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: UALink Consortium Expands Board, adds Apple, Alibaba Cloud & Synopsys

The Ultra Accelerator Link Consortium (UALink), an industry organization taking a collaborative approach to advance high-speed interconnect standards for next-generation AI workloads, announced an expansion to its Board of Directors, welcoming Alibaba Cloud, Apple, and Synopsys – joining existing member companies like AMD, AWS, Cisco, Google, HPE, Intel, Meta, and Microsoft.

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Research Note: Red Hat OpenShift Virtualization Engine

Red Hat announced the general availability of Red Hat OpenShift Virtualization Engine, a tailored version of its OpenShift orchestration platform for virtualization workloads.
The new offering utilizes the open-source KVM hypervisor and can run on-premises hardware with Red Hat Enterprise Linux and bare-metal cloud services.

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Research Note: Oracle Exadata X11M

Oracle recently launched of its latest Exadata platform, the Oracle Exadata X11M. Purpose-built to optimize the performance of Oracle Database, including Oracle Autonomous Database, X11M is a significant leap forward in speed and efficiency compared to previous generation Exadata systems for cloud, multi-cloud, and customer data centers.

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Research Reports

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

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.

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Research Brief: Oracle Exadata on Exascale Infrastructure

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.

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Research Report: Impact of Storage Architecture on the AI Lifecycle

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.

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Research Brief: Oracle HeatWave GenAI

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.

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Research Brief: Dell AI Factory

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.

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Blog

Deal
Steve McDowell

Quick Take: Datadog Acquires Log Search Provider Quickwit

Datadog announced the acquisition of Quickwit, a cutting-edge provider of search and indexing software for petabyte-scale log datasets. The acquisition should enhance Datadog’s capabilities in observability, security, and data analytics by integrating Quickwit’s cost-efficient, high-performance search technology into its product suite.

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CES 2025
Michael McDowell

CES 2025- Enterprise Tech Was There Too

Oh my, CES 2025 has taken me on one heck of a ride through the tech universe.  I am an enterprise IT guy but, I must admit, the non-IT tech at CES had me fully distracted. Automated lawnmowers, high tech indoor garden planters, and my favorite- an ultra-realistic flight simulator. Wowzers- really neat stuff.

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CES 2025
Michael McDowell

CES 2025- Must See Tech

Can you believe it? The Consumer Electronics Show, aka CES, is just days away. I know, the timing is hard for all of us considering there hasn’t been much time to recover from our New Years festivities. No rest for the weary as we head out to Vegas for the big event.  

The show is always full of surprises, so stay tuned next week for lots of announcements to hit the wire. In the meantime, I have a few thoughts to share on what I will be looking for at the show.

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Upcoming Events

  • Dec 2-6               AWS re:Invent, Las Vegas
  • Dec 10                Marvell Analyst Day, Sunnyvale CA
  • Jan 7-10               CES, Las Vegas
  • Feb 3-5                 Dynatrace Perform, Las Vegas