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WD Converts a Fixed Capacity Base Into Record Margin as Seagate Closes the Exabyte Gap buff.ly/WtHzBBC
WD Converts a Fixed Capacity Base Into Record Margin as Seagate Closes the Exabyte Gap
WD closed fiscal 2026 with gross margin of 54.4% and the 40TB ePMR platform shipping on schedule, with roughly two-thirds of sequential revenue growth coming from price and nearline exabyte growth …
hyperframeresearch.com
Can Dynatrace Keep Winning as Enterprise AI Costs Begin to Bite? Dynatrace posts strong revenue and ARR gains, yet shifting cloud budgets and aggressive AI expansion trigger questions around long-term margins. buff.ly/Tehs6eH
Can Dynatrace Keep Winning as Enterprise AI Costs Begin to Bite?
Dynatrace posts strong revenue and ARR gains, yet shifting cloud budgets and aggressive AI expansion trigger questions around long-term margins.
hyperframeresearch.com
FalconStor Extends IBM Power Cyber Resilience Strategy as Subscription Growth Continues Second quarter FY2026 results reinforce recurring revenue momentum while Cloud Clean Room expands recovery validation for IBM Power environments. buff.ly/TlSRIxX
FalconStor Extends IBM Power Cyber Resilience Strategy as Subscription Growth Continues
Second quarter FY2026 results reinforce recurring revenue momentum while Cloud Clean Room expands recovery validation for IBM Power environments.
hyperframeresearch.com
WD Converts a Fixed Capacity Base Into Record Margin as Seagate Closes the Exabyte Gap WD closed fiscal 2026 with gross margin of 54.4% and the 40TB ePMR platform shipping on schedule, with roughly two-thirds of sequential revenue growth from price and nearline exabyte growth. buff.ly/WtHzBBC
WD Converts a Fixed Capacity Base Into Record Margin as Seagate Closes the Exabyte Gap
WD closed fiscal 2026 with gross margin of 54.4% and the 40TB ePMR platform shipping on schedule, with roughly two-thirds of sequential revenue growth coming from price and nearline exabyte growth …
hyperframeresearch.com
Can Classical AI Simulation Outrun Quantum Computing’s Promise? 150-plus institutions pay for Matlantis’s atomistic simulation platform even as splashier AI-for-science startups draw investor funding.
Can Classical AI Simulation Outrun Quantum Computing’s Promise?
150-plus institutions pay for Matlantis’s atomistic simulation platform even as splashier AI-for-science startups draw investor funding.
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Google Optimizes Gemini Models for Agentic Scale Gemini 3.6 Flash and 3.5 Flash-Lite target the cost, latency, and reliability requirements of production AI agents.
Google Optimizes Gemini Models for Agentic Scale
Gemini 3.6 Flash and 3.5 Flash-Lite target the cost, latency, and reliability requirements of production AI agents.
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Is The Next Space Race About Chips, Not Rockets? Intel, AMD, and even SpaceX are converging on radiation-hardened AI chips and software fault-tolerance as the real orbital compute race begins.
Is The Next Space Race About Chips, Not Rockets?
Intel, AMD, and even SpaceX are converging on radiation-hardened AI chips and software fault-tolerance as the real orbital compute race begins
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BMC Innovates 50 Quarters In A Row BMC launches its 50th quarterly update, focusing on governed AI agents, Model Context Protocol integration, real-time data access, and automated SBOMs.
BMC Innovates 50 Quarters In A Row
BMC launches its 50th quarterly update, focusing on governed AI agents, Model Context Protocol integration, real-time data access, and automated SBOMs.
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Baz Moves Agentic Coding Governance Upstream Baz Planner evaluates coding plans before code generation, aiming to prevent bugs and vulnerabilities rather than finding them after the fact.
Baz Moves Agentic Coding Governance Upstream
Baz Planner evaluates coding plans before code generation, aiming to prevent bugs and vulnerabilities rather than finding them after the fact.
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Couchbase Positions Operational Data as the Memory Layer for Enterprise Agents Couchbase’s AI Data Plane brings agent memory, operational data, vector search, and edge synchronization into a common architecture.
Couchbase Positions Operational Data as the Memory Layer for Enterprise Agents
Couchbase’s AI Data Plane brings agent memory, operational data, vector search, and edge synchronization into a common architecture.
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Extreme Agent ONE: Transforming Enterprise AI into Active Infrastructure Autonomous Management Extreme Networks is deploying Agent ONE, a proactive AI coworker powered by a four-layer architecture that combines real-time network context with automated multi-agent execution.
Extreme Agent ONE: Transforming Enterprise AI into Active Infrastructure Autonomous Management
Extreme Networks is deploying Agent ONE, a proactive AI coworker powered by a four-layer architecture that combines real-time network context with automated multi-agent execution to deliver immedia…
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Intel Bought Back Full Control at Leixlip, Now It’s Spending €5B More Fab 34's $14.2 billion ownership buyback preceded this €5 billion expansion by three months, before Brussels' Tech Sovereignty Package even existed.
Intel Bought Back Full Control at Leixlip, Now It’s Spending €5B More
Fab 34’s $14.2 billion ownership buyback preceded this €5 billion expansion by three months, before Brussels’ Tech Sovereignty Package even existed.
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QumulusAI Reframes AI Infrastructure Value Around Execution and Delivery QumulusAI issued its inaugural 2026 guidance, projecting $300 million in forward aARR backed by 18 MW of capacity, ahead of its July 16, 2026 Nasdaq debut under ticker QMLS.
QumulusAI Reframes AI Infrastructure Value Around Execution and Delivery
QumulusAI issued its inaugural 2026 guidance, projecting $300 million in forward aARR backed by 18 MW of capacity, ahead of its July 16, 2026 Nasdaq debut under ticker QMLS, providing public invest…
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HyperFRAME Lens Research 2 The HyperFRAME Research Lens: State of Enterprise Infrastructure & Operations is primary research illuminating how enterprises plan, deploy, secure, and scale the systems that underpin modern business.
HyperFRAME Lens Research 2
State of the Enterprise Infrastructure & Operations 1H 2026 Primary Research · June 2026 Download Full Report View Raw Survey Data 01 Research Overview The HyperFRAME Research Lens: State of En…
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Is The Next Space Race About Chips, Not Rockets? Intel, AMD, and even SpaceX are converging on radiation-hardened AI chips and software fault-tolerance as the real orbital compute race begins.
Is The Next Space Race About Chips, Not Rockets?
Intel, AMD, and even SpaceX are converging on radiation-hardened AI chips and software fault-tolerance as the real orbital compute race begins
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Is SEMI’s $229 Billion Forecast Actually a Bifurcation Story? SEMI's mid-year forecast puts 2026 total semiconductor equipment sales at $165.9 billion, up 23.2% year over year, with 2028 reaching a record $229.5 billion.
Is SEMI’s $229 Billion Forecast Actually a Bifurcation Story?
SEMI sees $229.5B by 2028, but WFE growth concentrates in leading logic, HBM DRAM, and packaging, leaving legacy capacity as spectator
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Can Agentic AI Drive the Next Wave of Innovation For Critical Enterprise IT From Itself? IBM announces Power S1112, Autonomous Operations, and Bob Premium Package for i, aiming to streamline AI, legacy code, and energy efficiency for IT.
Can Agentic AI Drive the Next Wave of Innovation For Critical Enterprise IT From Itself?
IBM announces Power S1112, Autonomous Operations, and Bob Premium Package for i, aiming to streamline AI, legacy code, and energy efficiency for IT.
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Is Applied Materials Betting on Hybrid Bonding, or Hedging It? DRAM gets logic-class epitaxy while packaging gets fab-grade control, as Applied widens its footprint across the memory-bound AI stack.
Is Applied Materials Betting on Hybrid Bonding, or Hedging It?
DRAM gets logic-class epitaxy while packaging gets fab-grade control, as Applied widens its footprint across the memory-bound AI stack.
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Marvell Structera: Driving CXL Hardware Optimization and AI Memory Efficiency Marvell is positioning its Structera portfolio as a premier architectural alternative for cloud infrastructure providers by consolidating dedicated hardware compression.
Marvell Structera: Driving CXL Hardware Optimization and AI Memory Efficiency
Marvell is positioning its Structera portfolio as a premier architectural alternative for cloud infrastructure providers by consolidating dedicated hardware compression, Arm-driven near-memory comp…
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Is On-Premises Infrastructure Actually the Cheapest Way to Scale Enterprise AI? Lenovo tackles the soaring variable costs of agentic workflows by shifting token economics from public cloud APIs to private hybrid architectures.
Is On-Premises Infrastructure Actually the Cheapest Way to Scale Enterprise AI?
Lenovo tackles the soaring variable costs of agentic workflows by shifting token economics from public cloud APIs to private hybrid architectures.
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Qualcomm Dragonfly: Redefining Data Center Efficiency and TCO at Scale Qualcomm is expanding into the data center market with its full-stack Dragonfly portfolio and High Bandwidth Compute technology.
Qualcomm Dragonfly: Redefining Data Center Efficiency and TCO at Scale
Qualcomm is expanding into the data center market with its full-stack Dragonfly portfolio and High Bandwidth Compute technology, leveraging its low-power heritage to optimize tokens-per-watt effici…
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Can a Multi-Silicon Cloud Compete Against the Silicon Monoculture? Gimlet Labs raises $80M to route inference across rival chips, claims 3-10X gains in the same power envelope, and positions itself as neutral across every silicon vendor.
Can a Multi-Silicon Cloud Compete Against the Silicon Monoculture?
Gimlet Labs raises $80M to route inference across rival chips, claims 3-10X gains in the same power envelope, and positions itself as neutral across every silicon vendor.
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21CS Taking a Very Different Approach to Mainframe Innovation Our analysis of 21CS OPTIMAn explores native mainframe performance monitoring via plain English queries plus detailed financial cost tracking frameworks
21CS Taking a Very Different Approach to Mainframe Innovation
Our analysis of 21CS OPTIMAn explores native mainframe performance monitoring via plain English queries plus detailed financial cost tracking frameworks
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New HyperFRAME Research Lens - State of the Enterprise Infrastructure & Operations The HyperFRAME Research Lens: State of Enterprise Infrastructure & Operations is primary research illuminating how enterprises plan, deploy, secure, scale the systems that underpin modern business. buff.ly/Px9f80L
Samsara Beyond 2026: Is The Real Story The Network, Not The Hardware? Tracking Label, 360 Camera, and Agent Studio share one logic: the Samsara Network, not the device, is doing the heavy lifting.
Samsara Beyond 2026: Is The Real Story The Network, Not The Hardware?
Tracking Label, 360 Camera, and Agent Studio share one logic: the Samsara Network, not the device, is doing the heavy lifting.
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How Is AWS Building Service Value Around Data Stored in Amazon S3? New context, annotation, and vector capabilities expand how information in S3 can be discovered, contextualized, retrieved, and consumed across analytics and AI workloads.
How Is AWS Building Service Value Around Data Stored in Amazon S3?
New context, annotation, and vector capabilities expand how information in S3 can be discovered, contextualized, retrieved, and consumed across analytics and AI workloads.
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HPE Discover 2026: AI, Juniper, GreenLake, and the Enterprise Networking Pivot Live from HPE Discover 2026, Ron Westfall and Steven Dickens break down the biggest takeaways from Antonio Neri’s Day 1 keynote. The discussion explores how HPE is executing across networking.
HPE Discover 2026: AI, Juniper, GreenLake, and the Enterprise Networking Pivot
Live from HPE Discover 2026, Ron Westfall and Steven Dickens break down the biggest takeaways from Antonio Neri’s Day 1 keynote. The discussion explores how HPE is executing across networking,…
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Accelerating Chip Prototype-to-Product How MIPS and GlobalFoundries Are Compressing the FPGA-to-ASIC Path For chip teams evaluating the prototype-to-product transition, this case study is the clearest available map of what that path looks like today.
Accelerating Chip Prototype-to-Product
How MIPS and GlobalFoundries Are Compressing the FPGA-to-ASIC Path
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HPE Discover 2026: Token Economics, AI Operations, and the Future of Enterprise Infrastructure Live from HPE Discover 2026, Steven Dickens and Ron Westfall recap Fidelma Russo’s Day 3 keynote and unpack what it means for enterprises moving from AI experimentation to production.
HPE Discover 2026: Token Economics, AI Operations, and the Future of Enterprise Infrastructure
Live from HPE Discover 2026, Steven Dickens and Ron Westfall recap Fidelma Russo’s Day 3 keynote and unpack what it means for enterprises moving from AI experimentation to production. The…
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Cisco’s Industrial Networking Strategy for the AI Era Steven Dickens speaks with Samuel Pasquier from Cisco about how industrial environments are evolving as AI, security, cloud management, and connected infrastructure become more tightly linked.
Cisco’s Industrial Networking Strategy for the AI Era
At Cisco Live, industrial networking is becoming a critical part of the enterprise AI conversation. In this HyperFRAME Research interview, Steven Dickens speaks with Samuel Pasquier from Cisco about…
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