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Nutanix Beats Q4 Estimates and Pushes Into AI Infrastructure With AMD Backing

AMD's strategic investment plus new AI products give Nutanix momentum despite revenue guidance landing marginally below analysts' expectations.

Cloudera Launches Anywhere Cloud to Run AI Across On-Premises, Sovereign and Air-Gapped Sites

Rackspace Hit With Securities Class Action Over AI Pivot and Guidance Cut

IBM Repriced After JPMorgan Upgrade and White House Quantum Orders

HPE Unifies Juniper and Aruba to Make Networking the Foundation for Agentic AI

Nutanix Raises Guidance After Better‑Than‑Expected Q3 and Expands AI and Storage Partnerships

Arm Shifts From IP Licensor to Seller With Its Own AGI Data‑Center CPU

Red Hat Debuts Desktop and Secure Dev Tools to Move Agentic AI Into Production

IBM Launches Enterprise AI Stack at Think 2026 With Agent Control, Real-Time Data and Sovereign Cloud

Cisco and Nutanix Expand Joint Platform for Edge, AI and Multitenant Cloud

Rubrik Links Microsoft Defender to Automated Identity Recovery at RSAC 2026

AMD Invests $150 Million in Nutanix, Pledges Up to $100 Million More for Open Enterprise AI Platform

Red Hat Launches Unified ‘Metal-to-Agent’ AI Platform and Unveils AI 3.3, Deepening NVIDIA Collaboration

IBM Shares Jump on Earnings Beat as AI Momentum Lifts 2026 Outlook

Stifel Lifts IBM Price Target on $11 Billion Confluent Deal Focused on Real-Time AI Data

IBM to Acquire Confluent for $11 Billion in All-Cash Deal

HPE Adopts AMD’s Helios AI Racks for 2026 Launch With Juniper–Broadcom Scale‑Up Switch

Analysts Cut Nutanix Targets After Outlook Trim as Shares Slide

IBM Beats Q3 Targets and Lifts Outlook as Shares Fall on Slower Red Hat Growth

Survey Finds AI Overhaul Looms, Yet Only 13% of Firms Are Truly Ready