Power and networking readiness affected Q4 shipments as Supermicro expands its rack-scale portfolio deeper into cooling, networking, and data center infrastructure.

Oracle Interconnect for AWS reaches general availability with zero egress fees, managed private links, predictable pricing, and joint cloud support.

The open-source technical preview gives AI assistants a standardized interface to Prism APIs, with production readiness requiring stronger runtime governance and integration across the Nutanix portfolio.

Intel taps equity for $15 billion, pre-funding 2027 tooling as substrate, memory and packaging constraints define the sector’s ceiling.

Comms and data center up 62%, gross margin reaches 30% early, smart mobile guides down low teens, watch automotive, pricing gains deferred to 2027

InterSystems uses industry-tailored platforms to bridge data fragmentation across healthcare, finance, and supply chain domains.

Record $80.1 million quarter, SkyWater closes, RPOs climb 297%, and a $120 million intercompany line that disappears on SkyWater consolidation

Alphabet restructures Google DeepMind leadership, moves Hassabis to chief scientist, hands Gemini to Kavukcuoglu, and backs Jeff Dean’s new startup.

JetStream expands NetApp’s workload mobility strategy, placing the company in a market where VMware modernization is a strategic infrastructure decision.

WD closed fiscal 2026 with gross margin of 54.4% and the 40TB ePMR platform shipping on schedule, with roughly two-thirds of sequential revenue growth coming from price and nearline exabyte growth running at half Seagate’s rate.