Broadcom’s AVGO Infrastructure Software segment is benefiting from strong demand for VMware solutions. In the third quarter of fiscal 2025, Infrastructure Software revenues jumped 17% year over year ...

New multi-tenancy support, simplified workflows and controls, and predictive automation enable enterprises to rapidly and effectively manage and optimize AI infrastructure at scale Penguin Solutions' ...

MILPITAS, Calif.--(BUSINESS WIRE)--Penguin Solutions, Inc. (Penguin Solutions; Nasdaq: PENG) today announced the expansion of its ICE ClusterWare ™ software platform, (formerly Scyld ClusterWare ®) ...

The software sector as a whole demonstrated a deteriorating performance during the fourth quarter, but infrastructure software names, such as Palantir (NASDAQ:PLTR) and MongoDB (NASDAQ:MDB), bucked ...

Forbes contributors publish independent expert analyses and insights. Dr. Ekta Dang is a Silicon Valley-based contributor who covers AI. Oct 29, 2024, 04:49pm EDT Microsoft, BlackRock, Global ...

CAMPBELL, Calif.--(BUSINESS WIRE)--Mirantis, delivering Kubernetes-native infrastructure for AI, today announced the k0rdent Application Catalog has reached 92 validated infrastructure (up from 19 ...

CRN breaks down the 20 hottest cloud infrastructure companies of 2026 paving the AI highway—from AWS, Microsoft and Oracle to CoreWeave, Nutanix and Vultr. The demand for cloud infrastructure is ...

It wasn’t that long ago that we were all amazed at our first interactions with ChatGPT, enabled by what then felt like an incredibly powerful foundational large language model (LLM). Yet, in a short ...

Infrastructure software companies (DTCR), (NQRPCI:IND) are outperforming as artificial intelligence disrupts traditional software businesses, according to Ben Reitzes, head of technology research at ...

Despite fears of recession that began this year, particularly driven by tariff announcements and disappointing economic reports, software stocks are being identified as a potential safe haven for ...