Note: I did not receive a pre-briefing on this announcement and am working from Avaya's published press release and public materials. I would welcome the opportunity to go deeper on Avaya Nexus with the team for a formal Info-Tech research note together with a few colleagues. If you are on the Avaya team, please reach out. On March 18, 2026, Av…
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e On March 16, 2026, NVIDIA-backed Reflection AI signed a deal with South Korean conglomerate Shinsegae Group to build a 250-megawatt sovereign AI data center — the largest in Kor…
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Analysis · Infrastructure · NVIDIA GTC 2026 The company that built the internet's content plumbing is trying to do the same for AI. The business logic is sound. The executi…
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IBM closed its acquisition of Confluent today for $11 billion. The press release will tell you this is about real-time data for AI agents. That is accurate. But the more interesti…
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Jensen Huang's GTC keynotes function less as product announcements and more as structured arguments. Each year he builds a case: hardware first, then software, then ecosystem,…
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On March 16, 2026, Jensen Huang used roughly ninety seconds of a two-hour GTC keynote to propose something that had nothing to do with chips. He suggested that engineering compens…
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Everyone talks about AI models. Far fewer people talk about what it takes to run them: reliably, at scale, in the real world. That gap is where the serious work happens, and it ra…
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