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

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

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

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.

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.