IGEL, Zscaler Release Distributed Care Security Blueprints
📅 - IGEL and Zscaler are taking a familiar healthcare security problem - too many exposed endpoints, too many access paths, too little tolerance for downtime - and packaging it into reference blueprints for providers now running care across hospitals, clinics, homes, and recovery environments. The companies introduced the guidance at HIMSS26 Europe in Copenhagen this week.
The move is not a product launch in the clean, simple sense. It is architecture. Or, more precisely, an attempt to tell healthcare IT teams how to assemble IGEL endpoint software and Zscaler's cloud security controls into patterns that survive the messier reality of modern care delivery.
That reality is no longer centered [...][... Check source for end of article ...]
📅 - IREN CEO: AI Power Crunch Threatens Gigawatt Data Center Timelines - NVIDIA may not be the AI infrastructure constraint investors think it is. IREN co-founder and co-CEO Daniel Roberts told Bloomberg Tech recently that a company starting a 1-gigawatt AI factory today might wait until 2030 before compute begins operating, reframing the sector's bottleneck around electricity, grid access, permitting, and construction rather than GPU supply alone.
That is a cold shower for a market still trained to read AI capacity through chip availability. NVIDIA remains central, obviously. No one is running frontier training clusters on vibes. But Roberts' remark points to a slower, more physical constraint: land, transformers, substations, transmission queues, power [...]
📅 - China’s AI Spending Surge Puts Pressure on Global Rivals - China's AI market is moving faster than the usual enterprise adoption curve, and IDC is putting unusually large numbers around it. The firm expects global enterprise AI spending to reach $940 billion in 2026 and $2.1 trillion by 2029, with China scaling robotics, model services and industrial AI at a pace rivals may struggle to match.
That is the headline from IDC Directions 2026 in Beijing, stripped of the conference staging and executive optimism. The more interesting part is not that China is spending heavily on AI. Everyone is spending heavily on AI. The sharper point is where the money appears to be going.
Not just GPUs. Not just data centers. Not only foundation models.
China's AI [...]
📅 - AI Servers Lift Lenovo’s Infrastructure Business to Record Revenue - Lenovo's AI server business is now carrying more of the company's growth story, after record infrastructure revenue and full-year profitability in its server unit. The company cited a $21 billion AI server pipeline, more than 5,800 deployments and expanding liquid-cooled rack capacity as demand for enterprise AI hardware moves from pilot clusters to industrial-scale infrastructure programs globally.
AI servers did not single-handedly produce Lenovo's record year. The company is larger than that. But in the infrastructure business, they appear to be the accelerant.
Lenovo said its Infrastructure Solutions Group generated $5.6 billion in fourth-quarter revenue, up 37% year over year, with [...]
📅 - SpaceX Gas Turbine Deal Shows AI Data Center Power Strain U.S. - SpaceX is reportedly preparing to spend $2.8 billion on natural gas turbines for AI data centers, a move that would let its xAI operations bypass slow grid connections while escalating legal, environmental, and energy-market questions. The plan puts a hard price on the AI industry's newest bottleneck: power that can be switched on quickly, locally, today, reliably.
The reported spending, spread over the next three years, includes roughly $2 billion for mobile gas turbines. These are not abstract procurement line items. Similar units have already drawn legal and regulatory scrutiny near Memphis, Tennessee, where xAI's operations have become a flashpoint over pollution, permitting, and who [...]
📅 - Bull Delivers Roihu as Finland Expands National HPC Capacity - Finland has switched on Roihu, a new national supercomputer delivered by Bull and operated by CSC in Kajaani, tripling domestic supercomputing capacity and expanding GPU resources more than tenfold. The system gives Finnish researchers more local access to high-performance computing, AI processing, large-scale storage, and secure handling of sensitive scientific data across universities and institutes nationwide today.
The timing is not accidental. Governments are rediscovering that compute is infrastructure, not just a service bought from somewhere else. AI has made that harder to ignore. Climate science, fluid dynamics, genomics, materials research, and machine learning all want larger [...]
📅 - Schneider’s India Data Center Business Gains AI Momentum - Schneider Electric expects its India data center business to overtake the company's broader local operations within four to five years, as AI demand pulls more capital toward power, cooling, software and services for compute facilities, a senior executive told Reuters. The forecast points to India's fast shift from back-office IT market to infrastructure battleground for global vendors.
Sumati Sahgal, Schneider Electric's vice president for Secure Power and Data Centers in the Greater India Zone, said data centers now account for roughly 15% to 20% of the company's India business and are growing at a double-digit pace. That is already meaningful. It also implies a fairly sharp mix change [...]
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