Analysis for Enterprise Infrastructure Leaders

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

Recent Research

Microsoft, Quantinuum & IBM: Closing the Gap Between Fragile Qubits and Fault-Tolerant Computing

Steve McDowell
June 29, 2026

Quantum error correction is crossing a major threshold w/ significant recent announcements from IBM, Microsoft & Quantinuum, with a direct line to the commercialization of quantum computing.

Microsoft & Quantinuum: Peer-Reviewed Quantum Error Correction Results

Steve McDowell
June 29, 2026

Microsoft and Quantinuum recently published a peer-reviewed paper in Nature 6, confirming an 800-fold reduction in logical-qubit error rates on Quantinuum's trapped-ion hardware using Microsoft's qubit-virtualization platform.

Qualcomm’s Dragonfly Data Center Portfolio

Steve McDowell
June 29, 2026

Qualcomm unveiled Dragonfly, its full-stack data center portfolio focused on AI inference, at its recent 2026 Investor Day. The portfolio brings together the Dragonfly C1000 data center CPU, the Dragonfly AI300 inference accelerator, the company's new High Bandwidth Compute (HBC) near-memory architecture, a broad connectivity lineup, and a custom silicon

Everpure: Data Intelligence and Data Stream Advance AI-Ready Data-Primacy

Steve McDowell
June 25, 2026

Everpure's Data Stream and Data Intelligence automate AI data pipelines and governance. See how they compare to Dell, HPE, VAST Data, and NetApp.

Qualcomm Acquires Modular for its Hardware-Agnostic AI Software Layer

Steve McDowell
June 25, 2026

Qualcomm announced its intent to acquire Modular, an AI infrastructure software company, in a stock transaction valued at approximately $3.9 billion. The deal pairs Qualcomm's silicon roadmap with Modular's Mojo programming language and MAX inference engine, a software stack that runs AI models across CPU, GPU, NPU, and custom ASIC

HPE Discover: Agentic Governance, Vera CPU, and Confidential Computing added to AI Factory w/ NVIDIA

Steve McDowell
June 23, 2026

Hewlett Packard Enterprise extended its HPE AI Factory with NVIDIA to support production-ready agentic AI deployments at its just-wrapped HPE Discover 2026. The announcements add governance, security, and compute capabilities for organizations moving AI agents into operational production environments.

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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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