Technology trends and insights
Networking
Improvements in Secure Firewall 10.0 provide better observability and detection for threats and security monitoring overall.
Cybersecurity
The market for networking and security skills is shifting as AI implementations move from experimental to operational and enterprise organizations deploy more sophisticated IT architectures. So, which skills are commanding the highest premiums? And which skills are no longer in great demand? Foote Partners’ latest IT Skills and Certifications Pay Index shows a clear pattern: Premium pay is moving away…
Hot on the heels of Starlink’s plan for a million data centers in space, Starcloud’s next launch will put hardware from AWS in orbit. “Starcloud will be the first to launch the Amazon Web Services (AWS) Outpost hardware to space on our second satellite launching in October,” Starcloud CEO Philip Johnston wrote in a LinkedIn post. Outpost is AWS’s on-premises…
AI
A multi-year expansion cycle will drive worldwide data center capex to the $1.7 trillion mark by 2030, driven by hyperscalers as well as neo cloud service providers and sovereign AI initiatives, a new report from Dell’Oro Group indicates. All three segments are entering a new phase of infrastructure expansion; key among them are Amazon, Google, Meta and Meta, which at…
AI
Above Lake Zurich, in the hills of Rüschlikon, the next chapter in industrial history is currently being written. While the world discusses the latest advances in generative AI, Alessandro Curioni’s team at IBM Research – Zurich, IBM’s European research center, is already working on a fundamental transformation that goes far beyond mere software updates. When visiting the research center, one…
AI
Arista Networks dialed up a strong fourth quarter, fueled by AI and campus Ethernet networking, to close out last year. “2025 has been another defining year for Arista. With the momentum of generative AI and cloud and enterprise, we have achieved well beyond our goal, at 28.6% growth driving a record revenue of $9 billion,” said Jayshree Ullal, CEO and…
AI
AI agents aren’t just hype, they’re actually having a material impact on content delivery network economics—at least for Fastly. Its fourth-quarter earnings call this week provided evidence of how AI agent behavior differs from traditional web traffic and how much revenue that difference generates. The edge cloud provider posted $172.6 million in revenue for Q4 2025, up 23% year over…
Technology
Nvidia has released analysis showing a 4X to 10X reduction in cost per token for AI inferencing by switching to open source models. The cost reductions were achieved by pairing Nvidia’s Blackwell GPU platform with open-source models from Baseten, DeepInfra, Fireworks AI, and Together AI. Their tests showed significant cost improvements across healthcare, gaming, agentic chat, and customer service. […
Technology
The US Federal Trade Commission (FTC) seems to be doubling down on its investigation of Microsoft and the tech giant’s potentially shady bundling and licensing practices. According to a Bloomberg report, the federal agency has been issuing civil investigative demands (CIDs) to companies that compete with Microsoft in the business software and cloud computing markets. CIDs are powerful, subpoena-like mandates…
Networking
Network and infrastructure roles continue to shift as enterprises adopt technologies such as AI-driven network operations, multicloud networking, zero trust network access (ZTNA), and SD-WAN. Here’s a recap of some of the latest industry research, hiring statistics, and certification trends that impact today’s network professionals, infrastructure and operations (I&O) leaders, and data center teams. Check back for regular updates. Automation threatens…