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.
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.
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.
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
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.
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.
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.
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.
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 […]
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.
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.
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.
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.
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.
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.
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.
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.
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.
Why Cisco Builds Silicon for the Data Center but Buys It for Wi‑Fi
Two domains. Two silicons. One intentional strategy.
The Carrier Pivot: What Verizon’s AI Strategy Signals for the Next Phase of Private 5G
What stands out is Verizon’s insistence that this is not speculative infrastructure building.
Call Notes: Compute Hardware & Semiconductor Ecosystem
Every quarter I participate in a call for buy-side investment analysts focused on compute hardware and the broader semiconductor ecosystem. Here, I’m sharing the raw notes from that call.
Explainer: What Does It Mean to “Support Apache Iceberg” in a Storage System
Over the past several years, “Apache Iceberg support” has quietly become table stakes in modern data infrastructure conversations. Storage vendors list it in press releases, lakehouse platforms lead with it and architects assume it.
Broadcom Heats the Wi‑Fi 8 Conversation
Qualcomm is signaling readiness through ecosystem validation, while Broadcom is sampling silicon to OEMs to kickstart hardware development.
“Chips” is now the “C” in CES
While the focus of CES 2026 remained on consumer electronics, this year felt different. More expansive, with the semiconductor industry dominating the pre-show with overlapping announcements that reveal diverging strategies for AI workload acceleration, manufacturing sovereignty, and market expansion beyond traditional computing segments.
Building the “Always‑On” Store – HPE’s Practical Approach to Retail at NRF 2026
HPE’s presence at NRF 2026 shows a broader industry shift toward “always‑on” retail
Stop Buying Labels and Start Buying Silicon
Most buyers never ask about it.
Most vendors never volunteer it.
But it’s the only part of the AP that actually matters: the silicon.
NVIDIA at CES: When the Compute Stack Outgrew the Showroom
Jensen used the stage to argue that the world is shifting from CPU‑centric computing to AI‑driven, GPU‑first platforms, and the shift isn’t just for hyperscalers.
Call Notes: Q4 2025 Neocloud Market
Just before the Holiday break, I participated in an advisory session on the current state of the neocloud market, which is continuing to experience significant growth as the demand for AI infrastructure continues unabated. Can it continue?
Here I’m sharing some of the notes I used for that discussion.
Call Notes: Memory & NAND Market Update (Dec 2025)
Just before the Holiday break, I participated in an advisory session on the current state of the memory and NAND market, which is experiencing a marked upturn driven by constrained supply of legacy DRAM products and surging demand from higher-margin products like HBM and DDR5.
Here I’m sharing some of the notes I used for that discussion.
The Ecosystem Takes Center Stage at AWS re:Invent 2025
AWS re:Invent 2025 has become an industry show, with this year’s event showcasing a partner ecosystem focused on agentic AI integration and unified observability. The conference featured major announcements from enterprise ISVs, security platforms, and enterprise software providers, all positioning their technologies to work seamlessly with AWS’s new AI capabilities.
The 5G-OT Alliance is Off and Running
Unlike the polished narratives often seen at trade shows, the 5G-OT Alliance Connect offered a clear-eyed look at the private cellular journey.
The Future is Sovereign: How HPE is Forging the Hybrid Cloud Blueprint for the Global Enterprise
This is not simply the story of winning a deal; it’s the narrative of HPE defining the next era of hybrid cloud computing….
SC25: Beyond Super Computing
Supercomputing 2025 delivered a clear message to enterprise IT leaders: the infrastructure conversation has fundamentally changed. The announcements from SC25 were about architectural transformation.
From rack-scale designs to quantum integration to facility-level engineering, the building blocks of large-scale AI and HPC systems are being reimagined.
Analysis of the Private 5G Market: Is it Dying?
…P5G is not dying; rather, it is shedding unrealistic use cases.
Call Notes: Memory Market Supply Constraints and Rising Prices (Nov 2025)
Legacy and mobile DRAM types, including DDR4 and LPDDR5X, face severely extended delivery lead times, while contract prices for DRAM and NAND flash are rising sharply. This is leaving Smartphone OEMs and SoC vendors with elevated memory cost burdens that threaten margins and will likely force higher device prices.
Call Notes: Q4 Semiconductor Tracker
We’re in a moment that’s less about individual chip performance and more about processing-at-scale. It’s all about sprawling AI racks, optics, interconnect, and custom silicon hungry for scale, speed, and a story.
Quick Take: Qualcomm’s Diversification Strategy is Paying Off
Qualcomm’s fiscal Q4 2025 results tell a story that extends far beyond the smartphone chips that built the company. While the guidance-busting earnings numbers, $11.3 billion in revenue and $3.00 EPS, are impressive, it’s not the full story.
Beyond the Captive Portal: Why Passpoint and Private Cellular Are the Only Seamless Options
At its core, Passpoint replaces the insecure web login with certificate-based, enterprise-grade authentication.
Oracle AI World 2025: Bringing Cohesion to the AI Data Stack
Oracle AI World 2025 in Las Vegas was a clear demonstration of how far the company has come from its roots as a database vendor. This year’s event, as its new name might give away, was all about AI.
Oracle’s announcements centered on its Oracle AI Data Platform, a new Oracle database release, the new Autonomous AI Lakehouse, along with new advances in Oracle’s distributed cloud portfolio, and deepened multi-cloud partnerships with both Google Cloud and AWS. That’s a lot – and we’re just hitting the highlights.
SONiC Operators Rejoice: Cisco Announces NVIDIA based AI Networking with SONiC
This isn’t just another option coming out of Cisco’s R&D; it’s a blueprint for the future.
HPE Doesn’t Trust Anyone Else with Exascale Speed
Choosing Slingshot instead of buying competitor gear like InfiniBand is a hardcore strategic move centered on performance, predictability, and ownership.
Is Now the Time to Converge P5G with Wi-Fi?
The promise of Private 5G (P5G) is tantalizing for enterprises, particularly in mission-critical industrial and campus environments.
IBM TechXchange 2025: Enterprise AI Comes of Age in Orlando
I’ve just returned from IBM TechXchange 2025 in Orlando, and if there was one overarching message from this year’s event, it was this: the era of AI experimentation is over, and IBM is ready to help enterprises bring it to production environments.I’ve just returned from IBM TechXchange 2025 in Orlando, and if there was one overarching message from this year’s event, it was this: the era of AI experimentation is over, and IBM is ready to help enterprises bring it to production environments.
The Best-Kept Secret in IT: Why Your Factory Needs to Ditch Copper and Go Full Fiber
Traditional Ethernet networks are a sprawling mess of cables, switches, and distribution frames……POL, on the other hand, is deceptively simple.
Private 5G News Snapshot: September’s Industrial Surge
Digital upgrades in the industrial world are hitting top speed, and Private 5G (P5G) is the engine driving it all.
India’s Wi-Fi 7 Dream Hits a Snag: A Spectrum Setback
This delay is particularly impactful when considering how heavily mobile device traffic actually relies on Wi-Fi, not cellular data.
Cohesity Catalyst 1
The Cohesity Catalyst 1 announcements aren’t just about new features; they represent a cohesive strategy to simplify and secure the enterprise data landscape.
The Dynamic Duo: Why Wi-Fi 7 and Private 5G
The conversation around industrial connectivity used to be “Wi-Fi versus Private 5G.” Today, that’s not the case at all.
T-Mobile’s CBRS Bombshell
But now, they’ve pulled the rug out. They’re telling their partners to prioritize using T-Mobile’s own licensed mid-band spectrum for all new neutral-host projects.
SonicWall and the Cybersecurity Warranty Landscape
A central feature of this new platform is a built-in cyber warranty, which SonicWall is positioning as the “industry’s first embedded cyber warranty.”
Microsoft Project Ire: Autonomous Malware Reverse Engineering at Scale
Microsoft recently introduced Project Ire, an autonomous AI agent that performs full-scale reverse engineering and classification of software files, with a focus on malware detection.
HPE’s Cybersecurity Evolution: Unifying Solutions for the Hybrid Cloud Era
In a rapidly evolving threat landscape, cybersecurity is no longer a matter of simply blocking attacks—it’s about building resilience to withstand them.
The Unseen Architects: How System Integrators are Powering Carrier-Led Private 5G Deployments
For mobile carriers like Verizon, AT&T, and T-Mobile, the P5G opportunity is immense, offering new revenue streams beyond consumer services.
Intel’s Networking Exodus: A Strategic Rebirth or a Sign of Decline?
Intel’s foray into networking didn’t start with flashy switches or routers. Its foundational contribution dates back to 1980…
Azure Marketplace: meter’s New Avenue for Enterprise Customer Acquisition
For meter, this isn’t just about passive listing. It’s an active customer acquisition strategy. They’re tapping directly into enterprise budgets already allocated to Azure, bypassing traditional sales friction.
The Great Network Shift: Why Enterprises Are Outsourcing Support and What It Means for Contracts
Enter the Managed Service Provider (MSP). These partners offer a lifeline, promising to take on the heavy lifting of network design, delivery, and ongoing operations.
Broadcom’s Tomahawk Ultra: Challenging Nvidia’s Dominance in AI Networking
The significance of this battle lies in “scale-up” computing – the technique of ensuring closely located chips can communicate at lightning speed.
Open Flash Platform Initiative Aims to Redefine Flash Storage for AI
Six industry participants recently launched the Open Flash Platform (OFP) initiative, backed by six founding members: Hammerspace, the Linux Foundation, Los Alamos National Laboratory (LANL), ScaleFlux, SK hynix, and Xsight Labs.
The initiative purports to address the challenges presented by the next wave of AI-driven data storage, specifically the limitations of power, heat, and data center space.
MSP Quotes- Unfiltered Weekend Thoughts
Having spent most of my career on the enterprise client side, I’ve learned that an MSP’s quoting process isn’t just about them getting a number out the door. It’s about how they show up professionally.
The ‘Single Pane of Glass’ Illusion: Interoperability or Trojan Horse?
But here’s my unfiltered take, whispered over a cold pizza slice: Is this newfound love for interoperability a genuine embrace of the multi-vendor reality, or is it a Trojan horse designed to eventually displace your third-party gear?
HPE/Juniper- Unfiltered Weekend Thoughts
Can this combined entity truly have the agility to innovate against more focused players (yeah I am talking about Cisco)…..
Building Bridges: Why Industry Understanding is Key to System Integrator Trust
To truly earn the trust of enterprise customers, system integrators must expand their value proposition. It’s no longer enough to just present a strong technology component.
Don’t Get Lost in the Noise: Crafting a Private 5G RFP That Delivers Results
Investing the time to create a solid unambiguous Private 5G RFP ensures you select a solution that truly aligns with your strategic objectives.
Why Independent Advisory Matters: Navigating Private 5G Vendor Noise in a Complex Industrial Landscape
In today’s fast-paced technological world, making smart, strategic decisions about new tech isn’t just important—it’s absolutely critical. Every day, companies are bombarded with pitches, white papers (guilty!), and webinars from countless vendors, each promising their solution is the silver bullet. It’s what I like to call “vendor noise,” and it can be deafening, especially when […]
HPE + Juniper: The Green Light for an AI-Powered Networking Future
Well, folks, it’s official! After what was a long and winding road through regulatory hurdles, the U.S. Department of Justice has finally given the nod to Hewlett Packard Enterprise’s (HPE) whopping $14 billion acquisition of Juniper Networks. This isn’t just any tech merger; it’s a monumental move that’s set to shake up the enterprise networking […]
HPE Discover 2025: The AI Evolution Takes Center Stage (and Everywhere Else) Day 1 Wrap Up
Las Vegas, Nevada – Antonio Neri took the stage at HPE Discover 2025’s opening day keynote, captivating a massive audience at the iconic Sphere in Las Vegas. Thousands of excited attendees filled the unique venue, buzzing with anticipation to hear HPE’s vision and groundbreaking announcements for the future of AI, hybrid cloud, and networking. The […]
Cisco Live Day 1 Recap
San Diego- the sun’s shining, the breeze is cool, and Cisco Live! 2025 just kicked off, bringing all sorts of cool vibes and as expected, a boatload of announcements. But here’s the real talk: Cisco has come to play with their AI powered networking gear.
The Unsung Hero: How Edge AI and ZTNA are Transforming Industrial IoT Connectivity
As the number of connected devices explodes on sprawling factory floors, in remote oil & gas fields, and across utility grids, the dual challenge of handling massive data volumes and securing vulnerable endpoints becomes paramount.
The solution lies not just in more bandwidth but in the synergy of Edge AI and Zero Trust Network Access (ZTNA).
HPE Aruba Networking Levels Up for the AI Age
Big news from Hewlett Packard Enterprise (HPE)! Its Aruba Networking crew just dropped some major upgrades for both wired and wireless networks. The goal? To tackle the huge demands of AI, IoT, and other super-fast apps, proving HPE’s serious about keeping businesses ahead of the game.
Quick Take: Dell Tech World 2025
Last week I was back in Las Vegas for Dell Technologies World 2025. The company has a broad portfolio but was telling a single-minded story: Dell has a relentless focus on AI, emphasizing the Dell AI Factory and the shift towards on-premises enterprise AI solutions.
DataCore Acquires StarWind, Expands HCI Capabilities from Core to Edge
DataCore Software, a long-time player in software-defined storage (SDS) and data infrastructure, announced the acquisition of StarWind Software, a hyperconverged infrastructure (HCI) vendor best known for serving edge and ROBO environments
Arista Eyes VeloCloud: A Strategic Move in the Networking Game?
The SDWAN world is buzzing with reports suggesting that Arista Networks is set to acquire VeloCloud, Broadcom’s software-defined wide area network (SD-WAN) business. While no official announcement confirming the deal has been made, the potential acquisition has sparked considerable discussion about the strategic implications for both companies and the broader networking market.
HPE Strengthens Cloud and Edge Security Posture
HPE rolled confidently into RSAC Conference recently, and, I must say, they brought some interesting tech to the table. HPE has been around the network security block a time or two. But these latest moves, especially around GreenLake and the Aruba Networking gear, show that they’re serious about stepping up their security game.
Quick Take: UALink & OCP Join Forces
The Open Compute Project (OCP) Foundation and the Ultra Accelerator Link (UALink) Consortium have announced a strategic collaboration to standardize and deploy high-performance, open scale-up interconnects for next-generation AI and HPC clusters.
Quick Take: Palo Alto Networks to Acquire Protect AI
Today, Palo Alto Networks announced that it has entered into a definitive agreement to acquire Protect AI, which secures AI and ML applications. The deal is part of Palo Alto Networks’ broader strategy to expand its cybersecurity portfolio into AI risk management.
Quick Take: Databricks Acquires Fennel
Databricks announced the acquisition of Fennel, a specialized platform focused on feature engineering for machine learning applications. This acquisition bolsters Databricks’ capabilities in feature engineering, especially for real-time and streaming data applications.
OFC 2025: Optical Interconnects Take Center Stage in the AI-First Data Center
AI is reshaping the data center, bringing networking along for the ride. It’s clear that optical networking is rapidly moving from a back-end concern to a front-line enabler of next-generation infrastructure.
AI workloads, with their massive datasets, distributed training pipelines, and high-performance compute requirements, demand interconnect solutions that combine extreme bandwidth with low power consumption and low latency. At last month’s OFC 2025 event in San Francisco, this shift was unmistakable.
Key Takeaways: Microsoft FabCon 2025
At Microsoft’s second annual Fabric Community Conference (FabCon) 2025, held earlier this month in Las Vegas, the company unveiled several significant announcements that together enhance its unified data platform. The updates to Fabric focus on improving data security, AI integration, and streamlined data management.
Dryad Networks: Using LoRaWAN to Protect Forests and Promote Sustainability
Dryad Networks is making waves in the growing realm of environmental technology with its innovative use of LoRaWAN (Long Range Wide Area Network). Self-described as an “impact for profit” company, Dryad is on a mission to deploy ultra-early fire detection and environmental monitoring systems into remote, densely forested regions throughout the world.
Quick Take: IBM Acquires Hakkoda, Expands Consulting Reach
IBM has announced its acquisition of Hakkoda, a New York-based data and AI consultancy, as part of its strategy to expand its consulting services, particularly in the financial services, public sector, and healthcare and life sciences industries.
Quick Take: Qualcomm Acquires VinAI’s MovianAI Division
Qualcomm last week announced its acquisition of MovianAI, the generative AI division of VinAI, a leading Vietnamese AI research firm within the Vingroup ecosystem. The acquisition will enhance Qualcomm’s generative AI R&D capabilities by bringing VinAI’s deep expertise in AI, machine learning, computer vision, and natural language processing to its already-strong arsenal.
Metadata: The Silent Bottleneck in AI Infrastructure
One of the most impactful but underappreciated architectural changes impacting storage performance for AI is how these solutions manage metadata. Separating metadata processing from data storage unlocks significant gains in performance, scalability, and efficiency across AI workloads. Let’s look at why metadata processing matters for AI.
MWC 2025 Playbook: Enterprise IT’s Big AI & 5G Moment
If you blinked, you might have missed the tidal wave of AI, 5G, and cloud announcements at Mobile World Congress 2025. But don’t worry—we’ve got the cheat sheet.
Liquid Cooling is Front & Center at GTC 2025
One thing was clear at the just-wrapped NVIDIA GTC event: the race to cool the next generation of HPC and AI systems is intensifying.
Let’s take a quick look at some of our favorite announcements.
NVIDIA GTC 2025: The Super Bowl of AI
If you thought AI was already moving fast, buckle up, Jensen Huang threw more fuel on the fire. NVIDIA’s GTC 2025 keynote wasn’t just about new GPUs; it was a full-scale vision of computing’s future, one where AI isn’t just a tool — it’s the foundation of everything.
Let’s look at what Jensen talk about during his 2+ hour keynote.
Quick Take: Google’s $32B Wiz Acquisition
Google today announced its intent to acquire cybersecurity start-up Wiz for a staggering $32 billion in an all-cash deal. This acquisition is one of the largest ever cybersecurity deals.
CoreWeave’s Wild Ride Towards IPO
CoreWeave, the AI-focused cloud provider that’s that was early in catching and riding the generative AI boom, is officially gunning for the big leagues. The NVIDIA-backed company has filed for an IPO, looking to capitalize on the insatiable demand for AI compute.
That’s big news for the AI infrastructure world, where CoreWeave has rapidly positioned itself as a major player, taking on the likes of Amazon, Google, and Microsoft.
But before you start picturing ringing bells on Wall Street and champagne toasts, there’s more to the story. A lot more.
Enterprise Infrastructure Tracker: March 2025
We’re barely two months into the new year and already the enterprise infrastructure market is heating up.
Here’s what caught our attention over the past month:
March Survey Round-Up: AI is Booming, But Data Quality & Security Haunt Leaders
Who doesn’t love a good survey? We’ve combed through a bumper crop of new surveys on AI and tech trends for 2025 to find the bottom line: Executives can’t pump the brakes on AI spending — but lousy data, security holes, and an alarming skills gap could cause serious headaches.
Let’s look at what we’ve learned from February’s batch of surveys tell us about the state of enterprise IT.
March Cyber Tracker: AI, Partnerships, and the Future of Cyber Resilience
Cyber threats are evolving, and the industry is fighting back with AI-powered defenses, strategic alliances, and enhanced resilience measures. Here’s what we’ve seen over the past month that’s captured our attention: