Summary HPE reported Q1 FY2026 revenue of $9.3 billion, with very strong growth in networking offsetting weaker performance in servers and broader Cloud & AI revenue. Networking revenue rose sharply, helped by the Juniper combination, while server revenue declined year on year despite a growing AI backlog and continued demand. Insights The key channel signal […]
HPE Networking Growth Offsets Weaker AI Server Momentum Read More »
Summary NVIDIA has expanded its NVIDIA AI Enterprise platform to include NVIDIA Omniverse for physical AI development and NVIDIA Run:ai for GPU orchestration and workload management. The additions extend the platform to support digital twins, robotics simulation, and dynamic GPU resource allocation across AI training and inference environments. The move strengthens NVIDIA AI Enterprise as
NVIDIA Expands AI Enterprise Stack With Omniverse And Run:ai Read More »
Summary VAST Data has announced major updates to its AI platform at its VAST Forward user conference, including VAST AI OS 5.5, GPU-integrated infrastructure, a hyperscale vector index, and new governance capabilities for AI agents. The company also introduced a global control plane (Polaris), security integrations with CrowdStrike, and the Cosmos Partner Program to formalise
VAST Data Expands AI Platform Strategy With Cosmos Partner Ecosystem Read More »
Summary A DCIG report on VMware alternatives for distributed enterprises highlights Scale Computing SC//Platform and Zadara zCompute among the top solutions evaluated. The report notes growing enterprise interest in alternatives following VMware licensing changes under Broadcom and identifies increasing maturity in competing platforms. Insights The continued restructuring of VMware licensing is accelerating partner and customer
Scale Computing And Zadara Gain Traction As VMware Alternatives Read More »
Summary Nasuni says it has acquired Resilio to add high-performance file synchronisation, intelligent caching and edge acceleration to its File Data Platform. In parallel, it is expanding R&D in Hyderabad and extending its ecosystem through a new DryvIQ connector focused on file data classification, governance and migration. Together, these moves reinforce Nasuni’s positioning around distributed
Nasuni’s Resilio Acquisition Expands Partner Opportunity In AI-Ready Data Infrastructure Read More »