HPE Connectivity and Compute Announcements (MWC 2026)

Networking

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.

IBM FlashSystem: Next Generation, Autonomous Storage Meets Agentic AI

IBM FlashSystem

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%.

Research Note: HPE Announcements at Discover Barcelona 2025

At HPE Discover Barcelona 2025, Hewlett Packard Enterprise centered its announcements on three core pillars of enterprise infrastructure: networking for AI workloads, hybrid cloud and virtualization enhancements, and AI infrastructure systems at scale.

Research Brief: Cisco Partner Summit Infrastructure Announcements

Cisco's Chuck Robbins, Chair and Chief Executive Officer

At its 2025 Partner Summit in San Diego this week, Cisco announced three interconnected infrastructure initiatives to address the operational, connectivity, and edge-computing requirements of AI workloads.

The announcements span network management simplification through AgenticOps workflows, GPU-as-a-Service connectivity via SD-WAN integration with Megaport AI Exchange, and a new converged edge computing platform called Unified Edge.

Research Note: CrowdStrike to Acquire AI Security Firm Pangea

CrowdStrike

CrowdStrike announced its intent to acquire Pangea Cyber for a reported $260 million, adding specialized AI security capabilities to its expanding agentic security platform.

Pangea targets a critical vulnerability in enterprise AI: protecting AI agents and LLMs from prompt injection attacks and other AI-specific threats.

Research Note: Cisco’s AI-Powered Transformation of the Splunk Portfolio at .conf 2025

Cisco + Splunk

At its recent Splunk .conf25 in Boston, Cisco unveiled a comprehensive suite of AI-powered enhancements across its recently acquired Splunk portfolio, showing significant progress in integrating the two companies’ technologies.

The announcements centered on three core themes: agentic AI automation, unified data architectures, and enhanced observability capabilities.

Research Note: Dell’s New Automation Platform

Dell Automation Platform

First teased at Dell Technologies World earlier this year, the company has launched its Dell Automation Platform. The new centralized software orchestration solution consolidates management of AI, private cloud, and edge computing environments.

Research Note: HPE GreenLake Intelligence

HPE GreenLake Intelligence

At the recent HPE Discover event, HPE introduced GreenLake Intelligence, an agentic AI framework that attempts to address the operational complexity of modern hybrid IT environments through autonomous agent orchestration.The platform combines domain-specific large language models with real-time telemetry from HPE’s infrastructure portfolio, enabling proactive, cross-domain IT operations management.

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 […]

Research Note: Cisco Introduces AI Canvas

Earlier this week at Cisco Live San Diego 2025, Cisco unveiled AI Canvas, a groundbreaking Generative UI designed to redefine IT operations. This initiative is a core component of Cisco’s broader AgenticOps strategy, aiming to infuse AI agents directly into network management.  AI Canvas targets the increasing complexity of modern IT environments, particularly with the […]

Cisco Live Day 1 Recap

Cisco Live

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.

Research Note: HPE Updates Aruba Networking Central

HPE Aruba Buildling

Hewlett Packard Enterprise recently announced significant enhancements to its HPE Aruba Networking Central platform, which expand its deployment options and strengthen AI and analytics capabilities. The platform now supports four distinct deployment models: public cloud SaaS, virtual private cloud, on-premises, and network-as-a-service.  

Research Note: OpenText Titanium X in CE 25.2

OpenText

OpenText recently launched Titanium X, part of its Cloud Editions (CE) 25.2 release, its most comprehensive AI-native upgrade across all major product clouds. The release introduces new AI agents, expanded automation capabilities, and integrated cloud security enhancements.

Research Note: ServiceNow Unveils New AI Agent Capabilities

ServiceNow

ServiceNow announced the expansion of its agentic AI capabilities by introducing the AI Agent Orchestrator and AI Agent Studio. The new capabilities provide centralized coordination of AI agents within enterprise workflows, integrating with the ServiceNow Platform to improve automation and task execution across IT, HR, customer service, and other business functions.