Data center interconnect: planning 800G, 1.6T and optics
From high-speed Ethernet and optical interconnect to scalable platforms, data-center networking decisions are becoming increasingly systematic.
Read the research ↗Enterprise trends.
Market context.
GBA Technology tracks the evolution of AI computing, server platforms, advanced memory, enterprise storage and high-speed interconnects. We synthesize product roadmaps, architecture shifts, workload demand and industry developments into enterprise market trends and industry intelligence.
ENTERPRISE MARKET TRENDS
Technology trends and industry intelligence for infrastructure planning.
LATEST PERSPECTIVES
Read the signals
behind the build.
Our market insights are updated as new products, standards and infrastructure trends emerge, providing enterprise readers with timely technology trends and industry intelligence.
Advanced memory is a system-level decision
Advances in high-bandwidth memory, server memory and enterprise storage are changing platform-planning trade-offs.
Read the research ↗Server hardware lifecycle planning: EOL, lead times and alternates
Visibility into EOL, long lead times and substitution options helps procurement make effective decisions earlier.
Read the research ↗
GPU / AI Accelerators
AI GPUs 2026: H200 to Vera Rubin — Why More Isn't Always Faster
HBM, interconnect, rack-scale systems and next-generation roadmaps across NVIDIA Hopper, Blackwell, Vera Rubin and AMD Instinct MI400.
Read more ↗
GPU / AI Accelerators
Pro GPU Upgrades 2026: RTX PRO 6000 Blackwell vs RTX 6000 Ada
Memory working sets, form factor and power, MIG and virtual workstations from RTX A6000 and RTX 6000 Ada to RTX PRO Blackwell.
Read more ↗
CPU / Server Platforms
Server CPUs 2026: What Matters After 256 Cores? EPYC, Xeon, Vera
Core density, memory, PCIe Gen6 and AI host CPU trends across AMD EPYC 9006 Venice, Intel Xeon 6+, Diamond Rapids and NVIDIA Vera.
Read more ↗
Server Memory
AI Server Memory 2026: Beyond HBM to MRDIMM, SOCAMM2 and CXL
Capacity, bandwidth and platform support across DDR5 RDIMM, 3DS RDIMM, MRDIMM, SOCAMM2, CXL and HBM4.
Read more ↗
Enterprise Storage
PCIe Gen6 SSDs 2026: Can Micron 9650 and PM1763 Cut GPU Wait?
Specifications, form factors, liquid cooling and AI storage roles of PCIe Gen6 enterprise SSDs including Micron 9650, Samsung PM1763 and Kioxia CM10.
Read more ↗
Enterprise Storage
High-Capacity Storage 2026: Roles for 245TB QLC SSDs and 44TB HDDs
Capacity, write characteristics and data tiering across QLC SSDs such as the 245.76 TB Micron 6600 ION and Kioxia LC9, and HDDs such as Seagate 44 TB and WD 40 TB.
Read more ↗
Server & AI Infrastructure
AI Server Racks 2026: Vera Rubin NVL72, AMD Helios — Why Rack-Scale?
Rack power, power delivery, liquid cooling, interconnect and OEM platforms across HGX, MGX, Vera Rubin NVL72 and AMD Helios.
Read more ↗
Server & AI Infrastructure
Balanced Server Design 2026: Every Part Upgraded — Why No Faster?
Bandwidth budgets, PCIe topology and configuration ratios across CPU, memory, GPU, NVMe and networking.
Read more ↗TOPICS WE FOLLOW
A practical view
of technology change.
We connect product roadmaps, workload demand and supply-chain developments with the technology and market changes that shape enterprise IT planning and hardware procurement.
Semiconductor supply
Product lifecycles and market developments across automotive, industrial and general-purpose semiconductors.
AI hardware
Enterprise and professional computing platforms, accelerators and related system technologies.
Supply & lifecycle
Delivery conditions, use cases and EOL lifecycle management.
INDUSTRY PERSPECTIVES
Technology shifts,
market direction.
Drawing on public technical information, product roadmaps and market observation, we put enterprise hardware developments in context for infrastructure planning and procurement decisions.
Market Observation
We track developments across GPUs, CPUs, memory, storage and server platforms, focusing on the changes that matter to enterprise infrastructure planning and technology procurement.
Technology Trends
From next-generation processors and AI accelerators to high-bandwidth memory, enterprise SSDs and rack-scale systems, we examine the performance, power, capacity and system-design shifts behind each technology cycle.
Industry Perspective
By connecting public technical information, product roadmaps and market developments, we look at how enterprise hardware is evolving alongside AI, cloud computing and data-center demand.
System Architecture
We examine how server platforms, enterprise storage, networking and high-speed interconnects work together in infrastructure design.