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Enterprise compute, HPC and infrastructure strategy for IT leaders.

Cisco Wins Over AI Customers With Merchant Silicon And Optics
NewsMay 18, 2026

Cisco Wins Over AI Customers With Merchant Silicon And Optics

Cisco reported Q3 FY2026 revenue of $15.84 billion, a 12% year‑on‑year increase, with operating income climbing 23.7% to $3.96 billion and net income up 35.4% to $3.37 billion. The company raised its AI order outlook to $9 billion for the fiscal year, expecting $4 billion...

By The Next Platform
Toxic Flows: When Your AI Agent Skill Becomes a Supply Chain Attack
NewsMay 13, 2026

Toxic Flows: When Your AI Agent Skill Becomes a Supply Chain Attack

Snyk’s ToxicSkills study audited over 3,000 AI agent skills and uncovered widespread vulnerabilities, with 36% of skills containing security flaws and 13% harboring critical issues such as credential theft and backdoor installation. The research revealed that 91% of confirmed malicious...

By The Next Platform
Compute And Memory Price Hikes Drive IT Spending Way Higher
NewsMay 11, 2026

Compute And Memory Price Hikes Drive IT Spending Way Higher

Gartner’s latest forecast shows global IT spending will hit $6.32 trillion in 2026, a 13.5% increase over 2025. The surge is driven by soaring demand for CPUs, GPUs, memory and flash, which are pushing component prices higher. Datacenter systems alone are...

By The Next Platform
Arista Rides AI Scale Out Networks, Moves Into Scale Across, And Awaits Scale Up
NewsMay 7, 2026

Arista Rides AI Scale Out Networks, Moves Into Scale Across, And Awaits Scale Up

Arista Networks lifted its 2026 revenue outlook to $11.5 billion, with AI‑related networking now projected at $3.5 billion. The company posted a record $2.71 billion total revenue in Q1, driven by a 36.6% year‑over‑year jump in product sales and a 27.3% rise in...

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Google Is A Full Stack AI Player, And Is Playing Well
NewsMay 2, 2026

Google Is A Full Stack AI Player, And Is Playing Well

Google Cloud is experiencing a breakout quarter as its GenAI‑driven services propel revenue to just over $20 billion, a 63.4% year‑over‑year increase. Token processing on the Gemini suite surged 60%, reaching more than 2,050 trillion tokens in Q1 2026, while operating income...

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Securing the Untrusted Agentic Development Layer
NewsMay 1, 2026

Securing the Untrusted Agentic Development Layer

AI agents are moving from optional tools to core participants in software development, expanding the attack surface as citizen developers adopt them. Organizations often lack visibility into agents' actions, tools accessed, and data used, creating a "shadow AI" risk. Build‑time...

By The Next Platform
The Cloud Automation Trap
NewsApr 30, 2026

The Cloud Automation Trap

Nintex is promoting its on‑premise automation platform K2, now equipped with a built‑in AI engine, as a way to sidestep the high costs, lock‑in concerns, and data‑sovereignty questions that cloud‑based automation can raise. The solution keeps all workflow data inside...

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The Vendor Support Trap.
NewsApr 29, 2026

The Vendor Support Trap.

Enterprise middleware often runs for a decade or more on perpetual licences, but vendors label older versions as end‑of‑support (EOS), prompting costly upgrade cycles. Third‑party support providers can keep these systems secure and compliant beyond EOS, eliminating the need for...

By The Next Platform
AI-Driven CPU Shortage Saves Intel’s Financial Cookies
NewsApr 27, 2026

AI-Driven CPU Shortage Saves Intel’s Financial Cookies

Intel is capitalizing on a GenAI‑driven surge in high‑core‑count CPUs, with AI‑related processors now representing roughly 60% of its revenue. The Data Center and AI (DCAI) segment posted $5.05 billion in sales, up 22% year‑over‑year, while operating income jumped 2.7‑fold to...

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Backup Under Attack
NewsApr 26, 2026

Backup Under Attack

Ransomware groups are now targeting backup repositories, forcing organizations to reassess their data‑protection strategies. Many firms rely on immutable storage, but the protection often depends on policy settings that can be overridden by privileged users. Andy French of Object First explains...

By The Next Platform
The Role of Cloud-Native Infrastructure in Payments Modernization
NewsApr 22, 2026

The Role of Cloud-Native Infrastructure in Payments Modernization

Banks are racing to modernize payments, but legacy systems hinder real‑time processing, increase fraud exposure, and demand costly integrations. A webinar hosted by FIS and AWS highlighted the FIS Money Movement Hub, a cloud‑native solution built on AWS that promises...

By The Next Platform
The Second Time Will Be The IPO Charm For Cerebras
NewsApr 22, 2026

The Second Time Will Be The IPO Charm For Cerebras

Cerebras Systems refiled its IPO after raising $2.55 billion in private funding, lifting its valuation to $23 billion. While 85% of 2024 revenue came from UAE‑based Group 42, a new client—Mohamed bin Zayed University—helped push 2025 revenue to $510 million. Landmark contracts with OpenAI (potential $20 billion...

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Imagine An Army Of AI Minions Handling Incident Response
NewsApr 21, 2026

Imagine An Army Of AI Minions Handling Incident Response

NeuBird.ai has launched an agentic AI platform that autonomously investigates incidents by correlating telemetry across AWS services and generating root‑cause analyses. The system builds dynamic service maps, runs multiple hypotheses in parallel, and assigns confidence scores to guide further investigation...

By The Next Platform
Beating the Heat with On-Prem/Edge Solutions: How Precision Liquid Cooling Enables AI to Run Anywhere
NewsApr 21, 2026

Beating the Heat with On-Prem/Edge Solutions: How Precision Liquid Cooling Enables AI to Run Anywhere

Iceotope, UNICOM Engineering and Shell have unveiled a turnkey, liquid‑cooled AI rack that can handle over 50 kW per rack, enabling high‑density compute at the edge. The system replaces air cooling, eliminating thermal throttling and noise while supporting data‑sovereign, low‑latency workloads....

By The Next Platform
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