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 14:03:19 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=121182&rss Recent developments in the market for edge computing include new and expanded support for AI, IoT, and other data-centric technologies and applications. New compute platform feature improvements and key partnerships have also been announced. Beatriz Valle 2026-10-07T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133417&rss Telcos are taking notice of new channel opportunities in cloud marketplaces that align with AI strategies to streamline delivery of network and adjacent services to enterprises. Charlotte Dunlap - Amy Larsen DeCarlo 2026-09-30T00:00:00+01:00 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=133288&rss DataRobot is a 14-year veteran in a crowded AI platform market. To differentiate from hyperscale cloud competitors it is betting on its AI-focused expertise, support for multiple deployment options, and strong portfolio of support services. Rena Bhattacharyya 2026-08-27T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=122930&rss Leading low-code providers are demonstrating the importance of the UX to support the emerging agentic AI and agentic orchestration spaces to address a new era. Charlotte Dunlap 2026-07-23T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94593&rss Broadcom's acquisition of VMware has led to a strategy of focusing investment on VMware Cloud Foundation, which offers stronger support for private AI inference, agentic applications, AMD/Intel/NVIDIA infrastructure, and Kubernetes operations. Beatriz Valle 2026-07-22T00:00:00+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=132980&rss Cisco CX’s annual analyst event took place in Paris in May 2026. The Cisco CX division has embarked upon the task of imbuing AI natively into services to help customers manage their environments building services under the Cisco IQ brand. Beatriz Valle 2026-05-29T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=119659&rss IEIT Systems has leveraged its experience in server manufacturing and generative AI to develop a full-stack infrastructure solution optimized for AI tasks, including training, inferencing, and database integration. Beatriz Valle 2026-04-27T00:00:00+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=123524&rss Lenovo unveiled new servers including the ThinkSystem SR675i, ThinkSystem SR650i and ThinkEdge SE455i with Neptune air and liquid cooling capabilities to enable inferencing in various settings and at the edge. Beatriz Valle 2026-01-29T00:00:00+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