Tag: artificial intelligence

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

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 Chief Financial Officer Colette Kress dropped midway through the call: Fiscal 2028 revenue should grow roughly 70% — and that is a supply-constrained figure. Customer forecasts, she said, “point to our growth doubling next year.”

Read More About
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

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., Google LLC, Meta Platforms Inc. and Oracle Corp. — are on pace to spend roughly $700 billion to $800 billion in capital expenditures this year, with about three-quarters of that spending tied directly to AI infrastructure.

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

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

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 has raised new concerns about data leakage, unsanctioned use and inaccurate outputs.

Read More About
Fortinet’s Virtue AI acquisition rebalances the agentic AI security equation

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

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 faster, build more convincing social engineering campaigns, and execute multistage intrusions at a scale that would have required large, well-resourced teams only a few years ago.

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

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

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 unit officially rebounds as a first-class AI platform. The message from Su was ambitious and often compelling, but it also sharpened the competitive contrast with Nvidia Corp. and Intel Corp., raising as many questions as it answered.

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