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Introduction The VMware replacement debate often begins with the wrong question. Teams ask which hypervisor has live migration, high availability, snapshots, distributed switching, templates, role-based access control, or an API. Those comparisons are useful, but they address only the lowest visible layer of a much larger operating model. A mature VMware estate is rarely just […]
Introduction Azure Local networking becomes confusing when the same words appear in several different product contexts. Logical network, virtual network, network security group, load balancer, gateway, and Network Controller all sound familiar to anyone who has worked with Azure or VMware NSX. The names create an understandable expectation that the underlying capabilities and operating models
AI placement is becoming a real architecture decision. For the first wave of generative AI adoption, many organizations could experiment with hosted models, isolated copilots, and proof-of-concept retrieval systems without making hard infrastructure choices. That window is closing. AI is moving from isolated experiments into business workflows, operational systems, and agentic patterns that can retrieve
AI placement decisions become more useful when they move from opinion to architecture criteria. The first article in this series focused on the core inputs: data gravity, latency, sovereignty, and cost. Those inputs explain why some AI workloads belong in managed cloud services, some belong close to local infrastructure, and some need a private AI
Azure AI, Azure Local, and vCF Private AI: A Practical Placement Comparison Read More »
TL;DR Multicloud is no longer just a workload placement problem. The harder problem is control-plane sprawl. Azure, AWS, Google Cloud, and VMware Cloud Foundation each bring their own identity model, policy engine, hierarchy, observability stack, network control plane, automation surface, and operational lifecycle. Those native control planes are useful. They become dangerous when each platform
Microsoft has quietly become the main supplier of OpenAI models in China, selling the technology to the country’s largest internet companies even as OpenAI and Anthropic keep their own models out of the market on intellectual-property and misuse grounds. The arrangement, detailed this week by Bloomberg, hands Microsoft a position no other American AI vendor holds:
Microsoft sells OpenAI models in China. OpenAI and Anthropic won’t. Read More »
Since Microsoft invested $1 billion in OpenAI back in 2019, the exclusive partnership between the two firms has been one of the strongest and most consequential in the AI industry. Today, though, OpenAI and Microsoft jointly announced an amended agreement that will allow the company to go beyond Microsoft’s Azure and “serve all its products
OpenAI ends its exclusive partnership with Microsoft Read More »
Enterprise cloud environments now have access to an undo feature for AI agents following the deployment of Commvault AI Protect. Autonomous software now roams across infrastructure, potentially deleting files, reading databases, spinning up server clusters, and even rewriting access policies. Commvault identified this governance issue and the data protection vendor has launched AI Protect, a
Commvault launches a ‘Ctrl-Z’ for cloud AI workloads Read More »
MSFT Equity Research 2026 | Independent Analysis Independent Equity Research Published: February 27, 2026 Analyst: Lead Equity Research Coverage Initiation Report MSFT NASDAQ · Technology Microsoft CorporationIndependent Equity Research The AI Infrastructure Paradox: World-Class Franchise, Near-Term FCF Compression Current Price $401.80 Market Cap ~$2.98T 52-Wk High $555.45 52-Wk Low $344.79 YTD Return -17.7% Fwd P/E…
MSFT Equity Research 2026 | Independent Analysis Independent Equity Research Published: February 27, 2026 Analyst: Lead Equity Research Coverage Initiation Report MSFT NASDAQ · Technology Microsoft CorporationIndependent Equity Research The AI Infrastructure Paradox: World-Class Franchise, Near-Term FCF Compression Current Price $401.80 Market Cap ~$2.98T 52-Wk High $555.45 52-Wk Low $344.79 YTD Return -17.7% Fwd P/E…
