Decision Insights Signals

Broadcom has launched Thor Ultra, the industry’s first 800G AI Ethernet NIC, compliant with Ultra Ethernet Consortium specifications.

AMD introduced its "Helios" rack-scale platform at the OCP Global Summit 2025, designed for AI infrastructure and based on the ORW standard.

The new AI identity protection features from Varonis include automatic discovery of AI agents and unified visibility across data permissions.

OCI will also offer MI355X GPUs to support large-scale AI initiatives, providing additional cloud options.

Enterprises can now access Oracle Database@AWS through trusted AWS and Oracle partners, improving procurement flexibility.

Activision Blizzard adopted Oracle Database@Azure for its cloud migration. New services enhance AI capabilities and multicloud options.