Analysis for Enterprise Infrastructure Leaders

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

Recent Research

We Need to Talk About Celona, The P5G Company

Michael McDowell
August 13, 2026

Celona has shifted from being a pure private 5G vendor into a converged wireless infrastructure company that now builds and manages Wi‑Fi 7, private 5G, public cellular, and satellite as one deterministic, AI‑driven fabric.

Oracle APEX AI Application Generator: Enterprise Governance for AI Code

Steve McDowell
August 12, 2026

Oracle released the APEX AI Application Generator as the centerpiece of Oracle APEX 26.1, a GA release of its low-code development platform for Oracle Database. The release pairs generative AI with APEXlang, a structured, human-readable specification for an APEX application.

Oracle Base Database Cloud@Customer Extends Cloud Economics to Mid-Sized and Distributed Workloads

Steve McDowell
July 24, 2026

IBM Acquires HRL Laboratories, Adds Silicon-Spin Qubits to Its Quantum Portfolio

Steve McDowell
July 23, 2026

AMD Launches Helios Rack-Scale Platform, MI400 Series and Strong Partnerships

Steve McDowell
July 23, 2026

AMD used its Advancing AI 2026 conference in San Francisco on July 22-23 to launch a full-stack of AI infrastructure products spanning silicon, rack-scale systems, and developer software. The centerpiece is AMD Helios, the company’s first fully integrated rack-scale AI system, which combines 72 Instinct MI455X GPUs, 18 sixth-generation EPYC

WEKA NeuralMesh 6 & WEKApod 3: Density, KV Cache, and AI Economics

Steve McDowell
July 21, 2026

WEKA has announced two related products: NeuralMesh 6, the sixth generation of its core software platform, and WEKApod 3, a third-generation family of storage appliances built on WEKA-designed hardware. The two announcements arrive together and are intended to be evaluated as a single system. NeuralMesh 6 remains deployable on customer-selected

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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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