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Anthropic and Databricks raise billions more. Next stop: IPOs?

Investors are still looking askance at both software-as-a-service and traditional companies that might get disintermediated by AI as well as the AI companies and cloud providers that are spending all that money, wondering if they’ll get ...

THIS WEEK IN ENTERPRISE BY ROBERT HOF | 1 DAY AGO

CLOUD

Grafana Labs reportedly raising funding at $9B valuation

BY MARIA DEUTSCHER | 19 HOURS AGO

INFRA

Extreme Networks bets on agentic AI networking as supply chain uncertainty weighs on margins

BY PAUL GILLIN | 1 DAY AGO

AI

Six shifts that will make or break enterprise AI

GUEST COLUMN BY KIRAN MINNASANDRAM | 1 DAY AGO

AI
CLOUD
INFRA
AI
    Stu Miniman, senior director market insights, hybrid platforms, at Red Hat, talks to theCUBE about the Red Hat-Nvidia partnership and the Nvidia ecosystem during theCUBE + NYSE Wired: AI Factories - Data Centers of the Future interview series.AI play_arrow

    How Red Hat and the Nvidia ecosystem are standardizing AI factories

    The Nvidia ecosystem is quickly becoming the control plane for AI infrastructure. The shift isn’t just about GPUs anymore. As enterprises move from experimentation to scaled deployment, the market is consolidating around a standardized stack where Linux and Kubernetes integrate tightly with Nvidia hardware, and the Red Hat–Nvidia partnership reflects ...

    BY CHAD WILSON - 1 DAY AGO

    AI

    How Red Hat and the Nvidia ecosystem are standardizing AI factories

    BY CHAD WILSON - 1 DAY AGO

      ANALYSIS FROM THECUBE RESEARCH help_outline

      CLOUD

      Cloud earnings bring capex clarity, concern and confusion

      This winter’s 2026 hyperscale earnings prints from Meta Platforms Inc., Microsoft Corp,, Alphabet Inc. and Amazon.com Inc. made it quite clear that capital expenditures are accelerating. Combined, these four firms will spend more than $615 billion in capex this year, an increase of approximately 70% over what was already considered an inflated ...

      BREAKING ANALYSIS BY DAVE VELLANTE - 6 DAYS AGO

      CLOUD

      Cloud earnings bring capex clarity, concern and confusion

      BREAKING ANALYSIS BY DAVE VELLANTE - 6 DAYS AGO

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