Blog
Fortinet Analyst Meeting – Celebrating 25 Years
We attended an analyst meeting held in Fortinet’s headquarters and Executive Briefing Center (EBC) this week. Over ten different executives presented to the small audience about product, marketing and go-to-market activities at the cybersecurity leader. We left with the sense that SASE is the company’s key growth engine and that… Read More »Blog
Design Smarter Networks: AI for Networking is Shaping the Future of Network Operations
Introduction In today’s resource-scarce world, network reliability and efficiency are essential to helping IT teams scale, as finding skilled IT staff is increasingly complex. Without a move to AI for operations, the number of devices and applications will overwhelm existing staff and increase an organization’s exposure to security vulnerabilities and… Read More »Blog
Capturing the AI Wave: New Revenue Models for Service Providers and Colocation Operators
Introduction Service Providers (SP) and Colocation (Colo) Providers play a pivotal role in enabling and scaling the AI economy. AI workloads, whether training, inference, agentic, consumer, or enterprise, have fundamentally different compute, storage, networking, and power requirements than traditional applications. Organizations must process massive volumes of sensitive, mission-critical data, redefining… Read More »Blog
AI Fabrics for Neo and Sovereign Clouds: Why Non-Blocking Design Matters
Introduction AI Ethernet Switching provides the backbone for connecting GPUs. We discussed the different types of AI fabrics and the advantages Ethernet had in our previous blog. The fabrics are key to how Neo Clouds and Sovereign Clouds build next-generation AI clusters. Idle GPUs and congestion costs are significant. This… Read More »Blog
Cisco and the Future of AI Networking
How Ethernet, AI Infrastructure, and ecosystem partnerships are driving a $70B+ market shift Introduction Networking plays a key role in AI buildouts. From a user’s perspective, we might see this as a faster response time or better results, but behind the scenes, the network plays the vital role of connecting… Read More »Blog
ZTE User Conference in Milan: AI and 6G at the Forefront
We attended the ZTE User Conference and Analyst Meeting in Milan, Italy, this week. The company is celebrating its 40th anniversary. On the first day, many customers presented and shared various insights about their operations; the operators’ insights primarily related to AI, 6G, and European mobile over-competition. On the second… Read More »Blog