Blog

Arista’s Early Lead in the Race to Rebuild the Data Center

Michael McDowell April 9, 2026

And while the race is far from over, Arista has carved out an early lead.

P5G in 2026: The Great Divide Between Carpet and Concrete

Michael McDowell April 7, 2026

Neither Siemens nor Celona is wrong. They’re just solving different problems for different people.

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

Steve McDowell April 2, 2026

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.

From Zero Trust to Zero Assumption: The RSAC 2026 Vibe Shift

Michael McDowell April 1, 2026

Zero Trust, as it’s been marketed for the last decade, has officially entered its “participation trophy” era.

NVIDIA Just Rewired the AI Factory — And Networking Is Now the Star of the Show (GTC 2026)

Michael McDowell March 20, 2026

Together, these components make a rack behave like a single system instead of a collection of servers held together by hope and bailing wire.

Call Notes: Quarterly Semiconductor Update (March 2026)

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.