http://www.currentanalysis.com/ Analysis Reports provided by Current Analysis, Inc. en-us All materials Copyright 1997-2026 Current Analysis, Inc. Reproduction or distribution prohibited without express written consent. Sun, 15 Nov 2026 14:01:35 GMT http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133587&rss Alibaba Cloud brought its Apsara conference to Europe, promoting its open-weight Qwen family of models, and agentic and sovereign AI. The strategy is sound, but regulatory pressure on Chinese tech makes gaining trust an uphill battle. Beatriz Valle - Ismail Patel 2026-11-12T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=95847&rss Nutanix closed FY2026 with strong results across the board, exceeding guidance for the fourth quarter. The company is very profitable but server shortages, Broadcom lock-in, and cheaper rivals are slowing VMware wins while job cuts add execution risks. Beatriz Valle 2026-10-27T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133355&rss GlobalData’s GenAI Quarterly covers the latest news in this sector, providing insight into several announcements including the OpenAI GPT-6 Astra’s release, and new safety fears voiced by regulators, and AI companies across the world. Beatriz Valle - Charlotte Dunlap 2026-09-16T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94586&rss ALE announced multiple new AI-related initiatives and additions to in network equipment range designed to support industrial transformation. ALE delivered additions to its Wi-Fi 7 and private 5G suites and launched a new API program for partners. Gary Barton - Steve Schuchart 2026-08-31T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=95846&rss Dell recently increased its data center revenue forecasts for FY Q2 2027 after impressive sales results driven by strong traction for its Dell AI Factory servers and other optimized solutions as the company confidently rides the agentic AI wave. Beatriz Valle 2026-07-17T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94591&rss Cisco has been busy over the last year in the data center, concentrating on enabling AI for enterprise customers, as well as advancing its hardware through with new chips and faster switches enabled by strong R&D. Steve Schuchart 2026-03-31T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94746&rss IBM saw the mainframe business enjoy its highest YoY growth in 20 years in its latest financial results. Efforts to modernize IBM Z by leveraging hybrid cloud architectures and using Watsonx Code Assistant for COBOL applications are bearing fruit. Beatriz Valle 2026-03-24T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132628&rss GlobalData provides a comprehensive view of the quarter’s key GenAI news including the announcements that Google is making a grab for Amazon’s e-commerce dominance and Anthropic’s Claude Code could modernize legacy programming language COBOL. Charlotte Dunlap - Beatriz Valle 2026-03-02T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=95777&rss Red Hat recently announced a collaboration with Dell Technologies to bring Red Hat Enterprise Linux AI (RHEL AI) to Dell's PowerEdge servers to help organizations develop, test, and deploy generative AI (GenAI) models. Beatriz Valle 2025-11-17T00:00:00+00:00