Sampling now, availability in Q4 2026, weeks after EU Cyber Resilience Act reporting obligations begin. The timing does not look accidental.

Oracle APEX 26.1 uses its declarative APEXlang definition language to shift AI app development from generating brittle source code to managing governed metadata, preserving security and maintainability across the application lifecycle.

Dynatrace acquires Arize to unify AI app development, evaluation, and runtime enterprise telemetry.

Nebius is leveraging record Q2 commercial momentum, accelerated power expansion, and favorable prepayment terms to establish a highly profitable, full-lifecycle AI compute platform that outperforms both hyperscalers and specialized neocloud rivals.

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

Semi Systems growth above 30%, DRAM +52%, but margin guides flat amid ramp hiring for new capacity and installed-base support

Cisco closed fiscal 2026 with record-breaking results and an ambitious FY2027 outlook, driven by surging AI infrastructure demand, accelerating enterprise networking refreshes, and a strong rebound in its security portfolio.

Google launches updates to entire phone lineup, is it enough to overcome the ‘green bubble curse’ and win over Apple customers.

Enterprise hardware aims to anchor post-Mythos AI security with rack mounts.

A $54B AI server pipeline adds another key data point to expanding AI infrastructure order books, while services and devices show AI monetization across the portfolio.