HyperFRAME Research

Research Notes

18 Sep

Akuity Gives AI Agents Governed Access to Software Delivery

Akuity connects AI agents to deployment context and existing delivery controls, but enterprises will still need to decide which production actions they are willing to delegate.

18 Sep

Can On-Premises AI Speed Samsung’s Next Yield Ramp?

From ASML to Samsung, semiconductor capital now backs Mistral, and the fab floor becomes its proving ground

18 Sep

Cloudera and Mistral Bring Sovereign AI to Governed Enterprise Data

Cloudera and Mistral combine governed enterprise data with locally deployable AI models; the companies did not specify responsibility for inference serving, agent identity, model lifecycle management, observability, updates, and support.

18 Sep

Cohesity Extends Cyber Recovery to AI Agent State

Agent Resilience protects AI agent memory and configuration, giving enterprises a recovery path when agents or the resources they manage are corrupted, misconfigured, or compromised.

18 Sep

Did MLPerf v6.1 Just Make the Case for the Xeon You Already Own?

Installed-base economics and a tight server CPU market give Intel’s software-only MLPerf v6.1 gains more weight than they appear.

18 Sep

Druva Expands Cyber Recovery and the Channel Opportunity

Identity behavioral intelligence and ransomware validation extend the Resilience Cloud, giving partners more ways to grow within Druva’s installed enterprise base.

18 Sep

Nokia Cognitive Operations: Driving Edge AI and Wireless Resilience for Industrial Environments

Nokia Cognitive Operations integrates GPU-accelerated edge compute with multi-access wireless fabrics, enabling mission-critical sectors to run localized analytics and maintain operational autonomy during severe network disruptions.

18 Sep

Who Really Gets Paid When a $10B Data Center Comes to Town?

Tax Codes Written For The Server Rooms Of 2009 Are Pricing The AI Campuses Of 2027.

11 Sep

Are AI Server Margins Actually Sustainable for the Infrastructure Giants?

Tech giants post massive revenue gains, but supply constraints and shifting server mixes raise questions about long-term margins.

11 Sep

Are Unmanaged AI Agents Creating Massive Enterprise Risk?

Red Hat AI 3.5 addresses production-scale challenges with verifiable safety, advanced multi-tenancy, and robust governance for agentic applications.

Research

03 Sep

Oracle’s Data-Centric AI Security Strategy: Because You Can’t Build an AI Foundation on Quicksand

The HyperFRAME Research “Oracle’s Data-Centric AI Security Strategy: Because You Can’t Build an AI Foundation on Quicksand” Research Brief analyzes how shifting security directly to the data layer through Oracle’s Autonomous AI Database neutralizes machine-speed AI threats, eliminates architectural fragmentation, and provides a cost-effective roadmap to operational resilience. As AI drastically accelerates the speed and scale of cyber threats, traditional reactive security models are becoming obsolete. AI agents now identify and exploit system vulnerabilities at speeds that bypass human-led response workflows, creating a fundamental asymmetry in modern cybersecurity.

28 Aug

The Next Generation of Data Lakehouses

The HyperFRAME Research “The Next Generation of Data Lakehouses” Research Brief examines how enterprises can bridge the gap between production AI and fragmented data architectures by evolving the traditional lakehouse into a unified, operational intelligence platform. As enterprises shift AI from initial pilots to full production, data has emerged as the ultimate differentiator for success. This leaves IT leaders facing a core strategic dilemma: should they move their data to the AI, or deploy the AI directly to where their data lives?

06 Jul

IBM LinuxONE 5: The Ultimate Platform for Secure, Resilient, and Efficient Enterprise Computing

Enterprise infrastructure teams are balancing AI adoption, cyber resilience, data growth, and constraints on power, cooling, floor space, and deployment timelines. HyperFRAME Research Lens (1H 2026) data found that only 14% of organizations classify their core data architecture as fully modernized for AI workloads, highlighting the gap between AI ambitions and infrastructure readiness.

08 Jun

Infrastructure Intelligence Starts with a Unified Network and Infrastructure Data Platform

The HyperFRAME Research “Infrastructure Intelligence Starts with a Unified Network and Infrastructure Data Platform” Research Brief examines how modernizing enterprise infrastructure has transitioned from a traditional hardware challenge into a complex data architecture problem that demands an immediate shift from reactive troubleshooting to proactive orchestration.

Latest Research

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AI Doomsday Fears Mount as Researchers Warn of Existential Risks, Rogue System Breaches

Internal warnings and rogue AI model breaches prompt OpenAI and Anthropic researchers to demand urgent federal safety regulations and an industry slowdown.

ORCL Proving AI Growth Exists, Question Lies in Profitability & Efficiency

Oracle (ORCL) is making a shift in proving AI exists to proving it can monetize off it, says Stephanie Walter. She points to the company's earnings as an indicator Oracle is moving in the right direction. Stephanie's biggest question for the software giant's growth lies in how efficiently it can capitalize on its expanding infrastructure while piling on debt.

Oracle sees gains amid AI spending surge

BBC News Business Today covers Oracle's gains as AI spending accelerates, charting the company's remaining performance obligations climbing to $638bn.

Looming 2027 Deadline Pushes VMware Customers to Act

A looming October 2027 end-of-support deadline for VMware vSphere 8 is forcing enterprises to rethink virtualization, accelerate hybrid AI and lean on channel partners for migration.

SoftBank Secures $11.87 Billion Loan for OpenAI Bet Amid AI Safety Debates, Stock Drop

SoftBank Group secures an $11.87 billion loan from 20 banks to back its $65B OpenAI investment, even as shares fall 13% and Altman pauses IPO plans.

Cockroach Labs bets on database pooling to cut cost of AI-era workloads

Cockroach Continuum aims to reduce idle database capacity and operational overhead by pooling infrastructure, although analysts say the savings will depend on how enterprises provision and use their databases.

Software's Headwinds & Tailwinds at Forefront of AI Development

Stephanie Walter and Morningstar Wealth's Luke Yang discuss how debates of slowing down AI impact the software space. Luke believes AI adoption on an enterprise level remains in the early stages, offering time for companies to improve AI usage and safety. He offers a bull case for Intuit (INTU). As for headwinds, Stephanie points to AI model connectivity and efficiency as something to watch. When it comes to tailwinds, she says software as a whole serves as the foundation for AI improvements.

Alianza Bought Skribby. Your Meeting Audio Changed Owners.

Skribby may assign its terms without consent, and 5 of 13 transcription sub-processors are US-only. Pin the model and cap retention before Q1 2027.

Salesforce Unveils AIforce at Dreamforce, Decoupling CRM Data for the AI Era

Salesforce launches AIforce at Dreamforce 2026, embedding core CRM data, workflows, and agents directly into Claude, Slack, and third-party AI interfaces.

Lenovo bets enterprises want new servers but no virtualization shakeup

Lenovo expands its virtualization portfolio with validated infrastructure, deployment services and ThinkAgile systems for enterprise infrastructure refreshes.

Alianza Crux™ to Power the Era of Cognitive Communications

First-to-market orchestration and intelligence control plane closes the Telecom Intelligence Gap by bringing together network-native conversations and AI-powered experiences.

With Nvidia GPUs, CoreWeave hits architectural milestone

CoreWeave is scaling Nvidia Vera Rubin across multiple racks, integrating networking, cooling and storage for larger AI workloads.

TypeSafe AI’s new models work with machines, not humans

Designed for use in automated workflows, TypeSafe’s new model, Jev, is intended to help applications, not users, make decisions.

SK hynix in Exploratory Talks With Intel for First U.S. Chip Manufacturing Presence: Report

SK Hynix is in talks with Intel that could result in the company manufacturing semiconductors in the United States for the first time.

OpenAI Reveals Astra, Its First AI Model to Reach 'Critical' Cybersecurity Risk Threshold

OpenAI says Astra is the company's first model to reach the highest threat level under its internal risk framework. Internal testing showed the model could independently discover novel vulnerabilities and construct sophisticated cyberattacks with minimal human guidance.

Widespread AI Outage Knocks Out ChatGPT, Claude, and Grok Amid GPT-6 Launch Rumors

A massive network outage hit top AI platforms, including ChatGPT, Claude, and Grok, interrupting workflows just as OpenAI teased its next-generation Astra model.

Qualcomm keeps China in its 6G sights

Qualcomm executives were asked to comment on China's role in the 6G standardization process. Their answer was predictable.

Nvidia-Hugging Face deal could require an enterprise AI rethink

The $12.9 billion acquisition announced this week means companies will need to re-examine how they choose and deploy AI models.

Amazon's $60B Qualcomm deal expands AI inference hardware

Amazon's Qualcomm deal expands AWS's options for AI inference while giving data center operators another chip and connectivity vendor to evaluate.

HyperFRAME Research on Palo Alto Networks Q4 Fiscal 2026 Earnings

HyperFRAME Research provided perspective on Palo Alto Networks' Q4 fiscal 2026 earnings, reported Tuesday, September 1, 2026, after market close.

Alianza Crux™ to Power the Era of Cognitive Communications

Alianza introduced Alianza Crux, an expansion of its orchestration and intelligence control plane that coordinates network infrastructure, AI, applications, identity, consent and policy around a common communications session. The company positions it as closing the Telecom Intelligence Gap by joining network-native conversations with AI-powered experiences.

Alianza Crux™ to Power the Era of Cognitive Communications

Alianza introduced Alianza Crux, an expansion of its orchestration and intelligence control plane that coordinates network infrastructure, AI, applications, identity, consent and policy around a common communications session. Carried on the GlobeNewswire wire via Business Insurance.

ADBE Earnings Test Hinges on Setting Prices Amid Agentic AI Growth

Adobe (ADBE) remains in the spotlight of AI disruption discussions. Stephen Sopko says Thursday's earnings report will set the bar for forward expectations, pointing to how Adobe's product suite can capitalize on cloud growth and existing customers. He believes the software company's products are great but growth will come down in explaining how it can justify prices.

Anthropic Bails on $6 Billion Decart AI Acquisition Ahead of Planned IPO

Anthropic abandons its $6 billion acquisition of Israeli AI startup Decart AI following due diligence, shifting focus back to infrastructure deals and its upcoming IPO.

Meta Launches Muse, an Autonomous AI Agent Built to Handle Real-World Tasks

Meta has unveiled Muse, an AI agent for U.S. users that can independently send emails, book travel, negotiate bills, and manage schedules within a secure virtual machine.

Transatlantic Backfire: Data Center Expansion Hits Wall over Job Claims, Grid Strain, Voter Outrage

A transatlantic backlash against data center expansion is growing as new reports challenge job creation claims while rising energy costs fuel widespread voter resistance in the U.S. and U.K.

Databricks unveils adaptive AI retrieval model to cut search costs and latency

Adaptive Instructed-Retriever dynamically decides when queries need additional search steps, aiming to improve answer quality without driving up enterprise AI costs.

Rallying telcos around AI voice will be an uphill battle for Alianza

Alianza's Crux platform aims to turn AI voice into a new telco opportunity.

AWS Wires a New US AI Route Across the Pacific

AWS is building a 420 Tbps cable from Japan to Washington, adding a new transpacific route as hyperscalers expand AI infrastructure.

OpenAI Reveals Astra, Its First AI Model to Reach 'Critical' Cybersecurity Risk Threshold

OpenAI said Astra is the first of its models to reach the highest threat level under its internal risk framework, after testing showed it could discover novel vulnerabilities, build exploit chains and execute complex cyberattacks with limited human guidance. The company paused development to add safeguards before release, and plans a general version with restricted access to advanced cybersecurity tools.

Applied Materials (AMAT): Earnings Strength Meets AI and China Headwinds

Logan Gilland and Stephen Sopko discuss why Applied Materials (AMAT) shares fell despite an earnings beat. They examine weaker China sales, concerns around forward gross margins, and growing costs tied to servicing older equipment. The pair also explain why wafer fab equipment companies like Applied Materials remain key indicators for the broader semiconductor industry.

MRVL Earnings "Measuring Stick:" Ways NVDA & GOOGL Add to Growth Story

Marvell (MRVL) will report earnings Thursday evening after Nvidia (NVDA) waved a green flag for the AI trade. Stephen Sopko explains how Marvell serves at a critical juncture of the AI trade and ways it can capitalize on earnings growth as tech evolves. He adds that the company's new partnership with Alphabet (GOOGL) offers a chance to compete with peers like Broadcom (AVGO).

Micron Puts $10B Behind US AI Memory Research

The new Idaho research hub will target memory, compute, and packaging as AI systems push existing technologies.

Cohere Parse 5 optimizes document parsing cost

Cohere's Parse 5, a 2.3-billion-parameter model, offers cost-effective document parsing at $1.50 per 1,000 pages, prioritizing structure over raw accuracy.

NVIDIA Reportedly Acquires Hugging Face for $12.9B in Major Open-Source AI Expansion

NVIDIA has reportedly agreed to acquire open-source AI platform Hugging Face for $12.9 billion, strengthening its GPU dominance against custom tech chips.

NVIDIA Pauses $36 Billion Revenue-Sharing Financing Model Amid Antitrust Scrutiny, Partner Pushback

NVIDIA halts its AI Compute Partnership, a revenue-sharing cloud financing program, following internal antitrust concerns and pushback from cloud providers.

With VCF 9 bedrock in place, Broadcom fleshes out private AI

Broadcom expands its private AI push with a new AI Factory that spans hardware, software-defined infrastructure, security and agentic orchestration.

PANW Platformization: Key Value Proposition, or Margin Pressure Risk?

Palo Alto Networks (PANW) has a strong revenue picture but faces a highly competitive cybersecurity space, says Ron Westfall. He makes the case that platformization of cybersecurity services is the crux behind both the pros and cons to Palo Alto's future momentum as competitors create a similar business model.

Global Financial Watchdog Warns of Catastrophic Risks from Advanced AI Models

Global financial watchdog chief Andrew Bailey warns G20 leaders that frontier AI risks, cyber threats, and inflated market valuations could trigger systemic economic instability.

What DELL Learned from NVDA to Benefit in AI Buildout

Dell Technologies (DELL) has learned from Nvidia (NVDA) in its data center buildout, says Don Gentile. He explains how Dell uses its knowledge, old and new, in creating a full AI stack. Efficiency and profitability will come down to how Dell maintains margins, says Don. On the general AI trade, he talks about difficulties in companies maintaining backlogs without diminishing quality.

Apple’s $4.5 Trillion Transition: John Ternus Inherits CEO Reins from Tim Cook

Tim Cook steps down as Apple CEO after a historic 15-year tenure that expanded the company’s market value to $4.7T. Explore how successor John Ternus plans to lead Apple through AI challenges, supply chain shifts, and the next tech era.

Costs of AI Leadership: GOOGL Strong Growth Comes with Negative Cash Flow

Alphabet (GOOGL) "owns the mine, the shovel factory," and just about everything it needs to lead the AI race, argues Tiffany McGhee. However, she says the Mag 7 giant's negative free cash flow raises a yellow flag. Stephanie Walter agrees that Alphabet's breadth is the strongest sticking point for forward momentum, though points to confusion on how it uses AI as the biggest concern.

NVDA Now Full Stack AI Company, Blackwell & Vera Rubin Add Muscle

Steven Dickens guides investors through his expectations of Nvidia (NVDA) earnings as the Mag 7 giant readies to report after Wednesday's closing bell. As he explains, the stock has a history of not performing well after earnings, though he expects Nvidia to beat and raise in its report. Additionally, Steven sees the company's transition into a full stack AI company as something that's paramount to long-term growth. As far as the core chip business, Steven sees a long runway ahead for Blackwell and Vera Rubin.

Google adds pay-as-you-go Gemini pricing as enterprises seek control over AI spending

The savings will depend on matching workloads to the right pricing model and maintaining control over spending, analysts say.

Arm's race: Building the AGI CPU

Britain's chip design champion is making its own silicon for AI data centers.

Nvidia’s AI Boom Tests Data Center Infrastructure Limits

Nvidia’s $89B data center quarter and AWS’ plan for two million more GPUs show AI infrastructure demand broadening beyond hyperscalers.

AI shifts mainframe modernization strategy

To stay or not to stay on the mainframe? AI might help enterprises do both.

AI Divergence, Rotation Strength & ROI: What's Next for Mag 7?

"The big takeaway from this earnings season is that the AI trade isn't slowing, it's broadening," says Slyvia Jablonski when discussing Mag 7 earnings. She calls the reports a "clearing event" that brought skeptical investors back into the market. Slyvia considers Amazon (AMZN), Microsoft (MSFT), and Alphabet (GOOGL) as the long-term winners. Stephanie Walter calls the group the "divergence seven" when it comes to how these companies use AI. As for Alphabet, she believes the company needs to "show the receipts" on its AI spending.

Microsoft’s PostgreSQL alternative, HorizonDB: Worth the wait?

Microsoft’s extended HorizonDB preview gives CIOs little reason to wait when production-ready PostgreSQL alternatives are already available, although Azure shops readying new AI workloads may still find a case for holding out, analysts say.

Meta Unveils Muse Glimmer AI Model, Outlines Vision for Open-Source Superintelligence

Meta launches Muse Glimmer, an open-weight 30B parameter AI model running locally on PCs and Macs, alongside Mark Zuckerberg’s vision for open-source superintelligence.

CodeRabbit adds AI features to prioritize incoming pull requests

The company says its latest features can rank pull requests, map downstream impacts, and identify vulnerabilities before changes move through the development pipeline.

Zuckerberg’s AI Utopia Meets Real-World Skepticism

Mark Zuckerberg’s 6,500-word AI manifesto advocates for open-source superintelligence, but critics question the real-world impact and public trust.

Cisco’s AI Data Center Business Gains Traction With Hyperscalers

Ron Westfall of HyperFRAME Research discusses Cisco (CSCO) as a key beneficiary of AI infrastructure spending. He highlights growing demand for Cisco’s AI data centers from hyperscalers and enterprise customers. Westfall also explains how Cisco’s networking and security businesses, strengthened by its Splunk acquisition, could benefit from an AI-driven enterprise upgrade cycle.

What Industry Analysts are Saying about Oracle APEX AI Application Generator

Oracle announced the availability of Oracle APEX AI Application Generator in OCI on Autonomous AI Database Serverless, as part of the Oracle APEX 26.1 release. With the new APEXlang application development language, it enables enterprise development teams to combine the speed of AI-enabled innovation with the security, governance, auditability, centralized controls, and lifecycle management of an enterprise-class development platform. Oracle asked leading analysts for their take on the announcement and what it could mean for the future of enterprise application development.

Zayo, Nvidia expand fiber capacity for AI infrastructure

Zayo is building over 8,000 miles of long-haul fiber across emerging AI corridors with Nvidia as an anchor customer, addressing the growing demand for dedicated high-capacity connectivity. This expansion targets existing network constraints and the need for new physical routes to support distributed AI computing clusters and data centers.

Nvidia Partners With Apollo, BlackRock, Blackstone, Goldman Sachs, KKR for Up to $500B AI Data Centers

Nvidia is partnering with Apollo, BlackRock, Blackstone, Goldman Sachs, and KKR on up to $500 billion in AI data center financing — with coverage of the announcement compared across 11 outlets.

Nvidia’s $500B AI Infrastructure Bet Raises Power Stakes

Nvidia’s $500B financing push could change how operators fund AI infrastructure, while power and interconnection remain critical constraints on deployment.

Zayo, Nvidia Target Fiber Capacity as AI Infrastructure Spreads

Zayo is building more than 8,000 miles of long-haul fiber across emerging AI corridors with Nvidia as an anchor customer — a broader program now spanning more than 15,000 route miles across North America. Analysts said AI data center growth is increasing demand for dedicated connectivity while optical equipment faces near-term limits.

Snowflake adds dynamic model routing to Cortex AI Gateway to cut enterprise AI costs

The new capability automatically selects AI models based on cost, performance, and latency policies, with Snowflake claiming up to 3x greater token efficiency in internal tests.

Nvidia Backs OpenAI’s Ohio Data Center Buildout With $105B

The chipmaker is tying its financial support to long-lived infrastructure and the residual value of the hardware that will operate within it.

Ron Westfall on ADI, Analog Chip Strength & Outlook for Tech Sector

While analog chip stocks don't get as much attention as their flashier AI peers, Ron Westfall believes this corner of the tech industry has plenty of room to run. A sector-wide sell-off is keeping many investors away, but as Ron explains, there's tailwinds in automotive and related businesses expanding the road ahead for chips. He names Analog Devices (ADI) as one of his stock picks.

Zayo Locks Up Corning Fiber Capacity for AI Network Buildout

The agreement secures a material portion of the fiber Zayo needs for its 15,000 route mile network expansion through 2030.

Zayo Secures Corning Fiber Capacity for AI Network Expansion

Telecommunications firm Zayo has secured manufacturing capacity with Corning for a significant portion of the fiber it expects to need through 2030. This agreement is critical for Zayo's plan to build 15,000 route miles of new and overbuilt infrastructure, driven by escalating AI data center connectivity demands.

Zayo Secures Corning Fiber Capacity to Power AI Network Expansion

Telecommunications company Zayo has recently secured a significant manufacturing capacity agreement with Corning to manage fiber needs for its ambitious expansion plans. This agreement is part of Zayo’s strategy to build a comprehensive network of 15,000 route miles by 2030, driven by the increasing demand for connectivity in data centers influenced by artificial intelligence (AI). […]

Sopko: TSM Earnings 'Promising' for AI Trade, Question Lies in Energy & Supply

Earnings from TSMC (TSM) are "incredibly solid," says Stephen Sopko, believing the company making two-thirds of its revenue from "leading edge" AI chips shows strength in the tech trade. He explains why the report is "incredibly promising" for the AI trade, so long as TSMC delivers on execution in meeting robust demand. One supply risk it faces: power, something Stephen calls "the primary" factor behind how the AI buildout continues from here.

AWS updates DynamoDB with native vector search to ease AI application development

The update is expected to simplify AI application development by eliminating the need to maintain a separate vector database, lowering operational overhead and improving governance, analysts say.

The State of the Chip Trade

Joseph Deyonker and Stephen Sopko discuss the semiconductor sector amidst summer weakness and headline anxiety around AI capex spending. Stephen says his team is not seeing any slowdown in production and calls a recent pullback a "penalty for good behavior" with news raising expectations each cycle. Joseph says companies are adjusting to a new deployment phase as more capital pushes to integration rather than buildout.

Amazon (AMZN) Earnings Hinge on Cloud Growth and AI Spending

Steven Dickens, CEO of HyperFRAME Research, previews Amazon's (AMZN) earnings and explains why backlog growth and capital expenditures will be key metrics for investors. He discusses the impact of AWS amid strong cloud results from Microsoft (MSFT) and Alphabet (GOOGL), while also highlighting electricity supply as a critical long-term factor in sustaining AI and cloud infrastructure growth.

Amazon Lifts 2026 AI Capex to $220B, Still Capacity-Constrained

AWS posted its fastest growth in 18 quarters as Amazon raised AI infrastructure spending to $220 billion, citing memory costs and saying demand already stretches into 2028.

Investors Want to See the Receipts’ on A.I. Investments

This earnings season is showing that investors want proof AI investments can generate meaningful returns, according to Stephanie Walter of HyperFrame Research. She says this explains the positive reaction to Microsoft (MSFT), Amazon (AMZN), and Alphabet (GOOGL), while Meta Platforms (META) has not shown a path to monetization of A.I. Walter also says Apple (AAPL) is taking a different approach, focusing on enhancing its existing products and user experience rather than competing in the A.I. spending race.

Clearfield Launches Fault Managed Power Portfolio to Bring Fiber and Power Together at the Network Edge

Innovative solutions deliver up to 6 kW of power over distances of up to 6,000 feet, accelerating deployment and simplifying network expansion.

Snowflake launches AI agent governance layer to track activity, control costs

New Cortex AI Gateway provides runtime oversight of AI agents, giving enterprises visibility into actions, resource usage, and token consumption across models and tools.

MinIO Launches AIStor Memory, the Enterprise Memory Foundation for Agentic AI

REDWOOD CITY, Calif., July 29, 2026 (GLOBE NEWSWIRE) -- MinIO, the data and memory foundation for enterprise AI, today announced AIStor Memory, built from the ground up to provide AI agents with a durable environment to store their memory, workspace, and secrets in a single, integrated system.

Intel Foundry Improves Execution, but External Customers Remain the Test

Intel’s manufacturing improves, but outside customers still account for only a small share of Foundry revenue.

Clearfield Introduces Fault Managed Power Portfolio to Bring Fiber and Power Together at the Network Edge

Why Network Ops Is Your Next AI Bottleneck

93% say network automation is essential for AI. Equinix's new AI-native layer turns weeks of manual config into minutes. What CIOs need to know now.

Analyst Perspectives on Oracle Base Database Cloud@Customer

Intel Foundry Improves Execution, but External Customers Remain the Test

Intel’s manufacturing improves, but outside customers still account for only a small share of Foundry revenue.

Clearfield Introduces Fault Managed Power Portfolio to Bring Fiber and Power Together at the Network Edge

MINNEAPOLIS--(BUSINESS WIRE)-- Clearfield, Inc. (NASDAQ: CLFD), a leader in fiber connectivity solutions for telecom, data center and network infrastructure environments, today announced its new Fault Managed Power portfolio, designed to help operators deliver both fiber and power to remote radios, edge sites, and distributed network equipment. As broadband, wireless, and computing infrastructure converge and move close to end users, operators must deploy equipment across a growing number of remote and distributed locations. Each site requires not only high-capacity connectivity, but also a safe, reliable, and scalable source of power.

Analyst Perspectives on Oracle Base Database Cloud@Customer

Oracle today announced Oracle Base Database Cloud@Customer – a simple and powerful AI database hybrid cloud solution to help customers run mid-sized, high-performance workloads in locations of their choice. This announcement has been positively received by leading industry analysts, as it enables organizations to move key enterprise AI workloads and more into cloud environments by running Oracle AI Database, applications, and AI agents on a simple, unified, and affordable cloud subscription model in customer-selected locations.

Why Network Ops Is Your Next AI Bottleneck

93% say network automation is essential for AI. Equinix's new AI-native layer turns weeks of manual config into minutes. What CIOs need to know now.

Normie AI Usage: Figures & Findings

Programmers are still the dominant users of UI and, thus, drive AI use cases. The much larger market are “normies,” people outside of the IT department who are doing “knowledge work” and other tasks in organizations. I asked the AI to pull together a list of what those activities are and the momentum around them. Here it is. As ever, I did not spend a lot of time verifying that the extraction was correct.

Clearfield Introduces Fault Managed Power Portfolio to Bring Fiber and Power Together at the Network Edge

MINNEAPOLIS -- Clearfield, Inc. (NASDAQ: CLFD), a leader in fiber connectivity solutions for telecom, data center and network infrastructure environments, today announced its new Fault Managed Power portfolio, designed to help operators deliver both fiber and power to remote radios, edge sites, and distributed network equipment. As broadband, wireless, and computing infrastructure converge and move close to end users, operators must deploy equipment across a growing number of remote and distributed locations. Each site requires not only high-capacity connectivity, but also a safe, reliable, and scalable source of power.

Deploying Enterprise AI is a Team Sport

Building IT stacks for AI is complex, not to mention the growing challenges of managing Shadow AI and data sovereignty. HyperFRAME Research analyst Ron Westfall explains why IT leaders increasingly rely on teamwork with vendors and trusted advisors.

Oracle Deep Data SecurityがOracle AI Database 26aiで利用可能に

多くの組織がAIエージェントを試していますが、それを本番に移行することははるかに複雑です。AIエージェントは、自律的な内部関係者として機能するケースが増えており、直接的な人間の監督なしにデータへアクセスし、アクションを実行できます。これにより、プライバシー、規制コンプライアンス、および意図しない機密データの漏洩に関する新たなリスクが生じます。課題はもはや、エージェントが何を実行できるかだけではなく、何の実行を許可されるべきか、そしてユーザー認可の境界内で一貫して動作すると信頼できるかどうかにあります。。

StorMagic snares Sheetz from VMware’s virtualization grip

Sheetz's Scott Robertson cited cost as 'the catalyst' for the move

The hidden AI cost driver: Harness design can make or break enterprise agent economics

New research and industry testing suggest that the software layer orchestrating AI agents, not just the underlying model, can dramatically affect token consumption, costs, and execution times, forcing CIOs to rethink how they govern agent deployments as projects move into production.

INTC AI Ambitions in Full Focus for Earnings: Metrics to Watch in Report

Ron Westfall expects Intel (INTC) to report "more good news than not good news" in next week's earnings. While the legacy tech firm anticipates a PC revenue cooldown, Ron points to the company's progress on AI ambitions as enough to back guidance expectations. How Intel extends its reach into the total addressable market is what he will turn to as the most important metric when it reports.

OpenAI Slashes AI Inference Costs by Half in Major Shift in Infrastructure Economics: Report

OpenAI engineers have developed optimization techniques that cut the computing costs of running its artificial intelligence (AI) models by more than 50%, according to a report from The Information.

Apple, Broadcom Extend Custom AI Chip Partnership Through 2031

Broadcom Inc. has secured a major long-term extension to supply custom semiconductors to Apple Inc. through 2031, the company announced Monday. The expanded partnership leans heavily on application-specific integrated circuits (ASICs) designed to power Apple’s growing artificial intelligence (AI) infrastructure, effectively easing Wall Street concerns regarding the iPhone maker’s efforts to phase out third-party silicon.

AWS aims to lower log analytics costs with new analytics engine for managed OpenSearch

The new engine could let enterprises retain more telemetry data for compliance and incident response at lower cost, although migration work and missing query support may slow adoption, analysts say.

The Phantom Recruiter: Inside the Uncanny, Automated World of AI Job Interviews

When Suzie Linville’s phone rang, the voice on the other end was polished, attentive, and remarkably sharp. The recruiter asked the standard suite of first-round questions: How do you handle conflict? Can you walk me through your management philosophy? Do you regularly implement AEO and GEO optimization?

MongoDB embeds reranking into Atlas as enterprises look to simplify AI stacks for scale

Bringing reranking into the database could reduce developer overhead, simplify AI operations, and lower inference costs, though CIOs should weigh those benefits against integration trade-offs, analysts say.

Quantum, photonics, and the next era of compute

Governments and industry leaders are making strategic investments in quantum and photonic technologies as part of a broader push to define the future of compute. From national research programmes to public-private partnerships, these efforts reflect both competitive ambition and long-term uncertainty around commercial viability.

英伟达低调拿下交换机全球市场第一

英伟达的崛起源于Spectrum-X平台，将Spectrum交换机与BlueField DPU、LinkX线缆及CUDA软件栈捆绑销售的一体化AI平台策略。 IDC研究经理Brandon Butler指出，Spectrum-X之所以快速获得份额，是因为它作为GPU与网络紧密集成套件的一部分进行销售，专为AI工厂工作负载优化

Qualcomm, OpenAI, IBM target AI infrastructure efficiency

An acquisition, a planned chip and a new transistor design could mitigate AI's energy and cost issues, but the effects will take time to reach enterprise buyers.

NVDA Vera Rubin & INTC Partnerships Solidify AI Chip Surge, SMCI Sells Off

Stephen Sopko and Bob Lang touch on breaking news surrounding Super Micro (SMCI) and reports that its Taiwan office was raided in connection to an Nvidia (NVDA) chip smuggling operation. The headline brought a black eye to the AI chip space today but both guests see plenty of upside across the industry. Bob points out the strong technical trends and the "dip-buying" activity supporting stocks. He's looking for Intel (INTC) to solidify its place through more partnerships. On Nvidia, Stephen explains how the company's Vera Rubin chip signals the first significant step of cutting AI costs.

@StockSavvyShay and @RonWestfallDX discuss the evolving AI trade and how investors may begin separating scarcity from value across the AI ecosystem

Shay explains that multiple layers are required to power the AI economy, but emphasizes that memory is emerging as one of the most critical and constrained inputs driving long-term value. Ron adds that momentum among some early AI leaders is shifting, pointing to companies like $ADBE and $CRM

Nvidia跃居数据中心以太网交换机市场首位

据IDC最新数据显示，随着AI集群建设持续升温，大量资金涌入高速网络领域，Nvidia已跃升为数据中心以太网交换机市场的头部厂商

Why Nvidia’s biggest AI win this year may have nothing to do with GPUs

Nvidia has overtaken networking giants in data center Ethernet switches, showing how AI infrastructure demand is helping the company expand beyond GPUs and chips

Nvidia Tops Data Center Ethernet Switch Market

How Corning Became One of the Biggest Winners in AI Infrastructure

Nvidia Overtakes Rivals in Data Center Ethernet Switching, IDC Says

Sopko: AI's Memory Demand Expands MU Outlook, Likes ARM & QCOM

Stephen Sopko says the market "is priced for perfection" on memory chip stocks due to surging demand, including Micron (MU), which reports earnings after Wednesday's close. He explains how the demand curve plays into how the company and its peers expand historically conservative earnings outlooks. Stephen makes a Qualcomm (QCOM) bull case as the company kicks off its investor day. He also likes Arm (ARM) as businesses turn to CPUs as a GPU alternative.

EDB converges analytics on Postgres to support AI agents

EDB’s Postgres-first approach to converged analytics could appeal to enterprises seeking greater control over data, governance, and AI infrastructure.

How companies are racing to solve the AI token problem

Generative AI services and tools that use tokens to produce results can get expensive quickly. That’s spurring IT leaders to look for new ways to reduce token use — and save money

HPE与Vultr联手布局AI推理数据中心

云基础设施服务商Vultr在2025年HPE Discover大会上宣布，已选定慧与科技（HPE）与英伟达的技术方案，用于新一轮AI基础设施的大规模部署。此举背景是企业对AI的需求正从早期实验阶段快速转向实际生产环境。

Gen AI Usage Trends & Growth Projections as Buildout Continues

Seema Shah and Stephen Sopko discuss the state of the AI trade and continuing impacts infrastructure buildout will have on markets. Seema explains the trends on user consumption in generative AI apps, which she sees increasing. Stephen talks about the timeline to AI driving growth and how adoption will broaden into the wider economy.

Analyst Perspectives on Oracle’s Strategy to Help Customers Secure Business Data against AI Threats

Oracle today announced its AI security strategy based on three principles: secure at source, secure at speed, and secure through resilience

HPE Discover 2026：以网络为核心构建 AI 基础设施新愿景

拉斯维加斯消息——HPE 首席执行官 Antonio Neri 在 Discover 2026 主题演讲中，将网络定位为 AI 时代的基础设施核心，发布了基于 Juniper 的 AI 网络更新、扩展的私有 AI 产品组合，并提出了他所称的"智能体企业"整体战略愿景

From RAG to ontology: Databricks bets on context as the key to trusted AI agents

Genie Ontology aims to unify business definitions across systems, but analysts say data quality and governance will make or break adoption.

Databricks says it solved the decades-old data pipeline problem that's been slowing AI agents

For decades, data professionals have struggled with the challenge of managing both operational and analytical databases in a unified approach that doesn't introduce latency and performance degradation.

HPE Puts Networking at the Center of AI at Discover 2026

CEO Antonio Neri outlined the company’s “agentic enterprise” vision as HPE deepens Juniper integration and expands AI infrastructure portfolio.

Databricks pitches LTAP as a new foundation for agentic applications

By merging transactional and analytical workloads, LTAP promises fewer pipelines, lower costs, and better governance

QumulusAI’s $124M Deal Spotlights AI Infrastructure’s Utilization Challenge

Hyperbolic and QumulusAI say customers now care as much about utilization, efficiency, and production operations as raw GPU capacity

Articul8 Lands Major Industrial AI Deal, Beats Big GenAI Rivals

AI startup says a multinational industrial software company selected its platform as the core GenAI engine for engineering, simulation, and operational workloads.

Westfall: Strong Enterprise Demand Power ORCL AI Push as Cloud Gains Positioning

Ron Westfall highlights how Oracle (ORCL) is converting large AI deals into revenue, with strong momentum in its cloud infrastructure segment. He points to Oracle’s diversified portfolio and solid fundamentals as key strengths. Westfall says Oracle’s enterprise positioning and unique capabilities should support continued adoption and help the company hit its targets

FFB 2026 Week 23: HyperFRAME Research Lens: State of I&O Strategy in AI Era 2H 2026

AI is rapidly reshaping enterprise infrastructure and operations (I&O), placing new demands on compute, networking, virtualization, security, and talent management. On the next episode of Fiber for Breakfast, Ron Westfall, Vice President and Practice Leader for Infrastructure and Networking at HyperFRAME Research, joins Gary Bolton, President & CEO of the Fiber Broadband Association, to discuss new global research examining how enterprises are adapting I&O strategies for the AI era. The conversation explores how organizations are prioritizing investments, scaling data and network infrastructure, and addressing operational complexity to move AI from experimentation to secure, production-ready deployment.

Intel focuses on power efficiency and cost with new chip designs

Intel hopes its latest chips will resolve AI-related power efficiency and cost concerns even as rivals AMD and Nvidia turn up their power consumption to deliver higher performance.

AWS Makes Random Graph Network Its Default Cloud Fabric, Cutting Router Count 69%

Amazon Web Services has made Resilient Network Graphs (RNG), a flat network architecture based on quasi-random graph theory, the default fabric for most new general-purpose data centers worldwide. The shift, which became the standard in April 2026, replaces the hierarchical fat-tree/Clos topology that has dominated data center networking for decades.

Extreme Networks Launches Agent ONE: Autonomous AI Redefines Enterprise Networking in 2026

On May 5, 2026, Extreme Networks (NASDAQ: EXTR) officially introduced Extreme Agent ONE™ at its annual Extreme Connect 2026 user conference held in Orlando, Florida (May 4–7). The launch marks a turning point in enterprise networking: the industry is moving beyond prompt-based AI assistants toward always-on, autonomous network operations. The announcement included upgrades to the Extreme Platform ONE™ management platform, a new Wi-Fi 7 access point lineup, and the debut of Extreme Exchange™, an AI skills marketplace.

AWS全新随机图网络架构RNG正式成为数据中心默认方案

亚马逊云科技（AWS）宣布，已将一种名为弹性网络图（Resilient Network Graphs，简称RNG）的全新数据中心网络设计，确立为其所有新建非GPU基础设施的默认架构，由此取代了长期主导数据中心网络领域的多层Clos拓扑结构。

Microsoft’s Frontier Tuning aims to teach AI how enterprises work, not just context

For the past two years, enterprises have focused on feeding AI models their data — wiring them into documents, databases, and internal knowledge systems. Microsoft now says that’s only half the story. The next frontier, it argues, is teaching AI how work actually gets done.

AI Infrastructure Boom: HPE’s Surge, Juniper Upside, and the Dell vs. Cisco Battle

Christopher Davis and Steven Dickens break down why HPE's (HPE) 21% surge and $5 billion AI systems backlog represent a genuine infrastructure mega-trend, with the Juniper Networks acquisition emerging as a quiet profit driver. They widen the lens to Dell Technologies (DELL), Cisco Systems (CSCO), and Lenovo, making the case that supply chain execution and software integration — not hyperscaler dominance — are the real differentiators in the enterprise AI buildout.

Snowflake’s Horizon Context aims to give AI agents a common understanding of the business

As enterprises move from AI experimentation to production deployments, one challenge is becoming increasingly apparent: AI systems are only as reliable as the business context they operate in. Snowflake is attempting to address that problem with Horizon Context, a new set of semantic and metadata-management capabilities, currently in preview, that it unveiled Tuesday at its annual Snowflake Summit conference

AI Demand Pressures MRVL Earnings as Stock Taps All-Time Highs

Stephanie Walter breaks down expectations for Marvell's (MRVL) earnings as the stock hits record highs. She points to compute demand as the key driver for Marvell's momentum but urges investors to look for commentary on hyperscalers. As Stephanie says, "Marvell's revenue is increasingly a readthrough on AI revenue." George Tsilis walks us through an options example trade for the AI chipmaker.

韩国AI芯片创企FuriosaAI携手博通(AVGO.US)开发下一代推理加速器 “主攻”内存访问与高带宽数据传输

智通财经APP获悉，韩国人工智能(AI)芯片初创公司FuriosaAI宣布将与(AVGO.US)达成战略合作，共同开发其第三代(下一代)AI推理加速器，目标于2028年上半年出样

AWS: Randomized Graph Networks Are Ready for Prime Time

Amazon Web Services says it has adopted a new data center network design – Resilient Network Graphs (RNG) – as its default architecture for new non-GPU infrastructure, moving away from multi-tier Clos fabrics that have long dominated data center networks.

Broadcom and FuriosaAI Bet on Ethernet AI Fabrics

Broadcom and FuriosaAI are building a rack-scale inference platform aimed at shifting AI infrastructure toward Ethernet fabrics, chiplets, and power-efficient token generation

Google, Blackstone Launch $25B AI Cloud Venture to Tackle Data Center Shortage

Google and private equity giant Blackstone late Monday announced an artificial intelligence (AI) cloud business aimed at whetting the tech industry’s insatiable thirst for AI computing power. The U.S.-based joint venture will operate under a compute-as-a-service model, combining Blackstone’s vast infrastructure portfolio with Google Cloud’s proprietary AI chips, known as Tensor Processing Units (TPUs).

Big Fiber secures $250M to expand dark fiber network amid AI demand

Big Fiber has raised $250 million from Stonepeak and CDPQ to enhance its dark fiber network. This expansion aims to meet the rising demand for AI infrastructure in key markets.

Nvidia Earnings Show AI Spending Moving Beyond GPUs

Nvidia delivered another massive quarter, reporting record first-quarter fiscal 2027 revenue of $81.6 billion, up 85% year over year. Data center revenue climbed 92% to $75.2 billion

Google, Blackstone Launch $25B AI Cloud Venture to Tackle Data Center Shortage

Big Fiber secures $250M to expand dark fiber network amid AI demand

Big Fiber has raised $250 million from Stonepeak and CDPQ to enhance its dark fiber network. This expansion aims to meet the rising demand for AI infrastructure in key markets.

Nvidia Earnings Show AI Spending Moving Beyond GPUs

Explosive networking growth and new optics partnerships suggest AI infrastructure spending is spreading far beyond GPU clusters.

BIG Fiber Secres $250 Dell Technologies World 2026

With its 100% underground dark fiber networks serving critical data needs, BIG Fiber has closed a $250.0M funding round. The Sunnyvale, California-based company, founded in 2019, specializes in providing high-capacity, strategically placed dark fiber to mission-critical data centers, Hyperscalers, and enterprises.

“Now we have, for the very first time, useful AI” – Jensen Huang and Michael Dell talk up the power of agentic AI at Dell Technologies World 2026

AI agents were the name of the game on the first day of Dell Technologies World 2026, with multiple speakers indicating that they make a step-change in business interest in AI.

Context architecture is replacing RAG as agentic AI pushes enterprise retrieval to its limits

Redis built its name as the caching layer that kept web applications from collapsing under load. The problem it is targeting now has the same structure but is harder to solve: production AI agents failing not because the models are wrong, but because the data underneath them is scattered, stale and structured for humans rather than machines. Retrieval pipelines built for single queries cannot absorb the volume agents generate.

Big Fiber’s $250M Signals an AI Dark-Fiber Land Rush

Private capital is moving deeper into the physical network layer underpinning the AI buildout. Big Fiber has secured $250 million in financing from Stonepeak and Caisse de dépôt et placement du Québec (CDPQ) to expand its dark fiber footprint and network capacity as hyperscalers and large-scale data center operators push into new AI markets.

从容量到混沌：AI数据中心如何对电网发起挑战

AI数据中心正在颠覆电网运营的一个核心假设：大型负载应当以可预测的方式运行。问题不仅在于这些设施消耗多少电力，还在于它们在电网扰动期间的实际表现。这一风险在2024年成为现实。据路透社报道，北弗吉尼亚州数十个数据中心在一次事件中同时断开电网，瞬间移除了约1500兆瓦的负载。

Waymo Issues Voluntary Recall After Robotaxi Swept Into Texas Creek

Alphabet Inc.-owned Waymo has initiated a voluntary recall of approximately 3,800 robotaxis following a harrowing incident in San Antonio where an autonomous vehicle was swept into a creek.

OpenAI Launches $4 Billion Deployment Company to Embed AI Engineers Inside Enterprise Organizations

Large enterprises now have a direct path to embed OpenAI engineers inside their own operations. OpenAI announced on May 12, 2026, the launch of the OpenAI Deployment Company, a majority-owned subsidiary backed by more than $4 billion in initial capital, designed to place specialized AI engineers directly inside client organizations to build and operate production AI systems.

Power and connectivity challenges reshape AI data center landscape

The rising power demands of AI are driving significant changes in data center infrastructure. Without adequate optical connectivity, new facilities risk becoming isolated and ineffective.

Equinix Expands Fabric Geo Zones to Tackle Data Sovereignty

The company is positioning network-level sovereignty controls as a critical layer for distributed AI and hybrid multicloud infrastructure.

JCommunity Resistance Meets AI Data Center Expansion Head-On

We spoke to the founder of a new website tracking data center opposition and heard from experts on how the industry can address growing community concerns.

JD’s AI Edge vs. BABA Ahead of Earnings

JD.com (JD) is leaning on A.I.-driven logistics and supply chain efficiency, taking a more pragmatic approach than peers. Stephanie Walter contrasts this with Alibaba (BABA), which is investing heavily in a vertically integrated A.I. and cloud stack ahead of earnings. George Tsilis outlines a neutral options strategy for BABA as volatility builds below the 200-day moving average.

OpenAI Launches $4 Billion Venture for Enterprise Market, Acquires Tomorow

OpenAI announced Monday the launch of OpenAI Deployment Company, a new venture backed by more than $4 billion in initial capital to aggressively pursue corporate sales. The initiative aims to help organizations integrate and scale frontier artificial intelligence (AI), marking a shift from consumer-facing novelty to industrial-grade implementation

CEOs will be looking to leverage AI to do more, not to cut jobs, expert predicts

HyperFRAME Research CEO Steven Dickens discusses integrating artificial intelligence in the future on 'Making Money.'

Dickens: Why You Should Care about Secondary AI Names

Steven Dickens sits with Nicole Petallides to dive into some underappreciated players in the AI investment theme including IBM (IBM), Teradata (TER) and even Amazon (AMZN). He talks about the inertia AI capex spending from the Mag 7 names has on secondary derivatives, calling them "hidden gems." On Nvidia (NVDA), Steven says the company has proven they're not on a "short-term run" and expects them to continue to grow. Later, Steven identifies Palantir (PLTR) and CoreWeave (CRWV) as AI names that have stood out to him.

HyperFRAME CEO Steven Dickens Explains How Companies are Using AI in 2026

From Capacity to Chaos: How AI Data Centers Challenge the Grid

Unpredictable power swings from AI data centers are forcing utilities to model how these facilities behave during disturbances – not just how much electricity they consume.

Will Fiber and Photonics Define Nvidia’s Next AI Data Center Push?

The Corning partnership deepens Nvidia's role in the physical infrastructure behind AI, optical networking, and hyperscale deployment.

Extreme Networks推AI代理人網路自主管理邁向新紀元

網路設備與服務供應商 Extreme Networks 近日推出一款名為 Agent ONE Coworker 的先進人工智慧（AI）代理人，旨在透過自動化與自主管理功能，徹底改變企業網路的營運模式。這項創新技術預期將有效降低網路問題的解決時間、減少人工操作負擔，並在問題影響使用者前加以預防。

Anthropic Secures Massive Compute Power in SpaceX Deal

Anthropic has secured a multibillion-dollar agreement to utilize the full compute capacity of SpaceX’s Colossus supercomputer. The deal, announced Wednesday, not only provides immediate infrastructure relief for Anthropic’s Claude AI platform but also signals a radical shift toward moving artificial intelligence (AI) data centers into Earth’s orbit.

AMD’s AI Infrastructure Push Drives 57% Data Center Growth

Strong EPYC and Instinct chip demand pushed revenue to $10.3 billion as inference workloads expanded AI infrastructure spending.

HPE Pushes Self-Driving Networks into Production

HPE rolls out autonomous networking features that act on issues in real time, but enterprise adoption hinges on trust, guardrails, and risk tolerance

Extreme moves toward autonomous networking with advanced AI agent, management tools

Extreme Networks is adding new AI agent software to its product portfolio, making significant upgrades to its Platform ONE management package, and extending its Wi-Fi 7 portfolio.

OpenAI, Anthropic Secure Billions in Race for Enterprise AI

OpenAI and rival Anthropic have secured billions of dollars in new capital to launch dedicated joint ventures, signaling a shift in strategy to embed their technologies within the world’s largest corporations.

Extreme unveils its full-stack AI networking vision and Wi-Fi 7 lineup

EXTREME CONNECT, ORLANDO, Fla. — Extreme Networks is not just a hardware company. Or a software company. Or a cloud company. Or an AI company. It's all four, Extreme's President for AI platforms, EVP and CTO Nabil Bukhari said at a briefing for media and analysts at the conference.

The RAG era is ending for agentic AI — a new compilation-stage knowledge layer is what comes next

The vector database category is undergoing a shift in response to the needs of agentic AI. The retrieval-augmented generation (RAG)-to-vector database pipeline doesn't cut it anymore; agentic AI requires a different approach that incorporates context. VentureBeat's Q1 2026 Pulse survey underscores this trend: Every standalone vector database is losing adoption share, while hybrid retrieval intent has tripled to 33.3%, the fastest-growing strategic position in the dataset.

Bloomberg Surveillance

Listen for the latest in finance, economics and investment. Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern bring you interviews from Bloomberg Surveillance Television. Join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.

Anurag Rana: Google Cloud’s Surprise Acceleration Outshines Microsoft as Big Tech Earnings Diverge

Meta spent more than expected on AI infrastructure, and the market punished it. Alphabet and Microsoft spent less, and they were rewarded. In one earnings night, the rule for Big Tech became clear: investors will no longer accept CapEx without visible revenue growth.

TECH Meta employee keystroke tracking to train AI agents (Model Capability Initiative)

The Model Capability Initiative is not a productivity tracker in disguise — it is a data-acquisition pipeline aimed at a very specific technical problem. Current large language models are surprisingly weak at the unglamorous parts of computer use: finding the right dropdown, remembering a keyboard shortcut, clicking precisely inside a modal that opened in an unexpected place

Barrage of Big Tech Earnings Beat Estimates to Mixed Reaction

Four tech giants beat analyst estimates as Amazon, Alphabet, Meta and Microsoft reported earnings after the bell, exposing a significant share of the market as traders reacted. Bloombeg's Ed Ludlow and Anurag Rana, along with Ron Westfall, HyperFRAME Research Infrastructure and Networking VP & practice leader, gave their initial reaction to the reports Meta shares fell in the immediate aftermarket after the company told investors it was increasing its capex for the year, citing rising AI investment costs.

Google Virgo数据中心网络架构揭示AI网络设计新趋势

谷歌最新推出的Virgo数据中心网络架构，深刻反映了AI工作负载正在如何重塑超大规模数据中心的网络设计理念。谷歌在官方博客中介绍，Virgo是专为大规模AI集群打造的网络架构，可覆盖数万个加速器，隶属于谷歌AI超级计算机（AI Hypercomputer）整体架构体系。该设计采用更扁平的两层拓扑结构，旨在降低延迟、提升整个网络的带宽能力

How Google’s Virgo Fabric is Revolutionizing AI Network Design

Google’s new Virgo data center fabric demonstrates how AI workloads are significantly transforming network design in hyperscale environments. According to a recent blog post from the company, Virgo is specifically engineered for large AI clusters, involving tens of thousands of accelerators, within Google’s AI Hypercomputer architecture. This innovative fabric employs a flatter, two-layer topology aimed at reducing latency and enhancing bandwidth throughout the network

How Google’s Virgo Fabric Signals Shift in AI Network Design

In a company blog post, Google describes Virgo as a fabric built for large AI clusters – spanning tens of thousands of accelerators – within its AI Hypercomputer architecture. The design uses a flatter, two-layer topology to cut latency and increase bandwidth across the fabric

The Breaking Points: Networking Strains Under AI’s Scale Demands

Imagine a network engineer starting the day with a fresh cup of coffee, troubleshooting an AI deployment where everything appears to be working. The GPUs have headroom, the models are running, and the servers are humming. Suddenly, performance begins to degrade – responses slow, delays compound, and systems fall out of sync. The engineer spills her coffee as the issue becomes clear: The culprit isn’t compute. It’s the network, struggling to keep up with the volume and variability of traffic moving between systems.

Breaking Down the Good, Bad & Ugly of Mag 7 Earnings

John Freeman and Ron Westfall discuss Apple (APPL), Amazon (AMZN), Alphabet (GOOGL), Meta Platforms (META), and Microsoft (MSFT) as all Mag 7 giants ready for earnings this week. Both remain wary on Apple, while Ron favors Amazon while John backs Alphabet and Microsoft

Apple, Alphabet, Microsoft & Meta: The Earnings Week That Could Define 2026

This week we are joined by Steven Dickens, CEO and Principal Analyst at Hyperframe Research, to break down everything moving markets, from President Trump's extended ceasefire with Iran and rising oil prices pressuring the Strait of Hormuz, to the most consequential earnings week of the year, with Apple, Alphabet, Microsoft, and Meta all reporting. We also weigh in on the trillion-dollar question: are massive AI infrastructure investments actually delivering returns? Plus, what to watch in Apple's first earnings report post-Tim Cook, what Alphabet's landmark $32 billion acquisition of cloud security firm Wiz signals about Google's strategy, and how Meta is managing antitrust headwinds alongside surging AI costs. Don't miss Big Business This Week, out every Friday on Cheddar's YouTube channel.

What Google’s “unified stack” pitch at Cloud Next ‘26 really means for CIOs

promises to cut the integration tax and accelerate AI at scale, but raises fresh questions around clarity, cost, and differentiation, analysts say.

Google pitches Agentic Data Cloud to help enterprises turn data into context for AI agents

Google is recasting its data and analytics portfolio as the Agentic Data Cloud, an architecture it says is aimed at moving enterprise AI from pilot to production by turning fragmented data into a unified semantic layer that agents can reason over and act on more reliably at scale.

The satellite arms race between Amazon Leo and Starlink isn’t what it seems

A closer look shows that Amazon and Starlink are chasing different markets: mass-market connectivity vs high-margin enterprise services This week, Blue Origin hit a milestone — or thereabouts. The Jeff Bezos-founded rocket company had been noodling with the concept of a reusable booster for some time, to help lower spaceflight costs and up cadence.

Oracle AI Databaseのエージェント型AI機能に関するアナリストおよびインフルエンサーのコメント

Oracleは本日、Private Agent FactoryやDeep Data Securityを含む、Oracle AI Databaseに直接組み込まれたエージェント型AIの新機能を発表しました。詳細については、メインの発表ブログおよびプレス・リリースをご確認ください。本日の発表については、業界アナリストやインフルエンサーからも、顧客にもたらす価値や競争優位性の観点でコメントが寄せられています。以下はその一部です:

Equinix推出Fabric Intelligence，将AI能力引入网络层

Equinix发布Fabric Intelligence，这是一个基于AI的网络基础设施控制层，旨在解决企业AI部署中网络运维滞后的瓶颈问题。该平台通过AI智能体和预测系统，实现多云、数据中心及边缘环境的自动化配置与管理，可将部署周期从数周压缩至数分钟。平台还引入自然语言交互界面，支持与Slack、Microsoft Teams等工具集成，并通过MCP协议连接AI系统与网络基础设施。目前企业对自主网络运维仍持审慎态度，多数从只读模式起步

White House Moves to Deploy Mythos Amid Legal Feud with Anthropic

The White House is striving to integrate Mythos, the powerful and controversial new artificial intelligence (AI) model, into the federal government’s arsenal even as the Trump administration remains locked in a venomous legal and political battle with the model’s creator, Anthropic. In a memo reviewed by Bloomberg News

Equinix Launches Fabric Intelligence With AI Superagent for Network Management and an MCP Server for Data Center Infrastructure

Equinix unveiled Fabric Intelligence, an AI-native operational layer that puts autonomous agents in charge of managing network infrastructure across its 280 data centers in 77 metros. The platform's Fabric Super Agent handles network configuration through natural language in Slack and Microsoft Teams. It also ships an MCP Server that lets developers connect AI agents like Claude Code, OpenAI Codex, and Cursor directly to Equinix's network operations environment.

Snap Slashes 16% of Workforce in AI Overhaul Restructuring

Snap Inc. announced on Wednesday a sweeping restructuring plan that will eliminate approximately 1,000 positions, or 16% of its global workforce, as the social media giant aggressively integrates artificial intelligence (AI) to replace traditional labor roles. The layoffs, which include the closure of 300 additional open positions, represent a definitive shift in the company’s operating model. In a memo to employees, CEO Evan Spiegel framed the move as a necessary evolution driven by the “rapid advancements” of AI technology. According to Spiegel, the automation of “repetitive work” will allow the company to operate with “small squads” that prioritize speed and efficiency over headcount.

From Wool Sneakers to Silicon Chips: Allbirds Rebrands as NewBird AI

There are pivots to artificial intelligence (AI), and then there is the audacious plan of Allbirds. In a move that stunned Silicon Valley and delighted Wall Street (for now), the once-iconic sustainable footwear brand announced Wednesday that it is abandoning the shoe business entirely to become an AI infrastructure provider. The company, rebranded as NewBird AI, saw its stock price skyrocket by over 700% following the announcement. The move marks a dramatic end for the “darling of Silicon Valley,” whose Merino wool sneakers were once a ubiquitous status symbol for venture capitalists and tech executives.

AI billing gaps risk hitting partner revenues

Channel partners could already be losing revenue on AI deals due to billing and usage tracking gaps, according to new research from m3ter and PwC UK, with experts warning the issue will intensify as consumption-based models scale. The study of UK software executives found that 63 per cent lack full confidence in their billing operations, while revenue leakage is estimated at four to seven per cent of annual recurring revenue (ARR) as firms struggle to monetise increasingly complex AI-driven services.

NVDA 'First $10T Company?' AI's Industrial Growth Offers Long-Term Bull Case

AI is no longer experimental, it's industrial," says Stephanie Walter when looking at the latest chipmaker earnings. She turns to AI infrastructure when highlighting her case for "uneven" but "strategic" growth in the sector. Shay Boloor makes the case that the AI cycle is "nowhere close to cooling off." He goes as far to say that Nvidia (NVDA) will become the "first $10 trillion company.

Cisco Tests Local Metals Recovery to Address AI Supply Chain Strain

EAs AI infrastructure scales, pressure is beginning to extend beyond power and land to the materials embedded across data center hardware. Cisco is testing whether some of those materials can be recovered closer to where equipment is deployed and retired, as demand for copper, gold, and other inputs used in servers, networking systems, and power equipment continues to rise.

Equinix Pushes AI Into Network Layer With Fabric Intelligence

Equinix is introducing an AI-driven control layer for network infrastructure, arguing that enterprise AI will stall unless networking becomes far more automated.

Earnings Tailwinds v. Supply Headwinds: MU's Complicated Path Ahead

Micron's (MU) pricing is the company's strongest asset, says Angelo Zino with CFRA. He points to the company's stellar earnings and guidance to back his thesis. Stephen Sopko notes memory supply constraints serving as a key roadblock for the Micron's future growth. Angelo and Stephen offer insights into how the AI-tied company can boost tailwinds and counter headwinds.

META Muse Spark & AI Strategies: Social Media Giant Primed for Further Growth?

As Meta Platforms (META) battles legal suits and juggles exuberant CapEx in its AI buildout, Ron Westfall still sees lots of upside as the Mag 7 company trades below its historical value. He points to Meta's new Muse Spark LLM as the latest innovation he sees bolstering the balance sheet long-term. Tom White offers an example options trade for the stock.

Analyst Perspectives on Oracle AI Database Mission-Critical Capabilities

Less Than 10% of US Data Centers Ready for Production AI, JLL Says

As capital markets tighten and new financing models emerge, enterprises are confronting a key constraint: much of the existing data center footprint was not designed for production AI.

What are IPUs and why do they matter for AI?

You already know GPUs, CPUs and custom chips like Google’s TPUs are the fuel behind AI’s fire. Those playing close attention may also know about LPUs, like those from Groq, which are designed specifically for inferencing workloads at scale. But there’s one more key kind of chip emerging in the AI era: the IPU.

Analyst Perspectives on Oracle AI Database Mission-Critical Capabilities

Oracle today announced numerous Oracle AI Database advancements that help organizations achieve high availability and data security for mission-critical workloads. These innovations include application-transparent high-availability with Oracle Maximum Availability Architecture (MAA) Platinum-tier, extreme availability for ultra-critical applications with MAA Diamond-tier, and post-quantum cryptography to help secure mission-critical data against evolving threat

ServiceNow embeds AI across the platform with Context Engine

The new capability connects enterprise data, policies, and decision history to guide AI‑driven workflows as ServiceNow pushes deeper into enterprise AI operations.

When Data Centres Burn: Why Governments Must Rethink Digital-Only Preservation and Return to Microfilm

On 4 April 2026, Iranian ballistic missiles struck Amazon Web Services (AWS) data centres in Bahrain and Dubai, forcing Amazon to declare "hard down" status across multiple a

Neocloud Storm Gathers as Data Center Deals Stall Over Credit Risk

Even at $160 per kW, with 15-year leases, and upfront cash, some AI cloud providers are being turned away as creditworthiness replaces price as the gatekeeper for capacity.

‘Inference Is Bigger Than Any One Chip’ – d-Matrix CEO on GigaIO Deal

The deal brings PCIe fabric and rack-scale system design in-house, as d-Matrix moves beyond silicon into full-stack AI infrastructure.

‘EXPLOSIVE GROWTH’: CEO breaks down the next phase of the AI buildout

Hyperframe Research CEO Steven Dickens explains how A.I. companies are building into demand that already exists on ‘Making Money.’

Intel to Buy Back Stake in Ireland Fab as AI-Era Strategy Sharpens

The $14.2 billion buyback unwinds a 2024 financing deal as Intel moves to reclaim control of critical AI-era chip manufacturing capacity.

Photonics is key to AI infrastructure buildout, expert says

HyperFRAME Research deep tech analyst Stephen Sopko discusses the thesis on the evolution in communication on 'Making Money.'

诺基亚率先布局WiFi 9愿景：针对AI实时连接需求重新定义无线标准

随着无线行业在IEEE 802.11工作组开始早期讨论，诺基亚正在推动一个WiFi 9愿景，将无线网络重新定义为AI驱动系统的实时基础设施，而不仅仅是更快的连接。在最近的一篇博客文章中，该公司认为WiFi必须从峰值吞吐量基准转向可预测的低延迟性能，因为从扩展现实到机器人等工作负载对响应性和可靠性提出了更严格的要求。 "下一代WiFi需要支持响应性、可靠性和可预测性与速度同样重要的应用，"诺基亚WiFi研究负责人Klaus Doppler表示

Microsoft Stock Rises as MicroLED Breakthrough Aims to Halve AI Data Center Power Use

Microsoft last week detailed a new MicroLED cable concept it claims could slash power consumption for short-haul connections in AI data centers by roughly half, targeting commercial rollout with partners toward the end of 2027. Shares of Microsoft gained around 1.2% to $386.60 in early Monday trading.

Cisco Study Exposes Infrastructure Adoption Gap in AI Readiness

Most enterprises chase AI value, yet foundations still wobble. Cisco’s 2025 AI Readiness Index, released on 14 October 2025, shows ambition racing ahead of capacity. Only 13 percent of surveyed firms qualify as fully prepared “Pacesetters.” Consequently, a stubborn Infrastructure Adoption Gap keeps widening, risking stalled pilots and mounting costs. Moreover, agentic AI promises heavier loads, making the gap urgent for every Business stakeholder.

Oracle converges the AI data stack to give enterprise agents a single version of truth

Enterprise data teams moving agentic AI into production are hitting a consistent failure point at the data tier. Agents built across a vector store, a relational database, a graph store and a lakehouse require sync pipelines to keep context current. Under production load, that context goes stale

Databricks pitches Lakewatch as a cheaper SIEM — but is it really?

Databricks has previewed a new open agentic Security Information and Event Management software (SIEM) named Lakewatch that signals its first deliberate step beyond data warehousing into security analytics. The data warehouse-provider is pitching Lakewatch as a lower-cost alternative to traditional security tools, arguing that consolidating security analytics into its data platform can reduce overall spend

Oracle adds pre-built agents to Private Agent Factory in AI Database 26ai

Oracle has added new prebuilt agents to Private Agent Factory, its no-code framework for building containerized, data-centric agents within AI Database 26ai. These agents include a Database Knowledge Agent, a Structured Data Analysis Agent, and a Deep Data Research Agent.

Vertiv Targets AI Cooling Bottleneck with ThermoKey Deal

Vertiv is moving to secure control over one of the most overlooked – and increasingly decisive – layers of AI infrastructure, announcing plans to acquire Italy-based heat-exchanger specialist ThermoKey. The deal targets a growing constraint in high-density environments: not how to cool chips, but how to remove heat from the facility at scale. As AI workloads push power densities higher, heat rejection is emerging as a limiting factor on performance, efficiency, and build velocity

Analysts and Influencers Comment on Oracle AI Database’s Agentic AI Capabilities

Oracle today announced agentic AI innovations architected directly into Oracle AI Database, including Private Agent Factory and Deep Data Security. Check out the main announcement blog and the press release for all the details. Industry analysts and influencers also commented on today’s news, from the value it provides for customers to its competitive advantages. Following are some of their comments

Oracle bets on agentic apps in Fusion suite to ‘fully’ automate business processes

Oracle is recasting its Fusion Cloud Applications suite as something that not just flags insights for humans to act on. The debut of Fusion Agentic Applications, an upgraded set of applications that embeds AI agents directly into transactional business workflows, is designed to make decisions without human intervention

World Business | Why Nvidia GTC matters to the industry

Join the conversation and let us know your thoughts in the comments below!

Exowatt Expands to Austin as Power Constraints Reshape AI Infrastructure

Exowatt is expanding into Austin, Texas, as the AI infrastructure boom runs headlong into a harder constraint: power. The clean energy startup this week opened an 11-acre campus in Austin, adding 48,000 square feet of office, manufacturing, and warehouse space to accelerate deployment of its modular solar energy systems. The move comes as developers across the US increasingly prioritize access to electricity over traditional site-selection factors like fiber and real estate.

LightSpeed, Infraeo Target AI Bottlenecks with NPO, Fiber

Singapore-based LightSpeed Photonics and Texas-based Infraeo have signed a memorandum of understanding (MoU) to jointly develop next-generation interconnect technologies aimed at hyperscale, AI, and high-performance computing (HPC) data centers. The collaboration will prioritize pilot deployments with US customers while deploying a regional ecosystem and supply chain in India.

Alibaba (BABA) ‘Increasingly Attractive’ Despite Earnings Miss

Ron Westfall and Olivier Blanchard look through Alibaba (BABA) earnings, which missed estimates, and discuss the Chinese tech sector. Ron thinks the company is going through a “strategic pivot” and says the stock is becoming “increasingly attractive.” Their cloud intelligence division is “really delivering” and AI is booming; he notes its prebuilt customer base allows for fast adoption. Olivier agrees, adding that investors should remember these companies are in transition from e-commerce to AI and they are still “struggling to decouple” from their original revenue streams. He compares several Chinese tech companies and advises patience.

Nokia Sets Early Wi-Fi 9 Vision Around AI, Real-Time Connectivity Demands

As IEEE discussions begin, the vendor pushes for deterministic performance, ultra-low latency, and energy efficiency in next-gen wireless

Microsoft Targets MicroLED to Halve Data Center Networking Power

As AI growth pushes data center networks toward power and scaling limits, Microsoft researchers in Cambridge, UK, are testing MicroLED-based optical links that distribute data across thousands of parallel paths using imaging fiber. The company says the design can deliver bandwidth with roughly 50% lower interconnect power and lower costs by using commodity components.

Snowflake’s new ‘autonomous’ AI layer aims to do the work, not just answer questions

Project SnowWork targets tasks like forecasts, churn analysis, and reports without data‑team intervention, but analysts caution that trust, pricing, and platform competition will shape adoption.

NTT Lands 115 MW in Data Center Deals as Part of $10B AI Push

Global IT services provider NTT Data has secured nearly 115 MW of new data center capacity commitments from hyperscale and enterprise customers across three US campuses, underscoring rising demand for AI workload infrastructure.

Databricks launches Genie Code to automate data science and engineering tasks

The launch of Genie Code, analysts say, signals Databricks’ growing ambition to turn its lakehouse platform into the environment where enterprise AI systems build, run, and manage data workflows.

CRM Software 'Temperature Check,' SNOW Melts AI Concerns

Salesforce (CRM) earnings are a "temperature check" on enterprise software spending, which Lisa Martin says signals demand is holding up. She sees platformization and Agentforce building a strong financial backbone. Ron Westfall adds that the AI "gold rush" sparked by Nvidia (NVDA) and other tech giants will benefit Salesforce and software stocks in the long-term. Snowflake (SNOW) shows another side of the trade, with Lisa and Ron both pointing to upside with strong customer growth.

HPE Rides AI Wave with Juniper-Fueled Networking Surge

Hewlett Packard Enterprise (HPE) reported stronger-than-expected first-quarter results for fiscal 2026, as surging AI networking demand and the addition of Juniper Networks fueled triple-digit growth in the company’s networking business.

Databricks buys Quotient AI to boost enterprise‑grade AI agent performance

Databricks buys Quotient AI to boost enterprise‑grade AI agent performance By integrating Quotient’s evaluation and reinforcement‑learning tech, Databricks hopes to address a growing CIO challenge: ensuring AI agents behave consistently, explainably, and safely in real‑world operations.

ORCL Earnings Highlight AI Momentum—and the Risks Ahead

Oracle Corporation (ORCL) is capitalizing on a massive backlog and the fast‑growing AI inferencing market. Ron Westfall joins Sam Vadas and Marley Kayden to unpack Oracle’s latest earnings, its $50B capex plan, expansion into public sector contracts, and the competitive and geopolitical risks shaping the stock’s muted reaction

ORCL Path to Mag 7 AI Strength, Cloud & Data Centers Critical Earnings Focus

Steven Dickens sets the stage for Oracle's (ORCL) earnings after the close Tuesday. He's most focused on the company's AI infrastructure prospects and how it can capitalize on a massive order backlog. When it comes to Oracle's cloud business, he makes the case it can establish itself alongside Mag 7 peers like Alphabet (GOOGL), Microsoft (MSFT), and Amazon (AMZN). Tom White offers an example options trade for Oracle.

CoreWeave’s Flexible AI Cloud Pricing Model Signals Strategic Shift

New Jersey-based AI cloud provider CoreWeave is introducing a flexible pricing model designed to address one of AI infrastructure’s biggest challenges: unpredictable inference demand. The new offering introduces “Flex Reservations” and “Spot” instances, expanding beyond traditional reserved and on-demand capacity models. According to the company, the unified framework addresses the distinct patterns seen in AI operations: predictable training needs contrasted with unpredictable spikes in production inference.

Broadcom CEO’s $100B AI Chip Bet Highlights Push for Silicon Diversity

Broadcom CEO Hock Tan says the semiconductor, software, and infrastructure company has a clear path to supply $100 billion worth of AI chips by 2027, citing accelerating demand from hyperscalers and a surge in AI-related revenue

MRVL Guidance 'Confidence' Mirrors NVDA AI Growth Story

Morningstar's William Kerwin has a five-star rating on Marvell (MRVL) off what he calls "great" earnings and "even better" guidance. However, William believes Marvell remains a small fish in an "excessively large pond." Stephen Sopko says Marvell is positioning itself to be similar to Nvidia's (NVDA) hypergrowth story from the first half of the 2020s. He sees the company capitalizing on a "tight niche" through hyperscaler customers.

Steve Dickens, HyperFRAME Research | MWC26 Barcelona

In this interview from MWC Barcelona 2026, Steve Dickens, chief executive officer of Hyperframe Research, joins theCUBE's John Furrier to discuss how AI is reshaping telco infrastructure as operators pivot from 5G monetization struggles toward becoming full-fledged AI platform providers. Dickens highlights that most AI use cases showcased at MWC center on cost reduction — RF optimization, power management and observability — rather than new revenue generation. He breaks down the blurring lines between telcos and cloud providers, noting that operators like TELUS and BT are positioning themselves as neoclouds to capture enterprise AI workloads, particularly in sovereignty-driven European markets.

Kala Bio Launches AI Platform for Biotech Industry

Massachusetts-based Kala Bio, a clinical-stage biopharmaceutical company, is betting it can turn its own secure AI needs into a new infrastructure business. The company on Wednesday unveiled plans to build a biotech-focused, on-premises AI infrastructure platform. Kala Bio will first use the platform for its own business but will also take on other biotech firms’ AI needs, providing targeted, data-sovereign infrastructure.

Jack Dorsey’s Block Slashes Nearly Half Its Staff in AI Bet | Bloomberg Businessweek

Steven Dickens, CEO and Principal Analyst of HyperFRAME Research, with Nvidia earnings analysis and a lookahead to CoreWeave earnings after the bel

Snowflake and Salesforce Signal a Shift in AI Economics

Snowflake (SNOW) and Salesforce (CRM) are signaling a shift in software economics as AI moves from hype to real revenue impact. Stephanie Walter explains how consumption-based and subscription models are giving way to pricing tied to digital workload scale and data activation. The advantage is consolidating around platforms that can turn clean data into automated workflows, not just store it.

Logix Ramps Up Fiber Networks as Texas Data Centers Boom

This expansion positions Logix to meet the growing bandwidth demands of AI and cloud computing, as Texas emerges as a leading data center market driven by relaxed regulations, abundant land, and access to energy.

Snowflake extends Cortex Code CLI to dbt and Airflow to streamline data engineering workflows

By moving Cortex into dbt and Airflow, Snowflake is aiming to eliminate context switching and pull AI closer to production pipelines, analysts say.

Community push intensifies to free MySQL from Oracle’s control amid stagnation fears

An open letter signed by architects, DBAs, and engineers argues that closed development, missing AI‑era features, and declining commits demand a foundation-led model that includes Oracle but restores roadmap transparency.

AWS adds Design-first and Bugfix workflows to Kiro

AWS is recognizing that most developers don’t work the way Kiro, its Visual Studio Code–based agentic IDE, forces them too — so it’s adding two new software development workflows to Kiro that meet developers where they are: working on existing projects, fixing bugs.

Cisco (CSCO) Earnings Breakdown: Margin Issues But Bullish Outlook

Adam Coons and Ron Westfall break down Cisco (CSCO) earnings as the stock falls more than 10% post-report. Ron thinks that they’re in a “solid position further out,” expecting them to take advantage of AI spending this year. Adam thinks the big story is margins, as they saw a decline in gross margins due to rising memory costs and expect this to be a continuing issue

A tale of two Ciscos: The AI-driven comeback to 'Apple of infrastructure'

AMSTERDAM – What a difference a decade makes. Back in 2016, Cisco was drastically shifting its business model from selling traditional networking equipment to focus on software and subscriptions. After languishing in the early 2010s as it sought to recapture the magic that saw it on top of the world during the dot-com bubble, Chuck Robbins took the reins to drive away the gloom and drive Cisco toward hyperconverged infrastructure (HCI) and

Cisco Expands AgenticOps Innovations Across Portfolio

New AgenticOps capabilities in networking, security, and observability reimagine how to automate, scale, and simplify IT operations in the AI era.

Cisco’s New Silicon, Networking Systems Target Agentic AI

Networking giant Cisco has unveiled new networking silicon, routers, and switches aimed at the latest generation of AI networks, a direct challenge to Broadcom and Nvidia’s networking chips

Databricks adds MemAlign to MLflow to cut cost and latency of LLM evaluation

Databricks’ Mosaic AI Research team has added a new framework, MemAlign, to MLflow, its managed machine learning and generative AI lifecycle development service. MemAlign is designed to help enterprises lower the cost and latency of training LLM-based judges, in turn making AI evaluation scalable and trustworthy enough for production deployments

SpaceX & xAI Merger's 'Limitless' Potential in Combining AI, Energy & Space Tech

Once you get to space, everything is limitless," says Stephen Sopko. He points to the tentative merger between xAI and SpaceX as one that offers a wealth of possibilities, from powering data centers in space to building satellites which will offer wireless global coverage. Two headwinds Stephen sees for Elon Musk's ambitions: the timeline and international questions he'll have to answer.

Nvidia, Dassault Systèmes Partner for Digital Twin AI Platform

Nvidia and French 3D software firm Dassault Systèmes have unveiled a partnership to bring virtual twin architecture to the enterprise. The companies will merge Dassault’s virtual twin technology with Nvidia’s AI Infrastructure, open models, and software libraries to establish a workable real-world solution. Virtual twins, also known as digital twins, create a data-driven virtual replica of a real-world asset, system, or process

Oracle Eyes $50B for AI Infrastructure in 2026

Technology giant Oracle plans to raise up to $50 billion this year through a mix of debt and equity sales to fund a massive AI infrastructure buildout aimed at meeting booming cloud demand.

Snowflake debuts Cortex Code, an AI agent that understands enterprise data context

By understanding sensitive tables, costly transformations, and mission‑critical pipelines, Cortex Code helps teams move from prototypes to governed, production‑ready data and AI workloads faster.

Microsoft Maia 200 AI chip could boost cloud GPU supply

The Maia 200, launched this week, is part of a new focus in the tech industry on AI inference, the part of a generative AI workflow in which a trained large language model is applied to a set of data to generate an output. Nvidia last month launched six new chips, including the Vera CPU and Rubin GPU, designed for AI inference, along with a rack-scale Vera Rubin hardware and software package that will be supported by enterprise IT vendors such as Red Hat

不只搶 GPU！Meta 豪擲 60 億美元綁定康寧，從單純買家晉升為「供應鏈戰略架構者」

Meta 與康寧（Corning Incorporated）近日正式宣布達成一項多年期合作協議，由 Corning 提供最新一代的光纖、光纜與連接解決方案，全力支援 Meta 在美國的大規模資料中心建設與基礎設施擴張，總投資金額最高可達 60 億美元。這項協議將一路延續至 2030 年，涵蓋 Meta 位於俄亥俄州 New Albany 的 1 GW「Prometheus」專案，以及位於路易斯安那州 Richland Parish 的 5 GW「Hyperion」園區等大型建設

Meta Inks $6B Fiber Optic Deal with Corning for US Data Centers

Meta Platforms has unveiled a $6 billion multi-year fiber-optic supply agreement with glassmaker Corning to accelerate the expansion of the Facebook parent company’s US data center infrastructure.

META v. MSFT: Two Different Tales of AI CapEx Spending Through Earnings

Microsoft (MSFT) sold off on earnings while Meta Platforms (META) rallied. Michael Ni believes that happened because of how each company is backing margins through CapEx spending. He points to Meta's AI integration for advertising as the strongest point, while noting Microsoft's narrative as unclear. With that in mind, Stephanie Walter still cites Microsoft Azure growth as robust. She makes the case to Microsoft's sell-off as unwarranted

Teradata unveils enterprise AgentStack to push AI agents into production

Teradata has expanded the agent-building capabilities it launched last year into a full-blown toolkit, which it says will help enterprises address the challenge of moving AI agents beyond pilots into production-grade deployments.

HPE发布融合瞻博网络Mist的自驾式网络解决方案

惠普企业(HPE)扩展了其零售网络和服务器产品组合，推出了全新的"自驾式"功能、小尺寸网络交换机以及其他性能和硬件升级。该公司本周在纽约举办的NRF 2026展会上展示了这些新产品。这些扩展解决方案将HPE Aruba Networking CX交换机的自驾式网络与瞻博网络的Mist人工智能运维平台相结合，并改进了HPE NonStop计算平台的性能。

AI needs a course correction, say World Economic Forum speakers

Top executives talked about improved productivity and economic impact with advances in finance, healthcare, and other sectors. But others noted concerns about the unchecked race to superintelligence, warning that AI’s illusions could move society in the wrong direction. Additionally, AI will cost jobs, constrain resources, create technical issues, and raise regulatory concerns, they said.

INTC Foundry's 'Transformation Move' & Following Footsteps of TSM

Stephen Sopko sees a "fantastic" demand cycle for AI demand bolstering Intel (INTC) ahead of earnings. It's the company's customer base that he thinks may open a trap door to selling action. Stephen believes Intel needs to make moves that put the company "in the middle of a marketplace" for the tech trade. He makes comparisons to TSMC (TSM) to explain ways Intel can learn from international foundry competitors.

MuleSoft gains Agent Scanners to rein in enterprise AI chaos

The new Agent Scanners feature automatically detects and catalogs AI agents across platforms like Copilot, Vertex AI, Bedrock, and Agentforce — giving CIOs long‑missing visibility into fragmented, shadow AI deployments.

Nadella redefines ‘sovereignty’ for the AI era — analysts call it smart, self‑serving

By urging Europe to focus less on data residency and more on model control, Microsoft’s CEO reframes the sovereignty debate in a way analysts say strengthens hyperscalers, even as Europe grows more wary of US cloud dependence.

A Decade of Development: The Open Mainframe Project and the Open Source Revolution

Work was pretty busy in August 2015 for Steven Dickens, then a Linux product manager for IBM. He had been tasked with helping introduce the powerful LinuxONE servers to the marketplace, while at the same time helping the Linux Foundation present an open-source project.

HPE Unveils ’Self-Driving’ Networking Solutions with Juniper Mist Integration

Hewlett Packard Enterprise (HPE) has expanded its retail networking and server portfolio, introducing new “self-driving” features, a new small form factor networking switch, and other performance and hardware upgrades.

Dickens: NVDA & Big Tech Show Physical AI as Tech's Next Step

CES 2026 offered an array of new technology to showcase from industry giants like Nvidia (NVDA), AMD Inc. (AMD), Intel (INTC), and many others. Steven Dickens says it all points to what he considers a clear picture: AI is here to stay. He talks about his CES 2026 experience and explains how physical AI like robotics and autonomous driving will serve as fulcrums to future tech momentum.

New ‘AI Pods’ Bring Low-Latency Compute to Smaller US Cities

Modular infrastructure firm Moonshot Energy, QumulusAI, and Connect Nation Internet Exchange Points (IXP.us) have unveiled plans to design and deploy QAI Moon Pods at 25 sites across the US, eventually scaling to 125 cities.

2026 ServiceNow Predictions: AI Amplifies Voice and Architecture Becomes the Differentiator

Across analysts, partners, and ServiceNow itself, there is striking alignment on what comes next. The platform is pushing beyond its ITSM roots, AI is moving from experimentation to scale, and customers are far less patient with long transformation cycles that promise value “eventually”. What’s emerging is not just a new set of features, but a new operating expectation for how work gets designed, governed, and delivered.

IBM pushes sovereign computing with a software stack that works across cloud platforms

By decoupling sovereignty from dedicated data center regions, IBM's Sovereign Core aims to help CIOs meet rising regulatory scrutiny, automate continuous compliance, and deploy sensitive AI workloads into production under strict data‑residency conditions.

CES 2026: Lenovo Unveils AI Inferencing Servers, Nvidia Gigafactory Team-up

At CES in Las Vegas, PC giant Lenovo on Tuesday night showcased new server products aimed at AI inferencing workloads and unveiled a cloud gigafactory collaboration with Nvidia intended to accelerate deployments at hyperscale.

Microsoft acquires Osmos to ease data engineering bottlenecks in Fabric

Microsoft has acquired AI-based data engineering firm Osmos for an undisclosed sum, as part of its effort to reduce data engineering friction inside Fabric, its unified data and analytics offering, as enterprises continue to push analytics and AI projects into production.

Veeam Data Platform Update Extends Security, Hypervisor Support, Appliance Simplicity

The post highlights new AI-driven capabilities designed to improve visibility and operational efficiency. Veeam said its Deep Data Analysis Agent can generate on-demand reports, surface anomalies and support natural-language-based observability. The company also described a Data Resilience Daily Summary email that consolidates job status information, correlates issues with relevant knowledge base articles and recommends actions intended to reduce investigation time

Nuclear Fusion, Trump, and AI: A High-Stakes Bet on Future Power

Last week’s merger between power company TAE and President Donald Trump’s Trump Media and Technology Group (TMTG) could establish a major new player in the race to meet energy demands driven by the AI boom. TMTG and TAE – whose $6 billion merger would create one of the world’s first publicly traded fusion companies – are also planning the first utility-scale 50 MWe power plant. No company has successfully delivered grid-connected fusion energy to date, making the proposed utility-scale 50 MWe power plant a groundbreaking endeavor if realized. The companies did not disclose the proposed location of the plant, but said additional 350-500 MWe plants would follow.

Ethernet Switch Sales Boom as Nvidia Drives Q3 Data Center Gains

Significant growth in data center storage, servers, and Ethernet switches fueled a 40% year-over-year surge in component sales during Q3, according to new research from Dell’Oro Group. Ethernet switches led the charge, hitting a record $8 billion in revenue.

Extreme Networks, Inc. (EXTR) Analyst/Investor Day Transcript

All right. Welcome, everyone. Thanks for joining us at the Extreme Networks Investor Day. This is our first event since 2023. So it's been 2 years since we have seen all of you, and thank you for joining us at Nasdaq. Can you believe this company has been public for over 25 years. Extreme went public in 1999. We just rang the bell this morning downstairs, and it's so exciting because it feels like a startup, right? I mean there's so much innovation happening and new people coming on board, joining us. I know, Ed, you're eager to talk about some of our new executives that have been -- that have joined us over the past 2 years. And networking is changing. Networking is growing again.

Oracle’s order backlog soars past half a trillion dollars

Oracle raised eyebrows this week when it revealed during its fiscal Q2 earnings report that while overall revenue rose 14% and cloud infrastructure revenue jumped 66%, its free cash flow took a nose dive deep into the red. Trailing 12-month free cash flow came in at negative $13.18 billion, compared to positive $11.27 billion in the year-ago quarter. Capital expenditures in the quarter came in at $12 billion, and trailing 12-month capex climbed to $35.48 billion. The year prior it was $7.86 billion.

'Significant' Backlog v. Massive Debt: Will ORCL Win A.I. Race or 'Come in Last?'

Ron Westfall points to Oracle's (ORCL) more than $500 billion RPO and massive multicloud revenue growth as signs the company will keep pace in the A.I. trade. Robert Cantwell isn't convinced, arguing Oracle is "coming in last" to the data center buildout race. Both panelists highlight bear and bull cases for the company as the stock sells off after earnings.

Marvell Eyeing Connectivity as the Next Big Thing in AI

At this year’s Marvell Industry Analyst Day, held on Dec. 9, Marvell Technology’s President and chief operating officer Chris Koopmans called the company an end-to-end connectivity company. That underscores how connectivity is rapidly emerging as the next big thing in the AI bandwagon. In his opening address, Koopmans said that the industry has entered an era where the primary bottleneck is no longer compute capacity but connectivity. Why? Because AI compute is now abundant; moreover, modern AI workloads must be partitioned across many processors. As a result, high-speed I/O, SerDes, die-to-die links, memory attach and optical interconnects become essential to overall system performance.

We talked about all things NVIDIA and the recent announcement by President Trump that he will be allowing the company to sell the back-level H200 series of GPUs to China.

Always a pleasure to chat with Guy Shone on his Prime Time show on the AnewZ network.

ORCL 'Story of Two Truths:' Weighing Cloud & Customers to Growing Debt

Steven Dickens maintains his long-term bullish view on Oracle (ORCL). While he notes the company's ballooning debt, he sees Oracle's business growth staying intact through core OSI and cloud backlog. Customers from Alphabet (GOOGL), Amazon (AMZN), and OpenAI add to Steven's belief that Oracle has plenty of room to grow. Tom White offers an example options trade for the stock.

IBM's Confluent buy has observability, IT ops implications

IBM's $11 billion deal for another open source software company raises possibilities for its Red Hat and HashiCorp portfolios, and for some, uneasy echoes of the past.

IBM to Buy Confluent in $11B Bid to Boost Data Streaming

IBM has unveiled an $11 billion deal to acquire data streaming firm Confluent, addressing the growing demand for AI deployment. IBM said it will integrate Confluent’s open source enterprise data streaming platform to connect, process, and govern data in real time to enhance AI deployment. The company’s platform is designed to keep data connected across systems and data centers, while eliminating silos that can hinder the effectiveness of autonomous AI. “IBM and Confluent together will enable enterprises to deploy generative and agentic AI better and faster by providing trusted communication and data flow between environments, applications and APIs,” IBM CEO Arvind Krishna said in a statement.

Cisco: 'Infrastructure debt' drags down AI deployments

Organizations deploying AI are facing an "AI infrastructure debt" that prevents realizing full value from AI, according to Cisco. AI requires bandwidth, security, speed and energy that legacy infrastructure can't keep up with. Just 28% of organizations believe their infrastructure can handle AI workloads, according to the Cisco AI Readiness Index 2025, released in October, based on a survey conducted in August. On the other hand, companies that have infrastructure and business processes in place to properly exploit AI reap rewards. "The same survey showed that among AI 'pacesetters' — the 13 percent of companies that are fully prepared for AI — 91% are already increasing profitability," Cisco said in a blog post on Thursday. The most AI-ready organizations are four times more likely to move pilots into production and 50 percent more likely to see measurable value.

AWS AI Factories target hybrid cloud AI infrastructure

AWS rolled out AI Factories this week, entering a crowded market for hybrid cloud AI infrastructure against stiff competition. AI Factories are similar to AWS Dedicated Local Zones, but bundle in AI-specific hardware, including UltraServers with AWS Trainium chips or Nvidia GPUs, along with access to AWS services such as SageMaker and Bedrock. They are also similar to products available from Oracle, HPE, Lenovo, Broadcom, IBM/Red Hat and Dell, to name a few.

Amazon's AWS & A.I. Chip Push: AMZN Upside Not Downside for NVDA

Amazon's (AMZN) re:Invent 2025 event showed a key emphasis on A.I. and AWS, says Steven Dickens, though he also points to the company's in-house chip development as another takeaway investors can't miss. The company is making the maneuvers as it seeks to use A.I. to boost efficiency and ad sales. However, Steven makes the case that potential gains for Amazon will not hurt Nvidia (NVDA). Tom White offers an example options trade for Amazon.

AWS offers new service to make AI models better at work

Enterprises are no longer asking whether they should adopt AI; rather, they want to know why the AI they have already deployed still can’t reason as their business requires it to. Those AI systems are often missing an enterprise’s specific business context, because they are trained on generic, public data, and it’s expensive and time-consuming to fine-tune or retrain them on proprietary data, if that’s even possible. Microsoft’s approach, unveiled at Ignite last month, is to wrap AI applications and agents with business context and semantic intelligence in its Fabric IQ and Work IQ offerings.

CRWD & OKTA Earnings Potential in Consolidating Cybersecurity Market

In previewing CrowdStrike (CRWD) and Okta Inc. (OKTA) ahead of their earnings after Tuesday's close, Ahmed Khan shows concerns from 2025's price action compared to 2024 but believes it makes the names more attractive in affordability. He adds that cybersecurity's fragmented market will experience continued consolidation. Ron Westfall notes "mixed" expectations heading into the reports but adds A.I. will serve as a long-term catalyst. He projects CrowdStrike and Okta to benefit from what he projects to be a $95 billion market. Microsoft has been using Cobalt chips to power its own services, such as Teams and Defender, and also offers them to enterprise customers through virtual machines.

Cobalt 200: Microsoft’s next-gen Arm CPU targets lower TCO for cloud workloads

Microsoft has unveiled the next generation of its Arm-based custom CPUs in the form of Cobalt 200 as part of its ongoing efforts to reduce dependency on x86-based instances and make its data centers more energy-efficient while offering better performance for cloud computing workloads. Microsoft has been using Cobalt chips to power its own services, such as Teams and Defender, and also offers them to enterprise customers through virtual machines.

DELL Earnings Breakdown: Transforming into a Key AI Player

Ron Westfall and Dan O’Brien break down Dell (DELL) earnings. Dan thinks “the story here is in the raised guidance,” and stresses the “insatiable” demand for AI infrastructure. “Really solid print, really solid guidance,” he adds. However, he notes some weakness on consumer PC demand. Ron says Dell is “really executing” and says the spotlight is on their ability to meet their own targets. He thinks the company can play both the infrastructure and consumer sides, though the former will be stronger.

Zoom No Longer 'Pandemic Darling,' Agentic A.I.'s Rebound Potential for ZM

Zoom Communications (ZM) is a "pandemic darling" in need of recapturing enterprise demand, says Steven Dickens. He talks about the company's long fall from 2020's record high and ways it can slowly move back to those levels. He compares Zoom to Salesforce (CRM) by explaining how agentic A.I. can be used as a critical tool.

Powering intelligence: Oracle’s new AI playbook

Artificial Intelligence will not replace humans—it will amplify their ability to solve complex, global challenges. This was the central theme of Oracle Chairman and CTO Larry Ellison’s keynote at Oracle AI World 2025, held in Las Vegas. Framing AI as the next Industrial Revolution, Ellison argued that AI’s most important breakthroughs will happen not in internet search or chatbots, but in healthcare, climate, agriculture, and financial systems.

Veeam Launches Data Platform v13, Redefining Data Resilience and Cybersecurity in the AI Era

Veeam® Software, the global leader in data resilience, has launched Veeam Data Platform v13, a major evolution of its trusted data platform designed to address the challenges of ransomware, AI-driven workloads, and rapidly transforming IT infrastructures. The new release promises enhanced cyber resilience, intelligent data protection, and unprecedented flexibility for organizations across physical, virtual, and cloud environments.

Doomed enterprise AI projects usually lack vision

Failed implementations of AI technologies are pushing CIOs to step back and try to better understand the technology and its impact before moving ahead, according to analysts and industry experts.

Veeam Data Platform v13 se lanza redefiniendo el estándar de ciberresiliencia

Junto con nuevas capacidades para anticipar amenazas y acelerar la recuperación con seguridad de próxima generación, análisis forense e inteligencia automatizada, Veeam presenta la API de integración universal de hipervisores, una plataforma de integración flexible para hipervisores.

Veeam bringt Data Platform v13 auf den Markt

Veeam® Software, ein weltweit führender Security-Anbieter im Bereich Datenresilienz, bringt heute Veeam Data Platform v13 auf den Markt – eine innovative Weiterentwicklung, die den Standard für Cyber Resilience, intelligenten Datenschutz und Datenfreiheit im Zeitalter der KI neu definiert. Diese Version stellt eine grundlegende Innovation der vertrauenswürdigsten Datenplattform der Branche dar. Veeam Data Platform v13 wurde entwickelt, um zeitgenössischen Herausforderungen wie unerbittlichen Ransomware-Angriffen, schnellen Veränderungen digitaler Infrastruktur und laufenden KI-Innovationen gerecht zu werden. Die v13 bietet beispiellose Ausfallsicherheit, unübertroffene Flexibilität und die Intelligenz, die für die KI-gestützte Zukunft erforderlich ist.

Veeam Data Platform v13 Extends Security, Hypervisor Support and Appliance Simplicity

Veeam Software has released Veeam Data Platform v13, a broad update that the company positions as a major step forward in cyber resilience, workload protection and operational simplicity for hybrid and multi-cloud environments. The release builds on the company's security-first posture while expanding support for modern hypervisors, AI-driven intelligence and a hardened software appliance deployment model. Veeam described the release as "a groundbreaking release that redefines the standard for cyber resilience, intelligent data protection, and data freedom in the AI era

Veeam Data Platform v13 Launches and Redefines the Standard for Cyber Resilience, Advanced Data Protection, Security and Identity Controls, and AI-Powered Intelligence

Along with new capabilities to outsmart threats and accelerate recovery with next-gen security, forensic insights, and intelligent automation, Veeam is launching the Universal Hypervisor Integration API, a flexible integration platform for hypervisors

Zoom No Longer 'Pandemic Darling,' Agentic A.I.'s Rebound Potential for ZM

Doomed enterprise AI projects usually lack vision

Recent research finds that while companies are eager to embrace the fast-moving technology, their success rates are low. Failed implementations of AI technologies are pushing CIOs to step back and try to better understand the technology and its impact before moving ahead, according to analysts and industry experts.

Microsoft Fabric IQ adds ‘semantic intelligence’ layer to Fabric

With Fabric IQ, Microsoft is adding new semantic intelligence capabilities to its unified data and analytics platform, Fabric, that it says will help enterprises maintain a common data model and automate operational decisions.

How Chinese Tech Earnings Show AI Adoption

Olivier Blanchard and Stephanie Walter discuss recent Chinese tech earnings. Stephanie says “AI is taking the wheel” for Baidu (BIDU) over advertising, saying it is in the middle of a “deliberate transition.” PDD (PDD), parent of Temu, “shows resilience,” she notes, but it needs to mature its AI systems. Olivier notes consolidation within AI and cloud services but doesn’t see a clear winner in the sector. He lays out the qualities these companies will need in the future, including hyper-personalization for customers and efficiency.

Microsoft touts scalability of its new PostgreSQL-compatible managed database

Third time’s the charm? Microsoft hopes the scalability of Azure HorizonDB, will lure new customers where its two existing PostgreSQL databases did not.

Inside GOOGL's A.I. Strategy

Steven Dickens says Alphabet (GOOGL) wants to "own the stack, top to bottom" when it comes to the A.I. space. He says its publicly available products like YouTube and Gmail will act as a "deep base" for its vertical A.I. strategy. Steven discusses the omnichannel A.I. updates in Chrome browser, Pixel phones and its Gemini rollout. He says its a fast-moving space and the "agentic shift" is underway. Steven discusses the capex spend among the big tech companies like Alphabet, Meta Platforms (META) and Apple (AAPL).

Developer Forges Ahead With $38B in North Carolina Data Center Builds

The new managed functions will let enterprises apply LLM reasoning to structured and unstructured data directly in SQL, eliminating prompt tuning and external tools.

Developer Forges Ahead With $38B in North Carolina Data Center Builds

Energy Storage Solutions plans to break ground early next year on a 900 MW data center campus in Edgecombe County, a rural community in eastern North Carolina. The company is also planning a similar project in Fayetteville, NC.

Humain pushes for an AI-first computing experience — but there are skeptics

The Saudi Arabia-based company’s new ‘Humain One’ is a full technology stack — from OS to data center — that enables users to verbally tell computers what to do, without using icons or mouse clicks.

Google’s new query builder to tackle SQL complexity in cloud workload monitoring

Google has added a new query builder to its Log Analytics tool to help developers, DevOps teams, and site reliability engineers (SREs) quickly craft complex SQL queries for monitoring and troubleshooting cloud workloads.

Dickens: GOOGL 'Massively Undervalued,' Big Tech Remains in A.I. Arms Race

Big Tech will continue to put up big money for A.I. buildout, says Steven Dickens. Even if there's no pickup in CapEx spend from Microsoft (MSFT), Meta Platforms (META), or Alphabet (GOOGL), he expects the spend to remain the same or see little change. As for Alphabet, Steven sees supreme value in the Mag 7 giant's core business and strategic ventures. Tom White offers an example options trade for Alphabet.

Google adds tiered storage to NoSQL Bigtable to reduce complexity, costs

Tiered storage will help enterprises reduce their storage expenditure as they continue to adopt AI use cases for various tasks, analysts say.

Previewing the 'Fab Five' from Mag 7 Earnings

Stephanie Walter and Mark Gibbens join The Watch List panel to help preview this week's slate of Mag 7 earnings names. Stephanie points to the A.I. capex spending as a focal point for the group. Mark calls this week's earnings "the Fab Five" and will be keyed in on the cloud businesses for Alphabet (GOOGL), Amazon (AMZN) and Microsoft (MSFT). Stephanie says it's between Alphabet and Amazon for her most interesting Mag 7 report this week.

Oracle shifts focus of Fusion Cloud Applications to AI agents

Oracle Cloud Infrastructure and AI-enriched versions of the flagship database also saw major improvements as Oracle strengthened its claim to be the only full-stack AI provider.

New processor orchestrates data movement for the AI era

MIPS, a GlobalFoundries company, has announced that the MIPS I8500 processor is now sampling to lead customers. The processor represents a class of intelligent data movement processor IP designed for real-time, event-driven computing platforms. Targeting hyperscale, storage, automotive, industrial, and communications infrastructure markets, the device is built to meet the demands of the AI supercycle and the rise of physical AI.

Oracle to Deploy 50,000 AMD AI Chips in Major Cloud Infrastructure Expansion

LAS VEGAS – Oracle Cloud Infrastructure on Tuesday said it plans to deploy 50,000 Advanced Micro Devices graphics processors for artificial intelligence (AI) workloads, a significant expansion of alternatives to NVIDIA Corp.’s dominant position in the AI chip market.

MIPS' new I8500 processor now sampling with lead customers

Unveiled at GlobalFoundries’ Technology Summit in Munich, the I8500 is a new class of intelligent data movement processor IP that has been designed for real-time, event-driven computing platforms..

ASML Earnings Show Strength in Unsung Role of A.I. Trade

If you're bullish on A.I., you're bullish in ASML," says Nick Raich, CFA. After ASML Holding (ASML) posted an earnings beat in its latest report, Nick said he's "very pleased" with the company's outlook even though it showed a revenue miss. Ron Westfall adds that the company's monopoly on a tech needed to develop many A.I. chips gives it a distinct advantage in the A.I. race. Both also talk about why markets are not undergoing an "A.I. bubble" and the continuing role Nvidia (NVDA) plays as a tech leader.

Oracle unveils Autonomous AI Lakehouse for seamless open data

Oracle has launched Oracle Autonomous AI Lakehouse, a data platform designed to provide open and interoperable data access across multi-platform, multicloud environments. The new solution integrates Oracle Autonomous AI Database with the Apache Iceberg standard, enabling enterprises to process AI and analytics workloads securely on a broad range of data, regardless of storage location or vendor. Oracle Autonomous AI Lakehouse is available on Oracle Cloud Infrastructure (OCI), Amazon Web Services (AWS), Microsoft Azure, Google Cloud, and Exadata Cloud@Customer environments.

BlackRock, Nvidia-Led Group to Buy Aligned Data Centers in $40B AI Play

The AI Infrastructure Partnership – a group that includes Nvidia, Blackrock, Microsoft, and xAI – on Wednesday announced the purchase of Texas-headquartered Aligned Data Centers for $40 billion in a deal to boost AI infrastructure.

Oracle debuts Iceberg-compatible Autonomous AI Lakehouse to boost enterprise analytics

Oracle has unveiled a new data lakehouse offering that supports Apache Iceberg to help enterprises streamline analytics and enhance data interoperability across cloud and on-premises environments.

Oracle targets agentic use cases with AI Database 26ai

Oracle is doubling down its focus on agentic use cases for enterprises with new features added to its latest long-term support version of its database offering — AI Database 26ai. The new database includes Select AI Agent, Agent Factory, and integration with Oracle’s MCP servers.

Oracle Autonomous AI Lakehouse Enables Open, Interoperable Data Access Across Multi-Platform, Multicloud Environments

LAS VEGAS, Oct. 14, 2025 /PRNewswire/ -- Oracle AI World -- Oracle today introduced Oracle Autonomous AI Lakehouse, an open, interoperable data platform. It combines Oracle Autonomous AI Database with the popular Apache Iceberg standard to avoid functionality tradeoffs, break down analytic silos, and accelerate how teams build AI and analytics solutions. Oracle also introduced Autonomous AI Database Catalog—a "catalog of catalogs" that unifies enterprise data and metadata from other catalogs and platforms—to simplify data discovery and access across multiple data platforms and clouds..

Industry Analysts Comment on Oracle AI Database News at AI World 2025

Oracle AI Database 26ai architects AI into the core of data management, furthering Oracle’s commitment to help customers securely bring AI to all their data, everywhere. This milestone advances Oracle’s “AI for Data” vision of a next-generation AI-native database with use of AI across the entire data and development stack, including AI Vector Search, AI for Database Management, AI for Data Development, AI for Application Development, and AI for Analytics. Customers can now run dynamic agentic AI workflows to provide sophisticated answers and actions that combine private database data with public information.

Oracle supercharges AI Agent Studio to rival Microsoft, Google, and Salesforce

With new features like agent-to-agent collaboration, multi-LLM orchestration, and enterprise-grade governance, Oracle positions its platform as a serious contender in the AI automation race.

Cisco Launches Upgraded Data Center Routing Systems, AI Chip

The company said the tools will help data centers optimize AI workloads by boosting speed and efficiency while better handling intense AI traffic.

Starburst pushes lakehouse boundaries with multi-agent AI and unified vector search

The platform’s latest updates enable smarter, more traceable AI workflows and seamless access to diverse vector stores for advanced retrieval tasks.

Teradata aims to turn data into action with Autonomous Customer Intelligence agents

Teradata is expanding its cloud-based analytics platform with a new agentic AI offering called Autonomous Customer Intelligence that, it says, is “designed to transform raw data and customer signals into context-aware, real-time actions at scale

AOracle’s agentic AI push in Fusion Cloud CX offers embedded automation for CX leaders

With pre-built agents for lead scoring, quote generation, and service triage, Oracle aims to boost operational efficiency and offer embedded automation, without requiring custom agent frameworks.

AMD Strikes Blow in AI Chip War With Massive OpenAI GPU Deal

The chipmaker’s stock soared 35% in premarket trading after AMD struck a deal to produce billions of dollars in AI infrastructure for the ChatGPT parent.

From Bitcoin Mining to AI: How Tech Giants are Adapting in a Rapidly Changing Landscape

Steven Dickens, CEO & Principal Analyst at Hyperframe Research, joins Remy Blaire at the New York Stock Exchange to discuss the current state of the U.S. stock market, particularly in the tech sector, amidst ongoing government shutdown concerns

MuleSoft launches Agent Fabric to tackle agent sprawl and unify enterprise AI workflows

With tools like Agent Registry, Broker, Visualizer, and Governance, MuleSoft aims to centralize control over fragmented agent ecosystems, helping enterprises scale AI securely and efficiently across platforms.

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