Got GPU?
Everyone, everywhere is talking GPUs. From NVIDIA’s trillion dollar market cap run-up and Supermicro’s 12x surge leading to inclusion in […]
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Essential Reading – Bain & Co. Global PE Report 2024
Bain & Company‘s Global Private Equity Report 2024 is out, and makes for interesting reading. Some takeaways – As shown
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Security and Gen AI Continue to Attract Private Capital
Reach Security Secures $20 mm in Series A Funding Reach Security a startup focusing on maximizing cybersecurity through AI-driven analysis
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Inference, Bugs, Deepfakes, Guardrails
Things were slower following Super Bowl weekend, but picked up quite a bit this week. Not surprisingly, the biggest and
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Identity, Edge, Endpoint Management and DevTools
Happy to report there is a pick up in funding and M&A activity across many sub-sectors within Infra Software. Let’s
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Databricks, Einblick, Anamalo, Codeium, Kore.ai, Torq, Prompt Security, Aim Security
I’d love to say M&A activity is picking up but the only activity that actually seems to be up is
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Zscaler, Avalor, Chronosphere, Calyptia, Vicarius, Synopsys, Ansys, Secret Double Octopus
Welcome to my latest round-up of mergers, acquisitions, and investments in software infrastructure. Lots of smaller deals, plus one really
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Thoughts on Juniper / HPE, and a few other things
My former client Hewlett Packard Enterprise is acquiring my former employer Juniper Networks with investment banking advice from another one
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Aqua Security, Orca, SentinelOne, PingSafe, Mimecast, Elevate Security
Welcome to the latest edition of InfraRead! The year has started off with a few light announcements in Infra software
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Isovalent, eBPF, Solo.io, Tigera, Groundcover, Samooha, Spera, Harvey, Halcyon, ScaleOps
Cisco plans to acquire Isovalent, the company behind Cilium, “an open source, cloud native solution for providing, securing, and observing