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If you’ve been tracking the enterprise infrastructure space for the past few years, you’ve probably encountered VAST Data. And if you’re like most IT practitioners I talk to, you’ve probably filed them in the “high-performance storage vendor” folder in your brain.
Pure Storage has rebranded as Everpure, reflecting a multi-year evolution from storage management into broader data management, and is also acquiring 1touch: Executive Summary Pure
SUSE announced the acquisition of Losant, a Cincinnati-based industrial IoT (IIoT) platform. The acquisition marks a material expansion for SUSE, moving the company from being primarily an edge infrastructure provider (built around SUSE Linux Micro and K3s) to the application and orchestration layer, where operational data from industrial devices is aggregated, visualized, and acted on.
Dell Technologies recently announced the expansion of its Dell Private Cloud offering to support Nutanix AHV as a third hypervisor option, complementing existing support for VMware vSphere and Red Hat OpenShift Virtualization.
The enterprise infrastructure market is faced with disruption across multiple fronts. Traditional virtualization platforms face unprecedented disruption, while emerging AI-first workloads demand architectures that seamlessly span on-prem, cloud, and edge environments.
It’s against this backdrop that Nutanix, Cisco, and Pure Storage have collaborated to reimagine converged infrastructure with Cisco’s FlashStack with Nutanix.
Oracle released its Oracle Database 26ai at its recent AI World event in Las Vegas. The update makes the database an integrated platform that embeds artificial intelligence capabilities across data management, development, and analytics operations.
The platform integrates vector search capabilities with traditional database functions, supports agentic AI workflows through in-database tools and MCP servers, and extends analytics capabilities through Iceberg table format support. Oracle also bundles in advanced AI features, including AI Vector Search, at no additional cost.
At its 2025 Partner Summit in San Diego this week, Cisco announced three interconnected infrastructure initiatives to address the operational, connectivity, and edge-computing requirements of AI workloads.
The announcements span network management simplification through AgenticOps workflows, GPU-as-a-Service connectivity via SD-WAN integration with Megaport AI Exchange, and a new converged edge computing platform called Unified Edge.
Wind River Cloud Platform emerges as a compelling enterprise-grade alternative that addresses both immediate VMware challenges and long-term infrastructure modernization needs. Built on proven open-source technologies including StarlingX, Kubernetes, and OpenStack, the platform delivers unified management of both virtual machines and containers under a single, highly automated infrastructure solution.
This Research Report looks at how the Dell AI Data Platform addresses the challenges of AI-at-Scale with a purpose-built, modular approach that integrates file, block, and object storage into a unified system optimized for AI. Key components include data engines that enable aggregation, in-place querying, and searching across both structured and unstructured data sets, as well as storage engines that provide the necessary performance, scale, and security across on-premises, edge, and cloud environments.
Oracle recently announced its Oracle Autonomous AI at its Oracle AI World event in Las Vegas. The new offering combines Oracle’s Autonomous AI Database platform with native Apache Iceberg support. The offering addresses persistent enterprise challenges around data lock-in and platform interoperability by providing standardized access to data across multiple clouds and catalogs.
The global memory market entered 2026 in a state of structural supply constraint. AI infrastructure demand has reallocated semiconductor manufacturing capacity toward HBM for GPU accelerators, creating scarcity in conventional DRAM and NAND flash products.
Real, paying customers are driving demand for edge inference in manufacturing and logistics, and Verizon is backing that with One Fiber.
Two domains. Two silicons. One intentional strategy.
What stands out is Verizon’s insistence that this is not speculative infrastructure building.
Every quarter I participate in a call for buy-side investment analysts focused on compute hardware and the broader semiconductor ecosystem. Here, I’m sharing the raw notes from that call.
Over the past several years, “Apache Iceberg support” has quietly become table stakes in modern data infrastructure conversations. Storage vendors list it in press releases, lakehouse platforms lead with it and architects assume it.
A roll-up of the week’s industry news with analysis and opinion delivered to your inbox every Monday.
Feb 24-25 Energy & HPC, Houston
Feb 24-26 VAST Forward, Salt Lake City
Mar 2-6 Mobile World Congress, Barcelona
Mar 9-11 Client Event, Boston
Mar 9-11 SxSW, Austin
Mar 16-19 NVIDIA GTC, San Jose
Mar 23-26 RSAC, San Francisco
Mar 31 Client Event, San Jose
Apr 7-9 Nutanix .NEXT, Chicago
Apr 9-10 Private Client Event, Chicago
Apr 20-23 Data Center World, Washington DC
Apr 22-24 Google Cloud Next, Las Vegas
May 4-7 IBM Think, Boston
May 5-7 Atlassian Team ’26, Anaheim