Analysis for Enterprise Infrastructure Leaders

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

Recent Research

High Bandwidth Flash: Bridging the Gap Between Expensive HBM & Flash Memory

Steve McDowell
August 23, 2026

At the recent FMS 2026, SK hynix and SanDisk announced the first open technical specification for High Bandwidth Flash (HBF), formalizing a new memory category that sits between high-bandwidth memory (HBM) and solid-state drives.

Nutanix: Open-Source MCP Server Brings Governed AI Agent Automation to Cloud Platform

Steve McDowell
August 23, 2026

Nutanix recently released an open-source MCP server for the Nutanix Cloud Platform (NCP). The server sits between AI coding assistants and agent frameworks, including GitHub Copilot, Claude Code, Cursor, and the Nutanix Prism Central management plane, translating natural-language requests into calls to the Prism v4 REST API. It is now

What Quantinuum’s Earnings Tell Us About the Quantum Computing Market

Steve McDowell
August 23, 2026

Last week, Quantinuum released its first earnings report since its IPO earlier this summer. The interesting parts of the call weren’t its financial highlights, but rather what we can infer about the state of quantum commercialization from what was said.

IBM’s Modular Cryogenic Architecture: Scaling Toward Fault-Tolerant Quantum Computing

Steve McDowell
August 20, 2026

IBM has connected two modular cryogenic cells within a single cooled environment at its Poughkeepsie, New York, facility and cooled the combined system to below 15 millikelvin, more than 100 times colder than deep space. The demonstration replaces the cylindrical dilution-refrigerator enclosures used in IBM Quantum System One with box-shaped

Modular ModCon 2026: Impact on Qualcomm and the Broader AI Accelerator Market

Steve McDowell
August 19, 2026

Modular held its ModCon 2026 developer conference in San Francisco this week, its first developer conference since Qualcomm completed its acquisition of the company earlier this summer. The event was both a coming-out party for the newly combined organization and an early proof point for Qualcomm's bet on buying Modular,

FMS 2026: AI Moving Boundaries Between Memory & Storage

Steve McDowell
August 19, 2026

The recent FMS 2026 conference in Santa Clara, once organized around flash storage, now functions as an AI memory-and-data-infrastructure conference, confirming a shift that has been building over several product cycles. It’s no wonder the event changed its name from “Flash Memory Summit” to “Future of Memory and Storage.”

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

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