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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.
IBM recently announced a significant refresh of its FlashSystem all-flash storage portfolio, replacing the 5300, 7300, and 9500 product lines with new 5600, 7600, and 9600 models. The company also introduced its new FlashSystem.ai, an agentic AI administration layer that IBM claims can reduce manual storage management effort by up to 90%.
Microsoft recently announced its second-generation custom AI accelerator, the Maia 200. The new chip is an inference-optimized alternative to third-party GPUs in its Azure infrastructure. The company says the accelerator delivers 30% better performance per dollar than existing Azure hardware while supporting OpenAI’s GPT-5.2 models and Microsoft’s own synthetic data generation workloads.
Commvault recently announced its Commvault Cloud Unified Data Vault, a cloud-native service that extends its air-gapped protection capabilities to data written using the S3 protocol. The service provides an S3-compatible endpoint that applies policy-driven protection to S3-based workloads without requiring agent installation or custom integration work.
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.
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.
Qualcomm is signaling readiness through ecosystem validation, while Broadcom is sampling silicon to OEMs to kickstart hardware development.
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