Analysis for Enterprise Infrastructure Leaders

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

Recent Research

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 at the Center of Agentic Work

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

In Conversation: NetApp CEO George Kurian

Steve McDowell
October 4, 2026

At NetApp’s recent INSIGHT 2026 event in Las Vegas, I had the chance to speak with CEO George Kurian about the state of the business. Below is an edited transcript of our conversation.

NetApp INSIGHT 2026 Recap: Clouds, Sovereignty & Autonomous Operations

Steve McDowell
October 3, 2026

NetApp used its INSIGHT 2026 conference in Las Vegas to announce a broad set of platform, cloud, and partner updates alongside its headline Novus AI factory architecture

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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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