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 08:17:15 GMT 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=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=132703&rss As traditional WAN models are pushed to their limits, enterprises must consider whether Ethernet alone can meet its evolving business needs or should wavelength have a greater role in their mission-critical connectivity strategy. Brendan Swan - Gary Barton 2026-03-23T00:00:00+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=132299&rss Mplify’s Carrier Ethernet for AI certification announcement comes as AI hype turns to real investment and implementation. The goal is to replicate the success of its carrier Ethernet certification model – heading off potential connectivity chaos. Glen Hunt 2025-11-17T00:00:00+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=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=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=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=131939&rss July 31, 2025 - Rakuten Mobile selects the Cisco, Nokia, and F5 trio for its 5G standalone mobile network, a true case for a cloud-native, multi-vendor, AI-driven network to deliver consumer and enterprises mobile services across Japan. Glen Hunt 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