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Dell Technologies is acknowledging that infrastructure and storage supply still can’t keep up with agentic AI’s insatiable appetite for resources. The company this week reported a “record” AI backlog, with $95 billion in orders waiting to be filled. This dovetails with quarterly earnings reflecting a more than 50% year-over-year increase in AI demand. On an earnings call, Dell COO Jeff Clarke ack…

SonicWall on Monday reported two major security holes in its Secure Mobile Access 1000 series appliances, both of which it said are being actively exploited, and published patches for each. Consultants called the holes, one of which permits remote attacks that bypass authentication, highly troubling. In its security alert , SonicWall described the first hole, tracked as CVE-2026-83548 and rated 1…

Arista Networks has taken the unusual step of warning customers that next week, it will release multiple security advisories affecting Arista EOS and VeloCloud . AI-driven changes to its vulnerability detection processes have resulted in a higher-than-usual volume of security updates, the company says, and the advance notification is aimed at helping its customers plan. “We’re pre-announcing this…

News of Broadcom’s plans to acquire VMware triggered concerns among customers , partners, and industry watchers, many of whom recalled Broadcom’s track record with prior high-profile acquisitions, including network switching vendor Brocade, software firm CA Technologies, and Symantec’s enterprise security business. So far, the $60 billion Broadcom-VMware deal has led to some layoffs , VMware lice…

Palo Alto Networks is bolstering its flagship security platform with the acquisition of Console and its AI-native IT service management and automation technology. According to Palo Alto, the Console technology will expand the agentic AI capabilities of its security operations platform, Cortex , allowing security teams to investigate alerts, prioritize work, and automate actions more quickly acros…

When it comes to AI and the mainframe , customers are moving from experimental to operational approaches and feeling comfortable enough to use AI to provide system insights and recommend actions, a new study finds. Mainframe professionals are increasingly adopting generative AI tools to recommend actions, according to the 2026 BMC Mainframe Survey , and implementing AI technologies remains a top …

A China-linked cyber espionage group has expanded beyond VMware environments to target network and authentication infrastructure that enterprises rely on to manage access and administer critical systems, according to new findings from incident response firm Sygnia . The threat actor, tracked by Sygnia as Fire Ant, targeted Cisco IOS XR routers in 2026, using them to collect network traffic while …

Nvidia is once again making its own parts for AI rather than relying on the rest of the industry to do it. In this case, it has introduced a customized High Bandwidth Memory architecture, NVHBM, that the company says can deliver significantly more bandwidth, lower power consumption and offer more usable silicon area than conventional HBM4E. To be sure, Nvidia will not be making the memory. It doe…

Broadcom announced a new packaged AI infrastructure stack it’s calling the VMware AI Factory today at VMware Explore in Las Vegas. The company also announced a new agent governance platform and an open-source security portfolio. The bet is that companies will want to run their production AI on premises using VMware Private AI Cloud. “The VMware AI Factory is not a separate product nor [does it] c…

Tailscale got its start back in 2019 as a VPN provider based on the open-source WireGuard technology. As it turns out, enabling private connectivity in the AI era has a lot of practical utility. Tailscale raised $160 million last year to expand its WireGuard-based VPN platform and is now pushing well beyond that original VPN pitch with a series of announcements at its Tailscale Up conference last…

The obsession with “bigger is better” AI has led many consumers to assume that more parameters mean better performance. This isn’t always true, particularly for specific use cases. Smaller AI models that can run on the device itself, rather than in the cloud, are a better fit for use cases like translation apps. While your laptop may handle the heavy computational requirements of multi-purpose AI…

Kyndryl and Broadcom on Thursday rolled out new consulting services for VMware Cloud Foundation (VCF), tweaking the initiative to be an AI program and pledging to invest in the skills development of several thousand certified Kyndryl consultants, architects, and delivery specialists to enable agentic workflows. “Against the backdrop of rising sovereignty demands, enterprises are rationalizing the…

When the open-source Kubernetes cloud-native project got started more than a decade ago, AI was not a major concern. Times have changed. Kubernetes 1.37 is now out, extending its networking and scheduling capabilities as more organizations run AI and machine learning workloads on the platform. The new release is the second major update for the platform in 2026, following the 1.36 update that debu…

Intel laid out a broad hardware strategy for the next phase of artificial intelligence at the Hot Chips 2026 show, arguing that the rise of agentic AI will require more than increasingly powerful accelerators. Its previous strategy had been built around CPUs, but now the company is highlighting a multitude of architectures working in tandem and designed to address different layers of the AI compu…

Cisco is partnering with Supermicro to bring the server vendor’s liquid- and air-cooled systems into Cisco’s AI infrastructure portfolio. Specifically, Cisco will begin offering high-density Supermicro compute solutions as part of its Secure AI Factory with Nvidia architecture. Secure AI Factory with Nvidia incorporates a wide range of products, including Cisco Unified Computing System (UCS) serv…