Analysis for Enterprise Infrastructure Leaders

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

Recent Research

Memory & NAND Flash Crisis: May 2026 Update

  • Steve McDowell
  • May 13, 2026
What began as an AI-driven reallocation of manufacturing capacity toward HBM has compounded through consecutive quarters of record-breaking price increases, affecting enterprise IT budgets, consumer device pricing, and cloud infrastructure spending in equal measure.
Generic Cyber

SailPoint Agentic Fabric Extends Identity Governance to AI Agents & Non-Human Identities

  • Steve McDowell
  • May 13, 2026
SailPoint recently announced SailPoint Agentic Fabric, a new product layer that extends the identity governance and administration (IGA) model the company has built for human users to AI agents, machine identities, and other non-human identities (NHIs).
AI + Digital Transformation

Atlassian Team ’26: Context as Infrastructure

  • Steve McDowell
  • May 12, 2026
At Atlassian’s recent Team’26 conference, the company released a broad set of announcements organized around the thesis that organizational context is the primary source of AI differentiation. The announcements clearly show that Atlassian intends to serve as the infrastructure layer that makes that context actionable
IBM Data Center

Think 2026: IBM’s AI Operating Model Takes Shape

  • Steve McDowell
  • May 10, 2026
At its annual Think conference in Boston earlier this month, IBM delivered the most comprehensive expansion to date of its enterprise AI and hybrid cloud portfolio. The announcements center on what IBM calls an AI Operating Model, a four-pillar architecture built around agents, data, automation, and hybrid infrastructure.
Networking

NVIDIA MRC Enables Spectrum-X Ethernet for AI-At-Scale, Now at OCP

  • Steve McDowell
  • May 10, 2026
NVIDIA recently announced that Multipath Reliable Connection (MRC), an RDMA transport protocol developed for and in production on Spectrum-X Ethernet hardware, is now available to the broader industry via the OCP.
Blue gradient tech background with a rising line graph and connected network nodes, featuring the Extreme Networks logo in the top right.

Research Note: Extreme Networks’ Platform Pivot Accelerates 

  • Michael McDowell
  • May 10, 2026
If the company continues to execute on this direction, it will be competing at the AI-networking architectural level where long‑term winners are defined.

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

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