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Enterprise Infrastructure Research

Analysis and commentary on enterprise infrastructure markets, vendors, and emerging technologies.

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Research Notes and Blog

NVIDIA OCP'26 Announcements
Steve McDowell

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,

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Cisco OCP 2026 Announcements
Steve McDowell

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

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Research Reports

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.

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Research Report: Cisco FlashStack with Nutanix

The enterprise infrastructure market is faced with disruption across multiple fronts. Traditional virtualization platforms face unprecedented disruption, while emerging AI-first workloads demand architectures that seamlessly span on-prem, cloud, and edge environments.

It’s against this backdrop that Nutanix, Cisco, and Pure Storage have collaborated to reimagine converged infrastructure with Cisco’s FlashStack with Nutanix.

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Research Brief: Oracle Database 26ai Delivers Fully Integrated AI

Oracle released its Oracle Database 26ai at its recent AI World event in Las Vegas. The update makes the database an integrated platform that embeds artificial intelligence capabilities across data management, development, and analytics operations.

The platform integrates vector search capabilities with traditional database functions, supports agentic AI workflows through in-database tools and MCP servers, and extends analytics capabilities through Iceberg table format support. Oracle also bundles in advanced AI features, including AI Vector Search, at no additional cost.

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Research Brief: Cisco Partner Summit Infrastructure Announcements

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.

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Research Report: Beyond Legacy Virtualization: Wind River’s Modern Alternative for Enterprise Infrastructure

Wind River Cloud Platform emerges as a compelling enterprise-grade alternative that addresses both immediate VMware challenges and long-term infrastructure modernization needs. Built on proven open-source technologies including StarlingX, Kubernetes, and OpenStack, the platform delivers unified management of both virtual machines and containers under a single, highly automated infrastructure solution.

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