IBM

Recent news

• Oct 14, 2026

  IBM, IonQ, Diraq, and Atom Computing advance to DARPA’s quantum hardware testing stage

  DARPA has announced that four quantum computing companies have entered Stage C of its Quantum Benchmarking Initiative and may receive up to $300 million each for independent testing and validation of their hardware.

  • The new Stage C companies are IBM, IonQ, Diraq, and Atom Computing; earlier Stage C participants were Microsoft and PsiQuantum through a precursor program.
  • IBM says it will continue investing in quantum computing, IonQ says the award will support Superion development, Diraq says the award reinforces its silicon spin qubits path, and Atom says it sees a near-term route to practical quantum computing; the article also cites DARPA, Bob Sutor, and Gartner commentary on the program and industry outlook.
• Oct 13, 2026

  NetBox Labs adds network design templates and AI agents to streamline infrastructure operations

  NetBox Labs has announced new capabilities for its Infrastructure Intelligence Platform at NetBox Evolve, the company’s first conference, and also announced partnerships with Nvidia and Grafana Labs.

  • NetBox Designs, NetBox Analytics, NetBox Agents, and a fully managed NetBox Platform MCP Server were introduced as new capabilities for the platform.
  • The conference was held at Kennedy Space Center, Florida; Nvidia now integrates with NetBox as a native source of truth for Nvidia Configuration Manager in Nvidia DSX OS, and Grafana Labs released an official NetBox plugin in the Grafana catalog.
  • NetBox Labs said it is the commercial steward of NetBox, used by more than 10,000 organizations, and noted the company was spun out of NS1 after IBM acquired NS1 in 2023.
• Oct 5, 2026

  IBM expands mainframe networking options as AI reshapes enterprise infrastructure

  IBM is describing recent mainframe networking and infrastructure enhancements for IBM Z and LinuxONE, including 100GbE connectivity, on-chip DPU-based I/O acceleration, and converged networking features.

  • IBM says the 100GbE adapter for IBM Z and IBM LinuxONE has two 100 GbE ports with QSFP SR optics and plugs directly into the Central Processor Complex drawer, removing the need for external I/O drawers for high-speed connectivity.
  • The article also says IBM has introduced the Network Express converged adapter with the z17 family rollout in 2025, combining OSA Ethernet, RoCE/RDMA, and Coupling Express 3 Long Reach; it also notes IBM recently made Infrastructure Management for IBM Z and LinuxONE generally available and rolled out zSecure Detection this summer.
• Sep 28, 2026

  Why a network digital twin is the missing piece for AI-era operations

  Forward has published an e-book arguing that network digital twins are a prerequisite for autonomous network operations in the AI era.

  • The article explains that Forward’s guide, The Network Digital Twin Guide, promotes a software-based replica and deterministic mathematical model of the production network to verify changes before they reach production.
  • It cites external data and estimates, including Verizon’s 2025 DBIR (vulnerability exploitation rising from 3% to 22% of breaches), Gartner’s estimate of more than $500,000 per hour for an unplanned production network outage, and IBM/Ponemon data showing more than $10 million per U.S. data breach.
  • The piece is a commentary / analysis article, not a first-time corporate announcement, and it argues for pre-change verification, deterministic AI, and integration with ITSM, automation, and CI/CD workflows.
• Sep 25, 2026

  Andhra's 23-cluster strategy spans quantum, horticulture, rare earths: Nara Lokesh

  Andhra Pradesh has announced a 23-cluster strategy spanning emerging technologies and traditional industries to attract investment, build skills, and generate employment.

  • The clusters cover quantum technology, horticulture, rare earth minerals, biomedicine, pharmaceuticals, artificial intelligence, data centres, cement, and automotive, according to IT Minister Nara Lokesh.
  • The state will launch its Horticulture Mission on October 2 with close to Rs 1 lakh crore planned for research, and it plans an Indian School of Agriculture modelled on the Indian School of Business in Hyderabad; Lokesh also said Andhra Pradesh has brought the first 150-qubit quantum computer from IBM to Amaravati and cited further Google investment and later data-centre investments.
• Sep 21, 2026

  Datacentres: are we frogs in a digital pot?

  East Anglia Bylines has published an opinion article arguing that AI is worsening datacentre energy and resource use, while the broader growth of cloud computing predates AI.

  • The piece explains that cloud services run on datacentre hardware, and says repatriating systems is costly; one project reportedly saved over 60% by bringing systems back in house, but it took three years.
  • It cites AWS as generating well over half of Amazon’s operating income in 2024, notes AWS’s 28% share of the worldwide cloud infrastructure market, and says server prices are up by a third or more year-on-year as AI demand lifts costs.
• Sep 4, 2026

  AI data boom gives tape storage a new lease on life

  Network World has published commentary on LTO tape storage demand, citing 2025 shipment data and a 2026 first-quarter surge.

  • LTO says the industry shipped 160.3 exabytes of compressed tape capacity in 2025, down 9% from 176.5 exabytes in 2024, while Q1 2026 shipments rose 57% year over year.
  • The article attributes the rebound to AI-generated data growth, archival storage demand, and offline backups; it also explains tape’s low power use, high capacity, and air-gap security benefits.
  • This is a commentary article, not a first-time product or company announcement, although it quotes Hugues Meyrath, CEO of Quantum, on the strategic role of tape in data infrastructure.
• Sep 4, 2026

  HPE’s record Q3: AI infrastructure, networking demand drives growth, but supply constraints tap the brakes

  HPE reported a record third-quarter result driven by AI, networking, and server demand.

  • HPE revenue reached $12.2 billion, up 34% year over year; CEO Antonio Neri said the company booked more orders than any prior quarter and set a record backlog.
  • HPE said AI systems orders of $2.4 billion rose over 30% sequentially; CFO Marie Myers said HPE expects networking revenue to grow 13%-17% and cloud and AI revenue to grow 14%-18% in fiscal 2027.
  • Neri said routing and data center switching demand accelerated, while supply constraints in DDR5, DDR4, NAND, and high-bandwidth memory continue to limit fulfillment; HPE is seeking multi-year supply agreements and offering alternative configurations.
• Sep 2, 2026

  VMware by Broadcom: Product, service and support news

  Broadcom has announced multiple VMware-related product and support changes, including a new AI infrastructure stack and a slower release cadence.

  • At VMware Explore in Las Vegas on Aug. 31, 2026, Broadcom announced the VMware AI Factory, a new packaged AI infrastructure stack, plus a new agent governance platform and an open-source security portfolio.
  • Broadcom also said enterprises will be able to run production AI on-premises with VMware Private AI Cloud; separately, VMware’s release cycle is shifting from 2 years to 3 years, and VCF 9.0 support is being extended to 6 years instead of 5.
  • The article is a timeline and analysis of Broadcom’s VMware strategy since the May 2022 acquisition announcement; it also references earlier deals, lawsuits, licensing changes, layoffs, and other market reactions.
• Sep 2, 2026

  TIDAL PWR, BTQ Develop Blueprint for Quantum-Ready Data Centers

  TIDAL PWR and BTQ Technologies have announced a pre-customer, pre-deployment collaboration to develop a planning blueprint for quantum-ready data center architecture.

  • The initial 90-day workstream will produce a written report with a preliminary reference architecture, recommended priorities, and a roadmap for next steps for developers, facilities and power engineers, security teams, and procurement teams.
  • The scope covers quantum data center design principles, trusted supply chain and vendor/device procurement standards, post-quantum cryptographic security, and integration with AI, HPC, and enterprise environments; TIDAL PWR says its Texas pipeline includes seven sites totaling 9.87 GW with 4.8 GW grid capacity and 5.07 GW behind-the-meter generation.
  • The collaboration was unveiled on July 20 and remains pre-customer and pre-deployment, with no named customers, LOIs, or pilot deployments announced; any public update depends on the parties’ discretion.
• Aug 28, 2026

  AI Rack Density’s Real Limits: Power, Cooling, Failure Risk

  The article analyzes how AI is pushing data center rack density higher and argues that cooling, power delivery, and grid access now set the main limits on AI rack design.

  • It cites Uptime Institute data showing modal rack density rose to 11 kW in 2026 from 9 kW in 2025, while Nvidia GB300 NVL72 reaches up to 142 kW per rack and Rubin Ultra NVL576 “Kyber” is specified at roughly 600 kW for H2 2027.
  • It says direct-to-chip liquid cooling now handles 100-150 kW per rack and is the dominant liquid method; 800 VDC is shipping with Vera Rubin NVL72, and vendors including Vertiv, Schneider Electric, Eaton, and Delta have commercial 800 VDC offerings slated for H2 2026. It also references Foxconn’s 40 MW Kaohsiung-1 facility in Taiwan, the Open Compute Project Mount Diablo specification finalized in March 2026, and Microsoft/Meta hardware demonstrations in July 2026.
• Aug 24, 2026

  IBM unveils dual-architecture processor to run Arm-native apps on Z mainframes

  IBM has announced its first dual-architecture mainframe processor for IBM Z and LinuxONE, designed to let enterprises run Arm-native Linux environments alongside z/OS and existing Linux applications. The processor was introduced at Hot Chips 2026.

  • The 11-core, 5.7 GHz chip integrates the Arm Instruction Set Architecture (ISA) directly into mainframe cores, with each core able to execute Arm and IBM Z or Arm and LinuxONE instructions concurrently.
  • IBM said the chip has 3.5 GB of cache and includes an on-chip data processing unit for IO acceleration, plus dedicated accelerators for AI, data compression, cryptography, and data sorting; it follows the companies’ April collaboration announcement.
• Aug 20, 2026

  India’s Data Centre Boom Has A Security Blind Spot

  Inc42 has published an analysis of rising cybersecurity, physical and geopolitical risks facing India’s expanding data centre sector.

  • The article cites an alleged Kudankulam Nuclear Power Plant-linked breach, Yotta Data Services’ response to suspicious activity on May 29, and broader security concerns as India’s data centres draw $1.56 Bn in foreign investment in H1 2026.
  • It also references IBM’s 2026 Cost of a Data Breach Report (average cost of ₹25.5 Cr in India), alongside earlier incidents involving AWS facilities in the UAE and Bahrain, and fires at STT Global Data Centres India and Reliance Jio facilities.
• Aug 18, 2026

  Data Center Hardware Highlights: August 2026

  Data Center Knowledge has highlighted a shift in AI hardware coverage from GPUs toward infrastructure-first constraints across energy, minerals, grid access, and networking.

  • The roundup says AI buildouts are increasingly limited by power, copper, grid interconnects, transformers, turbines, and permitting, while rack-scale integration and the network supercycle are becoming more important.
  • The article also references several reported developments, including Nvidia’s $500B infrastructure bet, TSMC’s $265B Arizona campus expansion, and AMD’s Helios rack-scale AI system; it is commentary and synthesis rather than a single first-time corporate announcement.