Axe Compute’s 55 MW Bet on Owning AI Infrastructure
Axe Compute and Duos Technologies have agreed on up to 55 MW of new AI data center capacity across multiple U.S. locations, with Axe Compute taking 49% equity stakes... Read more.
NVIDIA Secures 8 IT-GW AI Campus in Ohio With OpenAI
NVIDIA has secured 8 IT-GW of AI compute capacity at the PORTS-Pike Technology Campus in Ohio, with OpenAI as the 20-year anchor tenant. The move repositions NVIDIA... Read more.
Cisco Q4 FY2026: AI Infrastructure Demand Drives Record Revenue
Cisco reported record Q4 FY2026 revenue and EPS, driven by AI infrastructure and networking demand. ECI Research analysis examines the structural drivers behind... Read more.
Dell PowerStore Elite, AI Security Alliance: August 2026 Update
Dell Technologies' August 2026 updates center on PowerStore Elite reaching general availability with Nutanix Cloud Platform support, membership in NVIDIA's Open... Read more.
Gemini 3.7 Flash: Price Cut and Performance Gains Reshape AI Agent Economics
Google has launched Gemini 3.7 Flash, cutting per-token pricing by 50% while posting significant improvements in software engineering, web development, and agentic... Read more.
TransFi JARVIS: AI Compliance Platform for Cross-Border Payments
TransFi has launched JARVIS, a proprietary AI compliance intelligence platform that unifies customer risk data across its cross-border payments infrastructure. The... Read more.
Dynatrace Acquires Arize: A $915M Bet on AI Observability
Dynatrace is acquiring AI observability leader Arize for $915 million, combining pre-production model evaluation with enterprise-grade production monitoring. The... Read more.
Airbyte Cloud Migration Preserves Pipelines — ECI Research
Airbyte has launched a migration service that moves production pipelines from Airbyte Core to Airbyte Cloud without historical re-syncs or pipeline rebuilds. The... Read more.
Convertr Govern: Closing the Contact Data Compliance Gap
Convertr has launched Convertr Govern, a governance module that enforces account-level compliance policies on lead and contact data before records reach downstream... Read more.
Why AI Management Skills Are Your Real ROI Gap | ECI Research
Matt Gjertsen, founder of BUILT and former SpaceX training lead, argues in his new book that AI underperformance is a management problem, not a technology problem.... Read more.
