Google Cloud: 8th-Generation TPU Family Splits Training and Inference

AI Abstract

At Google Cloud Next 2026, Google unveiled its 8th-generation Tensor Processing Unit (TPU) family, splitting its custom silicon lineup into two purpose-built architectures for the first time.

The TPU 8t targets large-scale model training, emphasizing compute throughput and scale-up bandwidth, while the TPU 8i addresses inference and reasoning workloads, emphasizing memory bandwidth and low-latency communication.

Google Cloud Next ‘26: Storage Infrastructure Advances + the NetApp Partnership

Disk Drive

At its recent Next ’26 conference, Google Cloud advanced its storage portfolio across three fronts: high-performance infrastructure for AI training and inference, intelligent metadata capabilities built directly into the storage layer, and expanded ecosystem integrations. 

The announcements span Cloud Storage Rapid, Google Cloud Managed Lustre with 10 TB/s throughput, Hyperdisk Exapools, Smart Storage automation, and material expansions to the Google Cloud NetApp Volumes service, including a deeper partnership with NetApp.

IBM’s AI Strategy: Play the Long Game, Not the Headlines

IBM Data Center

IBM reported 6% revenue growth, expanding margins, strong free cash flow, and software acceleration in its Q1’2026 earnings.

The more consequential signals, however, came from the strategic narrative beneath those figures. IBM is not competing for the most visible positions in AI, but rather building the infrastructure layer that enterprises will ultimately depend on, regardless of their more tactical AI choices.

ServiceNow Earnings: The Real AI Story Isn’t What You Think

ServiceNow

ServiceNow delivered a strong fiscal Q1 2026, exceeding guidance across revenue, margins, and bookings. This earnings call offers a clearer view of how AI is reshaping enterprise software and of ServiceNow’s role in that shift. The implications span pricing architecture, competitive positioning, labor economics, and how enterprises actually spend. 

P5G Alone Won’t Unlock Value

Handshake between a businessperson and a worker in safety gear over a glowing 5G chip, symbolizing industrial collaboration.

Investing in ecosystems, and building partnerships that actually matter will define the next decade of industrial connectivity.

Google Cloud Next 2026: Enterprise AI Enters Production

Google Cloud Next '26

Google Cloud Next 2026, held last week in Las Vegas, delivered a clear, consistent message: the experimental phase of enterprise AI is over, and the production phase of autonomous agent deployment has begun. Google made an incredible 260 announcements at the event, with most aligned with the idea that enterprises will increasingly operate through fleets […]

Nutanix .NEXT 2026: Beyond the Hypervisor

Nutanix NEXT 2026

Nutanix held its annual .NEXT user conference earlier this month in Chicago drew more than 5,000 attendees and over 100 sponsors. The event came at an inflection point for enterprise infrastructure, as the post-VMware market continues to consolidate, AI workloads move from pilot to production, and hardware supply constraints continue to complicate infrastructure planning.

MEXT: Predictive Memory Software to Control DRAM Costs

Semiconductor

MEXT, a Santa Clara-based startup founded just three years ago, recently launched Predictive Memory, a software-only solution that uses AI-driven prediction to extend effective server memory capacity by treating flash storage as a transparent extension of DRAM.

The company claims its product reduces infrastructure costs by 50% and increases usable memory capacity by 2x to 4x without requiring changes to hardware, operating systems, or applications.

IBM & Arm: Together Extending Arm Architecture into Enterprise Computing

Image of Arm processors

IBM and Arm announced a strategic partnership to support the Arm architecture on IBM’s enterprise computing platforms, IBM Z and LinuxONE. The collaboration aims to address two key enterprise needs: greater workload flexibility and infrastructure capable of handling AI- and data-heavy applications at a mission-critical level.

MLPerf Inference 6.0: Software Gains & Broadening Competition Shake Things Up

MLPerf 6.0 Inference

MLCommons released MLPerf Inference v6.0 results, marking what the consortium describes as the most significant update to the benchmark suite to date.

The round introduced five new workloads, including a multimodal vision-language model, a text-to-video generation benchmark, and a new interactive scenario for the DeepSeek-R1 reasoning model.