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. Tue, 28 Jul 2026 08:17:36 GMT 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 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94749&rss Huawei launched Xinghe AI Fabric 2.0., unveiled its Kunpeng roadmap, and updated its backup and disaster recovery solutions portfolio. Going forward, the company plans to focus R&D investment on power supply, thermal management, and infrastructure. Beatriz Valle 2025-11-05T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=95847&rss Nutanix underwent an important transformation during the last year, such as embracing external storage bringing to market its containers offering and announcing the forthcoming availability of Nutanix Cloud Clusters on Google Cloud. Beatriz Valle 2025-10-27T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=105252&rss Extreme has a solid vision for end-to-end networking, including cloud and AI. Extreme is one of the smaller enterprise networking players and has leveraged multiple acquisitions of competitors and technology over the years into a modern networking portfolio. Steve Schuchart 2025-10-07T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132123&rss Ciena’s announced acquisition of Nubis bolsters the optical vendor’s offering in the key networking DC space. However, the DC networking field is getting crowded, and some of the proposed synergies are mostly theoretical. Emir Halilovic 2025-09-26T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132113&rss GlobalData provides a comprehensive view of the quarter’s key GenAI news from the perspective of vibe coding, to massive investments in 10 GW data centers, and the work of AI data center operators to web crawl content creators. Charlotte Dunlap - Beatriz Valle 2025-09-24T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132103&rss NVIDIA and Intel announced a collaboration to jointly develop multiple generations of custom data center and PC products that accelerate applications and workloads across hyperscale, enterprise and consumer markets. Beatriz Valle - Steve Schuchart 2025-09-22T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=124796&rss Arista is a juggernaut in the data center switching and routing space and is progressing in security, automation, and observability. Arista's profile continues to rise with enterprises and institutions as it uses its strong R&D to enhance existing products and create new ones. Steve Schuchart 2025-09-15T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131938&rss The AI revolution has introduced a lot of dynamism but also upheaval in the data center market. As a result, infrastructure providers are enhancing their portfolios through innovation, partnerships, and acquisitions to keep up with the changes. Beatriz Valle 2025-08-04T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131919&rss The acquisition of VeloCloud by Arista gives both VeloCloud customers and Arista a needed boost, but difficulties remain ahead in the integration and direction of the SD-WAN market toward security. Steve Schuchart 2025-07-31T00:00:00+01:00