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Meta, Alphabet, Amazon, and Microsoft mentioned AI over 150 times during their Q1 earnings calls, and switchmakers like Arista Networks are saying “aye-aye” in response.
Massive AI investments require massive data centers, and those data centers call for networking components that send communications between server-rack stacks, or clusters. A switch provides the set of roads for data to travel as users request it from the data center. Companies that supply this kind of data-center network infrastructure are poised to profit off of an incipient AI boom.
“Presently, we are in the midst of trials leading to production deployments this year in 2023. We expect AI networking to become meaningful throughout the years and through the decade ahead,” said Arista Networks CEO and President Jayshree Ullal on a May 1 earnings call.
And now, the AI-nvestments…
Meta said its Q1 capital expenditures of $7.1 billion were “driven by investments in data centers, servers, and network infrastructure.”
Read more here.—BH
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Francis Scialabba
Got the printer blues? If you’re an HP customer, the answer is likely yes.
Hewlett-Packard OfficeJet printers around the world are dealing with a severe problem from a firmware update that’s essentially “bricked” the devices, giving users a blue screen and “83C0000B” error code on the device’s touch screen.
BleepingComputer first reported on the story on May 20.
“Our teams are working diligently to address the blue-screen error affecting a limited number of HP OfficeJet Pro 9020e printers,” HP told BleepingComputer. “We are recommending customers experiencing the error to contact our customer support team for assistance.”
According to The Verge, HP has been telling users a solution is on the horizon for weeks; some customers were told a patch would come May 16. Thus far, no such solution has been forthcoming.
Users in the HP forums are skeptical that a fix is even possible at this point. One member wrote, “I don’t [know] how you would push a new firmware on a bricked device.”
“I am afraid that we will have to wait for HP to find a solution,” another said. “But I don’t see how to launch an update when no printer operating system is running.”
The company has reportedly suggested that customers with affected devices send them in for replacement. The sooner the better—users are sick of waiting.
“They keep telling me to wait 48 hours as they will fix it,” one forum member wrote. “But then nothing [ever] happens.”
Read more here.—EH
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Estelle Johnson/Getty Images
The IT industry is still feeling bullish about the future despite recession fears, a new CompTIA report reveals—another indication of the tech sector’s economic resilience.
Released May 10, CompTIA’s State of the Channel 2023 report details how the industry views the health of the sector and what’s next. Tech companies and professionals are optimistic about the industry, they told CompTIA, and looking for new ways to innovate and bring cybersecurity solutions to consumers.
A whopping 90% of North American companies said they feel good about the channel’s continued relevance, made up of 43% feeling that “the channel is relevant and changing rapidly” and 47% feeling it is “relevant and holding steady.”
“The channel is healthy and evolving with new technology solutions, new players, new rules of engagement, and new customer habits,” CompTIA senior Director of Industry Analysis Carolyn April said in a statement. “The majority of firms feel good about business prospects, whether they’re competing in the traditional arenas of reselling and infrastructure, focus on consulting and services or represent new and adjacent channel types.”
A bare majority (52%) of managed services providers reported that cybersecurity services still drive most business. That led to 42% of those polled hiring more cybersecurity professionals and 41% retraining their workforce on cybersecurity protocols in the past year.
“Customers are more knowledgeable and exacting about the technology solutions they use, and have more options about where to buy them,” April stated. “If you are not providing them with a high level of service and support, they are going to move on.”
Keep reading here.—EH
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Francis Scialabba
Today’s top IT reads.
Stat: 33%. That’s what Twitter is currently worth relative to what Elon Musk paid for it last October, a two-thirds drop in valuation over seven months. (the Wall Street Journal)
Quote: “While we’re making progress, it is a very thorny challenge.”—Kemba Walden, White House acting national cyber director, on protecting classified data in the digital age (The Record)
Read: A lawyer used ChatGPT to help on a case, and it failed spectacularly. (The New Republic)
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