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21/03/2026

IDC:

The server market reached a record 125.3 billion US-dollars in revenue during the fourth quarter of 2025, fueled by the accelerated AI Infrastructure investment path that keep outpacing any geopolitical tensions, according to the International Data Corporation’s (IDC) Worldwide Quarterly Server Tracker.

The global server market has maintained its resiliency throughout economic challenges. Leading companies continue investing in infrastructure especially in top hyperscalers while large Service providers race to lead in the AI era.

This quarter showed another high double digit-growth rate by reaching a year-over-year (YoY) increase of 52.4 percent in vendor revenue compared to the same quarter of 2024.
Revenue generated from x86 servers increased 16.9 percent in 2025Q4 to $69.8 billion while Non-x86 servers increased 146.4% YoY to 55.5 billion US-dollars.
Revenue for servers with an embedded GPU in the fourth quarter of 2025 grew 59.1 percent year-over-year representing more than half of the total server market revenue.
For calendar year 2025 the market finished growing 80.4 percent compared to 2024, reaching a yearly record of 444.1 billion US-dollars revenue.
Hyperscalers and cloud service providers keep leading investment demand while traditional on-premise segment remain cautious on their spending path.
Even though recession fears remain low, the global economy slow growth and geopolitical tensions represent the main worry for the future
The volatile increasing prices on certain components such as GPUs, DRAM and SSDs sparks worries over the future, some companies have been trying to secure prices ahead while the industry is accommodating to the new reality. The impact could be hitting harder during 2026 as demand keeps outpacing offering capacity in the near term.

17/03/2026

PTC

It has announced a new robotics design-to-simulation workflow that connects PTC’s cloud-native Onshape computer-aided design (CAD) and product data management (PDM) platform with NVIDIA Isaac Sim open simulation framework. The workflow is being introduced at NVIDIA GTC 2026 to demonstrate how teams can simulate robot designs while maintaining a single source of truth, enabling time savings, reduced errors, and accelerated development, while also supporting physical AI through downstream robotic training in NVIDIA Isaac Lab.

Robotics design requires constant iteration, with engineers updating mechanical designs and testing those changes in simulation. In many traditional workflows, that handoff is slow and manual, forcing teams to recreate joints, actuators, and other physical details after exporting CAD models. The Onshape–Isaac Sim workflow removes that friction by defining mechanical relationships once in Onshape and carrying them directly into Isaac Sim. When a design changes, the simulation updates automatically, helping companies such as FANUC America Corporation to move from CAD to physics‑based simulation more rapidly.

"Robotics teams need workflows that keep pace with how fast ideas change,” said David Katzman, EVP and General Manager of Onshape and Arena, PTC.

"Robotics development depends on a continuous feedback loop between design and physics-accurate simulation,” said Rev Lebaredian, Vice President of Omniverse and simulation technologies. “Connecting PTC’s cloud-native Onshape platform to NVIDIA Isaac Sim ensures every design update is reflected instantly in simulation—enabling faster iteration and scaling the creation of intelligent machines."

That connection is enabled by a cloud-native architecture built on Amazon Web Services (AWS), which keeps design and simulation in sync throughout development. As a result, engineers, researchers, and AI developers can focus on testing behavior and improving performance rather than preparing models for simulation.

The Onshape–Isaac Sim workflow is being showcased at NVIDIA GTC in San Jose from March 16 to 19, 2026. Additional technical sessions, partner content, and customer examples will be available throughout the event.

15/03/2026

Veeam Software writes:

The first solution to detect AI, protect AI, and undo AI mistakes precisely with deep data and AI risk intelligence. Veeam is unifying the gap between data resilience, data security, and AI governance.

Veeam Software announced something called Agent Commander and it is the first unified solution to help organizations safely detect AI risk, protect AI systems, and undo AI mistakes, empowering them to proactively address AI-driven risks and — securely scale AI agents everywhere. The first integration from Veeam’s successful acquisition of Securiti AI, Agent Commander combines the market-leading capabilities of both to give organizations visibility, control, and protection over their entire data and AI estate, with the ability to undo AI mistakes with precision and ease. Agent Commander will be available in a future release of the Securiti Data Command Center, bringing together the industry’s leading Data Resilience and Data Security capabilities.

The most critical gap in AI infrastructure today is trust. As AI agents scale, data risk and AI risk have become the same problem. An agent is only as trustworthy as the data it can see, access, and act on. Yet enterprise controls remain fragmented with separate systems for protection, security, governance, and recovery, and none built to provide unified visibility, granular control, or precision response at the speed and scale AI now demands. Sensitive data is being fed into models and acted upon in ways no one approved nor is tracking. As AI moves at machine speed an AI agent can access and act on sensitive data in seconds. Traditional workflows that take hours to detect and days to remediate leave too much exposure.

Veeam then are (supposedly) happy to have announced the solution for that.

13/03/2026

IBM writes:

IBM is a leading global hybrid cloud and AI, and business services provider, helping clients in more than 175 countries capitalize on insights from their data, streamline business processes, reduce costs and gain the competitive edge in their industries. Thousands of governments and corporate entities in critical infrastructure areas such as financial services, telecommunications and healthcare rely on IBM's hybrid cloud platform and Red Hat OpenShift to affect their digital transformations quickly, efficiently and securely. IBM's breakthrough innovations in AI, quantum computing, industry-specific cloud solutions and business services deliver open and flexible options to our clients. All of this is backed by IBM's legendary commitment to trust, transparency, responsibility, inclusivity and service.

It is involved in research as well.

13/03/2026

On supercomputing

IBM has unveiled the industry’s first published quantum‑centric supercomputing reference architecture, a new blueprint for integrating quantum computing into modern supercomputing environments. The architecture shows how quantum processors (QPUs) can work alongside GPUs and CPUs - across on‑premises systems, research centers, and the cloud - in order to tackle scientific challenges that no single computing approach can solve on its own.

IBM writes: Designed for today’s workloads and built to evolve over time, the architecture brings quantum and classical systems together into a unified computing environment. It combines quantum hardware with powerful classical infrastructure, including CPU and GPU clusters, high‑speed networking, and shared storage, to support computationally intensive workloads and algorithms research.

On top of this foundation, IBM’s approach enables coordinated workflows that span quantum and classical computing. Integrated orchestration and open software frameworks, including Qiskit, allow developers and scientists to access quantum capabilities through familiar tools and workflows—making it easier to apply quantum computing to problems in areas such as chemistry, materials science, and optimization.

Scientists are already using IBM’s quantum-centric architecture to deliver accurate results for real experiments. Recent results represent some of the strongest evidence yet that quantum computers combined with classical computing workflows can be used to accelerate scientific discovery.

12/03/2026

Microsoft writes on Copilot: (hoppas detta är relevant):

Overview: Microsoft 365 Copilot is an AI-powered tool that helps with your work tasks.

Users enter a prompt in Copilot and Copilot responds with AI-generated information. The responses are in real-time and can include internet-based content and work content that users have permission to access.
Users get content relevant to their work tasks, and in the context of the Microsoft 365 app they're using.

Say, for example, you're an operations manager and are working with human resources to update job descriptions. By providing Copilot the basic job requirements, you can ask Copilot to create a job description. You can also have Copilot add various job requirements and qualifications that should be included in the description.

Another example: You can also create and use agents to customize your Copilot experience with your organization's data sources. For example, say you're a warehouse manager and you need to know the status of a shipment. You can ask your Copilot shipping agent "What is the status of shipment 1234?" Copilot uses your data sources to get the information and can respond with the status.

12/03/2026

Intel Launches Core Series 2 Processor with Real-Time Performance ..

and Expands Edge AI Portfolio

Intel launched the Intel® Core™ processor Series 2 with P-cores, an industrial-ready platform engineered for mission-critical edge applications.

Intel also announced its latest Edge AI suite for Health & Life Sciences, providing validated reference pipelines and benchmarking tools for AI-powered patient monitoring solutions.

Intel Core Series 2 processors address the critical challenges facing modern industrial operations, which demand processors that can handle multiple critical workloads simultaneously—from safety-critical control systems to real-time data processing—all while maintaining precise timing and deterministic performance. Traditional processors often force manufacturers to choose between computational power and real-time reliability, leading to complex multi-processor architectures that increase costs and system complexity. Intel Core Series 2 processor take these challenges head-on. Compared to AMD Ryzen™ 7 9700X, Intel Core Series 2 processors deliver up to 4.4x lower max PCIe latency1, up to 2.5x more deterministic response time2, up to 3.8x better deterministic performance3, and up to 1.5x higher multi-thread performance4, delivering the performance the industry needs.

Intel previewed its Health & Life Sciences AI Suite, focused on AI-enabled patient monitoring. As healthcare systems face growing patient volumes and staffing constraints, patient monitoring is evolving from isolated devices to intelligent, connected ecosystems that demand AI-enabled solutions for earlier insights and reliable real-world operation.

11/03/2026

Another tidbit from Kevork Kechichian of the Data Center Group.

AT&T is teaming up with Ericsson and Intel to build a highly open, programmable and reliable RAN network. They announced successful demonstration of Ericsson’s AI-native Link Adaptation on a Cloud RAN stack powered by Intel Xeon 6 SoC, with up to a 20 percent increase in throughput compared to legacy rule-based link adaptation, along with corresponding improvements in spectral efficiency.

11/03/2026

Smarter 5G Today, Seamless Path to 6G: Intel’s AI-Ready Network Vision

Intel strengthens 5G leadership as Xeon 6 scales and Xeon 6+ approaches—unifying RAN, Core, edge AI and security on one open platform architecture to turn infrastructure into opportunity on the road to 6G.

This was written by Kevork Kechichian, executive vice president and general manager from something called the Data Center Group.

With 6G on the horizon, operators are clear that success won’t come from architectural resets, but from evolving the strong compute foundations already built in 5G. Moreover, progress will come from deploying intelligence responsibly and at scale across existing infrastructure — not by adding complexity, but by strengthening what’s already working.

That’s the lens we’re bringing to Mobile World Congress 2026. This next chapter of network evolution will be won by those with proven industry depth and partner know-how — the ones who make networks simpler, more secure, and more efficient so inference can be deployed within real world performance targets, power and economic constraints.

10/03/2026

HPE has something it calls Complete Care Service: that is now Refocused for the AI advantage

Mark Bakker, Executive Vice President & General Manager, HPE Operations writes the following:

My conversations with customers have taken a noticeable shift in the past year. IT leaders and business executives tell me they’re desperate to gain a holistic view of their digital environment – processes, data, applications and infrastructure – as an interconnected system rather than isolated silos. However, they’re now admitting AI is increasing complexity as it’s implemented with enterprise infrastructure, creating a greater need to bridge silos and make it possible for their operations to adopt and deploy AI successfully.

What I’m hearing from customers, writes Bakker - tracks with HPE’s research findings as well. Looking at recent results of HPE’s One Year On – Architecting an AI Advantage report, it showed that while 72 percent of respondents agreed they had recognized the need to be more holistic in their AI approach, there were few signs of this being put into practice.

At HPE, we’re continually learning about customers’ needs and matching them with smart, people-centric innovations.

To address operational challenges associated with disparate IT strategies and overall fragmentation, HPE is introducing a new, simplified customer experience with proactive, unified and integrated support as part of HPE Complete Care Service. Refocused with a dedicated service delivery team for every customer and supported by an AI-powered connectivity suite of HPE platforms and tools, HPE Complete Care Service is better positioned to help customers enable comprehensive business operations. The aim is to help customers adopt advanced technologies faster and operate with confidence.

10/03/2026

HPE:

HPE is a Leader for SAP-certified servers, according to a recent IDC MarketScape report.

HPE Scale-up servers are industry-leading in supporting in-memory processing workloads.
And tens of thousands of enterprises turn HPE scale-up solutions for ERP mission-critical needs.

Its in-memory processing helps enterprises automate tasks and improve efficiency for their most fundamental business functions: from accounting and HR to inventory and supply chain.

The capability works by processing large data sets at the source, significantly accelerating insights while ensuring high availability of mission-critical applications.

HPE has been named a Leader in the IDC MarketScape: Worldwide SAP HANA-Certified Server 2026 Vendor Assessment (doc , February 2026).

HPE powers in-memory processing workloads for tens of thousands of customers with HPE Compute Scale-up Servers.

To power in-memory processing efficiently and with minimal risk to avoid business disruption, enterprises need purpose-built systems that provide key capabilities in scale, speed, reliability and security.

08/03/2026

IDC again:

Global Public Cloud Spending to Surpass 1 Trillion US-dollars in 2026, Driven by PaaS and AI Platform Adoption

Global spending on public cloud services is forecast to surpass 1 trillion US-dollars in 2026—growing over 21 percent—and is expected to double by 2029, according to the latest update of International Data Corporation’s (IDC) and its Worldwide Software and Public Cloud Services Spending Guide. Growth is driven by enterprise-wide application modernization, accelerating adoption of AI-enabled platforms, and rising demand for secure, scalable digital infrastructure across industries.

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