Analysis for Enterprise Infrastructure Leaders
The latest research on the technologies, trends, and decisions shaping enterprise IT.
Recent Research
- Steve McDowell
- March 13, 2026
Everpure (formerly Pure Storage) recently announced ActiveCluster for file, extending its synchronous replication and continuous availability capabilities from block storage to file workloads. The company sees this capability as a foundational component of its Enterprise Data Cloud strategy, with general availability planned for Q2 2026.
- Steve McDowell
- March 13, 2026
IBM has announced the industry's first published reference architecture for quantum-centric supercomputing (QCSC), offering a technical blueprint for combining quantum processing units (QPUs) with traditional HPC infrastructure. The framework focuses on computational problems that exceed traditional computing capabilities, particularly in molecular simulations and quantum chemistry calculations, where quantum mechanics governs
- Michael McDowell
- March 13, 2026
Qualcomm’s MWC 2026 announcements highlight a pivot toward deterministic performance in dense, interference‑heavy environments.
- Steve McDowell
- March 10, 2026
Domino Data Lab recently announced its Winter Release, becoming the first vendor to offer a fully governed, end-to-end platform for operationalizing agentic AI systems. The release features a new Agentic Development Lifecycle (ADLC) experience along with LLM hosting capabilities.
- Steve McDowell
- March 9, 2026
At MWC 2026, Hewlett Packard Enterprise announced a significant expansion of its service provider portfolio, its broadest set of announcements following its acquisition last year of Juniper Networks. The announcements focus on three primary pillars: ultra-high-density routing for AI backbones, modular compute for the telecommunications edge, and an integrated cloud
- Steve McDowell
- March 5, 2026
Every quarter I participate in a call for buy-side investment analysts focused on the broader datacenter/hyperscaler semiconductor ecosystem. Here, I’m sharing the raw notes I used to drive that call.
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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.
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