AI-generated summary Arista announced its forecast for 2027 revenue to grow to about $18.5 billion during its earnings call. Arista says AI networking should double to about $7 billion and campus revenue should grow 60% to about $2 billion.
www.saastr.com — Disclosure: Higgsfield is a SaaStr Fund portfolio company. We invested early, and we’ve been customers since the early days. Higgsfield crossed $1 billion in annualized revenue run rate in Se…
investing.com — Server CPU strength persists as AMD and Arm gain share: UBS
investors.coreweave.com — CoreWeave Database places a fully managed, PostgreSQL-compatible database inside CoreWeave Kubernetes Service clusters, removing the cross-cloud hop between AI applications and the data they depend on CoreWeave , Inc. (Nasdaq: CRWV), The Essential Cloud for AI ® , today announced the general availability of CoreWeave Database, a managed PostgreSQL service that runs inside customers' CoreWeave Kubernetes Service (CKS) clusters, alongside their training and inference workloads. CoreWeave Database gives AI teams a production-ready relational database on the same platform as their GPUs, with high availability, continuous backups, and point-in-time recovery built-in. Nearly every AI stack depends on a relational database for application state, workflow metadata, and experiment tracking. Until now, teams building on CoreWeave either operated PostgreSQL themselves or kept it in another cloud, adding a network hop, an egress path, and a second environment to secure. That distance grows as AI
