Confidential execution extends the VAST AI Operating System into model placement, protecting enterprise data and proprietary model weights while both are in use.

Qualcomm is driving a globally unified, AI-native 6G standard that integrates sub-8GHz spectrum, NPU silicon, and edge compute to support uplink-heavy agentic AI and spatial sensing.

DuckDB gives AWS a way to handle smaller analytical workloads without sending every query through heavyweight cloud infrastructure.

Dell nearly doubled AI server backlog to $95 billion while stronger ISG margins and accelerating Dell-IP storage growth improved the economics surrounding its AI infrastructure business.

Elastic’s results show continued enterprise demand as it expands retrieval, observability, and security capabilities. The opportunity is connecting better context with useful action.

Certified native Falcon sensor support extends CrowdStrike protection directly onto VAST AI OS, while new SIEM and InsightEngine integrations connect AI data infrastructure with the broader Falcon …

Broadcom is betting that enterprise teams will pay a premium to keep their AI models behind their own firewalls. The play: VMware Cloud Foundation paired with NVIDIA NIM microservices, pitched squa…

MongoDB’s selloff puts a sharper question around its AI strategy: when will the opportunity translate into faster cloud growth?

NVIDIA would gain one of the most important distribution platforms in open AI, but ownership by the dominant AI infrastructure provider could change the ecosystem even if models and code remain ope…

KV cache applies established cache-hierarchy principles to a new object: the preserved result of expensive model computation.

Broadcom is betting that enterprise teams will pay a premium to keep their AI models behind their own firewalls. The play: VMware Cloud Foundation paired with NVIDIA NIM microservices, pitched squa…

Qualcomm is driving a globally unified, AI-native 6G standard that integrates sub-8GHz spectrum, NPU silicon, and edge compute to support uplink-heavy agentic AI and spatial sensing.

Dell nearly doubled AI server backlog to $95 billion while stronger ISG margins and accelerating Dell-IP storage growth improved the economics surrounding its AI infrastructure business.

QumulusAI doubles revenue driven by soaring compute demand while scaling next-generation GPU architecture and expanding strategic enterprise partnerships.

The partnership addresses two requirements for production enterprise AI: the rate at which enterprise context reaches accelerated compute, and the scope of data each workload is authorized to retri…

Regional inference, open-model choice, and committed European capacity give enterprises more control—but introduce new questions about cost, concentration, and environmental accountability.

Native NVIDIA cuDF integration for Apache Spark 4.1 targets data preparation time and cloud compute costs while extending acceleration across Cloudera’s hybrid platform.

IBM introduces dual Arm and s/390x execution on what should have been named Telum III silicon, shifting modern workloads to KVM while leaving legacy z/VM tools behind.

First print in exposed space shifts large solar arrays from folding problem to manufacturing problem, with data center power in view.

Dynatrace posts strong revenue and ARR gains, yet shifting cloud budgets and aggressive AI expansion trigger questions around long-term margins.

Why identity, permissions, and cross-application behavior must be actively governed before autonomous agents execute commands in the enterprise.

Second quarter FY2026 results reinforce recurring revenue momentum while Cloud Clean Room expands recovery validation for IBM Power environments.

WD closed fiscal 2026 with gross margin of 54.4% and the 40TB ePMR platform shipping on schedule, with roughly two-thirds of sequential revenue growth coming from price and nearline exabyte growth …

Dynatrace posts strong revenue and ARR gains, yet shifting cloud budgets and aggressive AI expansion trigger questions around long-term margins.

Second quarter FY2026 results reinforce recurring revenue momentum while Cloud Clean Room expands recovery validation for IBM Power environments.

WD closed fiscal 2026 with gross margin of 54.4% and the 40TB ePMR platform shipping on schedule, with roughly two-thirds of sequential revenue growth coming from price and nearline exabyte growth …

150-plus institutions pay for Matlantis’s atomistic simulation platform even as splashier AI-for-science startups draw investor funding.

Gemini 3.6 Flash and 3.5 Flash-Lite target the cost, latency, and reliability requirements of production AI agents.

Intel, AMD, and even SpaceX are converging on radiation-hardened AI chips and software fault-tolerance as the real orbital compute race begins

BMC launches its 50th quarterly update, focusing on governed AI agents, Model Context Protocol integration, real-time data access, and automated SBOMs.

Baz Planner evaluates coding plans before code generation, aiming to prevent bugs and vulnerabilities rather than finding them after the fact.

Couchbase’s AI Data Plane brings agent memory, operational data, vector search, and edge synchronization into a common architecture.

Extreme Networks is deploying Agent ONE, a proactive AI coworker powered by a four-layer architecture that combines real-time network context with automated multi-agent execution to deliver immedia…

Fab 34’s $14.2 billion ownership buyback preceded this €5 billion expansion by three months, before Brussels’ Tech Sovereignty Package even existed.

QumulusAI issued its inaugural 2026 guidance, projecting $300 million in forward aARR backed by 18 MW of capacity, ahead of its July 16, 2026 Nasdaq debut under ticker QMLS, providing public invest…

State of the Enterprise Infrastructure & Operations 1H 2026 Primary Research · June 2026 Download Full Report View Raw Survey Data 01 Research Overview The HyperFRAME Research Lens: State of En…

Intel, AMD, and even SpaceX are converging on radiation-hardened AI chips and software fault-tolerance as the real orbital compute race begins

SEMI sees $229.5B by 2028, but WFE growth concentrates in leading logic, HBM DRAM, and packaging, leaving legacy capacity as spectator

IBM announces Power S1112, Autonomous Operations, and Bob Premium Package for i, aiming to streamline AI, legacy code, and energy efficiency for IT.

DRAM gets logic-class epitaxy while packaging gets fab-grade control, as Applied widens its footprint across the memory-bound AI stack.

Marvell is positioning its Structera portfolio as a premier architectural alternative for cloud infrastructure providers by consolidating dedicated hardware compression, Arm-driven near-memory comp…

Lenovo tackles the soaring variable costs of agentic workflows by shifting token economics from public cloud APIs to private hybrid architectures.

Qualcomm is expanding into the data center market with its full-stack Dragonfly portfolio and High Bandwidth Compute technology, leveraging its low-power heritage to optimize tokens-per-watt effici…

Gimlet Labs raises $80M to route inference across rival chips, claims 3-10X gains in the same power envelope, and positions itself as neutral across every silicon vendor.

Our analysis of 21CS OPTIMAn explores native mainframe performance monitoring via plain English queries plus detailed financial cost tracking frameworks

Tracking Label, 360 Camera, and Agent Studio share one logic: the Samsara Network, not the device, is doing the heavy lifting.

New context, annotation, and vector capabilities expand how information in S3 can be discovered, contextualized, retrieved, and consumed across analytics and AI workloads.

Live from HPE Discover 2026, Ron Westfall and Steven Dickens break down the biggest takeaways from Antonio Neri’s Day 1 keynote. The discussion explores how HPE is executing across networking,…