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WHTop → 📋 News → AI Demand Puts Enterprise Storage Back in the Spotlight, Says IDC
AI Demand Puts Enterprise Storage Back in the Spotlight, Says IDC
📅 - IDC says the global external enterprise storage systems market reached $9.2 billion in vendor revenue in the first quarter of 2026, up 22.7% year over year, as AI infrastructure demand, delayed refresh cycles, and higher component prices pulled storage back into the center of enterprise infrastructure spending after two years of server-led investment growth.
Storage is getting its turn.
For much of the recent AI buildout, attention has gone to GPUs, servers, networking, power and cooling. Storage sat behind the curtain, even though every training pipeline, inference platform and data activation project depends on fast access to large volumes of usable information. IDC's first-quarter [...][... Check source for end of article ...]
📅 - Seacom Expands East Africa Connectivity With Nairobi-Kampala Route - Seacom has opened a high-capacity terrestrial route between Nairobi and Kampala, adding 1Tbps of active capacity on one of East Africa's key internet corridors. The link connects Nairobi, Kisumu and Kampala, with expansion headroom to 30Tbps, improving inland access from Mombasa's subsea cable landing stations for carriers, enterprises, cloud platforms and digital services.
This is not a flashy infrastructure story. It is the kind that determines whether other digital stories can function.
The Nairobi-Kampala corridor carries traffic for a region where internet demand is rising across finance, telecoms, public services, cloud access, mobile data, e-commerce and cross-border business. [...]
📅 - Tenet Security Raises $6M to Secure Enterprise AI Agents - Tenet Security has emerged from stealth with $6 million in seed funding to secure enterprise AI agents, launching technology that simulates likely agent actions before execution. Founded by former Cisco AI Defense builders Barak Sternberg and Nevo Poran, the company is targeting runtime controls for autonomous systems already touching code, databases, workflows, and production data at scale.
The funding round, led by The Westly Group and MizMaa Ventures, is not large by cybersecurity standards. The problem Tenet is pointing at is. Enterprises are moving from chatbots and copilots into AI agents that can write code, query systems, open tickets, use tools, access databases, and interact [...]
📅 - Bull, Foxconn Move European AI Supply Plan Into Production - Bull and Foxconn have moved their European AI infrastructure plan from partnership language into production, naming NVIDIA Vera Rubin NVL72 as the first platform tied to the project. The systems will be manufactured and initially tested in the Czech Republic, then assembled, integrated, and validated at Bull's Angers facility in France.
The update follows the companies' June announcement to build a European AI infrastructure supply chain, backed by more than €120 million in planned investment. That earlier deal set the industrial map: Foxconn production capacity in the Czech Republic, Bull system integration in France, and a target market of AI factories, neo-cloud providers, cloud [...]
📅 - US Agencies Rethink Cybersecurity as Budgets Tighten Further - A Carahsoft-commissioned Forrester Consulting study says U.S. agencies are reworking cybersecurity plans as tighter budgets and leaner teams follow the creation of the Department of Government Efficiency in early 2025. The research, sponsored by Broadcom, finds agencies prioritizing critical infrastructure, AI-enabled security, automation, and tool consolidation while confidence in current defenses remains weak across public sector operations.
The study lands in an awkward place for federal IT leaders. Agencies are being asked to modernize while reducing waste, staff load, tool overlap, and operational complexity. Security teams do not get a pause while budgets are reviewed. Attackers do [...]
📅 - Data4 Plans €5B AI Data Center Campus in Northern France - Data4 will spend €5 billion building a 700 MW data center campus in Escaudain, Northern France, converting a former industrial site into what it says will be its largest French project as Europe scrambles for cloud and AI capacity, lower-carbon infrastructure, and greater control over the physical systems behind its digital economy today.
The numbers are large enough to be politically useful. They are also large enough to invite harder questions.
Data4's plan for the former Parc des Soufflantes site lands at a moment when European governments are trying to turn AI sovereignty from conference language into steel, substations, fiber routes, and construction permits. The company says the [...]
📅 - Nokia Expands US Photonic Packaging for AI Infrastructure - Nokia will expand advanced test and packaging operations in Allentown, Pennsylvania, increasing U.S. production capacity for optical networking components used in AI and telecom infrastructure. The company says the project could lift site capacity tenfold, nearly double its Pennsylvania workforce to more than 500 jobs, and generate over $500 million in economic impact within five years.
The announcement sits at the intersection of two shortages: AI networking capacity and domestic semiconductor packaging. Chips get most of the attention. Packaging, testing, optical modules, power efficiency, and manufacturing geography increasingly decide how quickly those chips become usable [...]