Analysis for Enterprise Infrastructure Leaders

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

Recent Research

Cisco and NVIDIA: Optical Ultra-Dense Small Form Factor Pluggable (USFP) Specification

Steve McDowell
October 13, 2026

Cisco and NVIDIA introduced the Ultra-Dense Small Form Factor Pluggable (USFP) at the Open Compute Global Summit 2026. The new optical transceiver form factor supports 400Gb/s per electrical lane. The initial design places 16 full-duplex lanes in a module roughly the size of today's OSFP, yielding 6.4 Tb/s per module.

Quantum World Congress 2026: Fault Tolerance, Benchmarks & Commercialization

Steve McDowell
October 12, 2026

Fault tolerance dominated the recent Quantum World Congress 2026, and so did a sharper debate over proof. The industry has largely stopped competing on raw qubit counts. Instead, vendors now compete on whose logical qubits, decoders, and benchmarks hold up under scrutiny, and buyers benefit from it.

The Fight for TDK’s HDD Head Business

Steve McDowell
October 8, 2026

The most strategic asset in the hard drive industry this week is a component most IT buyers never consider. On October 6, Bloomberg reported that Seagate and Toshiba are competing for TDK's HDD magnetic recording head business, in a deal that could be worth several billion dollars.

Atlassian Team ’26 Europe Announcements: Context & Governance for Enterprise Agentic AI

Steve McDowell
October 8, 2026

Atlassian made a broad set of announcements at its recent Team ’26 Europe conference covering nearly every product in its portfolio. The underlying theme across all the announcements is to make the Teamwork Graph the context and governance layer on which enterprise agentic AI relies.

Atlassian AMP: Making Governed AI Agents Part of the Team

Steve McDowell
October 8, 2026

Atlassian introduced the Agentic Multiplayer Protocol (AMP) at its Team '26 Europe conference in Amsterdam. AMP is Atlassian's framework for AI agents to participate in shared work alongside people across Jira, Confluence, Loom, Bitbucket, and the rest of the Atlassian cloud platform.

Dell AI Data Platform Gains Enterprise Context & GPU-Accelerated Data Preparation

Steve McDowell
October 6, 2026

Dell has expanded its Dell AI Data Platform, the data foundation of the Dell AI Factory, with a set of updates to orchestration, processing, storage, and services. The headline additions are a Unified Semantic Layer, an Enterprise Knowledge Graph, and topic-scoped Knowledge Agents, which provide AI applications and agents with

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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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