Netflash

As Microsoft, Google, and, on Thursday night, Amazon reported earnings for the final quarter of 2025, many were watching the bottom line — but the real story lurks behind the hyperscalers’ cloud revenue and capital expenditure (capex). As the market quietly shifts from elastic abundance to managed scarcity in the wake of demand for AI processors it’s these numbers that provide better forward indi…

SpaceX CEO Elon Musk has announced plans to put a million data centers in space, a program he hopes will help meet the growing demand for existing facilities on earth driven by the increasing use of AI. Experts, however, have dismissed the idea of data centers in space as completely impractical. Thermal management is one problem they will face: data centers generate enormous heat and because spac…

Ruckus Networks was once best known for being a wireless networking company. A lot has changed over the last several years, as corporate acquisitions have yielded additional assets and capabilities. This week, Ruckus expanded its Pro AV ICX network switch portfolio with new capabilities to help organizations easily manage audio and video (AV) content over Ethernet networks. The new Pro AV ICX swi…

We’ve all heard the cliché, “defense wins championships.” In the modern era of the NFL , I’d argue there’s a new MVP that never takes a snap, never makes a tackle, and is completely invisible to the 70,000 fans in the stands. I’m talking about the network. As Levi’s Stadium gears up for Super Bowl LX , the conversation is naturally dominated by point spreads, commercials and halftime shows. But f…

Four security vulnerabilities have been found in the open source Ingress NGINX traffic controller that is extensively used by organizations in Kubernetes deployments. They can only be fixed by upgrading to the latest version. Of the four holes, two are more serious, because they carry CVSS scores of 8.8: CVE-2026-1580 is an improper input validation issue. If the Ingress NGINX controller is confi…

Nvidia CEO Jensen Huang told CNBC there was no validity to the rumors that he is reconsidering scaling back on his $100 billion investment in data centers for OpenAI, in sharp contrast to reports from the Wall Street Journal. Huang appeared on CNBC’s Mad Money show on February 3 to discuss an alliance between Nvidia and Dassault Systemes (cq). CNBC host Jim Cramer initially discussed that news bu…

Private 5G has always had a dedicated but small following in a few verticals , but for the average enterprise the whole topic is a yawn for good reason— they’re very unlikely to need it. The fact that 6G may improve on it when it (eventually) comes along is a bit like embellishing a party story that has already put your friends to sleep. But conditions are changing. What I’m now hearing suggests …

Some 15 tech luminaries from companies including Nvidia, OpenAI, Microsoft and Intel took to the stage at Cisco’s second annual AI Summit and talked about how AI technology will change the industry moving forward. The goal of the gathering was to provide a look at how AI is influencing software, compute, infrastructure and IT workers. A number interesting themes emerged from their presentations. …

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…

Microsoft’s Azure cloud platform suffered a broad multi-hour outage beginning on Monday evening, disrupting two critical layers of enterprise cloud operations. The outage, which lasted over 10 hours, began at 19:46 UTC on Monday and was resolved by 06:05 UTC on Tuesday. The incident initially left customers unable to deploy or scale virtual machines in multiple regions. This was followed by a rel…

Intel is making a new push into GPUs, this time with a focus on data center workloads, as the chipmaker looks to reestablish itself in a market increasingly shaped by AI-driven demand and dominated by Nvidia. CEO Lip-Bu Tan said that after hiring a senior GPU architect , the company is working directly with customers to define requirements, signaling a more demand-driven approach as enterprises a…

AI’s impact on the networking industry is hard to ignore. At a pace that hardly seems imaginable, we have gone from AI as a backend data-crunching technology that required specialized data scientists, to generative AI that puts the power of large language models into the hands of virtually every end user and network practitioner, to AI agents that can act autonomously. In 2026, AI deployments wil…

Cisco CEO Chuck Robbins says 2026 is going to mark a turning point for enterprise and large-scale AI use. He led off today’s Cisco AI Summit , telling attendees that this will be the year of agentic applications and building greater trust and security into AI. “There are lots of questions and discussions about what does it mean to your enterprise infrastructure? What does it mean to your security…

Nvidia continues to throw its sizable bank account around, this time making a $2 billion investment in GPU cloud service provider CoreWeave . The company says the investment reflects Nvidia’s “confidence in CoreWeave’s business, team and growth strategy as a cloud platform built on Nvidia infrastructure.” CoreWeave is not the only company that has built its business on Nvidia infrastructure: so h…

In many ways, 2025 was the year Cisco got its product strategy right under the leadership of its chief product officer, Jeetu Patel . Splunk assimilation took hold, and we saw integrations with security, observability, networking and more. In addition, the core of Cisco’s product line—campus networking—underwent a major refresh with new Catalyst Smart Switches and Wi-Fi 7 access points. And after…