Analysis for Enterprise Infrastructure Leaders

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

Recent Research

Huntsman-Olin: The $300 Million Promise

Michael McDowell
June 16, 2026

The CIO role is the one to watch next. Whoever gets that seat inherits both transformation programs, both mid-flight ERP decisions, and a 24-month deadline with a nine-figure number attached to it.

Arista Networks’ Next-Generation 1.6 Terabit Portfolio for AI Fabrics

Steve McDowell
June 16, 2026

Arista Networks recently announced its new 7060XE7 Series, a portfolio of 1.6 Terabit (1.6T) Ethernet switching platforms designed for rack-scale AI infrastructure. The announcement extends Arista's Etherlink architecture from 800G to 1.6T and introduces three hardware configurations for air-cooled, liquid-cooled, and high-density 128-port deployments.

IBM’s LLM-Guided Evolutionary Framework for Quantum Error Correction Code Discovery

Steve McDowell
June 16, 2026

IBM Research recently published a paper on an LLM-guided evolutionary framework for discovering quantum error-correction (QEC) codes, accompanied by the open-source release of OpenEvolve on GitHub. The framework applies evolutionary artificial intelligence techniques, originally developed for general program synthesis, to the domain of quantum low-density parity-check (qLDPC) codes.

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

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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