Nvidia MediaTek AI Chip Bet Extends Nvidia’s Rack Control
Nvidia’s $3.5 billion MediaTek convertible bond centers on NVLink Fusion, giving custom AI chips a path into Nvidia-based data centers.
Market Analysis
Trends, strategy, and the broader shape of the enterprise software market.
Key companies & products
Latest news & analysis
Nvidia Earnings: Enterprise IT Buyers Face Supply Risk
Nvidia posted $96.2 billion in fiscal Q2 2027 revenue, signaling tighter AI capacity, rising memory costs, and tougher 2027 planning for enterprise IT.
Enterprise Agent Architecture: Convergence, Portability Risk
The New Stack says AWS, Microsoft, and Google now expose similar agent stack layers, but identity and deployment still limit portability.
Reflection Nebius Compute Deal Signals AI Capacity Lock-In
TechCrunch and Forbes report Reflection lined up $1 billion in Nebius compute, a sign AI teams may need multi-year capacity planning.
AI Data Center Utility M&A and Enterprise Power Planning
Utility M&A reached $203.6B in the first five months of 2026, adding new pressure to AI site selection, grid access, and power-cost planning.