Latest posts
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HPE Networking: Post-Juniper Targets and the AMD Helios Bet Inside the GPU Rack
HPE Networking raised its FY27 growth outlook and its Juniper synergy target to $800 million, and disclosed a $1.2B AMD Helios order. The strategic bet is scale-up switching inside the GPU rack.
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Expana IQ Connect: When Audit-Grade Benchmarks Become Agent-Callable
Expana’s MCP server sends IOSCO-assured commodity benchmarks into Claude, ChatGPT, Copilot and Gemini. The launch is small; the question of how audit-grade provenance survives an AI pipeline is not.
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E2E Networks CRO: IBM Veteran Anand Ganapathy to Sell GPU Boom on Contracts
E2E Networks has appointed IBM veteran Anand Ganapathy as Chief Revenue Officer. His mandate: converting India’s GPU capacity boom into long-term contracted enterprise revenue — after a 334% growth quarter, a ₹1,000 crore sovereign AI term sheet, and the previous CRO’s June exit.
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Bain Global Technology Report 2026: AI Needs $6 Trillion in Annual Revenue by 2031
Bain & Company’s seventh Global Technology Report calculates that AI must generate $6 trillion in annual revenue by 2031 to justify the compute buildout — more than triple the requirement it set a year ago, with $4.2 trillion resting on markets that don’t exist yet.
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Ryax Acquisition: Nutanix Buys Agentic AI Scheduling on a Startup Budget
Nutanix bought a five-person Lyon startup with €2.3M raised to give NKP and NAI agentic AI scheduling — its first acquisition since the distressed D2iQ asset deal of 2023.
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JarvisLabs Managed Endpoints: E2E Networks’ Bid to Simplify Open-Weight AI Deployment
JarvisLabs launches Managed Endpoints with five pre-validated open-weight models, claiming to cut 15-20 days from enterprise AI deployment. But Together AI offers 200+ models, Fireworks AI delivers the fastest inference, and the press release omits pricing, SLAs, and latency benchmarks. Here’s what it doesn’t say.