The Five Nine

When people picture a data center, they tend to picture compute servers, GPUs, watts and raw horsepower. But there is another side of the equation that decides whether that expensive compute power actually does anything useful: Storage. In this episode,  we'll tackle what storage is, what decisions make the biggest impact, key challenges and how to handle the current storage shortage. #AI #datacenters #storage #VASTData #HitachiVan...

If you’re deploying AI, your decisions around what compute to use shouldn’t be based on which three-letter acronym you remember the best. We’re breaking down  how to think about compute for AI; what CPUs, GPUs, and newer accelerators are best at; where organizations can get tripped up; and what constraints matter more than the chip itself.  #AI #artificialintelligence #enterpriseAI #Nvidia #AMD #GPU #CPU #LPU #dat...

Private equity has aggressively poured billions into data centers and digital infrastructure in recent years.  But today, some investment assumptions are being stress tested.  We explore the assumptions behind big PE data center investments, how the landscape is shifting, whether creative deal making is a good thing and where things might head next. #privateequity #datacenters #AI #investments #cloud

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Turns out Nvidia isn't just a chip company, it's morphing into a systems company. On the heels of Nvidia GTC in San Jose, we sat down with three of our favorite analysts - Jack Gold, Anshel Sag and Leonard Lee - to translate Nvidia's tech talk into tangible takeaways. Here's what you need to know about the company's latest chip and AI announcements. #AI #AgenticAI #Nvidia #OpenClaw #Cisco #cybersecurity

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The Five Nine explores how and why AI agents and quantum computing could break modern network security, what role telecom network operators have in stopping the threats, and why everyone needs to start thinking about these problems NOW.

Special guests include Palo Alto’s SVP for Network Security Rich Campagna, F5 VP of AI and engineering guru Jimmy White and Fierce Network Research’s Mitch Wagner.

#AI #agenticAI #teleco...

In this conversation, AT&T Executive Vice President and General Manager of Mass Markets, Jenifer Robertson, discusses how the company is reshaping connectivity through a customer-first strategy across wireless and fiber. Robertson outlines AT&T’s approach to serving more than 100 million customers daily, highlighting how customer experience, network reliability, and simplified pricing are driving decision-making at sc...

We’re flipping the script this week and talking not to the people building AI infrastructure but to one of the people trying to help implement it in the wilds of retail. Forum3 Co-CEO and former Starbucks Chief Digital Officer Adam Brotman talks why GenAI is different, how on-device AI could change the game entirely, and whether he thinks there is actually a bubble. #AI #artificialintelligence #retail #Apple #Google #Siri

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AI is massively shaking up the multi-cloud landscape. And we’re here to talk about how.

As cloud adoption kicked into gear a few years back, it wasn’t enough to have just one cloud. Suddenly enterprises had deployments scattered here, there and everywhere. That, of course, made for a management nightmare. And just as vendors and enterprises started to get their arms around the problem, AI entered the scene.

Suffice to s...

What does the future hold for Verizon with a new CEO at the helm? Does the $42.5 billion BEAD program have staying power? Can telcos fend off a space-based market invasion?

A new year brings a fresh start, but there are some trends that are bound to carry over from 2025. We gathered the whole Fierce Network crew to get their top takes on what's in store for the year to come in the wireless, wireline, AI and cloud realms.

#AI #cloud...

AI isn’t just transforming how we live, work and play, it’s also overhauling the cloud and data center market. It’s not just about the big three anymore – we’re entering the era of the alternative hyperscaler. Vultr’s CMO Kevin Cochrane and Futuriom founder and chief analyst Scott Raynovich talk what's coming down the pipe in 2026. #AI #cloud #GPU #neocloud #altscaler

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Nvidia made headlines in October when it announced plans to invest $1 billion in telecom vendor Nokia to develop AI-RAN solutions that use its GPUs. But do GPUs even make sense for AI-RAN? We sat down with Orange's Atoosa Hatefi and Dell'Oro Group's Stefan Pongratz to dig into the different flavors of AI-RAN, what would compel telecom operators to spring for GPUs and what the overall market forecast looks like. 

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AWS walked into Las Vegas with a full house of cards. The cloud titan absolutely unloaded with a series of announcements spanning silicon, software and networking at its annual re:Invent conference. And the key takeaway? It’s not playing catchup on AI anymore…it’s leading the pack.

Fierce Network's Diana Goovaerts and Elizabeth Coyne sat down with Moor Insights and Strategy's Jason Andersen and Tekonyx Fou...

First, there was machine learning. Then, generative AI. Now, we’re in the midst of the agentic AI revolution. But agentic AI is a waypoint rather than an endpoint. So, what’s next? The answer is physical AI. 

But what is physical AI, in practical terms? What is it good for, how mature is the technology, what kinds of networks will it need and how can we all prepare for what’s coming? Nvidia and Nokia have ans...