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Qualcomm & AWS Ink Multi-Generation Deal for Custom AI Silicon & Optical Connectivity

Steve McDowell September 9, 2026

Qualcomm and Amazon Web Services announced a multi-generation agreement covering custom AI inference silicon and 1.6T optical connectivity for AWS data centers. The deal is structured around a warrant for up to 25 million Qualcomm shares at $161.26 per share, vesting as AWS meets purchase milestones, with a $60 billion ceiling on silicon and connectivity purchases through 2036.

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IBM Quantum Nighthawk r2 Arrives on the IBM Quantum Platform

Steve McDowell September 2, 2026

IBM announced that the second revision of its Nighthawk quantum processor is now available on the IBM Quantum Platform. The chip retains the 120-qubit square lattice introduced in the first Nighthawk revision and adds an independent, high-speed qubit reset (which reduces the default repetition delay from 250 microseconds to 1 microsecond).

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VMware AI Factory: Broadcom’s Push to Operationalize Private AI

Steve McDowell September 2, 2026

Broadcom introduced its new VMware AI Factory at VMware Explore 2026. The offering bundles software services built on VCF to take an enterprise from bare-metal infrastructure to a running production AI model. It combines infrastructure provisioning, GPU pooling, multi-tenant model sharing, and governance tooling into a single operational layer for enterprises that want to run AI workloads on infrastructure they own and control.

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CrowdStrike Falcon Guardian: AI Agent Security at the Endpoint

Steve McDowell September 2, 2026

CrowdStrike announced its new Falcon Guardian at Fal.Con 2026 in Las Vegas, extending its Falcon platform to secure AI agents on managed endpoints. The offering adds AI agent discovery, runtime visibility, access controls, and detection and response to CrowdStrike’s existing AI Detection and Response (AIDR) product line.

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Cisco Expands Secure AI Factory with NVIDIA, adds Supermicro as Partner

Steve McDowell August 30, 2026

Cisco has added Supermicro as a rack-scale compute partner to Secure AI Factory with NVIDIA, the joint infrastructure framework the two companies introduced in March 2025.

The expansion brings Supermicro’s liquid- and air-cooled dense GPU systems into the program alongside Cisco’s Silicon One and NVIDIA Spectrum-X-based networking, targeting deployments on the NVIDIA Vera Rubin NVL72 and HGX Rubin NVL8 platforms.

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