Operating a network has not changed in decades. Every network engineer knows the drill. An alert fires. You open a dashboard. Then another. Then you pull logs, review client history, ping the wireless team, and, hopefully, an hour later, there is enough context to start solving the problem. The industry spent a decade building better dashboards, even though operations teams needed fewer.
Netskope Inc.’s latest quarter delivered a solid beat and a raise, but the company’s story goes beyond the numbers. It demonstrated improving operating discipline, a meaningful rebound in net-new annual recurring revenue, and early evidence that artificial intelligence security could become a material expansion engine — even if it is not yet a near-term revenue cure-all. The market’s response to Netskope has been surprisingly cautious.
At its first Horizon customer and partner event this week, Equinix Inc. argued that the architecture of enterprise artificial intelligence is being reshaped by a simple yet hard-to-answer question: Where should inference run? For the past several years, much of the AI infrastructure conversation has centered on the supply and cost of accelerated computing. The focus has been on graphics processing units, AI factories, training clusters and the unprecedented capital buildout required to support them.
As Nvidia Corp. announced this morning that it has agreed to acquire Hugging Face Inc. for $12.93 billion — one of the largest acquisitions in the company’s history — Chief Executive Jensen Huang promised that the platform will retain its brand, its leadership and, according to both companies, its neutrality. “Hugging Face will remain an open platform for the entire AI ecosystem,” Huang said. “Nvidia compute will not be required to build on or deploy through Hugging Face.”
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.”