NAND Research

Insights & Intelligence for the
Enterprise Infrastructure Market

Research & Advisory Services

Product Strategy

NAND Research works with technology companies across the enterprise IT infrastructure space, including tier-one OEMs, ISVs, and semiconductor manufacturers to help align product strategy with market needs.

Competitive Insights

As industry analysts, understanding market dynamics is what NAND Research does best.

NAND Research provides competitive intelligence services to select customers in the enterprise infrastructure space.

Technology Trends &
Market Intelligence

The IT infrastructure market is in a state of constant churn. Our analysts are in the midst of it all, advising investors, technology companies and IT organizations alike.

Messaging Strategy &
Amplification

NAND Research works with leading technology companies in designing effective framework for talking about products, services, and innovation.

NAND leverages its multiple messaging channels to amplify your message and drive engagement.

Content Development

A messaging framework is only as good as its content.

NAND Research works with technology companies across the spectrum to put together the content that best tells your story, whether that’s a webinar, white-paper, podcast, video, or something entirely different

IT Insights & Advisory

The NAND Research IT Advisory Council delivers benefit to technology companies and IT organizations alike:

We help technology companies better understand the needs of IT organizations across industries, while helping enterprise IT organizations navigate a rapidly shifting technology landscape.

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Latest Research

Research Notes

Research Note: Pure Storage Cloud for Azure VMware Solution (AVS)

Pure Storage recently launched its new Pure Storage Cloud for Azure VMware Solution (AVS), a fully managed block-storage-as-a-service offering integrated directly into the Azure portal as an Azure Native ISV Service. This solution addresses the storage and scalability requirements of enterprise VMware workloads transitioning to the cloud, specifically those needing high storage capacity relative to compute.

Steve McDowell November 5, 2024

Research Note: WEKA’s New WEKApod Nitro & Extreme

WEKA this week expanded its footprint in the AI data infrastructure space with the release of two new data platform appliances designed to meet diverse AI deployment needs.

The new products, WEKApod Nitro and WEKApod Prime, are WEKA’s latest offerings for high-performance data solutions that support accelerated AI model training, high-throughput workloads, and enterprise AI demands. The new solutions address the rapid growth of generative AI, LLMs, and RAG and fine-tuning pipelines across industries.

Steve McDowell October 30, 2024

Research Note: ServiceNow Workflow Data Fabric

ServiceNow recently announced its new Workflow Data Fabric, an advanced data integration and automation platform that unifies enterprise data across disparate systems, enabling real-time, AI-powered actions and insights.

Steve McDowell October 27, 2024

Research Note: IBM Granite 3.0 Models

IBM recently released Granite 3.0, its third generation of LLMs, designed to balance performance with safety, speed, and cost-efficiency for enterprise use. Its flagship model, Granite 3.0 8B Instruct, is a dense, instruction-tuned LLM optimized for enterprise tasks, trained on 12 trillion tokens across multiple languages and programming languages.

Steve McDowell October 27, 2024

Research Reports

Research Report: Solving AI Data Pipeline Inefficiencies, the VAST Data Way

July 31, 2024

While AI is foundational to the next wave of digital transformation, traditional data and storage infrastructure -even many parallel file systems- isn’t prepared for the demands required to support today’s AI lifecycle, which places unprecedented demands on storage and data infrastructure.

Developing an effective data infrastructure for AI requires a holistic approach, considering data, database, processing, and storage as a unified entity. This is how VAST Data approaches the challenge.

Research Brief: Oracle Exadata on Exascale Infrastructure

July 29, 2024

Oracle announced the general availability of the Oracle Exadata Database Service on Exascale Infrastructure, offering extreme performance, reliability, availability, and security for Oracle Database workloads. This new infrastructure is now available on Oracle Cloud Infrastructure (OCI), catering to any workload size for all Oracle Database customers.

Research Report: Impact of Storage Architecture on the AI Lifecycle

July 28, 2024

Traditional storage solutions, whether on-premises or in the cloud, often fail to meet the varying needs of each phase of the AI lifecycle. These legacy approaches are particularly ill-suited for the demands of distributed training, where keeping an expensive AI training cluster idle has a real economic impact on the enterprise.

Research Brief: Oracle HeatWave GenAI

June 30, 2024

Oracle HeatWave GenAI is now generally available. The release features the industry’s first in-database large language models (LLMs), automated vector store, scale-out vector processing, and natural language conversations informed by unstructured content.

Research Brief: Dell AI Factory

May 20, 2024

At NVIDIA GTC earlier this year, Dell announced a collaboration with NVIDIA to deliver the Dell AI Factory with NVIDIA that was heavily based on NVIDIA technology. At this year’s Dell Tech World, Dell went further, introducing its own Dell AI Factory, while also updating the Dell AI Factory with NVIDIA.

Research Brief: IBM & Palo Alto Networks Strategic Partnership

May 19, 2024

IBM and Palo Alto Networks recently entered into a groundbreaking partnership, driving a substantial shift in the cybersecurity landscape. The new collaboration leverages each company’s strengths to enhance AI-powered customer security outcomes, while also moving IBM’s QRadar offering to Palo Alto Networks.

What Earnings Tell Us About the Public Cloud Market

All of the major public cloud providers have released earnings for calendar Q3 2024, allowing us to draw conclusions about the state of the public cloud market and the relative competitiveness of each CSP. The public cloud market remains highly competitive and rapidly evolving, with each provider strategically leveraging AI, infrastructure innovation, and multi-cloud partnerships to drive growth.

Steve McDowell November 5, 2024

Quick Take: Palantir and L3Harris Collaboration on AI and Defense Innovation

L3Harris Technologies and Palantir Technologies announced they are entering a significant partnership focused on advancing AI and edge computing capabilities for both government and commercial sectors.

Building on an existing collaboration for the U.S. Army’s TITAN ground system, the alliance enhances the deployment of AI and next-generation tech solutions at the edge

Steve McDowell November 4, 2024

Quick Take: Siemens To Acquire Altair Engineering

Siemens AG recently announced its intended acquisition of Altair Engineering, a global leader in computational science, simulation, and AI software, for $10 billion at a share price of $113, a 19% premium over Altair’s closing price on October 21, 2024.

The acquisition aligns with Siemens’ strategy to strengthen its position in industrial software and deepen its portfolio in AI-powered design and simulation capabilities.

Steve McDowell November 4, 2024

Quick Take: AMD Data Center Group Earnings – Q3 2024

AMD this week announced significant revenue and earnings growth in Q3 2024, driven primarily by exceptional performance in the Data Center segment. AMD’s Data Center revenue increased by 122% year-over-year, reaching a record $3.5 billion and marking over half of AMD’s total revenue this quarter. CEO Lisa Su, on the earnings call, attributed this growth to the success of the EPYC CPUs and MI300X GPUs, which experienced strong adoption across cloud, enterprise, and AI applications.

Steve McDowell October 30, 2024

Application Modernization Takes on New Dimension in the Post-VMware World

From nearly the moment it was first announced, Broadcom’s acquisition of VMware sent ripples through the tech industry. The acquisition triggered a wave of concern among enterprises that have long relied on VMware’s ecosystem for their IT infrastructure—concerns that have become an unfortunate reality for many, driven by Broadcom’s changes to pricing, bundling, and channel programs.

Steve McDowell October 30, 2024

Commvault FQ2’25 Earnings: Strong Growth, Cloud Resilience Focus, and Strategic Partnerships

Commvault reported robust Q2 FY2025 earnings, showing strong growth across key metrics and solidifying its cloud and cyber resilience position. The company’s revenue grew 16% YoY to $233 million, its fourth consecutive quarter of double-digit growth, while ARR and free cash flow showed substantial increases. Key strategic initiatives around cloud-first resilience, multi-cloud capabilities, and deepened partnerships underscore Commvault’s commitment to continuous innovation in a dynamic, threat-heavy cloud landscape.

Steve McDowell October 30, 2024

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NAND Research

Insights & Intelligence for theEnterprise Infrastructure Market

Research & Advisory Services

Product Strategy

Competitive Insights

Technology Trends & Market Intelligence

Messaging Strategy &Amplification

Content Development

IT Insights & Advisory

View Our Services Brochure

Latest Research

Research Notes

Research Reports

Blog

Subscribe to the NAND Newsletter

Upcoming Events

Insights & Intelligence for the
Enterprise Infrastructure Market

Technology Trends &
Market Intelligence

Messaging Strategy &
Amplification