Analysis for Enterprise Infrastructure Leaders

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

Recent Research

Google Cloud: 8th-Generation TPU Family Splits Training and Inference

Steve McDowell
April 27, 2026

At Google Cloud Next 2026, Google unveiled its 8th-generation Tensor Processing Unit (TPU) family, splitting its custom silicon lineup into two purpose-built architectures for the first time. The TPU 8t targets large-scale model training, emphasizing compute throughput and scale-up bandwidth, while the TPU 8i addresses inference and reasoning workloads, emphasizing

Google Cloud Next ‘26: Storage Infrastructure Advances + the NetApp Partnership

Steve McDowell
April 27, 2026

At its recent Next '26 conference, Google Cloud advanced its storage portfolio across three fronts: high-performance infrastructure for AI training and inference, intelligent metadata capabilities built directly into the storage layer, and expanded ecosystem integrations. The announcements span Cloud Storage Rapid, Google Cloud Managed Lustre with 10 TB/s throughput, Hyperdisk

IBM’s AI Strategy: Play the Long Game, Not the Headlines

Steve McDowell
April 26, 2026

IBM reported 6% revenue growth, expanding margins, strong free cash flow, and software acceleration in its Q1'2026 earnings. The more consequential signals, however, came from the strategic narrative beneath those figures. IBM is not competing for the most visible positions in AI, but rather building the infrastructure layer that enterprises

ServiceNow Earnings: The Real AI Story Isn’t What You Think

Steve McDowell
April 26, 2026

ServiceNow delivered a strong fiscal Q1 2026, exceeding guidance across revenue, margins, and bookings. This earnings call offers a clearer view of how AI is reshaping enterprise software and of ServiceNow's role in that shift. The implications span pricing architecture, competitive positioning, labor economics, and how enterprises actually spend.

P5G Alone Won’t Unlock Value

Michael McDowell
April 26, 2026

Investing in ecosystems, and building partnerships that actually matter will define the next decade of industrial connectivity.

SUSECON 2026: SUSE Shows Off Platform Strategy and Agentic Infrastructure

Steve McDowell
April 24, 2026

SUSECON 2026, recently held in Prague, saw SUSE lay out a coherent platform direction, shifting from being primarily a Linux and Kubernetes distribution vendor to a provider of an integrated open infrastructure stack spanning virtualization, edge, and AI-augmented operations.

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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

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