Is Liquid Cooling the Key Now that AI Pervades Everything?

B. Valle

Summary Bullets:

• Data center cooling has become an increasingly insurmountable challenge because AI accelerators consume massive amounts of power.

• Liquid cooling adoption is progressively evolving from experimental to mainstream starting with AI labs and hyperscalers, then moving into the colocation space and later enterprises.

As Generative AI (GenAI) takes an ever-stronger hold in our lives, the demands on data centers continue to grow. The heat generated by the high-density computing required to run AI applications that are more resource-intensive than ever is pushing companies to adopt ever more innovative cooling techniques. As a result, liquid cooling, which used to be a fairly experimental technique, is becoming more mainstream.

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LevelBlue Research Finds Manufacturing Organizations are at Risk and Underprepared for Cyber Threats

Amy Larsen DeCarlo – Principal Analyst, Security and Data Center Services

Summary Bullets:

  • As part of a larger global cross-industry study, LevelBlue surveyed executives in 220 manufacturing companies to gauge the state of their cyber resilience strategies in the era of AI-driven threats and other risks
  • Awareness is high but also so are concerns, with 37% saying they are seeing a significantly higher volume of attacks; just 30% said their organization is prepared for deepfake attacks, even as 47% are anticipating them

Threat actors are savvy when choosing their targets. Manufacturing holds a strong appeal to cyber criminals because the profit potential associated with intellectual property is high and, thanks in part to supply chain vulnerabilities, there are plenty of points of exposure. A recent LevelBlue survey of 220 manufacturing executives found that while awareness about the threat environment is high, preparedness, especially for AI-driven attacks, is not.

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Verizon Frontline Research Shows an Uptick in the Use of Advanced Technology by First Responders on the Horizon

Amy Larsen DeCarlo – Principal Analyst, Security and Data Center Services

Summary Bullets:

• Though just 12% of public safety workers currently use AI everyday, 46% anticipate it will become part of their daily work by 2030.

• With an increasing emphasis on using network-dependent technologies like connected cars and drones, network reliability – or the lack thereof – is the top concern of 67% of those surveyed.

As essential as first responders are, public safety officials aren’t necessarily known for deploying leading-edge technology. But results from the fifth annual Verizon Frontline Public Safety Communications Survey suggest this may be changing. The survey results of 1,028 first responders – i.e., EMS, fire, police, emergency management, public safety, and emergency communications workers – find that while advanced technologies like AI and drones are broadly used today, they expect wider implementation through 2030.

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OpenText Survey Shows AI is Driving MSP Growth but a Skill Deficit Remains an Issue

Amy Larsen DeCarlo – Principal Analyst, Security and Data Center Services

Summary Bullets:

• In its annual Global Managed Security survey of 1,019 managed services providers (MSPs) in the US, Canada, and the UK, security vendor OpenText uncovered a big delta between the desire to exploit SMB demand for AI-driven solutions and the capability of these providers to deliver the essential support.

• Approximately 92% said they are seeing growth driven by client interest in AI but only half have the adequate resources and expertise to help clients deploy these solutions.

Organizations of all sizes are boarding the AI bandwagon. For smaller businesses lacking internal AI expertise, adoption often requires the support of an external provider. Unfortunately, that same resource limitation also plagues many of the MSPs SMBs seek out for AI support. In a recent OpenText survey of 1,019 security practitioners, IT managers, and customer relationship managers, in the coming year 96% expect to see growth in demand driven by interest in AI. However, half said a combination of factors leaves them under-prepared to support SMB AI needs, including a lack of internal expertise, too many disparate tools to manage, and the lack of standardization across different client environments.

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Cisco Quantum – Simply Network All the Quantum Computers

S. Schuchart

Cisco’s Quantum Labs research team, part of Outshift by Cisco, has announced that they have completed a complete software solution prototype. The latest part is the Cisco Quantum Complier prototype, designed for distributed quantum computing across networked processors. In short, it allows a network of quantum computers, of all types, to participate in solving a single problem. Even better, this new compiler supports distributed quantum error correction. Instead of a quantum computer needing to have a huge number of qbits itself, the load can be spread out among multiple quantum computers. This coordination is handled across a quantum network, powered by Cisco’s Quantum Network entanglement chip, which was announced in May 2025. This network could also be used to secure communications for traditional servers as well.

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Technology Leaders Can Leverage TBM to Play a More Strategic Role in Aligning Tech Spend with Business Values

S. Soh

Summary Bullets:

  • Organizations are spending more on technology across business functions, and it is imperative for them to understand and optimize their tech spending through technology business management (TBM).
  • IBM is a key TBM vendor helping organizations to drive their IT strategy more effectively; it is making moves to extend the solution to more customers and partners.

Every company is a tech company. While this is a cliché, especially in the tech industry, it is becoming real in the era of data and AI. For some time, businesses have been gathering data and analyzing them for insights to improve processes and develop new business models. By feeding data into AI engines, enterprises accelerate transformation by automating processes and reducing human intervention. The result is less friction in customer engagement, more agile operations, smarter decision-making, and faster time to market. This is, at least on paper, the promises of AI.

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Mistral AI’s Independence from US Companies Lends it a Competitive Edge

B. Valle

Summary Bullets:

• Mistral AI’s valuation went up to EUR11.7 billion after a funding round of EUR1.7 billion spearheaded by Netherlands-based ASML.

• The French company has the edge in open source and is well positioned to capitalize on the sovereign AI trend sweeping Europe right now.

Semiconductor equipment manufacturer ASML and Mistral AI announced a partnership to explore the use of AI models across ASML’s product portfolio to enhance its holistic lithography systems. In addition, ASML was the lead investor in the latest funding round in the AI startup and now holds 11% share on a fully diluted basis in Mistral AI.

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Challenger Rises: Vocus Targets Enterprise Mobile in Australia

B. Swan

Summary Bullets:

  • Vocus has launched its business-focused MVNO brand, Vocus Mobile, aiming to disrupt the market and inject fresh competition into an already hypercompetitive landscape.
  • Backed by an expanded customer base from the TPG Enterprise acquisition, Vocus is well-positioned to accelerate growth with its existing client base.

Australian telecoms infrastructure provider Vocus has finally launched its own business-focused MVNO brand, Vocus Mobile. Leveraging Optus’s 4G and 5G networks the company aims to position itself as a one-stop provider for enterprise communications, offering connectivity solutions across networking, collaboration, and now mobility as it looks to stand out with a range of self-serve features to create a better user experience for its clients. Will the entrance of another MVNO challenger selling basic mobile connectivity in an already crowded market make a difference?

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5G Network Slicing Services Launch with Increasing Frequency, but What Exactly Are They Offering?

John Marcus – Senior Principal Analyst, Enterprise Mobility and IoT Services.

Summary Bullets:

• Major telecom companies like Vodafone Germany, T-Mobile US, and Deutsche Telekom are launching distinct 5G network slicing services aimed at business customers, each reflecting unique strategies and market contexts, from Vodafone’s standardized pricing for virtual private campus networks to T-Mobile’s all-in-one premium mobility plan and Deutsche Telekom’s focus on mission-critical services for emergency responders.

• While these launches signify progress in 5G enterprise services, the concept of network slicing is still evolving, with offerings being marketed more as tailored connectivity solutions rather than fully programmable network tools.

The long-promised potential of 5G network slicing—dedicated, virtualized “lanes” in the mobile network—is finally being brought to market in structured offers for business customers. But what exactly is being offered? Vodafone Germany, T-Mobile US, and Deutsche Telekom have all announced distinct slicing propositions in recent weeks, each reflecting a different strategy and market context.

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BT Sells Radianz in Ongoing International Strategy Refocus

R. Pritchard

Summary Bullets:

• Sale of BT Radianz to Transaction Network Services (TNS) is the latest phase of BT ‘tidying up’ its international business as it looks to focus mainly on the UK market.

• Underlines how service providers are having to refocus their strategies from general goals to specific, achievable ambitions.

BT has announced that it is to sell its BT Radianz business, which connects financial information exchange networks and a base of brokers, institutions, exchanges, and clearing houses across capital markets worldwide, to TNS, a global provider of ultra-low-latency trading infrastructure, connectivity, and market data services.

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