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Global Server Market Surges 61% in Q3 2025 on AI Demand - 📅 - The global server market delivered one of its strongest quarters on record in the third quarter of 2025, underscoring how AI workloads and cloud-scale deployments are reshaping enterprise infrastructure investment. New figures from IDC's Worldwide Quarterly Server Tracker show total worldwide server revenue reached $112.4 billion during the quarter, marking a year-over-year increase of 61 percent compared with the same period in 2024.

The surge reflects a market increasingly driven by accelerated computing, stated IDC. While x86 servers continued to represent the largest portion of revenue, growth in this segment was comparatively moderate, rising 32.8 percent year over year to $76.3 [...]
Global Data Center Infrastructure Market Nears $500 Billion by 2035 - 📅 - The global data center infrastructure market is entering a prolonged phase of expansion as enterprises, governments, and cloud providers scale digital operations to meet surging demand for computing power, storage, and connectivity. New market estimates from DC Market Insights indicate the sector is on track to grow from approximately $76.8 billion in 2020 to nearly $497 billion by 2035.

This would reflect one of the most sustained growth trajectories in the broader technology infrastructure landscape.

Data center infrastructure encompasses the physical and digital foundations that enable modern computing environments, including servers, storage systems, networking equipment, power [...]
Kyndryl Unveils Quantum Safe Assessment for Post-Quantum Security - 📅 - Kyndryl has launched a new enterprise security service as growing concern mounts that quantum computing could undermine today's encryption standards. The mission-critical technology services provider said its Quantum Safe Assessment is designed to help organizations identify cryptographic vulnerabilities across their IT environments and develop structured roadmaps toward adopting post-quantum cryptography and long-term data protection strategies.

The service addresses a growing challenge for large organizations: sensitive data encrypted today could be harvested and stored by attackers, only to be decrypted years later when sufficiently powerful quantum computers become available. [...]
SASE Drives 25% Access Router Market Drop in Q3 2025 - 📅 - The global enterprise networking market is undergoing a structural shift as Secure Access Service Edge continues to displace traditional access routers at an accelerating pace. New data from Dell'Oro Group shows that the SASE market expanded 21 percent year over year in the third quarter of 2025, reaching nearly $3 billion in revenue, while spending on legacy access routers fell sharply by 25 percent during the same period.

The contrasting trajectories illustrate how enterprises are rapidly reallocating budgets away from hardware-centric connectivity toward cloud-delivered networking and security platforms.

Dell'Oro Group, a long-established research firm covering telecommunications, [...]
cloud.google.com logoU.S. Department of War Picks Google Gemini AI for 3 Million Users - 📅 - The U.S. Department of War's Chief Digital and Artificial Intelligence Office has taken a major step in institutionalizing generative artificial intelligence across the federal workforce by selecting Google Cloud's Gemini for Government as the first enterprise AI platform deployed on GenAI.mil.

The decision brings enterprise-grade generative AI tools to approximately three million civilian employees and military personnel, marking one of the largest single deployments of AI technology within a government organization to date.

Google Gemini for Government will operate as the foundational AI capability for the department's unclassified business operations, running within Google Cloud's [...]
Taiwan Launches NVIDIA-Powered AI Supercomputing Cloud Hub in Tainan - 📅 - Taiwan has taken a major step toward its national artificial intelligence ambitions with the launch of a new large-scale cloud computing and AI supercomputing facility in the Tainan Science Park. Unveiled by President Lai Ching-te, the site represents the largest AI-focused supercomputing data center ever built in Taiwan and aligns with the government's ‘Ten New AI Infrastructure Projects' strategy to strengthen domestic AI and high-performance computing capabilities.

At the core of the new facility is Nano 4, a 15-megawatt supercomputer designed to support advanced AI training, data analytics, and scientific research. The system is powered by Nvidia's latest Blackwell architecture, [...]
PacketFabric Launches AI-Native NaaS with Conversational Provisioning - 📅 - PacketFabric has launched PacketFabric.ai, positioning it as a fully AI-native Network-as-a-Service platform designed to transform how enterprises design, price, and provision connectivity. The release reflects a broader shift in infrastructure toward automation-first models that mirror the speed and elasticity of modern cloud and AI workloads.

Unlike traditional networking procurement, which often involves lengthy quoting cycles, manual approvals, and engineering coordination, PacketFabric.ai enables enterprises to request complex network connections using natural language. A single conversational prompt can generate validated architectural options, real-time pricing, and immediate [...]
Qualcomm Acquires Ventana to Accelerate RISC-V CPU Strategy - 📅 - Qualcomm Technologies has acquired Ventana Micro Systems, a move that reinforces its long-term strategy to expand beyond proprietary CPU architectures and accelerate innovation around the open RISC-V instruction set. The acquisition signals Qualcomm's intent to play a more influential role in shaping next-generation CPU designs for AI-driven workloads across edge, datacenter, and device markets.

Ventana Micro Systems, headquartered in Cupertino, California, was founded in 2018 with the goal of delivering high-performance, secure, and extensible compute chiplets built on the RISC-V architecture. The company has positioned itself as a key contributor to the RISC-V ecosystem, holding seats [...]
Microsoft Opens Quantum Lab in Denmark to Advance Scalable Systems - 📅 - Microsoft is deepening its long-term commitment to quantum research in Europe with the opening of a significantly expanded Quantum Lab in Lyngby, Denmark - now the company's largest quantum research site globally. The facility represents more than DKK 1 billion (~$150M) in cumulative investment and marks a pivotal step in the company's pursuit of scalable, fault-tolerant quantum computing, an ambition that has moved from theoretical physics toward engineering reality over the past two decades.

The Lyngby expansion arrives at a moment when both industry and governments increasingly view quantum technologies as foundational to future competitiveness. For Microsoft, the upgraded lab reflects [...]
Netskope Beats Earnings, Accelerates Channel-Led SASE Growth - 📅 - Netskope has delivered its first earnings report since going public in September, presenting results that exceeded market expectations on both revenue and profitability. The cloud security and SASE provider reported third-quarter revenue meaningfully above analyst forecasts, paired with narrower losses than anticipated.

The results sparked interest across the cybersecurity and infrastructure markets, where competition remains intense and dominated by well-capitalized incumbents. Netskope's leadership highlighted several major customer wins during the quarter, including a global top-20 enterprise and another within the global top-200, underscoring the company's momentum in securing [...]