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IBM
Data center news, project activity, and monthly briefings for IBM.
Editor's picks
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センサー x LLM でのマルチモーダル化 〜 センサーデータを LLM に入力し異常検知レポート作成させてみた
ABEJA employee Sakai (@Yagami360) published an analysis article comparing several ways to feed sensor time-series data into LLM-based systems for anomaly detection.
- The article benchmarks four approaches: direct prompt input, image conversion to VLM, TSFM-based pipelines using Chronos, and TSFM-based pipelines using TSPulse, all evaluated on NAB sensor datasets.
- It presents implementation flow, accuracy comparisons, and example natural-language anomaly reports generated by gemini-3.5-flash; the post is commentary and experimental analysis rather than a formal product announcement.
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IBM RELEASES SECOND-QUARTER RESULTS
IBM has announced its second-quarter 2026 earnings results and updated full-year guidance.
- IBM said it now expects full-year constant currency revenue growth of 4% to 5% and continues to expect free cash flow to increase by about $1 billion year over year.
- The company reported Q2 2026 revenue of $17.2 billion, net income of $2.2 billion, and said its board approved a $1.69 per share quarterly dividend; IBM also said it will invest more than $10 billion in quantum over five years and remains on track for a large-scale fault-tolerant quantum computer by 2029.
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The World Is Pulling Away From America. Japan Is Leaning In
Japan has announced and advanced a series of investment, governance, and industrial-policy initiatives while deepening alignment with the United States.
- The article says Japan is channeling capital into the U.S. through the $550 billion U.S.–Japan investment deal announced in July 2025, with roughly $400 billion in potential projects identified and the first $2.2 billion loan signed on May 1, 2026.
- It also says Japan joined the Genesis Mission in June as a five-year, $1 billion R&D partnership, and that Japan’s government unveiled a ¥370 trillion (~$2.3 trillion) investment strategy for fiscal 2040, including ¥78.5 trillion for semiconductors.
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Cloud Hidden, Rationale Unknown: The DMA’s Foggy Attack on AWS and Azure
The article is an opinion/commentary criticizing the European Commission’s preliminary decision to designate AWS and Azure under the Digital Markets Act.
- The author argues the Commission’s preliminary decision would extend the DMA to cloud computing services offered by Amazon’s AWS and Microsoft’s Azure, despite the services not meeting the statute’s quantitative thresholds.
- It says the DMA’s thresholds include €7.5 billion in EU revenue or €75 billion market capitalization for gatekeepers, and 45 million monthly active end users plus 10,000 yearly active business users for core platform services; it also compares AWS and Azure with Spotify and SAP as examples of EU firms allegedly overlooked.
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ST 10476 2026 ADD 52
The European Commission has published the ‘Digital Decade 2026 country report’ assessing Romania’s digital progress and issuing targeted recommendations for connectivity, AI, cloud, cybersecurity and digital public services.
- Main announcement: The Commission assesses Romania’s digital performance and recommends actions including a unified governmental cloud and National Interoperability Platform; it highlights concrete projects such as the Romanian AI Factory (EUR 50 million, 5 years) and Romania’s bid for a Black Sea AI gigafactory (estimated EUR 4–5 billion, up to 1,500 MW zero-emission power).
- Background & details: The report documents funding and milestones: 21% of Romania’s RRP dedicated to digital (EUR 4.5 billion), cohesion digital funding of EUR 3.2 billion, IPCEI participation with > EUR 375 million committed, and NRRP-funded initiatives including the governmental cloud (EUR 500 million) and the PIAS health platform (EUR 100 million, mid-2026 target); it notes gaps in 5G coverage, digital skills, and access to venture finance for startups.
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AI factories explained: Building, deploying and improving AI at scale
Telehouse Canada announced a major infrastructure upgrade including first-of-its-kind direct liquid-to-chip cooling in collaboration with Enwave to scale AI workloads and bring compute closer to end users.
- Main announcement: Telehouse Canada has introduced a major infrastructure upgrade that includes direct liquid-to-chip technology (delivered in collaboration with Enwave) to enable sustainable cooling, low-latency performance, and support for high-density AI deployments in a metro environment; the upgrade is described in Telehouse’s recent press release linked in the article.
- Background and details: The article cites IBM data that 42% of enterprise-scale companies (>1,000 employees) report active AI deployment; Telehouse’s upgrade reportedly removes up to 80 per cent of heat from high-power server components, reducing reliance on power-intensive CRACs and server fans, and is positioned to support private/hybrid deployments where sensitive data cannot be hosted in public clouds.
Recent news
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Oracle expands Cloud@Customer with new database service for mid-sized workloads
Oracle has announced Base Database Cloud@Customer, a managed database offering for running databases, applications, VMs, and AI agents in customers’ own data centers.
- The new hybrid cloud service combines Base Database Service and Data Infrastructure Cloud@Customer X11; Oracle says it is now generally available and is aimed at enterprises that need data residency, regulatory compliance, and low latency.
- The platform uses two Oracle X11 compute servers with shared all-flash storage, offering up to 60 usable processor cores, 660 GB memory per server, 47.2 TB storage, and 10/25 GbE networking; Oracle did not provide pricing.
- The article frames the launch as especially relevant for regulated industries and for private AI behind the firewall, while noting that analysts expect adoption mainly among existing Oracle customers.
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Patented: Cardio Voyage Innovations’ Dual Heart Valve Device and 172 More Inventions Across North Texas
Dallas Innovates reports that Dallas-Fort Worth ranked No. 8 in U.S. patent production for the week of June 23, 2026, with 173 patents granted.
- 173 patents granted across the Dallas-Fort Worth-Arlington metro area; the region ranked No. 8 among 250 metros for the week of June 23, 2026.
- The article is a news roundup/commentary on granted patents, not a first-time product or funding announcement; it highlights patents spanning medical devices, AI, transportation, energy, HVAC, networking, and manufacturing.
- No contact emails or phone numbers are provided in the text.
- The story references multiple local inventors and assignees, including Cardio Voyage Innovations, DFW International Airport Board, BNSF Railway, Texas Instruments, Toyota, Halliburton, and Lennox.
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New York State just hit pause on the AI data center boom
New York State has announced a one-year moratorium on new hyperscale data centers while it develops a regulatory framework for permitting, community impacts, and grid protection.
- Governor Kathy Hochul signed an Executive Order described as the “nation’s first moratorium” on new hyperscale data centers, with the state halting environmental permits for up to one year.
- New York will create a Generic Environmental Impact Statement (GEIS) and a Community Investment Framework (CIF) within 60 days; the article also says the state is considering a fund tied to aging grid infrastructure and clean energy procurement.
- The proposed community contribution is $1 million per megawatt (MW) of anticipated utility demand per project, implying $50 million for 50 MW and $400 million for 400 MW.
- The piece is a news analysis/commentary article about policy and industry impacts, not a first-hand company announcement; it references prior and current policy moves in New York and quotes analysts on likely market effects.
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IBM targets AI edge with Power server, software upgrades
IBM has announced a new Power11 edge server, AI operations software, and related IBM i development updates.
- IBM Power S1112 is a one-socket Power11 server for distributed and edge locations, with MMA on-chip acceleration and configurations including a 10-core 3.05–4.0 GHz rack model and a 4-core 3.60–4.0 GHz rack/tower model.
- IBM also announced Power Autonomous Operations, a new AI agent for monitoring and resolving issues on Power systems, plus a preview of the Agentic Engine for IBM i and support for Bob AI development tools; Power S1112 is expected to be generally available on July 24, 2026, Power Autonomous Operations on September 23, 2026, and IBM Bob Premium Package for i was generally available on June 24, 2026.
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Quantum Meets the Data Center: Hybrid Systems Take Off
The article explains a shift in quantum computing toward hybrid quantum-classical infrastructure and cites policy support, vendor roadmaps, and conference remarks rather than a single standalone company announcement.
- The U.S. Department of Commerce announced more than $2 billion in incentives in May 2026 to accelerate quantum commercialization, including quantum manufacturing and utility-scale, fault-tolerant systems; the White House followed with a June 2026 Executive Order on the Next Frontier of Quantum Innovation.
- The piece also cites vendor and industry developments: IBM outlined quantum-centric supercomputing in March 2026; Nvidia launched NVQLink at GTC 2026; HPE said in June 2026 it is working with multiple partners on hybrid quantum configurations; and AMD said it is working with OQC and JPMorgan Chase on quantum, AI, and HPC workloads.
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IBM Warns AI Infrastructure Shift Impacts Software Deals, Shares Plunge
IBM has warned that second-quarter revenue and earnings will miss Wall Street expectations, citing a late-quarter shift in customer capex toward servers, storage, and memory. - Revenue is expected to be $17.2 billion for Q2, up 1% year over year, with adjusted EPS of $2.93; IBM shares reportedly fell about 23% after the warning.
- Software revenue rose 5%, consulting revenue was flat, and infrastructure revenue fell 7%; CEO Arvind Krishna said customers moved spend to secure supply-constrained infrastructure ahead of expected price increases, and distributed infrastructure revenue grew 37% with a $500 million backlog.
- The article is a news report/commentary based on IBM’s letter to investors, with additional analyst quotes from IDC, Persistence Analytics Group, and ZK Research interpreting the results as an infrastructure-first AI spending cycle rather than a pullback in AI demand.