Gartner rates storage and compute-as-a-service infrastructure vendors

The U.S. International Trade Commission (ITC) is investigating Micron (MU), Supermicro (SMCI), and HPE (HPE) for potential patent infringement of Netlist (NLST) memory technology. Netlist seeks exclusion and cease-and-desist orders. Shares of MU, SMCI, and HPE traded lower, with SMCI down 3.4%. Netlist's CEO cited a recent Samsung settlement as a benchmark for its IP value. Micron previously won a legal case against Netlist, invalidating five patents.

IBM has acquired Logiq Consulting, a firm specializing in public sector cybersecurity and managed collaboration. Logiq's platform, DISX, facilitates secure information exchange between government suppliers and customers. The acquisition aims to enhance IBM's cybersecurity offerings, particularly for defense and critical infrastructure. Logiq's CEO, James Morgan, expressed optimism about the deal, citing IBM's global scale and AI capabilities.

The U.S. International Trade Commission (ITC) has launched an investigation into Micron Technology, Super Micro Computer, Hewlett Packard Enterprise, and Lenovo over alleged patent infringement by Netlist, Inc. (NLST). The case involves memory products and four Netlist patents, with a potential import ban if infringement is found. Netlist seeks exclusion and cease-and-desist orders. The ITC typically reaches a verdict within a year.

The U.S. International Trade Commission (ITC) has launched an investigation into Micron, Supermicro, HPE, and Lenovo for allegedly infringing Netlist's patents. Netlist seeks to ban imports of the accused products. The ITC typically resolves such cases within a year. According to Netlist, the investigation validates the value of its intellectual property.

IBM (NYSE: IBM) has acquired Logiq Consulting, a UK-based cybersecurity consultancy, to enhance its secure digital transformation and cybersecurity capabilities. Logiq Consulting specializes in highly regulated environments, including the UK Defence Industry and Critical National Infrastructure. The acquisition aims to strengthen IBM's cybersecurity transformation portfolio and support its hybrid cloud, AI, and digital sovereignty agenda. Financial details were not disclosed.

UBS revised its 2027 PC sales forecast from growth to decline due to memory cost inflation, causing Dell (DELL) to fall 4.56% and HP (HPQ) to drop 2.78%. HP's PC division generates 75% of its revenue, while Dell has a $95 billion AI server backlog and $192 billion annual guidance. Both companies have seen significant year-to-date gains, with Dell up 340.11% and HP up 49.29%.