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01 Sep
Research Notes

AWS Acquires DuckDB Labs, but This Is About More Than Faster Queries

  • September 1, 2026
  • By creativeteamf602216440

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

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01 Sep
Research Notes

Cisco Secure AI Factory: Scaling Full-Stack Enterprise Infrastructure with Supermicro

  • September 1, 2026
  • By creativeteamf602216440

Cisco expands its Secure AI Factory through a Supermicro partnership, combining innovative silicon and rack-to-fabric liquid cooling to deliver an NCP-compliant, fully validated infrastructure that simplifies enterprise deployment.

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01 Sep
Research Notes

NVIDIA’s Reported $12.9B Hugging Face Deal Tests Open AI Neutrality

  • September 1, 2026
  • By creativeteamf602216440

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

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01 Sep
Research Notes

Can Software-Defined Lidar Deliver Where Repair is Not an Option?

  • September 1, 2026
  • By creativeteamf602216440

AEye’s Apollo sensor heads to the Lunar South Pole, where solid-state architecture and software-defined scanning face conditions no road can simulate.

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01 Sep
Research Notes

Who Wins HBM Onshoring When The Wafers Stay Offshore?

  • September 1, 2026
  • By creativeteamf602216440

Mass production slips from 2028 to 2029 while Micron sequences US packaging behind Idaho wafers and Samsung keeps HBM stacks in Korea.

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27 Aug
Research Notes

Partner-Led Growth Funds Nutanix’s Cloud-Native and AI Expansion in Q4’26

  • August 27, 2026
  • By creativeteamf602216440

External storage, OEM, and hyperscaler relationships open more routes into enterprise accounts as Nutanix directs capital and operating resources toward cloud-native, AI, and sovereign infrastructure.

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27 Aug
Research Notes

Cisco and Teleport Bring Identity to Agentic Infrastructure Access

  • August 27, 2026
  • By creativeteamf602216440

Short-lived credentials can reduce the risks created by autonomous infrastructure access, but authorization alone cannot establish that an agent’s actions are correct.

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27 Aug
Research Notes

Everpure Has the Data Footprint. Now It Has to Win the Intelligence Layer

  • August 27, 2026
  • By creativeteamf602216440

Record Q2 results highlight the growing synergies between Everpure’s established infrastructure business and Everpure Data Intelligence, its emerging center of gravity.

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27 Aug
Research Notes

Can Google Cloud Make Agent Costs More Predictable?

  • August 27, 2026
  • By creativeteamf602216440

Google adds flexible pricing, deferred execution, anomaly detection, and project-level spend caps for Gemini Enterprise workloads.

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27 Aug
Research Notes

Can Merchant And Custom Silicon Really Share The Same Rack?

  • August 27, 2026
  • By creativeteamf602216440

Annapurna becomes the first announced collaborator on NVIDIA’s NVHBM memory design. The merchant silicon versus custom ASIC framing collapses as NVIDIA opens interconnect and memory design to racks where its GPUs may not sit.

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