Zeus Kerravala
Latest from Zeus Kerravala
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From resilience to survivability: How AI forces a rethink of business continuity
Artificial intelligence is forcing companies to change almost every aspect of their business. From operations to hiring to sales and training, change is happening faster than ever. One aspect of this change that has flown under the radar is the need for companies to rethink their business continuity plans. AI is pressuring enterprises to move ...
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Zoom’s most recent quarter highlights its transition to a system-of-action company
Of all the companies I track, Zoom Communications Inc. might be the most interesting, as it’s evolving in ways that run counter to its traditional peers. When speaking with industry colleagues, including investors, channel partners, customers and fellow industry analysts, Zoom is often grouped into the unified communications-as-a-service or the contact center-as-a-service bucket. Zoom was ...
ANALYSIS
Five takeaways from Nvidia’s earnings, and what they mean for the AI industry
Nvidia Corp.‘s latest results are remarkable even by its own high bar. Revenue set new records, driven by a 90%-plus surge in data center demand and what management described as “parabolic” demand as Blackwell systems ramp across hyperscalers, artificial intelligence clouds, auto and sovereign customers. But the more important story is how quickly the AI economy ...
ANALYSIS
Move fast, break nothing: How Forward Predict brings CI/CD discipline to networking
Startup Forward Inc. today rolled out Forward Predict, software that lets customers model the impact of network changes before changes go live. Rather than a routine feature update in a crowded artificial intelligence networking market, the move signals a broader shift in how networks should be designed, operated and trusted as AI becomes central to ...
Five takeaways from Michael Dell’s keynote at Dell Technologies World 2026
Like most vendor event keynotes this year, Michael Dell used his Dell Technologies World 2026 keynote to argue that artificial intelligence has moved beyond experimentation and into the physical, operational core of the enterprise. His central line, “Abundant intelligence is here,” framed the transformation not as another infrastructure refresh cycle but as the start of ...
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How the WNBA-AWS data play can turn engagement into fans
The world of professional sports has seen many tech vendors cut sponsorship agreements with leagues and teams. The Women’s National Basketball Association and Amazon Web Services Inc. recently announced a partnership that appears to be more than a traditional sponsorship. AWS will provide a data platform that can turn casual viewers into committed fans by ...
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Veeam’s big pivot on display at VeeamON 2026
Veeam Software Group GmbH used VeeamON 2026 in New York City this week to punctuate its shift from “the backup company” to a data and artificial intelligence trust platform for the agentic era. With a new architectural layer and an aggressive product roadmap, Chief Executive Anand Eswaran (pictured) and President of Products and Technology Rehan Jalil are betting ...
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AIR, ARR and AI: Inside RingCentral’s transformation into an AI-first engagement platform
RingCentral Inc.‘s latest quarter shows a company that has quietly turned artificial intelligence from a future story into its primary engine for product differentiation, operational leverage and, increasingly, growth. What started as a unified-communications-as-a-service provider is evolving into an AI-first customer engagement platform, with RingCentral AIR and related products at the front door of every conversation. Steady top ...
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Something old, something new, something borrowed, something blue: Thoughts from Arvind Krishna’s keynote at IBM Think
At this year’s IBM Think, Chief Executive Arvind Krishna’s keynote focused on artificial intelligence’s impact on the modern enterprise. Instead of the usual tour through features and roadmaps, his talk challenged information technology leaders. The real divide in the next decade won’t be between those who do and don’t use AI, but between those who rebuild their ...
ANALYSIS
Nvidia’s MRC: When ‘just Ethernet’ isn’t enough for gigascale AI
Nvidia Corp.‘s latest networking innovations meet the needs of a new kind of network that supports the unique demands of artificial intelligence factories. Ethernet is no longer a generic plumbing choice but an enabler of high-performance AI. With today’s unveiling of Multipath Reliable Connection, or MRC, on Spectrum-X Ethernet, Nvidia is pushing Ethernet even deeper into ...









