Analysis for Enterprise Infrastructure Leaders

The latest research on the technologies, trends, and decisions shaping enterprise IT.

Recent Research

Carrier Satellite JV: SpaceX Panic Disguised as a Partnership

Michael McDowell
June 10, 2026

The carriers saw it coming and panicked, but even with SpaceX’s massive lead, satellite technology hits a brick wall of pure physics.

Microsoft’s Majorana 2 Topological Quantum Chip

Steve McDowell
June 9, 2026

Microsoft unveiled Majorana 2 at its recent Build developer conference in San Francisco, introducing its second-generation topological quantum chip and announcing the general availability of Microsoft Discovery, an agentic AI platform for scientific research and development. Majorana 2 delivers qubits that are 1,000 times more reliable than those in its

Quantinuum’s $1.68 Billion IPO & the Race to Quantum Commercialization

Steve McDowell
June 9, 2026

Quantinuum opened trading on the Nasdaq last week (symbol: QNT), raising $1.68 billion in the largest traditional IPO to date for a pure-play quantum computing company. Priced at $60 per share, above the marketed range of $53 to $55, and oversubscribed by a double-digit multiple before trading began, the debut

Qualcomm’s Dragonwing IQ10 Robotics Reference Design

Steve McDowell
June 9, 2026

At the recent Computex 2026, Qualcomm introduced the Dragonwing IQ10 Robotics Reference Design (RRD), the company's most concrete commitment to the physical AI market to date. The new platform consolidates compute, sensor interfaces, deterministic I/O, networking, and a layered software stack into a single enclosed reference design for autonomous mobile

Microsoft: Project Solara & the Agentic Operating Plane for the Non-NVIDIA World

Steve McDowell
June 7, 2026

Cisco’s Full-Stack Play for Agentic Enterprise AI

Steve McDowell
June 7, 2026

At Cisco Live 2026 in Las Vegas, Cisco unveiled Cisco Cloud Control, a unified management plane designed for human operators and AI agents to jointly run and defend enterprise infrastructure. The platform anchors Cisco's AgenticOps operating model, unifying networking, security, compute, observability, and collaboration under a single login and a

NAND Research delivers competitive analysis and market intelligence that help organizations understand positioning, evaluate competitors, and identify strategic opportunities in rapidly evolving technology markets.

NAND Research Field Guides

NAND Field Guides

The NAND Field Guides are practical handbooks on infrastructure topics outlining strategy, implementation, real-world examples, and common pitfalls.

Field Guides

Cybersecurity