Cisco Expands Secure AI Factory with NVIDIA, adds Supermicro as Partner
Cisco has added Supermicro as a rack-scale compute partner to Secure AI Factory with NVIDIA, the joint infrastructure framework the two companies introduced in March 2025.
The expansion brings Supermicro’s liquid- and air-cooled dense GPU systems into the program alongside Cisco’s Silicon One and NVIDIA Spectrum-X-based networking, targeting deployments on the NVIDIA Vera Rubin NVL72 and HGX Rubin NVL8 platforms.
Powering the AI Factory: How Siemens and NVIDIA Co-Design Compute at Gigawatt Scale
Today’s AI factories are gated by power, including how much a site can draw from the grid, how efficiently that power reaches a GPU, and how much useful compute each watt produces.
Let’s look at the problem through the lens of the long-time collaboration between Siemens and NVIDIA, which pairs their respective strengths to jointly address this problem.
Nutanix Enterprise AI 2.8: Governance and Cost Controls for Production Agentic AI
Nutanix announced the general availability of Nutanix Enterprise AI (NAI) 2.8, the latest release of its software platform for deploying and governing LLMs and AI agents across hybrid cloud environments.
IBM Brings Arm to the Mainframe: Dual-Architecture Z and LinuxONE Processor with Native Arm Support
At Hot Chips 2026, IBM disclosed the next-generation processor for its Z and LinuxONE systems, the first commercial chip designed to execute both IBM’s z/Architecture and Arm instruction sets natively on the same physical cores.
NetApp Acquires JetStream, Strengthens VMware Cyber Resilience
NetApp recently announced the acquisition of JetStream Software, a San Jose-based cyber resilience vendor. JetStream builds disaster recovery and workload migration technology for VMware environments. NetApp plans to integrate that technology into its existing data protection portfolio alongside SnapMirror, its long-standing replication engine.
High Bandwidth Flash: Bridging the Gap Between Expensive HBM & Flash Memory
At the recent FMS 2026, SK hynix and SanDisk announced the first open technical specification for High Bandwidth Flash (HBF), formalizing a new memory category that sits between high-bandwidth memory (HBM) and solid-state drives.
Nutanix: Open-Source MCP Server Brings Governed AI Agent Automation to Cloud Platform
Nutanix recently released an open-source MCP server for the Nutanix Cloud Platform (NCP). The server sits between AI coding assistants and agent frameworks, including GitHub Copilot, Claude Code, Cursor, and the Nutanix Prism Central management plane, translating natural-language requests into calls to the Prism v4 REST API. It is now available as a free download.
What Quantinuum’s Earnings Tell Us About the Quantum Computing Market
Last week, Quantinuum released its first earnings report since its IPO earlier this summer. The interesting parts of the call weren’t its financial highlights, but rather what we can infer about the state of quantum commercialization from what was said.
IBM’s Modular Cryogenic Architecture: Scaling Toward Fault-Tolerant Quantum Computing
IBM has connected two modular cryogenic cells within a single cooled environment at its Poughkeepsie, New York, facility and cooled the combined system to below 15 millikelvin, more than 100 times colder than deep space. The demonstration replaces the cylindrical dilution-refrigerator enclosures used in IBM Quantum System One with box-shaped aluminum cells that sit side by side and link via short, shielded interconnect tunnels.
Modular ModCon 2026: Impact on Qualcomm and the Broader AI Accelerator Market
Modular held its ModCon 2026 developer conference in San Francisco this week, its first developer conference since Qualcomm completed its acquisition of the company earlier this summer.
The event was both a coming-out party for the newly combined organization and an early proof point for Qualcomm’s bet on buying Modular, namely that ceding control of a piece of its AI software stack to the open-source community is the fastest way to challenge NVIDIA’s CUDA ecosystem.
FMS 2026: AI Moving Boundaries Between Memory & Storage
The recent FMS 2026 conference in Santa Clara, once organized around flash storage, now functions as an AI memory-and-data-infrastructure conference, confirming a shift that has been building over several product cycles. It’s no wonder the event changed its name from “Flash Memory Summit” to “Future of Memory and Storage.”
Dell & KIOXIA Bring 9.8PB in 2U to ObjectScale
Dell Technologies and KIOXIA have paired the KIOXIA LC9 series 245.76TB NVMe SSD with the Dell PowerEdge R7725 server running Dell ObjectScale software, creating a 2U storage node with 9.83PB of raw flash capacity.
This makes ObjectScale the first object storage platform to qualify KIOXIA’s 245.76TB drive, which KIOXIA introduced in July 2025 as the industry’s highest-capacity NVMe SSD.
Dynatrace Acquires Arize: What the $915M Deal Means for AI Observability
Observability leader Dynatrace announced its intent to acquire Arize, a venture-backed company specializing in AI observability and large language model evaluation, for $915 million.
Arize provides a platform for evaluating and monitoring the behavior of large language models, AI agents, and machine learning systems in production, addressing issues such as hallucination detection, output quality measurement, and behavioral drift that fall outside the scope of conventional application performance monitoring.
We Need to Talk About Celona, The P5G Company
Celona has shifted from being a pure private 5G vendor into a converged wireless infrastructure company that now builds and manages Wi‑Fi 7, private 5G, public cellular, and satellite as one deterministic, AI‑driven fabric.
Oracle APEX AI Application Generator: Enterprise Governance for AI Code
Oracle released the APEX AI Application Generator as the centerpiece of Oracle APEX 26.1, a GA release of its low-code development platform for Oracle Database. The release pairs generative AI with APEXlang, a structured, human-readable specification for an APEX application.