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.
Oracle Base Database Cloud@Customer Extends Cloud Economics to Mid-Sized and Distributed Workloads
Oracle recently announced Oracle Base Database Cloud@Customer, a hybrid cloud database service that extends the company’s Cloud@Customer portfolio to include mid-sized and departmental workloads. The offering runs on Oracle Data Infrastructure Cloud@Customer X11, a compact engineered system that Oracle installs and manages within a customer’s data center, branch office, or other facility of the customer’s […]
IBM Acquires HRL Laboratories, Adds Silicon-Spin Qubits to Its Quantum Portfolio
IBM announced it has signed a definitive agreement to acquire HRL Laboratories, a research and development institution jointly owned by Boeing and General Motors since 1997. The transaction brings HRL’s expertise in silicon-spin qubit engineering, quantum sensing, and quantum materials research to IBM’s quantum computing program. IBM has built its quantum computing roadmap, including the […]
AMD Launches Helios Rack-Scale Platform, MI400 Series and Strong Partnerships
AMD used its Advancing AI 2026 conference in San Francisco on July 22-23 to launch a full-stack of AI infrastructure products spanning silicon, rack-scale systems, and developer software. The centerpiece is AMD Helios, the company’s first fully integrated rack-scale AI system, which combines 72 Instinct MI455X GPUs, 18 sixth-generation EPYC “Venice” CPUs, Pensando networking, and ROCm software into a single liquid-cooled rack rated at up to 2.9 exaflops of FP4 inference performance.
WEKA NeuralMesh 6 & WEKApod 3: Density, KV Cache, and AI Economics
WEKA has announced two related products: NeuralMesh 6, the sixth generation of its core software platform, and WEKApod 3, a third-generation family of storage appliances built on WEKA-designed hardware.
The two announcements arrive together and are intended to be evaluated as a single system. NeuralMesh 6 remains deployable on customer-selected hardware, while WEKApod 3 is WEKA’s turnkey platform, shipping with the software preinstalled.
Why NetApp Acquired DataPelago: Nucleus and Its Enterprise AI Strategy
NetApp announced the acquisition of DataPelago, a Sunnyvale, California-based startup that builds a data processing engine called Nucleus (formerly marketed as the Universal Data Processing Engine). DataPelago will operate as a wholly owned subsidiary of NetApp. NetApp did not disclose the financial terms.
Cloudera and VAST Data Partner to Build an NVIDIA-Powered Enterprise AI Factory
Cloudera and VAST Data have announced a strategic partnership to deliver a unified “AI factory” architecture that combines Cloudera’s containerized data services with the VAST AI Operating System.
The partnership pairs Cloudera’s lakehouse-based data engineering, governance, and AI services with VAST’s Disaggregated Shared Everything storage architecture, built on the NVIDIA AI Data Platform reference design. The joint offering addresses GPU starvation, in which expensive accelerator clusters sit idle because data pipelines cannot feed them fast enough to sustain training and inference workloads.
Quantum Cloud Computing: An Enterprise Guide
Quantum computing is entering the enterprise through the cloud. That matters because most organizations will not buy, install, or operate quantum hardware. Quantum computers simply aren’t data-center friendly. Instead, enterprises will access quantum processing units (QPUs) alongside CPUs, GPUs, and high-performance computing resources through familiar cloud environments. Evaluating this market requires looking beyond physical qubit […]
AI Networking Is Breaking Change Control- What do You Do?
That’s a truth we can no longer ignore: AI networking moves at machine speed, and change control is still built for human speed.
Microsoft, Quantinuum & IBM: Closing the Gap Between Fragile Qubits and Fault-Tolerant Computing
Quantum error correction is crossing a major threshold w/ significant recent announcements from IBM, Microsoft & Quantinuum, with a direct line to the commercialization of quantum computing.
Microsoft & Quantinuum: Peer-Reviewed Quantum Error Correction Results
Microsoft and Quantinuum recently published a peer-reviewed paper in Nature 6, confirming an 800-fold reduction in logical-qubit error rates on Quantinuum’s trapped-ion hardware using Microsoft’s qubit-virtualization platform.
Qualcomm’s Dragonfly Data Center Portfolio
Qualcomm unveiled Dragonfly, its full-stack data center portfolio focused on AI inference, at its recent 2026 Investor Day. The portfolio brings together the Dragonfly C1000 data center CPU, the Dragonfly AI300 inference accelerator, the company’s new High Bandwidth Compute (HBC) near-memory architecture, a broad connectivity lineup, and a custom silicon practice.
Everpure: Data Intelligence and Data Stream Advance AI-Ready Data-Primacy
Everpure’s Data Stream and Data Intelligence automate AI data pipelines and governance. See how they compare to Dell, HPE, VAST Data, and NetApp.
Qualcomm Acquires Modular for its Hardware-Agnostic AI Software Layer
Qualcomm announced its intent to acquire Modular, an AI infrastructure software company, in a stock transaction valued at approximately $3.9 billion. The deal pairs Qualcomm’s silicon roadmap with Modular’s Mojo programming language and MAX inference engine, a software stack that runs AI models across CPU, GPU, NPU, and custom ASIC architectures without requiring per-accelerator rewrites.
HPE Discover: Agentic Governance, Vera CPU, and Confidential Computing added to AI Factory w/ NVIDIA
Hewlett Packard Enterprise extended its HPE AI Factory with NVIDIA to support production-ready agentic AI deployments at its just-wrapped HPE Discover 2026. The announcements add governance, security, and compute capabilities for organizations moving AI agents into operational production environments.
HPE Discover: Self-Driving Networks and AI Data Center Switching for the Agentic Enterprise
At its recent HPE Discover event in Las Vegas, Hewlett Packard Enterprise announced a broad set of networking updates spanning AI data center switching, autonomous network operations, and unified secure access, extending its “self-driving” networking strategy into general availability across AI factories, data centers, campus, and edge environments.
HPE Discover 2026: The First True Look at HPE + Juniper
HPE is now a networking company with a compute business. Not the other way around.
Huntsman-Olin: The $300 Million Promise
The CIO role is the one to watch next. Whoever gets that seat inherits both transformation programs, both mid-flight ERP decisions, and a 24-month deadline with a nine-figure number attached to it.
Arista Networks’ Next-Generation 1.6 Terabit Portfolio for AI Fabrics
Arista Networks recently announced its new 7060XE7 Series, a portfolio of 1.6 Terabit (1.6T) Ethernet switching platforms designed for rack-scale AI infrastructure. The announcement extends Arista’s Etherlink architecture from 800G to 1.6T and introduces three hardware configurations for air-cooled, liquid-cooled, and high-density 128-port deployments.
IBM’s LLM-Guided Evolutionary Framework for Quantum Error Correction Code Discovery
IBM Research recently published a paper on an LLM-guided evolutionary framework for discovering quantum error-correction (QEC) codes, accompanied by the open-source release of OpenEvolve on GitHub. The framework applies evolutionary artificial intelligence techniques, originally developed for general program synthesis, to the domain of quantum low-density parity-check (qLDPC) codes.
Carrier Satellite JV: SpaceX Panic Disguised as a Partnership
The carriers saw it coming and panicked, but even with SpaceX’s massive lead, satellite technology hits a brick wall of pure physics.
Microsoft’s Majorana 2 Topological Quantum Chip
Microsoft unveiled Majorana 2 at its recent Build developer conference in San Francisco, introducing its second-generation topological quantum chip and announcing the general availability of Microsoft Discovery, an agentic AI platform for scientific research and development.
Majorana 2 delivers qubits that are 1,000 times more reliable than those in its predecessor, Majorana 1, with a mean qubit lifetime of 20 seconds and peak instances approaching 1 minute.
Quantinuum’s $1.68 Billion IPO & the Race to Quantum Commercialization
Quantinuum opened trading on the Nasdaq last week (symbol: QNT), raising $1.68 billion in the largest traditional IPO to date for a pure-play quantum computing company.
Priced at $60 per share, above the marketed range of $53 to $55, and oversubscribed by a double-digit multiple before trading began, the debut caps a multi-year run of technical milestones, high-profile partnerships, and deepening enterprise engagement.
Qualcomm’s Dragonwing IQ10 Robotics Reference Design
At the recent Computex 2026, Qualcomm introduced the Dragonwing IQ10 Robotics Reference Design (RRD), the company’s most concrete commitment to the physical AI market to date. The new platform consolidates compute, sensor interfaces, deterministic I/O, networking, and a layered software stack into a single enclosed reference design for autonomous mobile robots (AMRs), industrial robotics, and humanoid platforms.
Microsoft: Project Solara & the Agentic Operating Plane for the Non-NVIDIA World
At its recent Build 2026 event, Microsoft introduced Project Solara, a chip-to-cloud platform built specifically for devices whose primary interface is an AI agent. Solara runs on the Microsoft Device Ecosystem Platform (MDEP), a lightweight operating system built on AOSP that hosts an Agent Shell capable of dynamically loading and tailoring cloud-based agents, paired with […]
Cisco’s Full-Stack Play for Agentic Enterprise AI
At Cisco Live 2026 in Las Vegas, Cisco unveiled Cisco Cloud Control, a unified management plane designed for human operators and AI agents to jointly run and defend enterprise infrastructure. The platform anchors Cisco’s AgenticOps operating model, unifying networking, security, compute, observability, and collaboration under a single login and a shared data layer.
Computex 2026: AI Infrastructure, the PC Wars, and the New Connectivity Arms Race
Computex has historically been a client- and consumer-focused event, but those markets now take a back seat to enterprise infrastructure and the components that define an AI factory. The key messages were all AI, all the time.
The keynotes were entirely semiconductor-first, with talks by three chip CEOs: Jensen Huang of NVIDIA, Cristiano Amon of Qualcomm, Lip-Bu Tan of Intel, and Matt Murphy of Marvell. Each painted a slightly different picture about where the AI buildout is headed.
NVIDIA Is Rewiring the Data Center with Light
NVIDIA is actively working to replace electrons with photons across the entire connectivity stack, from co-packaged optics at the switch level to optical fiber cabling throughout the rack and facility.
IBM’s Big Quantum Month: A $10 Billion Bet, a National Fab, and a 2029 Deadline
A version of this post previously appeared in a LinkedIn newsletter IBM revealed that it will invest more than $10 billion in quantum computing over the next five years, with the goal of delivering the first large-scale, fault-tolerant quantum computer by 2029. The disclosure, which arrived not via a press release but through an SEC […]
Ericsson Cradlepoint W2255: Wireless WAN Steps Into the Enterprise
If you’re planning a multi‑year WAN refresh, the W2255 forces its way into the RFP conversation
IBM & Red Hat: Project Lightwell, Protecting Open Source Software
IBM and Red Hat announced Project Lightwell, a $5 billion initiative to establish a trusted enterprise clearinghouse for open-source software security. The project deploys more than 20,000 engineers, augmented by AI, to identify, triage, validate, and remediate vulnerabilities across open-source supply chains at a scale that exceeds what most enterprises can achieve independently.
IBM: Anderon Quantum Foundry and the Industrialization of Quantum Hardware
IBM and the U.S. Department of Commerce announced a Letter of Intent to establish Anderon, a standalone company that will operate the United States’ first pure-play quantum chip foundry.
The initiative has a combined commitment of $2 billion, including $1 billion in proposed CHIPS Act R&D incentives from the Department of Commerce and $1 billion in cash from IBM, supplemented by IBM’s intellectual property, fabrication assets, and an existing skilled workforce.
Dell Technologies: AI Data Platform and Storage Portfolio for the Agentic Enterprise
At the recent Dell Technologies World in Las Vegas, Dell announced a broad expansion of its AI Data Platform and storage portfolio, centered on the general availability of the Lightning File System (formerly Project Lightning), the introduction of Exascale Storage as a unified 4-in-1 rack architecture, the refreshed ObjectScale X7700 appliance, and enhancements to the Dell AI Data Platform’s orchestration, analytics, and search layers.
Veeam Redefines AI Trust, Resilience, and Recovery
Veeam is betting that the next decade of enterprise AI will be defined by trust infrastructure
Memory & NAND Flash Crisis: May 2026 Update
What began as an AI-driven reallocation of manufacturing capacity toward HBM has compounded through consecutive quarters of record-breaking price increases, affecting enterprise IT budgets, consumer device pricing, and cloud infrastructure spending in equal measure.
SailPoint Agentic Fabric Extends Identity Governance to AI Agents & Non-Human Identities
SailPoint recently announced SailPoint Agentic Fabric, a new product layer that extends the identity governance and administration (IGA) model the company has built for human users to AI agents, machine identities, and other non-human identities (NHIs).
Atlassian Team ’26: Context as Infrastructure
At Atlassian’s recent Team’26 conference, the company released a broad set of announcements organized around the thesis that organizational context is the primary source of AI differentiation. The announcements clearly show that Atlassian intends to serve as the infrastructure layer that makes that context actionable
Two Conferences, One Consensus on Enterprise AI
IBM Think 2026 and Atlassian Team ’26 both took place last week in different cities, for different audiences, and with different product portfolios on stage. IBM gathered infrastructure architects and enterprise IT executives in Boston, while Atlassian convened developer teams, platform practitioners, and collaboration leaders in Anaheim.
ServiceNow Knowledge 2026: The Agentic Enterprise Takes Shape
ServiceNow used its recent Knowledge 2026 conference to advance the platform-level argument that enterprise AI will be decided not by model capability alone, but by the infrastructure that governs, orchestrates, and executes AI across the business.
Think 2026: IBM’s AI Operating Model Takes Shape
At its annual Think conference in Boston earlier this month, IBM delivered the most comprehensive expansion to date of its enterprise AI and hybrid cloud portfolio. The announcements center on what IBM calls an AI Operating Model, a four-pillar architecture built around agents, data, automation, and hybrid infrastructure.
NVIDIA MRC Enables Spectrum-X Ethernet for AI-At-Scale, Now at OCP
NVIDIA recently announced that Multipath Reliable Connection (MRC), an RDMA transport protocol developed for and in production on Spectrum-X Ethernet hardware, is now available to the broader industry via the OCP.
Research Note: Extreme Networks’ Platform Pivot Accelerates
If the company continues to execute on this direction, it will be competing at the AI-networking architectural level where long‑term winners are defined.
Cisco Acquiring Astrix Security to Extend Zero Trust to the Agentic Workforce
Cisco announced its intent to acquire Astrix Security, a Tel Aviv-based company specializing in Non-Human Identity (NHI) security. The acquisition targets the growing, largely underserved segment of enterprise security focused on governance, visibility, and threat detection for non-human identities, including API keys, service accounts, OAuth tokens, and AI agents.
Data Center Power: The Transition to 800 VDC
For the past two decades, power architecture has evolved incrementally around a familiar model: utility AC enters the facility, passes through switchgear, transformers, UPS systems, power distribution units, and rack power shelves, and is ultimately converted to low-voltage DC for CPUs, GPUs, memory, networking, and storage.
That model worked for conventional enterprise and cloud computing. It was good enough when racks consumed 10kW, 20kW, or even 50kW, but it becomes far more difficult as AI infrastructure pushes rack densities toward hundreds of kilowatts and, in some designs, beyond 1MW.
Palo Alto Networks: Portkey Acquisition Anchors its Agentic Security Stack
Palo Alto Networks recently announced its intent to acquire Portkey, a San Francisco-based AI gateway and control plane company. The deal, expected to close in Palo Alto Networks’ fiscal fourth quarter of 2026, will integrate Portkey’s technology into Prisma AIRS, the company’s agentic AI security platform.
HPE ProLiant: Edge Compute for AI and Mission-Critical Workloads
HPE recently expanded its HPE ProLiant edge portfolio with three new platforms: the HPE ProLiant Compute EL2000 chassis, two new Gen12 servers built for the EL2000 (the EL220 and EL240), and an enhanced version of the HPE ProLiant DL145 Gen11 server, now powered by AMD EPYC 8005 series processors. The announcement also introduced an Environmental Ruggedization Option Kit applicable across the portfolio.
Celona Frequency 2026: The Self-Managed Shift and Why Celona Is Handing Over the Roadmap
Celona’s strategy reflects a vendor that listens, prioritizes, and executes, with a clear focus on real use cases, real operational challenges, and the ROI behind them.
Google Cloud: 8th-Generation TPU Family Splits Training and Inference
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
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 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 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
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 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 […]
SUSECON 2026: SUSE Shows Off Platform Strategy and Agentic Infrastructure
SUSECON 2026, recently held in Prague, saw SUSE lay out a coherent platform direction, shifting from being primarily a Linux and Kubernetes distribution vendor to a provider of an integrated open infrastructure stack spanning virtualization, edge, and AI-augmented operations.
Why Nokia Is Becoming a Major Data Center “Day Zero” Vendor
In a market full of incumbents modernizing legacy systems, Nokia is the rare vendor starting from zero, and that’s exactly why they’re gaining traction.
CrowdStrike RSA 2026 Announcements: Securing Agentic Workflows
CrowdStrike used the RSA Conference 2026 to announce a set of capabilities that directly address the problem of securing agentic workflows, based on the premise that the enterprise endpoint is the correct control plane for AI security governance.
Nutanix .NEXT 2026: Beyond the Hypervisor
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
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.
Arista’s Early Lead in the Race to Rebuild the Data Center
And while the race is far from over, Arista has carved out an early lead.
Dynatrace Extends Observability Platform with Bindplane Acquisition
Dynatrace has announced a definitive agreement to acquire Bindplane, an OpenTelemetry-native telemetry pipeline vendor formerly known as observIQ. Bindplane closes a gap in the Dynatrace platform at the data ingestion layer, extending its capabilities to edge-level telemetry collection, processing, and routing across hybrid and multi-cloud environments.
P5G in 2026: The Great Divide Between Carpet and Concrete
Neither Siemens nor Celona is wrong. They’re just solving different problems for different people.
IBM & Arm: Together Extending Arm Architecture into Enterprise Computing
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
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.
RSAC 2026: Agentic AI Security Takes Center Stage at Industry’s Marquee Event
If RSAC 2025 was the year the industry debated AI’s role in security, RSAC 2026 was the year the debate ended. Agentic AI, with its autonomous systems that perceive, decide, and act without human intervention, dominated every keynote, expo-floor conversation, and press release at this year’s conference.
From Zero Trust to Zero Assumption: The RSAC 2026 Vibe Shift
Zero Trust, as it’s been marketed for the last decade, has officially entered its “participation trophy” era.
Everpure: Evergreen//One + Everpure Data Stream for AI Infrastructure (GTC 2026)
Everpure announced two updates to its AI infrastructure platform at GTC 2026: the expansion of Evergreen//One storage-as-a-service to FlashBlade//EXA, and the beta release of Everpure Data Stream, a co-engineered data pipeline solution built on the NVIDIA AI Data Platform reference design.
WEKA: NeuralMesh AIDP & STX Integration (GTC 2026)
At the recent GTC 2026, WEKA announced two major updates that enhance its position at the crossroads of AI storage and inference infrastructure. The company revealed the general availability of NeuralMesh AI Data Platform (AIDP), a ready-to-use appliance-style system based on the NVIDIA AI Data Platform reference design
Nutanix: Full-Stack Agentic AI Platform for Enterprise AI Factories (GTC 2026)
At the recent NVIDIA GTC 2026 event, Nutanix announced Nutanix Agentic AI, a full-stack software solution designed to help enterprises build, operate, and govern AI factories at scale.
The announcement enhances Nutanix’s existing hybrid cloud platform — including its AHV hypervisor, Flow Virtual Networking, Nutanix Kubernetes Platform, and Nutanix Enterprise AI — with features specifically designed for the operational needs of production agentic AI workloads.
HPE: AI Factory & Storage Advancements (GTC 2026)
At NVIDIA GTC 2026, HPE announced a broad expansion of its portfolio, including AI factory infrastructure, supercomputing platforms, and enterprise storage. These announcements collectively strengthen HPE’s role as a comprehensive NVIDIA-aligned infrastructure provider, extending the NVIDIA AI Computing by HPE portfolio with hardware based on the Vera Rubin and Blackwell GPU architectures, new CPU compute options, updated networking, and various software and services integrations.
NetApp: Next-Generation EF-Series Arrays for AI & HPC (GTC 2026)
NetApp announced the new EF50 and EF80 all-flash block storage arrays, the latest generation of its EF-Series, at the recent NVIDIA GTC 2026. The systems replace the previous EF-Series generation with a purpose-built design aimed at AI model training, high-performance computing simulations, and high-throughput transactional databases.
Cisco: Secure AI Factory Expands to the Edge with Agentic Security (GTC 2026)
At NVIDIA GTC 2026, Cisco announced a significant expansion of its Cisco Secure AI Factory with NVIDIA, broadening its validated AI infrastructure architecture from centralized data centers to enterprise and service provider edge deployments. The announcement includes hardware-accelerated security, updated switching silicon, new Cisco Validated Designs (CVDs), and a formalized multi-agent reference architecture.
Dell Technologies: AI Data Platform with NVIDIA (GTC 2026)
Dell Technologies announced a major expansion of its AI Data Platform at the recent NVIDIA GTC 2026 event. Dell’s AI Data Platform serves as the data foundation layer of its Dell AI Factory with NVIDIA. The announcement highlights three new architectural pillars: Data Orchestration Engine built on Dataloop, GPU-accelerated analytics embedded directly into the data layer, and
two new high-performance storage innovations, Lightning File System and Exascale Storage.
NVIDIA STX & CMX: Infrastructure for AI Context Storage (GTC 2026)
NVIDIA announced its BlueField-4 STX reference architecture at GTC 2026, introducing a modular framework for deploying accelerated storage infrastructure optimized for agentic AI workloads. The architecture addresses a specific technical challenge: as AI systems evolve from single-turn interactions to complex, multi-step agentic workflows with context windows spanning millions of tokens, existing storage hierarchies struggle to efficiently manage the growing KV cache that stores an AI agent’s working memory.
NVIDIA GTC 2026: Infrastructure Announcements
The focus at NVIDIA GTC 2026 was on developing a unified infrastructure model that vendors are now adopting. The industry has effectively reached a stage where NVIDIA sets the architectural standard, while partners compete on how well they implement it in enterprise and service-provider environments.
NVIDIA Just Rewired the AI Factory — And Networking Is Now the Star of the Show (GTC 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.
Everpure ActiveCluster for File
Everpure (formerly Pure Storage) recently announced ActiveCluster for file, extending its synchronous replication and continuous availability capabilities from block storage to file workloads. The company sees this capability as a foundational component of its Enterprise Data Cloud strategy, with general availability planned for Q2 2026.
IBM Quantum-Centric Supercomputing Reference Architecture
IBM has announced the industry’s first published reference architecture for quantum-centric supercomputing (QCSC), offering a technical blueprint for combining quantum processing units (QPUs) with traditional HPC infrastructure.
The framework focuses on computational problems that exceed traditional computing capabilities, particularly in molecular simulations and quantum chemistry calculations, where quantum mechanics governs system behavior.
Qualcomm Wi‑Fi 8 MWC 2026: Architecting the “Deterministic” Generation
Qualcomm’s MWC 2026 announcements highlight a pivot toward deterministic performance in dense, interference‑heavy environments.
Domino Data Lab Winter Release 2026: The Agentic AI Development Lifecycle
Domino Data Lab recently announced its Winter Release, becoming the first vendor to offer a fully governed, end-to-end platform for operationalizing agentic AI systems. The release features a new Agentic Development Lifecycle (ADLC) experience along with LLM hosting capabilities.
HPE Connectivity and Compute Announcements (MWC 2026)
At MWC 2026, Hewlett Packard Enterprise announced a significant expansion of its service provider portfolio, its broadest set of announcements following its acquisition last year of Juniper Networks.
The announcements focus on three primary pillars: ultra-high-density routing for AI backbones, modular compute for the telecommunications edge, and an integrated cloud operations stack. HPE is positioning these releases to address the “bursty” and high-bandwidth nature of AI training and inference workloads that are increasingly distributed across regional data centers.
Call Notes: Quarterly Semiconductor Update (March 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.
NVIDIA Strategic Investments in Optical Interconnects
NVIDIA has committed over $4 billion in direct strategic investments across two optical interconnect companies, Lumentum and Coherent, supplemented by multibillion-dollar purchase agreements and equity participation in the optical startup Ayar Labs
Memory & Flash Crisis: March 2026 Update
The global memory market entered 2026 in a state of structural supply constraint. AI infrastructure demand has reallocated semiconductor manufacturing capacity toward HBM for GPU accelerators, creating scarcity in conventional DRAM and NAND flash products.
How to Think about VAST Data
If you’ve been tracking the enterprise infrastructure space for the past few years, you’ve probably encountered VAST Data. And if you’re like most IT practitioners I talk to, you’ve probably filed them in the “high-performance storage vendor” folder in your brain.
Everpure: Pure Storage’s Rebrand & Evolution to Data Management Platform
Pure Storage has rebranded as Everpure, reflecting a multi-year evolution from storage management into broader data management, and is also acquiring 1touch: Executive Summary Pure Storage today rebranded as Everpure, matching its ongoing expansion from its roots in performance flash storage into the broader data management market. The transition is accompanied by its intent to […]
SUSE Acquires Losant: Extending the Open Edge Stack into Industrial IoT
SUSE announced the acquisition of Losant, a Cincinnati-based industrial IoT (IIoT) platform. The acquisition marks a material expansion for SUSE, moving the company from being primarily an edge infrastructure provider (built around SUSE Linux Micro and K3s) to the application and orchestration layer, where operational data from industrial devices is aggregated, visualized, and acted on.
Dell Expands Private Cloud Portfolio with Nutanix AHV Support
Dell Technologies recently announced the expansion of its Dell Private Cloud offering to support Nutanix AHV as a third hypervisor option, complementing existing support for VMware vSphere and Red Hat OpenShift Virtualization.
IBM FlashSystem: Next Generation, Autonomous Storage Meets Agentic AI
IBM recently announced a significant refresh of its FlashSystem all-flash storage portfolio, replacing the 5300, 7300, and 9500 product lines with new 5600, 7600, and 9600 models. The company also introduced its new FlashSystem.ai, an agentic AI administration layer that IBM claims can reduce manual storage management effort by up to 90%.
Verizon’s Pivot Opens the Door: Why Private 5G Pioneers Are Prime M&A Targets in 2026
Real, paying customers are driving demand for edge inference in manufacturing and logistics, and Verizon is backing that with One Fiber.