Analysis for Enterprise Infrastructure Leaders

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

Recent Research

Cisco at OCP 2026

Steve McDowell
October 14, 2026

Cisco updated nearly every layer of its AI networking stack at the recent 2026 OCP Global Summit. The company announced production deployments of its Silicon One P200 routing silicon at Microsoft and Alibaba, began shipping the first systems based on its 102.4 Tbps Silicon One G300, and introduced the Silicon

IonQ Acquires Elisity: Quantum-Safe Security Meets Identity-Based Microsegmentation

Steve McDowell
October 13, 2026

IonQ has signed a definitive agreement to acquire Elisity, a privately held Zero Trust security company specializing in identity-based micro-segmentation.

AMD Helion Brings Rack-Scale Design to Agentic AI

Steve McDowell
October 13, 2026

AMD Helion brings rack-scale design to agentic AI with a 32,768-core CPU rack and CPU plus GPU option. We look at the specs, partners, and NVIDIA Vera competition.

Cisco and NVIDIA: Optical Ultra-Dense Small Form Factor Pluggable (USFP) Specification

Steve McDowell
October 13, 2026

Cisco and NVIDIA introduced the Ultra-Dense Small Form Factor Pluggable (USFP) at the Open Compute Global Summit 2026. The new optical transceiver form factor supports 400Gb/s per electrical lane. The initial design places 16 full-duplex lanes in a module roughly the size of today's OSFP, yielding 6.4 Tb/s per module.

Quantum World Congress 2026: Fault Tolerance, Benchmarks & Commercialization

Steve McDowell
October 12, 2026

Fault tolerance dominated the recent Quantum World Congress 2026, and so did a sharper debate over proof. The industry has largely stopped competing on raw qubit counts. Instead, vendors now compete on whose logical qubits, decoders, and benchmarks hold up under scrutiny, and buyers benefit from it.

The Fight for TDK’s HDD Head Business

Steve McDowell
October 8, 2026

The most strategic asset in the hard drive industry this week is a component most IT buyers never consider. On October 6, Bloomberg reported that Seagate and Toshiba are competing for TDK's HDD magnetic recording head business, in a deal that could be worth several billion dollars.

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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

Cybersecurity