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, 26 Sep 2026 11:46:37 GMT http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=133366&rss Cisco shows strong momentum with Splunk AI for on-prem/private environments via Cisco AI POD with NVIDIA, launches Agent Observability + tokenomics, expands agentic SOC and exposure analytics, and signs a multi-year AWS security deal. Steve Schuchart - Charlotte Dunlap 2026-09-18T00:00:00+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=133331&rss Nvidia has signed an agreement to acquire AI model repository and open-source platform Hugging Face, for around $13 billion. The staggering figure reveals the strategic importance of this purchase at a time when the role of open-weight models is becoming critical in the industry. Beatriz Valle 2026-09-04T00:00:00+01:00 http://www.currentanalysis.com/COMPETE/FrontEnd/Report.aspx?rid=94586&rss ALE announced multiple new AI-related initiatives and additions to in network equipment range designed to support industrial transformation. ALE delivered additions to its Wi-Fi 7 and private 5G suites and launched a new API program for partners. Gary Barton - Steve Schuchart 2026-08-31T00:00:00+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=133277&rss AMD held its Advancing AI 2026 event in San Francisco (US) in July 2026. Perhaps one of the main announcements was that the Helios rack is now in production. AMD’s strategy focuses on R&D, acquisitions, and accelerating its product roadmap. Beatriz Valle 2026-08-24T00:00:00+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=132966&rss Generative AI 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 2026-05-27T00:00:00+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=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