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<title>Current Analysis Reports - Data Center</title>
<link>http://www.currentanalysis.com/</link>
<description>Analysis Reports provided by Current Analysis, Inc.</description>
<language>en-us</language>
<copyright>All materials Copyright 1997-2026 Current Analysis, Inc.  Reproduction or distribution prohibited without express written consent.</copyright>
<pubDate>Sat, 04 Apr 2026 05:50:34 GMT</pubDate>

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    <title>Verizon Business - US and Global Enterprise</title>
    <link>http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94926&amp;rss</link>
    <description>Verizon Business continues to be a premier competitor. It fills both fixed and mobile needs, serves customers of all sizes, and has a global brand. The Frontier acquisition and onboarding of a new CEO add momentum but also uncertainty.</description>
    <author>Gregg Willsky</author>
    <pubDate>2026-03-26T00:00:00+00:00</pubDate>
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    <title>Generative AI Quarterly Q1 2026: Google Goes After Amazon’s Commerce Dominance and Alibaba Disrupts the Market with the Groundbreaking Qwen3.5</title>
    <link>http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132628&amp;rss</link>
    <description>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.</description>
    <author>Charlotte Dunlap - Beatriz Valle</author>
    <pubDate>2026-03-02T00:00:00+00:00</pubDate>
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    <title>Data Center Watch Q4 2025: Model Builders Partner with Chip Designers as Data Center Construction Booms</title>
    <link>http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132400&amp;rss</link>
    <description>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.</description>
    <author>Beatriz Valle</author>
    <pubDate>2025-12-15T00:00:00+00:00</pubDate>
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    <title>Ciena Acquires Nubis, Raises Profile in Data Center Networking</title>
    <link>http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132123&amp;rss</link>
    <description>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.</description>
    <author>Emir Halilovic</author>
    <pubDate>2025-09-26T00:00:00+01:00</pubDate>
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    <title>Generative AI Quarterly Q3 2025: OpenAI and Nvidia Sign Mega Pact, and AI Competitive Dynamics Become More Tactical Than Ever</title>
    <link>http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132113&amp;rss</link>
    <description>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.</description>
    <author>Charlotte Dunlap - Beatriz Valle</author>
    <pubDate>2025-09-24T00:00:00+01:00</pubDate>
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    <title>MEA: A Key Battleground for US and Chinese Tech Vendors Vying for Global Dominance – Recommendations for Buyers in MEA</title>
    <link>http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131908&amp;rss</link>
    <description>US-China geopolitical tensions are highlighting a number of opportunities, challenges, and commercial considerations for buyers across the value chain inside the Middle East and Africa region, ranging from government, telcos, and AI firms.</description>
    <author>Ismail Patel</author>
    <pubDate>2025-07-30T00:00:00+01:00</pubDate>
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    <title>MEA: A Key Battleground for US and Chinese Tech Vendors Vying for Global Dominance – Recommendations for US and Non-Chinese Tech Vendors</title>
    <link>http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131902&amp;rss</link>
    <description>For Middle East and Africa region, US-China geopolitical tensions are highlighting a number of opportunities, challenges, and commercial considerations for vendors of all geographies, and not just those in the US and China.</description>
    <author>Ismail Patel</author>
    <pubDate>2025-07-28T00:00:00+01:00</pubDate>
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    <title>MEA: A Key Battleground for US and Chinese Tech Vendors Vying for Global Dominance – Recommendations for Chinese Tech Vendors</title>
    <link>http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131891&amp;rss</link>
    <description>For the Middle East and Africa region, US-China geopolitical tensions are highlighting a number of opportunities, challenges, and commercial considerations for vendors of all geographies, and not just those in the US and China.</description>
    <author>Ismail Patel</author>
    <pubDate>2025-07-24T00:00:00+01:00</pubDate>
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    <title>ESG Watch Newsletter Q2 2025: Incrementalism and Pragmatism are the Current ESG Themes</title>
    <link>http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131864&amp;rss</link>
    <description>Two key themes in Tech ESG in the quarter are incrementalism and pragmatism. Combined tech sector efforts have a significant impact on all aspects of ESG. Companies are also having to be pragmatic to prove and achieve their commercial goals.</description>
    <author>Robert Pritchard</author>
    <pubDate>2025-07-16T00:00:00+01:00</pubDate>
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    <title>Advancing AI 2025: AMD Announces MI350 GPUs and Targets the Inference Opportunity</title>
    <link>http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131792&amp;rss</link>
    <description>AMD’s “Advancing AI 2025” event, held in San Jose, California in June 2025, dove deeper into the chip designer’s ambitious plans for the next few years. The launch of the Instinct MI350 series was a highlight of the conference.</description>
    <author>Beatriz Valle</author>
    <pubDate>2025-06-30T00:00:00+01:00</pubDate>
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    <title>AI Agents Promise a Transformative Role in App Modernization</title>
    <link>http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131775&amp;rss</link>
    <description>AI agents promise to transform the process of application development by significantly easing the burden to enterprise developers who have been bogged down under modernization complexities.</description>
    <author>Charlotte Dunlap</author>
    <pubDate>2025-06-26T00:00:00+01:00</pubDate>
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    <title>MEA: A Key Battleground for US and Chinese Tech Vendors Vying for Global Dominance – China Perspective in Africa</title>
    <link>http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131773&amp;rss</link>
    <description>Sino-American geopolitical tensions mean tech ecosystem competition is evolving into ground zero. Nowhere is this more pronounced than in the Gulf States. But any tech strategy for MEA must also consider Africa, a key growth region.</description>
    <author>Ismail Patel</author>
    <pubDate>2025-06-26T00:00:00+01:00</pubDate>
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    <title>MEA: A Key Battleground for US and Chinese Tech Vendors Vying for Global Dominance – China Perspective in the GCC</title>
    <link>http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131761&amp;rss</link>
    <description>Sino-American geopolitical tensions mean tech ecosystem competition is evolving into ground zero. Nowhere is this more pronounced than in the Gulf States in the Middle East, which have garnered special attention from the two tech superpowers.</description>
    <author>Ismail Patel</author>
    <pubDate>2025-06-24T00:00:00+01:00</pubDate>
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    <title>Data Center Watch Q2 2025: Liquid-Cooling Grows in Popularity and Fault-Tolerant Servers Remain a Staple</title>
    <link>http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131706&amp;rss</link>
    <description>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.</description>
    <author>Beatriz Valle</author>
    <pubDate>2025-06-12T00:00:00+01:00</pubDate>
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    <title>Nvidia Teams with European Governments, Telcos, and Tech Companies to Build In-Region Digital Sovereignty</title>
    <link>http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131708&amp;rss</link>
    <description>With geopolitical tensions mounting, privacy concerns are fueling interest in sovereign cloud.  To meet demand,  Nvidia is working with public sector institutions, and telcos and other tech firms to deliver AI-driven sovereign cloud services.</description>
    <author>Amy Larsen DeCarlo</author>
    <pubDate>2025-06-12T00:00:00+01:00</pubDate>
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    <title>BT - Business Services Europe/Global Enterprise</title>
    <link>http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=128996&amp;rss</link>
    <description>BT Business continues to ‘fully focus’ on the UK with disposals of non-UK assets and a future international strategy based around its Global Fabric NaaS platform, with alliances and partnerships at the heart of BT’s future global operations.</description>
    <author>Robert Pritchard</author>
    <pubDate>2025-05-19T00:00:00+01:00</pubDate>
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    <title>Comcast Business 2025 Analyst Event: NaaS, AI, Security, and Acquisitions to Power Future Growth</title>
    <link>http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131563&amp;rss</link>
    <description>Comcast continues to deliver strong revenue numbers and is targeting organic and inorganic growth in areas such as AI, NaaS, and security. The provider’s ambitions are backed deep pockets and canny recent acquisitions, but more detail is needed.</description>
    <author>Gary Barton</author>
    <pubDate>2025-05-02T00:00:00+01:00</pubDate>
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    <title>SMB Watch Newsletter Q1 2025: Service Providers Continue to Upsell Beyond Connectivity Services</title>
    <link>http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131497&amp;rss</link>
    <description>Telco enterprise service providers continue to focus on the crucial small business market, looking to grow revenues beyond connectivity products to business solutions. Key areas being cybersecurity, cloud services, unified communications, and AI.</description>
    <author>Robert Pritchard</author>
    <pubDate>2025-04-16T00:00:00+01:00</pubDate>
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    <title>Google Cloud Next 2025: Gemini and Agentspace on Customer Data Centers; New TPU Addresses Inferencing</title>
    <link>http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131485&amp;rss</link>
    <description>Google Cloud Next announced Gemini will be available on premises as well as new capabilities in Vertex AI, Google’s developer platform. In addition, the new generation of TPUs, codenamed Ironwood, focuses on the inferencing opportunity.</description>
    <author>Beatriz Valle</author>
    <pubDate>2025-04-11T00:00:00+01:00</pubDate>
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