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Infor Analyst Innovation Summit 2026: Delivering the Agentic Enterprise

Mickey North Rizza — Wed, 15 Apr 2026 04:00:00 GMT

Infor held its 2026 Analyst Innovation Summit in Atlanta, Georgia April 14 and 15^th. The innovation summit showcased Infor's journey from 2025 well into 2026, with particular emphasis on the customer agentic AI journey and the Infor products and ecosystem partners that are helping their clients become an agentic enterprise.

Intel's Expanded Partnership with Google Highlights the Strategic Importance of CPUs in the Next Wave of AI Infrastructure Investment

Jim Hines, Jeff Janukowicz — Wed, 15 Apr 2026 04:00:00 GMT

Intel and Google’s expanded multiyear partnership reflects a broader shift in the AI infrastructure landscape, where the locus of innovation is moving from large-scale model training toward inference and, increasingly, agentic AI workloads. This development also serves as a point of validation for Intel’s strategy to play a more central role in shaping next-generation silicon design and advanced manufacturing approaches for AI infrastructure. The realization of this strategy will depend on Intel's success in securing external customers, advancing its foundry capabilities, and executing on its custom silicon roadmap.

Niagara Summit 2026 Signals Shift Toward Autonomous, AI-Driven Buildings

Brian O'Rourke — Wed, 15 Apr 2026 04:00:00 GMT

Nutanix .NEXT 2026: Enabling Customer Choice in Compute and Deployment Architectures

Matthew Flug — Tue, 14 Apr 2026 04:00:00 GMT

The announcements Nutanix made at its annual event .NEXT center on creating a "dual native" platform that enables customers to operate virtual machines, containers, and AI workloads through a unified operational model across hybrid and multitenant environments. The updates reflect broader market trends regarding increased popularity of multicloud and hybrid cloud strategies, platform consolidation, and AI and agentic AI enablement.

OFC 2026: Optical Innovation Accelerates AI Infrastructure — From 1.6T Connectivity to Copackaged Optics and Hollow-Core Fiber

Ajeet Das — Tue, 14 Apr 2026 04:00:00 GMT

This IDC Market Note distills key takeaways from OFC 2026 held in Los Angeles Convention Center in California, from March 15 to 19. OFC 2026 spotlighted the critical integration of optical technologies — such as 1.6T transceivers, copackaged optics, and hollow-core fibers — into AI and datacenter infrastructure. The conference marked a transition from research to large-scale deployment, with industry leaders emphasizing innovations that boost bandwidth, energy efficiency, and scalability. Organizations are adopting hybrid infrastructure strategies to address escalating demands of AI, positioning next-generation optical networks as essential for future datacenter and AI workload performance.

“As AI’s hunger for bandwidth grows, optical innovation is no longer optional; it’s the backbone of tomorrow’s datacenters and the key to scalable intelligence,” says Ajeet Das, research director, Telecom Network Infrastructure, IDC.

SiFive Closes $400 Million Financing Round: Eyes Datacenter Expansion

Jim Hines, Jeff Janukowicz, Ashish Nadkarni, Phil Solis, Nina Turner — Tue, 14 Apr 2026 04:00:00 GMT

On April 9, 2026, SiFive, a RISC-V processor vendor, announced it has raised $400 million in an oversubscribed Series G financing to accelerate its high-performance datacenter road map. The equity funding round was led by Atreides Management with other noteworthy investors including Apollo Global Management, NVIDIA, Point72 Turion, and T. Rowe Price Investment Management. This financing round values the company at $3.65 billion and is meant to accelerate SiFive's RISC-V processor (CPU) and AI IP solutions for the datacenter market. IDC estimates the overall datacenter market will surpass $3 trillion in 2028.

Fiserv Pushing Pay by Bank Forward with Major U.S. Retailer

Aaron Press — Mon, 13 Apr 2026 04:00:00 GMT

Fiserv and Ahold Delhaize USA, a regional grocery chain, have announced plans to roll out a new Pay-by-Bank implementation for the retailer's online customers. This is the latest in a recent series of similar announcements by fintechs and merchants. Previous efforts by retailers to establish similar low-cost payment options have met with limited success in the United States. Driving adoption will require significant investment not only in technology but in marketing and incentives for consumers to change their payment behaviors and preferences.

Xerox: Steering a Route to European Growth

Jacqui Hendriks — Mon, 13 Apr 2026 04:00:00 GMT

This IDC Market Note is an update to IDC’s Xerox Advances Reinvention with the Integration of Lexmark, Stability in Revenue, and a Change in Executive Leadership (September 2025). It examines details of the company’s financial performance and strategic goals, as well as the development of its Digital Services and IT Solutions business, with the aim of bringing it back to profit.

Chainguard Assemble 2026: Scaling Secure by Default Across the Software Supply Chain

Katie Norton — Fri, 10 Apr 2026 04:00:00 GMT

Chainguard's Assemble 2026 announcements extend the company's hardened artifact approach across seven product categories, the broadest set of releases in the company's history. The pace reflects a strategic bet that as AI accelerates software development, secure-by-default foundations must cover every artifact type entering a modern software environment.

Infleqtion Targets Advances in Space-Based Quantum Sensing with International Space Station Upgrade

Heather West, PhD — Fri, 10 Apr 2026 04:00:00 GMT

Infleqtion's planned delivery of upgraded quantum sensing hardware to the International Space Station (ISS) advances the performance of the Cold Atom Laboratory (CAL), with goals including achieving lower-ultracold temperatures and enabling dual-species experiments in the orbit. The deployment highlights the growing role of quantum sensing in aerospace and defense while reinforcing how space-based platforms can accelerate the transition of quantum technologies into real-world applications.