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. Sat, 04 Apr 2026 05:49:27 GMT 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=132640&rss AMD and Meta have signed an agreement to align their GPU and CPU silicon, systems, and software roadmaps with Helios rack clusters running on ROCm software. Beatriz Valle 2026-03-04T00:00:00+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=132436&rss FOMO, high-grade hype, and fantastical claims are causing enterprises to make quick and often ill-conceived decisions around implementing AI in the business and in IT. Everybody needs to slow down and get back to basics. Steve Schuchart 2025-12-22T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132400&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 2025-12-15T00:00:00+00:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132327&rss GlobalData provides a comprehensive view of the quarter’s key GenAI news including new offerings by Atos (in partnership with Red Hat), Automation Anywhere, Google, Oracle, and Thinking Machines Lab. Beatriz Valle - Charlotte Dunlap 2025-11-24T00:00:00+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=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=132120&rss Cisco has announced the new Cisco Sovereign Critical Infrastructure for Europe that allows for air-gapped operation of most current Cisco core product lines to address increasing data sovereignty risks. Steve Schuchart 2025-09-26T00:00:00+01:00 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 - John Marcus 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=132081&rss Cisco Splunk leaned into agentic AI with a slew of new observability capabilities at the recent .conf25 event. Steve Schuchart 2025-09-15T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=132028&rss Saudi AI firm HUMAIN launched HUMAIN Chat, which is powered by the LLM model ALLAM 34B. First launching in Saudi Arabia, the chatbot is looking to exploit the Arab-speaking Middle Eastern market. But its aspirations do not stop there. Ismail Patel 2025-08-29T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131975&rss OpenAI released GPT-5 on last week on August 7, 2025, a multimodal large language model. It is the latest iteration of the market-leading chatbot, and the most important upgrade since the release of the previous generation, GPT-4, in 2023. Beatriz Valle 2025-08-15T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131952&rss Artificial Intelligence, Automation, Big Data, Cloud, Cybersecurity, DevOps, Edge Computing, Hybrid Cloud, Software Defined Networking (SDN) / Virtualization Beatriz Valle 2025-08-07T00:00:00+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=131931&rss Palo Alto Networks has announced its planned acquisition of identity and access management vendor CyberArk to bolster its offerings, particularly in agentic AI, but the deal has risks both monetarily and relies on the fast adoption of agentic AI. Steve Schuchart 2025-08-01T00:00:00+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 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131908&rss 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. Ismail Patel 2025-07-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=122930&rss Traditional low-code providers are demonstrating the importance of the UX to support the emerging AI agent space as they enhance AI assistant tools to address a new agentic era. Charlotte Dunlap 2025-07-29T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131902&rss 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. Ismail Patel 2025-07-28T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94593&rss Broadcom's acquisition of VMware is having negative consequences for VMware customers who have been impacted by minimum licensing requirements of 72 cores per product for new licenses and renewals, as well as other changes in pricing and support. Beatriz Valle 2025-07-25T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131891&rss 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. Ismail Patel 2025-07-24T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131884&rss Sino-American geopolitical tensions mean tech competition is evolving. As buyers, Saudi Arabia and the UAE are at the forefront among the GCC States in pursuing regional AI supremacy through state-backed AI firms: Humain and G42, respectively. Ismail Patel 2025-07-23T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131883&rss Sino-American geopolitical tensions mean tech competition is evolving. As buyers, the GCC states are pursuing their own AI ambitions with considerable vigor, with implications for energy usage, emerging use cases, and AI sovereignty. Ismail Patel 2025-07-22T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131879&rss Sino-American geopolitical tensions mean tech competition is evolving to ecosystems. Nowhere is this more pronounced than in the Gulf states. US tech vendors have seized on President Trump’s commercial overtures to the GCC to sell into the region. Ismail Patel 2025-07-21T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=95846&rss Dell has updated its data center portfolio with enhanced edge capabilities and software to automate the deployment and management of private clouds. The company has launched Dell AI Factory in collaboration with Nvidia. Beatriz Valle 2025-07-18T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131854&rss Google Cloud highlighted a wealth of customer cases during the Google Cloud summit held in London (England) on July 9-10, 2025, for attendees to evaluate practical use cases in real life. Beatriz Valle 2025-07-15T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131842&rss Google Cloud London Summit presented customer cases across sectors from retail and finance to education and defense. The platform has seen a 40-fold increase in Gemini usage year on year. Beatriz Valle 2025-07-11T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131794&rss AMD continues executing upon its annual roadmap cadence since it launched the MI300 GPUs less than two years ago. The launch of the AMD Instinct MI350 series was a highlight of the conference. Beatriz Valle 2025-06-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131792&rss 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. Beatriz Valle 2025-06-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131796&rss The next step in HPE’s acquisition of Juniper has been taken with the US DoJ and HPE making a deal that includes a divestiture and licensing AI Ops for Mist to a third party while competitive sharks circle drawn in by customer fear. Steve Schuchart 2025-06-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131798&rss The US Department of Justice and HPE have come to an agreement to allow HPE to complete its acquisition of Juniper Networks, but with some concessions that have interesting competitive implications. Steve Schuchart 2025-06-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131800&rss 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. Ismail Patel 2025-06-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131775&rss 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. Charlotte Dunlap 2025-06-26T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131776&rss At HPE Discover 2025, among a slew of enhancements, the company introduced GreenLake Intelligence, an agentic AI-based foundation for IT operations. However, customers are unfamiliar with agentic AI and unclear why they need it. Steve Schuchart 2025-06-26T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131773&rss 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. Ismail Patel 2025-06-26T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131764&rss HPE has announced features and hardware to its HPE Private Cloud AI offering on-premises AI systems for enterprises, including new systems that support NVIDIA’s Blackwell GPU helping to keep HPE’s profile up in a competitive market. Steve Schuchart 2025-06-25T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131766&rss Every week there are more reports of cybersecurity breaches where login credentials are lost, leading to a numb feeling and holding us back from taking more personal responsibility with our own cybersecurity. Steve Schuchart 2025-06-25T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131761&rss 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. Ismail Patel 2025-06-24T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131757&rss Nutanix’s annual event, .NEXT, included announcements about partnerships with Pure Storage and Cisco, a cloud-native Acropolis Operating System (AOS) for Kubernetes portability and updates to Nutanix Enterprise AI services. Beatriz Valle 2025-06-24T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131745&rss Cisco Live 2025 saw Cisco announce a unified product line and management model for Cisco’s campus access products, as well as a slew of new features and of course AI functionality that enhance Cisco’s competitive position. Steve Schuchart 2025-06-23T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131753&rss Growing technology restrictions in the US’s ongoing efforts to slow down China’s technological progress have wider and long-term implications for businesses and nation-states. Steve Schuchart 2025-06-23T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131734&rss Extreme Networks has hit a milestone in its enterprise networking journey. The new Extreme Platform ONE offering serves as the basis for all network and security management with AI-driven features and visibility to drive simplicity and ease of use. Steve Schuchart 2025-06-20T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131706&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 2025-06-12T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131666&rss HPE has introduced a new DPU-enabled switch, as well as new Wi-Fi 7 APs, but this shiny new technology will not stop customers from hesitating while the Juniper acquisition deal still lingers. Steve Schuchart 2025-05-30T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131656&rss Salesforce will strengthen its comprehensive AI platform through integration of Informatica’s broader data management services and spur greater interest in Tableau, Slack, and MuleSoft. Charlotte Dunlap 2025-05-29T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=128996&rss 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. Robert Pritchard 2025-05-19T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131571&rss The foundations of the cybersecurity industry shook as the CVE program is nearly ended over short-sighted budget considerations. Steve Schuchart 2025-05-06T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131565&rss During the fourth edition of the Huawei IDI (Innovative Data Infrastructure) Forum, taking place in Munich (Germany) on April 28-29, 2025, one of the main announcements was the immediate global availability of Huawei AI Data Lake. Beatriz Valle 2025-05-02T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131517&rss Enterprise developers are gaining access to high-productivity platforms, including observability, once reserved for IT ops infrastructure experts, via enhanced UI dashboards. Charlotte Dunlap 2025-04-22T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131512&rss Observability providers are heeding the call among enterprises to offer streamlined visibility to more DevOps team members, reflecting an important trend during this year’s European based Kubernetes conference, KubeCon. Charlotte Dunlap 2025-04-21T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131505&rss The US tariffs will impact the data center market because materials for construction and operational costs will increase, with a knock-on effect on the cost of AI training and inference, which could undermine profit margins for tech companies. Beatriz Valle 2025-04-21T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=129683&rss The industry is witnessing a major shift from legacy monitoring tools toward AI-driven observability platforms. This is crucial to help enterprises overcome their challenges in managing increasingly complex and distributed environments. Charlotte Dunlap - Siow Meng Soh 2025-04-17T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131496&rss AMD announced that the sixth generation of its EPYC central processing units (CPUs), for servers and embedded systems, will be brought to market using TSMC’s 2 nanometer process technology. The “Venice” microprocessors are expected to launch in 2026. Beatriz Valle - Steve Schuchart 2025-04-16T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=131485&rss 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. Beatriz Valle 2025-04-11T00:00:00+01:00