Analysis for Enterprise Infrastructure Leaders

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

Recent Research

Microsoft: Project Solara & the Agentic Operating Plane for the Non-NVIDIA World

Steve McDowell
June 7, 2026

Cisco’s Full-Stack Play for Agentic Enterprise AI

Steve McDowell
June 7, 2026

At Cisco Live 2026 in Las Vegas, Cisco unveiled Cisco Cloud Control, a unified management plane designed for human operators and AI agents to jointly run and defend enterprise infrastructure. The platform anchors Cisco's AgenticOps operating model, unifying networking, security, compute, observability, and collaboration under a single login and a

Computex 2026: AI Infrastructure, the PC Wars, and the New Connectivity Arms Race

Steve McDowell
June 7, 2026

Computex has historically been a client- and consumer-focused event, but those markets now take a back seat to enterprise infrastructure and the components that define an AI factory. The key messages were all AI, all the time. The keynotes were entirely semiconductor-first, with talks by three chip CEOs: Jensen Huang

NVIDIA Is Rewiring the Data Center with Light

Steve McDowell
June 3, 2026

NVIDIA is actively working to replace electrons with photons across the entire connectivity stack, from co-packaged optics at the switch level to optical fiber cabling throughout the rack and facility.

IBM’s Big Quantum Month: A $10 Billion Bet, a National Fab, and a 2029 Deadline

Steve McDowell
June 3, 2026

Ericsson Cradlepoint W2255: Wireless WAN Steps Into the Enterprise

Michael McDowell
June 1, 2026

If you’re planning a multi‑year WAN refresh, the W2255 forces its way into the RFP conversation

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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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