NVIDIA at OCP 2026
NVIDIA made a broad set of contributions and announcements at the 2026 OCP Global Summit, all designed to remove friction from large-scale deployments at hyperscalers, neoclouds, and large enterprises.
Intel GPU D270: An Inference-First GPU for the Data Center
Intel introduced its new Intel GPU D-Series at this year’s 2026 Open Compute Global Summit. The Intel GPU D270 is the first inference accelerator based on its Crescent Island architecture, a 350W, air-cooled, double-wide PCIe Gen5 card built on Intel’s Xe3P architecture.
Cisco at OCP 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 One G302, a 51.2 Tbps top-of-rack device with 200G SerDes.
IonQ Acquires Elisity: Quantum-Safe Security Meets Identity-Based Microsegmentation
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
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
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. A 32-lane variant delivers 12.8 Tb/s.
Quantum World Congress 2026: Fault Tolerance, Benchmarks & Commercialization
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
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.
Atlassian Team ’26 Europe Announcements: Context & Governance for Enterprise Agentic AI
Atlassian made a broad set of announcements at its recent Team ’26 Europe conference covering nearly every product in its portfolio. The underlying theme across all the announcements is to make the Teamwork Graph the context and governance layer on which enterprise agentic AI relies.
Atlassian AMP: Making Governed AI Agents Part of the Team
Atlassian introduced the Agentic Multiplayer Protocol (AMP) at its Team ’26 Europe conference in Amsterdam. AMP is Atlassian’s framework for AI agents to participate in shared work alongside people across Jira, Confluence, Loom, Bitbucket, and the rest of the Atlassian cloud platform.
AMD Takes on AI Storage with ROCm 10.1 AIS
AMD recently released ROCm 10.1, with data movement as the release’s organizing theme. The centerpiece is AMD Infinity Storage (AIS), AMD’s umbrella for libraries that move data directly between storage and GPU memory.
Dell AI Data Platform Gains Enterprise Context & GPU-Accelerated Data Preparation
Dell has expanded its Dell AI Data Platform, the data foundation of the Dell AI Factory, with a set of updates to orchestration, processing, storage, and services. The headline additions are a Unified Semantic Layer, an Enterprise Knowledge Graph, and topic-scoped Knowledge Agents, which provide AI applications and agents with a shared, governed understanding of enterprise data.
Quantinuum Backs QUOPS, a Cross-Platform Benchmark for Quantum Compute
Quantinuum announced QUOPS (the Quantum Universal Operations Performance System) at the recent Quantum World Congress in Maryland. The benchmark was developed by Sandia National Laboratories’ Quantum Performance Laboratory, with contributions from Quantinuum and NVIDIA.
In Conversation: NetApp CEO George Kurian
At NetApp’s recent INSIGHT 2026 event in Las Vegas, I had the chance to speak with CEO George Kurian about the state of the business. Below is an edited transcript of our conversation.
NetApp INSIGHT 2026 Recap: Clouds, Sovereignty & Autonomous Operations
NetApp used its INSIGHT 2026 conference in Las Vegas to announce a broad set of platform, cloud, and partner updates alongside its headline Novus AI factory architecture
NetApp Novus Takes ONTAP to AI Factory Scale
At its INSIGHT 2026 conference in Las Vegas, NetApp announced NetApp Novus, its new storage architecture for neocloud operators, hyperscalers, GPU-as-a-Service providers, and large enterprises building their own GPU clouds.