Analysis for Enterprise Infrastructure Leaders

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

Recent Research

Nutanix: Full-Stack Agentic AI Platform for Enterprise AI Factories

Steve McDowell
March 31, 2026

At the recent NVIDIA GTC 2026 event, Nutanix announced Nutanix Agentic AI, a full-stack software solution designed to help enterprises build, operate, and govern AI factories at scale. The announcement enhances Nutanix's existing hybrid cloud platform — including its AHV hypervisor, Flow Virtual Networking, Nutanix Kubernetes Platform, and Nutanix Enterprise

HPE AI Factory & Storage Advancements at GTC 2026

Steve McDowell
March 31, 2026

At NVIDIA GTC 2026, HPE announced a broad expansion of its portfolio, including AI factory infrastructure, supercomputing platforms, and enterprise storage. These announcements collectively strengthen HPE's role as a comprehensive NVIDIA-aligned infrastructure provider, extending the NVIDIA AI Computing by HPE portfolio with hardware based on the Vera Rubin and Blackwell

NetApp: Next-Generation EF-Series Arrays for AI & HPC

Steve McDowell
March 31, 2026

NetApp announced the new EF50 and EF80 all-flash block storage arrays, the latest generation of its EF-Series, at the recent NVIDIA GTC 2026. The systems replace the previous EF-Series generation with a purpose-built design aimed at AI model training, high-performance computing simulations, and high-throughput transactional databases.

Cisco: Secure AI Factory Expands to the Edge with Agentic Security

Steve McDowell
March 28, 2026

At NVIDIA GTC 2026, Cisco announced a significant expansion of its Cisco Secure AI Factory with NVIDIA, broadening its validated AI infrastructure architecture from centralized data centers to enterprise and service provider edge deployments. The announcement includes hardware-accelerated security, updated switching silicon, new Cisco Validated Designs (CVDs), and a formalized

Dell Technologies: AI Data Platform with NVIDIA

Steve McDowell
March 28, 2026

Dell Technologies announced a major expansion of its AI Data Platform at the recent NVIDIA GTC 2026 event. Dell’s AI Data Platform serves as the data foundation layer of its Dell AI Factory with NVIDIA. The announcement highlights three new architectural pillars: Data Orchestration Engine built on Dataloop, GPU-accelerated analytics

NVIDIA STX & CMX: Infrastructure for Agentic AI Context Storage

Steve McDowell
March 23, 2026

NVIDIA announced its BlueField-4 STX reference architecture at GTC 2026, introducing a modular framework for deploying accelerated storage infrastructure optimized for agentic AI workloads. The architecture addresses a specific technical challenge: as AI systems evolve from single-turn interactions to complex, multi-step agentic workflows with context windows spanning millions of tokens,

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NAND Field Guides

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

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