Specification 2.0, which separates the DL/PL Specification from the original UALink Common Specification, thus…

Cisco is joining Anthropic’s Project Glasswing initiative, which will offer Anthropic’s unreleased Claude Mythos Preview software to a coalition of vendors to help define how AI resources will be protected from cyber threats. Project Glasswing brings together Amazon Web Services, Anthropic, Apple, Broadcom, Cisco, CrowdStrike, Google, JPMorgan Chase, the Linux Foundation, Microsoft, Nvidia, and P…

More processor coverage on Network World: Intel news and insights | AMD news and insights With its legacy of innovation in GPU technology , Nvidia has become a dominant force in the AI market. Nvidia’s list of partners reads like a technology who’s who list – including AWS, Google Cloud, Microsoft Azure, Dell, HPE – and it spans key vertical industries such as healthcare, finance, automotive, and…

Why are enterprises shifting to sovereign clouds? Gartner defines sovereign cloud as the “provision of cloud services within a jurisdiction meeting data residency requirements and operational autonomy.” According to the firm, this locally hosted infrastructure is intended to ensure that data, infrastructure, and operations are “free from control” and protected from the “influence and access” of e…