Decision Insights Record

Dell’Oro Group says Data Center IT Semiconductors and Components revenue rose 116% year over year in 1Q 2026 on AI buildout and memory prices.

Schneider Electric announced its VivaTech 2026 agenda, featuring executive sessions on energy intelligence, AI and demand-side efficiency, and sovereignty.

Atos joined CrowdStrike’s Project QuiltWorks to offer managed security services for sovereign AI deployments.

MLCommons released MLPerf Training v6.0 results, adding DeepSeek V3 and GPT-OSS 20B to benchmark sparse computation via MoE.

Nokia said it will expand advanced test and packaging in Allentown, adding capacity for photonic chips and more than 500 jobs.

SailPoint added Unified Platform Access to its Technology Alliance Partners Program, giving partners direct platform access, certifications and joint support.