Zeus Kerravala – SiliconANGLE

Cisco gives customer experience a big dose of AI

Zeus Kerravala — Fri, 07 Nov 2025 18:18:27 +0000

There is a growing duality of opposing forces that needs to be dealt with if customers are to have success with artificial intelligence. My research shows that more than 90% of organizations believe the network to be more important to business operations than it was two years ago. At the same time, almost the same […]

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How AWS is partnering with F1 to reshape auto racing

Zeus Kerravala — Mon, 03 Nov 2025 19:55:30 +0000

Even in auto racing, it’s all about the data today. Amazon Web Services Inc. is a global partner of Formula One and has been the official cloud and machine learning provider for the league since 2018. The dynamic, longstanding partnership comes down to three core pillars: transforming data into racing intelligence, fan experience enhancement and technical transformation. […]

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Arista Networks debuts next-gen platforms for AI data centers

Zeus Kerravala — Thu, 30 Oct 2025 17:35:35 +0000

Scaling artificial intelligence is not just a compute problem but increasingly a network issue, a reality that Arista Networks addressed Wednesday by unveiling its latest switch family targeted toward AI data centers. It’s new generation, the R4 Series platform is based on the Broadcom Jericho3 Qumran3D silicon and is designed for AI, cloud data centers and routed backbone deployments. […]

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Nvidia GTC DC: The rise of AI factories and a push for US leadership

Zeus Kerravala — Wed, 29 Oct 2025 04:05:45 +0000

As artificial intelligence continues to steamroll its way into every part of our lives, Nvidia Corp.’s GPU Technology Conference events have grown in importance, and this week’s fall installment in Washington, D.C. provided the customary showcase of how and what is possible. Nvidia has been at the heart of the AI revolution since it began as the […]

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Speed, Frankenstein, voice and other takeaways from NiCE CEO Scott Russell’s keynote at Analyst Summit

Zeus Kerravala — Thu, 23 Oct 2025 01:13:19 +0000

Contact-center-as-a-service leader NiCE Ltd. is holding its analyst event in Vienna, Austria, this week, and it’s the first one with Scott Russell as captain of the Starship NiCE. The chief executive isn’t the only new leader, as Michelle Cooper is now running marketing and Jeff Comstock takes over as the president of products and technology. Russell, […]

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Veeam to acquire Securiti for $1.7B+ to accelerate safe AI at scale

Zeus Kerravala — Tue, 21 Oct 2025 12:00:35 +0000

Veeam Software Group GmbH today announced a definitive agreement to acquire Securiti Inc. for $1.725 billion, by far the largest purchase made by the company to date. Though Veeam has made many acquisitions under the tenure of Chief Executive Anand Eswaran (pictured), this is the first in the security market. As a data protection company, Veeam can […]

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IBM TechXchange 2025 was all about navigating the AI revolution

Zeus Kerravala — Thu, 16 Oct 2025 03:14:37 +0000

At IBM Corp.‘s TechXchange 2025 event last week in Orlando, Florida, artificial intelligence was the primary theme, as it is at every event today. But the messaging and announcements from this conference were about getting customers over the hump and moving AI from vision to adoption. The pace of technological change is faster than I’ve ever seen […]

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Farmer Lifeline Technologies uses AI to fight extreme poverty

Zeus Kerravala — Tue, 14 Oct 2025 19:10:14 +0000

I attend more than my fair share of events every year, but my favorite is the Global Citizen Festival in New York City. For those not familiar with it, it’s an international education and advocacy organization dedicated to ending extreme poverty and its system causes. The goal of Global Citizen is to end extreme poverty […]

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The $500M blueprint: How QumulusAI and USD.AI are forging a new financial model for the AI neocloud

Zeus Kerravala — Thu, 09 Oct 2025 23:28:44 +0000

It seems every day there’s a new announcement regarding an economic event with artificial intelligence. Recently, Nvidia Corp. made an investment in OpenAI and then OpenAI turned around and took a stake in Advanced Micro Devices Inc. Then there was the $6.3 billion deal between CoreWeave Inc. and Nvidia. Why so much activity? The reason […]

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Cisco’s 51.2T Silicon One P200 chip brings scale-across to distributed AI

Zeus Kerravala — Wed, 08 Oct 2025 18:45:30 +0000

Cisco Systems Inc. today announced its 8223 routing system, powered by its new Silicon One P200 chip — a new network system designed to unlock artificial intelligence’s potential through massive scale. Earlier this year, Nvidia Corp. introduced the concept of “scale-across” architectures as AI is now hitting the limits of a single data center. A “unit of […]

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With new open models and simulation libraries, Nvidia aims to accelerate robotics R&D

Zeus Kerravala — Fri, 03 Oct 2025 03:21:48 +0000

As Nvidia Corp. announced new robotics innovations at last week’s Conference on Robot Learning in South Korea, the company continues to extend its product line with new capabilities and enhancements. Nvidia announcements at CoRL included: The Isaac GR00T N1.6 open foundation reasoning vision language action model that provides robots with humanlike reasoning to break down complex […]

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Cisco positions itself for the next era of AI at WebexOne

Zeus Kerravala — Thu, 02 Oct 2025 16:28:06 +0000

As Cisco Systems Inc. held its WebexOne conference this week in San Diego, to no one’s shock the theme of the 2025 event was artificial intelligence — and, of all the markets Cisco plays in, the ones Webex addresses have the most direct end user impact. “We are squarely in the next era of AI, where we are […]

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NBA and AWS partner to enhance fan experiences with AI

Zeus Kerravala — Wed, 01 Oct 2025 11:30:25 +0000

The National Basketball Association and Amazon Web Services Inc. today entered a multiyear partnership in which AWS will serve as the official cloud artificial intelligence provider for the NBA and all its affiliates, which includes the NBA G League, WNBA and Basketball Africa. The partnership centers on using the NBA’s data and AWS AI to transform […]

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HPE tees up the technology for the first AI-enabled Ryder Cup

Zeus Kerravala — Mon, 29 Sep 2025 02:36:06 +0000

This past week the Ryder Cup was held at the famed Bethpage Black Golf Course in Farmingdale, New York. While the raucous crowd cheered the U.S. team, and European fans sang, “Ole, Ole,” Hewlett Packard Enterprise Co. worked with the Ryder Cup to provide a rock-solid technology foundation for all aspects of the event including […]

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QumulusAI taps Michael Maniscalco as CEO to drive growth in neocloud era

Zeus Kerravala — Thu, 25 Sep 2025 18:20:52 +0000

QumulusAI, a Georgia-based provider of graphics processing unit-powered cloud infrastructure for artificial intelligence, is making moves to claim a leadership position in the emerging neocloud market today by naming Michael Maniscalco new chief executive officer. Maniscalco (pictured), former chief technology officer of Applied Digital Corp., will bring his technical skills to an already deep team to bring […]

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AWS adds fully managed AI models: Qwen3 and DeepSeek-V3.1

Zeus Kerravala — Thu, 18 Sep 2025 22:27:38 +0000

Amazon Web Services Inc. today announced the addition of fully managed open-weight models Qwen3 and DeepSeek-V3.1 to its AI model portfolio. The new models offer greater flexibility to customers that rely on the Amazon Bedrock generative AI service to meet their evolving business needs. Open-weight models provide increased transparency for developers regarding model weights, which makes it […]

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It’s an AI bonanza at Zoomtopia 2025

Zeus Kerravala — Thu, 18 Sep 2025 00:40:37 +0000

Zoom Communications Inc. has a variety of products, including meetings, contact center, front-line worker applications and others, but this week there’s a single theme that cut across the fully virtual Zoomtopia event: artificial intelligence. In fact, with that emphasis on how AI is expanding and enhancing Zoom’s conferencing and related services, they could have called the […]

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Splunk .conf25 shows good progress with Cisco integration

Zeus Kerravala — Fri, 12 Sep 2025 23:11:19 +0000

It has been almost a year and a half since Cisco Systems Inc. acquired Splunk Inc. At the time, investors were happy because it was a good financial move. Cisco spent $28 billion and would get back about $4 billion a year in revenue that was accretive to profit margins. Splunk revenue is primarily subscription-based, […]

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F5 boosts AI security capabilities with acquisition of CalypsoAI

Zeus Kerravala — Thu, 11 Sep 2025 20:39:56 +0000

F5 Inc., the Seattle-based application delivery and security company, is expanding its portfolio with today’s acquisition of CalypsoAI Inc., a leader in enterprise artificial intelligence security. The acquired company was founded in 2018, showing it has been pioneers in the AI security market long before the latest hype cycle. The purchase price was announced at […]

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RingCentral dials up native workforce management with the acquisition of CommunityWFM

Zeus Kerravala — Mon, 08 Sep 2025 20:21:12 +0000

Cloud communications provider RingCentral Inc. announced today announced it’s acquiring CommunityWFM, a workforce management provider. CommunityWFM will be integrated into RingCentral’s homegrown contact center solution, RingCX. No purchase price was given and CommunityWFM took in no funding, but its revenue is believed to be somewhere in the $5 million to $10 million range. WFM provider Verint Systems […]

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Palo Alto Networks gets ready for an AI-centric world with Prisma SASE 4.0

Zeus Kerravala — Thu, 04 Sep 2025 20:17:21 +0000

Palo Alto Networks Inc. today added more capabilities to its fast-growing Prisma SASE (Secure Access Service Edge) platform by leveraging AI to create what the company calls “a blueprint for the AI-ready enterprise.” The Secure Access Service Edge service delivers protection against AI-powered threats, data security that adapts to how information flows, and unified operations capable […]

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Brazil’s first digital-only bank relies on Zscaler to roll out zero-trust security everywhere

Zeus Kerravala — Thu, 28 Aug 2025 22:56:32 +0000

Inter is a large digital financial services corporation based in Brazil with its U.S. headquarters in Miami. It began operating in 1994 as Banco Inter, a traditional bank, and became Brazil’s first fully digital, cloud-based bank in 2015. Inter provides online banking and other financial services, ranging from investments to travel, shopping and rewards, to […]

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HPE Juniper rolls out agentic AI to simplify IT operations and improve user experience

Zeus Kerravala — Tue, 26 Aug 2025 20:58:44 +0000

Artificial intelligence is at the heart of almost every part of an organization’s strategy, and that includes information technology operations. However, many organizations aren’t seeing clear business results. In fact, a recent MIT Study found that 95% of generative AI projects are failing. One of the big reasons for failure is that AI is being […]

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Understanding the pivotal role of Nvidia Spectrum-XGS Ethernet in the rollout of AI

Zeus Kerravala — Mon, 25 Aug 2025 21:23:51 +0000

The implementation of artificial intelligence generates wide-ranging effects throughout all industrial sectors through its generative capabilities and large language models together with autonomous systems and scientific discovery applications, but true AI capabilities have been hard to achieve because the foundation of the infrastructure needs a complete redesign. AI computational engines have earned their rightful position […]

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Menlo Security research finds use of shadow AI is booming

Zeus Kerravala — Thu, 21 Aug 2025 19:03:45 +0000

As generative artificial intelligence tools are becoming more prevalent in the workplace, employees are accessing these tools via personal accounts on company devices, pasting in sensitive data, and downloading content — all of which creates potential security risks. Meanwhile, cybercriminals are capitalizing on this trend by weaponizing AI and impersonating trusted tools. Menlo Security Inc. recently released […]

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Nvidia: Let’s get physical with AI

Zeus Kerravala — Fri, 08 Aug 2025 19:51:49 +0000

Nvidia Corp. recently held an industry analyst briefing on the topic of physical artificial intelligence, and Chief Executive Jensen Huang has been consistent in his talk track in every keynote he has done this year that physical AI is the next wave of AI. In fact, he has often stated that eventually anything that moves […]

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Palo Alto Networks announces Cortex Cloud Application Security Posture Management

Zeus Kerravala — Tue, 05 Aug 2025 18:20:37 +0000

Palo Alto Networks Inc. kicked off the annual Black Hat USA security conference in Las Vegas this week with today’s announcement of its Cortex Cloud Application Security Posture Management solution. The ASPM offering is designed to fix security issues before cloud and AI applications have been deployed. The traditional method of securing apps is a highly […]

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Analysis: Palo Alto Networks bolsters Its AI play with acquisition of CyberArk

Zeus Kerravala — Thu, 31 Jul 2025 18:15:11 +0000

Palo Alto Networks Inc.‘s announcement Tuesday of its intent to acquire CyberArk for $25 billion implies a heavy price tag, as its shares fell on the news. But I believe it to be a good, long-term strategic move for Palo Alto and a logical extension of its platformization strategy. Valuation is interesting to look at but […]

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Five takeaways from Zoom’s Perspectives event

Zeus Kerravala — Wed, 30 Jul 2025 20:19:49 +0000

Recently Zoom Video Communications Inc. held its annual industry analyst event, Perspectives, at its headquarters in San Jose, and it revealed much about the ongoing evolution of the videoconferencing company. The company’s first act was built on video and given a massive steroid shot during the COVID era, which turned a company few had heard […]

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AWS expands its Generative AI Innovation Center with $100M investment

Zeus Kerravala — Tue, 22 Jul 2025 21:03:40 +0000

Since launching its Generative AI Innovation Center in 2023, Amazon Web Services Inc. has had one primary goal: help customers turn the potential of artificial intelligence into real business value. Now, the company has invested an additional $100 million in the center to enable customers to pioneer the new wave of autonomous agentic AI systems. Post-announcement, […]

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