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 from a chip supplier into a vertically integrated AI infrastructure guarantor, with significant implications for GPU availability, cloud pricing, and enterprise infrastructure strategy.
NVIDIA Secures 8 IT-GW AI Campus in Ohio With OpenAI Read More »
NAVER and NVIDIA have announced a gigawatt-scale sovereign AI infrastructure expansion anchored by the NVIDIA DSX platform at the GAK Sejong data center. The partnership combines NAVER’s hyperscale operations and HyperCLOVA X model development with NVIDIA’s full-stack AI factory blueprint. ECI Research examines the competitive, economic, and technical implications for enterprise AI buyers globally.
NAVER and NVIDIA Build Sovereign AI Infrastructure at Gigawatt Scale Read More »
Dell Technologies reported 88% year-over-year revenue growth in Q1 FY27, driven by surging enterprise AI infrastructure demand. New products including PowerRack and Deskside Agentic AI signal Dell’s intent to own both the data center and the edge of the agentic computing stack. ECI Research unpacks what these announcements mean for IT buyers and platform engineers.
Dell AI Infrastructure: Record Revenue and What It Means for Enterprise IT Read More »
Broadcom has released VMware Cloud Foundation 9.1, positioning private cloud as the preferred platform for production AI inference and agentic workloads. The release combines significant cost reduction claims with zero-trust security integration and open hardware ecosystem support across AMD, Intel, and NVIDIA. ECI Research examines what this means for ITDMs weighing private versus public cloud for AI infrastructure, and for developers building agentic applications at scale.
VCF 9.1: Broadcom Bets on Private AI Infrastructure Read More »
Google Cloud formally announced the Gemini Enterprise Agent Platform at Google Cloud Next, positioning it as a full-stack system for production-scale agentic AI. The platform covers agent orchestration, governance, identity, observability, and marketplace distribution. ECI Research analyzes the competitive positioning, what ITDMs should prioritize, and the real operational challenges ahead.
Google Cloud’s Gemini Enterprise Agent Platform Enhancements from Google Cloud Next 2026 Read More »
Google Cloud announced the Gemini Enterprise Agent Platform at Cloud Next, framing it as an open, governed foundation for enterprise agentic AI. Unilever’s multi-agent procurement deployment anchors the business case. Our research analyzes what the announcement means for IT decision-makers, developers, and the broader competitive landscape.
Google Cloud Gemini Enterprise Agent Platform Read More »
HPE names Maeve Culloty as EVP of Financial Services, signaling a shift toward more efficient IT financing and lifecycle management solutions for digital transformation.
HPE Appoints Maeve Culloty as EVP of Financial Services to Lead Growth and Innovation Read More »