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: WEKA & HPE Set SpecStorage Records

WEKA and HPE recently announced record-breaking results across all five benchmark workloads in the SPECstorage Solution 2020 suite. The results were achieved using the WEKA Data Platform on the HPE Alletra Storage Server 4110, powered by Intel Xeon processors.

The results show the system’s ability to handle data-intensive workloads, including AI, genomics, software development, and video analytics, with high efficiency and low latency.

Steve McDowell February 19, 2025

Research Note: HPE ProLiant Gen12 Servers

Hewlett Packard Enterprise (HPE) recently introduced eight new ProLiant Compute Gen12 servers for enhanced security, performance optimization, and AI-powered management. These servers will feature the upcoming Intel Xeon 6 processors and are built for data centers and edge environments.

Steve McDowell February 18, 2025

Research Note: SAP Business Data Cloud & Databricks Partnership

SAP recently announced SAP Business Data Cloud (BDC), a fully managed SaaS platform that unifies SAP and third-party data while embedding AI-driven analytics and governance capabilities.

The new solution expands upon SAP Datasphere and integrates with Databricks’ Lakehouse technology to improve data unification, AI adoption, and advanced analytics.

Steve McDowell February 16, 2025

Research Note: Deloitte & May Mobility Partner on Transparent Autonomous Vehicle Safety

Deloitte and May Mobility recently announced a strategic partnership to improve safety in autonomous transportation through data analytics. By combining Deloitte’s expertise in data analysis with May Mobility’s autonomous vehicle (AV) technology, the two companies will track safety events, provide actionable insights, and help cities and businesses optimize their AV systems.

Steve McDowell February 14, 2025

Research Reports

Research Report: Understanding VMware Alternatives

February 6, 2025

Broadcom’s acquisition of VMware has left a lasting impact on the enterprise IT landscape. Promising simplification, Broadcom’s licensing and bundling changes have instead created confusion, increased costs, and led to widespread dissatisfaction among VMware customers. Many of these customers are actively exploring alternatives, driven by frustration and the need to future-proof their IT environments. This Research Report takes a look at how to best approach looking for a VMware alternative.

Research Brief: Cloudian Tackles AI Storage Complexity with NVIDIA GPUDirect for Object Storage

November 18, 2024

Cloudian’s new HyperStore with NVIDIA GPUDirect for Object Storage is a significant step forward in high-performance data management. The seamless integration of GPUDirect with HyperStore allows users to benefit from Cloudian’s scalability and ease of use while enabling a dedicated high-performance data path for GPU workloads.

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.

NAND Insider Newsletter: February 17, 2025

Every week NAND Research puts out a newsletter for our industry customers taking a look at what’s driving the week, and what happened last week that caught our attention. Below is a excerpt from this week’s, February 17, 2025.

Steve McDowell February 18, 2025

Quick Take: Juniper Network’s Q4 Earnings

While waiting for its pending acquisition by Hewlett Packard Enterprise to become unstuck by recent regulatory scrutiny, Juniper Networks reported strong earnings that showa return to revenue growth, posting a 3% year-over-year increase and a 5% sequential jump.

Michael McDowell February 14, 2025

Quick Take: CQ4’24 Cloud Earnings

The top three US public cloud providers — Amazon Web Services (AWS), Microsoft Azure, and Google Cloud — each reported strong but slightly decelerating growth for calendar Q4 2024. The increasing importance of AI workloads, rising capital expenditures, and shifts in customer spending patterns all impacted earnings and guidance for the quarter.

Steve McDowell February 14, 2025

NAND Insider Newsletter: February 4, 2025

Every week NAND Research puts out a newsletter for our industry customers. Below is a excerpt from this week’s, February 4, 2025.

Steve McDowell February 5, 2025

Infrastructure News Roundup: January 2025

January isn’t usually a big month for announcements related to enterprise infrastructure, but then this isn’t a normal January. Let’s look at what happened.

Steve McDowell February 3, 2025

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Upcoming Events

Feb 3-5 Dynatrace Perform, Las Vegas
Feb 18-19 Arm Analyst Event, San Jose CA
Mar 3-6 MWC, Barcelona
Mar 7-15 SxSW, Austin
Mar 17-21 GTC, San Jose
Mar 24-25 IBM Analyst Event, New York
Mar 31 – Apr 1 Intel Vision, Las Vegas
Apr 8-10 Atlassian Team 25, Anaheim CA