The Future is Sovereign: How HPE is Forging the Hybrid Cloud Blueprint for the Global Enterprise
This is not simply the story of winning a deal; it’s the narrative of HPE defining the next era of hybrid cloud computing….
SC25: Beyond Super Computing
Supercomputing 2025 delivered a clear message to enterprise IT leaders: the infrastructure conversation has fundamentally changed. The announcements from SC25 were about architectural transformation.
From rack-scale designs to quantum integration to facility-level engineering, the building blocks of large-scale AI and HPC systems are being reimagined.
Analysis of the Private 5G Market: Is it Dying?
…P5G is not dying; rather, it is shedding unrealistic use cases.
Research Note: VAST Data Integrates with Google Cloud & Microsoft Azure
Over the past month, VAST Data has announced partnerships with both Google Cloud and Microsoft Azure to deliver its hyperconverged approach to AI data management (which it calls an “AI Operating System”) as a managed service in public cloud environments.
Research Note: VDURA Data Platform v12
VDURA recently announced Version 12 of its VDURA Data Platform (VDP), formerly known as PanFS, introducing three primary architectural enhancements to its parallel file system: an elastic Metadata Engine for distributed metadata processing, system-wide snapshot capabilities, and native support for SMR disk drives.
Research Note: Snowflake BUILD 2025 Announcements
At its recent BUILD 2025 event, Snowflake unveiled a substantial array of platform updates centered on three core themes: compute performance optimization, data interoperability across heterogeneous environments, and operational automation.
The offerings address persistent enterprise challenges around data fragmentation, manual infrastructure management, and the operational overhead of supporting both transactional and analytical workloads on unified platforms.
Call Notes: Semiconductor Memory Market Supply Constraints and Rising Prices
Legacy and mobile DRAM types, including DDR4 and LPDDR5X, face severely extended delivery lead times, while contract prices for DRAM and NAND flash are rising sharply. This is leaving Smartphone OEMs and SoC vendors with elevated memory cost burdens that threaten margins and will likely force higher device prices.
Call Notes: Q4 Semiconductor Tracker
We’re in a moment that’s less about individual chip performance and more about processing-at-scale. It’s all about sprawling AI racks, optics, interconnect, and custom silicon hungry for scale, speed, and a story.
Quick Take: Qualcomm’s Diversification Strategy is Paying Off
Qualcomm’s fiscal Q4 2025 results tell a story that extends far beyond the smartphone chips that built the company. While the guidance-busting earnings numbers, $11.3 billion in revenue and $3.00 EPS, are impressive, it’s not the full story.
Research Brief: Oracle Database 26ai Delivers Fully Integrated AI
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.
Research Brief: Cisco Partner Summit Infrastructure Announcements
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.
From DoD to Enterprise: Future Technologies and the New Era of Trust in Mission-Critical Wireless
FT is transforming from a specialized, sector-focused systems integrator into a well-capitalized P5G Market Accelerator and Consolidator.
Beyond the Captive Portal: Why Passpoint and Private Cellular Are the Only Seamless Options
At its core, Passpoint replaces the insecure web login with certificate-based, enterprise-grade authentication.