Futuriom

BREAKING. @AristaNetworks has signed over 40 companies to an MSA for its new XPO #optical #transceiver design, which it says will dramatically reduce power and datacenter space footprints by increasing optical density. futuriom.com/articles/news/…

Shares of @Ciena rose 8% today on record fourth quarter and year-end revenues and earnings that beat Wall Street expectations. Unprecedented hyperscaler demand boosted sales of their optical networking products not only across the WAN but within the datacenter. $CIEN #networking #optical futuriom.com/articles/news/…

Networking and AI infrastructure leader @AristaNetworks has set its sights on AI for #NetOps and the campus networking markets, and a trio of announcements point the path forward. #AIinfra #cloudtech #networking $AI $ANET futuriom.com/articles/news/…

Agentic AI is already reshaping infrastructure ops, but real impact comes when it’s paired with governance + orchestration. @KristenHRachels unpacks the new @futuriom report + what leaders need to build the next gen of AI-ready ops. 👉 Check it out: bit.ly/4pukArL

“I’ll bring home a real Christmas tree.”

I got an exclusive look at the new New Year's Eve ball at One Times Square. You can find out more at Fast Money Live this Thursday, Dec. 11th!

Oracle just wiped out $100 billion in market cap.

Oracle is leading the de-bubble of the AI money machine (not quietly). here’s a quick breakdown of its FY2026 Q2 earnings: > not-real earnings beat: EPS is 38.04% above street, but the beat was almost entirely driven by a one-off gain from selling Ampere Computing. that’s pure financial engineering, hard to extrapolate this growth into future quarters. > on the topline, revenue actually missed expectations. that tiny miss matters because it questions both oracle’s execution and the *real demand* for its AI infra. > backlog and reality gap: Oracle now has over $500bn in RPO, with more than $300bn of that tied to OpenAI. > RPO looks great on paper, but to deliver on those contracts, Oracle has to massively ramp data center capacity. this quarter’s capex was ~$12bn vs ~$8.4bn expected, and the company just raised a ton of debt to fund this build-out. revenue growth and margins are *not keeping up with* the capex curve at all. > what's more, a huge chunk of that future revenue comes from one customer (OpenAI). if openai’s demand, pricing, or relationship with oracle underperforms the current plan, oracle is stuck with oversized, under-utilized capacity and a heavier debt load. That’s exactly how an “AI money machine” starts to de-bubble.

@IBM 's acquisition of data streaming and #Kafka vendor @confluentinc could help IBM advance in the market while getting Confluent out of stock market malaise. $IBM $CFLT futuriom.com/articles/news/…

The $3.25B acquisition of @CelestialAIinc aids #datacenter #networking but also boosts @MarvellTech 's #ASIC ambitions. $MRVL futuriom.com/articles/news/…

We're at #TheAISummit in New York - Booth 317 Meet DriveNets' AI networking experts and our infrastructure services team to explore our network fabric solutions for scale-up, scale-out, and scale-across. Want to learn even more about our approach to AI infrastructure? Come hear us on the panel! 🗓️ Dec 11 11:30AM 𝗧𝗵𝗲 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 𝗥𝗮𝗰𝗲 - 𝗣𝗼𝘄𝗲𝗿𝗶𝗻𝗴 𝗚𝗲𝗻𝗔𝗜 𝗮𝘁 𝗦𝗰𝗮𝗹𝗲 Experts discuss the future of AI infrastructure, including GPUs, networking, and cloud solutions. Stop by booth 317 and explore our Ethernet-based networking fabric. Here's why it stands out: ✅ Fastest time to first token with optimized workload performance – achieved with end-to-end optimization and minimal fine-tuning ✅ High-performance support for any GPU (Nvidia or AMD) or AI accelerator, any optics, and any NIC ✅ Highest-performance scale-out and scale-across multi-sites ✅ Lossless standard Ethernet connectivity and the highest-performance multi-tenancy

AI workloads are pushing traditional architectures to their limits. Join us for a knowledge-stacked webinar and learn to explore how next-gen fabrics, disaggregation, and open networking for breakthrough performance and agility for modern AI clusters. Building AI-Optimized Data Center Fabrics: Disaggregation Meets High-Performance Networking 📅 Add to your calendar Day: Tuesday, December 16, 2025 Time: 16:00 pm UTC+8 💡Featured speakers: Keyur Patel, Founder and CTO - @arrcusinc Nanda Ravindran, VP of Product Management and Planning - @EdgecoreNetwork ➡️ Register here: hs.edge-core.com/-building-ai-o… #Edgecore #Arrcus #NetworkDifferent #LiveWebinar #AI #opennetworking #datacenter #solution #Disaggregation

🚀 torero 1.6 is here! Pin the executables you depend on, run any tool/script as a managed service, and pull private repos over HTTPS (no SSH needed). Say goodbye to version drift and brittle runtimes. Download: bit.ly/4q0O0xw Check out the blog: bit.ly/4q5zGUM

With @awscloud 's rollout of new #Nova models and services, it hopes to streamline model and agent creation for the #AI market. $AMZN futuriom.com/articles/news/…

After investing in Intel Corporation and @Nokia, @nvidia buys a block of @Synopsys, forging a partnership to further GPU-accelerated engineering. #GPUs #investments #partnerships $NVDA $SNPS futuriom.com/articles/news/…

It finally happened! @awscloud and @Google are expanding their multicloud support, which could have a big impact on the #multicloud #networking space. futuriom.com/articles/news/…

Build kit enables users to create AI agents that blend non-deterministic reasoning with deterministic infrastructure control for safe automation. Feat. @Itential, @futuriom's @rayno thenewstack.io/flowai-gives-a…

Market Reaction To The Nvidia Earnings Show New Levels Of AI Anxiety via @forbes $NVDA $MSFT $CRWV forbes.com/sites/rscottra…

So far, Oracle's taking a big hit on $300B OpenAI deal It's early days, but the $300 billion compute megadeal between Oracle and OpenAI is a losing proposition for Oracle so far, the Financial Times reports, though it acknowledges "it's too soon to be talking about the Curse of OpenAI." Since the deal was announced in September, Oracle has lost roughly $315 billion in market cap, while Oracle equivalents have been relatively steady. Broadcom and Amazon have dipped following their recent OpenAI deals; Nvidia is little changed after its September pact. linkedin.com/news/story/so-…

Chip giant @nvidia wowed Wall St. with earnings beat. But the market had other ideas. Why this is worrisome for the #AI market: futuriom.com/articles/news/…