HPE’s Krista Satterthwaite and AMD’s Dan McNamara join Patrick Moorhead and Daniel Newman to explain how the shift from training to agentic inference is changing enterprise server buying, and why four new ProLiant Gen13 models target performance per watt. For enterprises, matching compute to each workload sets how quickly modernization and AI adoption can move.

A midterm election that put data centers on the ballot, followed by one of the sharpest two-day market swings in recent memory, changed the AI conversation this week, even as earnings from AMD, Arm, Lattice, and Coherent pointed to demand that hasn't slowed. Patrick Moorhead and Daniel Newman unpack what the election results could mean for the AI buildout, why the market reacted the way it did, and what the week's earnings actually showed.

IBM’s Max Jesch joins Jason Andersen to explain how IBM Bob pairs premium packages, rule-based migration tooling, and on-premises models to bring AI agents to mainframe and other mission-critical code. For regulated teams, where agents run and how much control developers keep determine whether modernization can move forward.

IBM’s Shaun Clowes joins Brad Shimmin to explain Streamhouse, an emerging architecture that continuously delivers the current state of the business to AI agents and applications alongside the lakehouse. Organizations that move real-time processing out of batch systems let agents act on what is happening now instead of stale data.

Sai Govender, Founder and CEO of Blue Pearl, joins Jason Andersen at IBM TechXchange 2026 to explain how IBM Bob cut Java, .NET, and Excel modernization work from months to days or weeks. He says the approach holds up because senior engineers stay in the loop to validate the output before it reaches production.

According to Signal65's findings, Arm AGI CPU delivers roughly twice the modeled work per rack compared with AMD EPYC 9755, building on a 1.2x average per-chip performance advantage, because density within a fixed power budget decides how much agentic CPU work a data center can host.

Anthropic's S-1 puts frontier AI economics on the public record, Oracle adds TPUs and Cerebras to a compute stack that was mostly NVIDIA, and hyperscaler earnings show cloud growth is exceeding free cash flow. Together they make capital structure, more than demand, the constraint on who can scale. Patrick Moorhead and Daniel Newman work through what the filings, the earnings, and a neocloud financing debate say about who can afford the build-out.

At OCP Global Summit 2026, LITEON, NVIDIA, and QCT explain why megawatt-scale AI racks are driving a shift from 54-volt to 800 VDC power architecture. For data center operators, the transition depends on a shared specification, retrofit paths for existing sites, and liquid-cooled power innovation.

At the Google Public Sector Summit, Field CTO Chris Hein explains how agencies can scale AI agents safely, from TPU capacity and smart model routing to zero trust for the agentic workforce. Agencies that get those foundations right can deliver government services that beat everyday consumer experiences.

At the Google Public Sector Summit, Katharyn White explains how agencies are turning moonshot AI goals into daily operations, from Gemini for Government Services to more than 500,000 user-built agents in a single deployment. Agencies that prioritize steady progress and real behavior change can deliver mission impact from day one.

Altera President and CEO Raghib Hussain explains why FPGAs now operate as programmable companions to CPUs, GPUs, and custom ASICs as AI model churn outpaces silicon design cycles. For infrastructure and physical AI teams, programmable data movement and sensor processing determine how quickly systems adapt after deployment.

At the F1 U.S. Grand Prix, Mercedes-AMG PETRONAS F1 Team CIO Michael Taylor and HPE’s Max Walker explain how the team rebuilds its IT at every race, self-hosts AI under the FIA cost cap, and cuts simulation time from three days to one. Their partnership shows how resilient infrastructure and iterative AI adoption let organizations move fast without breaking what works.