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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. 

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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. 

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

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Latest Research

Research Notes

Research Note: CrowdStrike’s Falcon Adversary OverWatch

CrowdStrike expanded its threat-hunting capabilities, introducing its new Falcon Adversary OverWatch Next-Gen SIEM, extending visibility beyond endpoints to third-party data sources.

The new solution uses managed threat hunting to uncover threats in their early stages using available third-party SIEM data from network edge devices, identity and access management tools, SaaS applications, and email security tools.

Read More »
Steve McDowell May 1, 2025

Research Note: Palo Alto Networks Prisma AIRS for AI Protection

At RSAC 2025, Palo Alto Networks launched its new Prisma AIRS (AI Security), a comprehensive security platform targeting threats across enterprise AI ecosystems. Building upon their “Secure AI by Design” portfolio introduced last year, Prisma AIRS addresses emerging security challenges posed by the proliferation of AI applications, agents, and models.

Read More »
Steve McDowell April 29, 2025

Research Note: Palo Alto Networks Cortex XSIAM 3.0

Palo Alto Networks recently released Cortex XSIAM 3.0, expanding its security operations platform with proactive exposure management and advanced email security capabilities. The update shifts the platform’s focus from primarily reactive to proactive security measures.

Read More »
Steve McDowell April 29, 2025
More Research Notes

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.

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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.

Read More »

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.

Read More »

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.

Read More »

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.

Read More »
More Research Reports

Blog

Newspaper
Steve McDowell

NAND Insider Newsletter: Week of April 28, 2025

Each 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, April 28, 2025.

Read More »
Steve McDowell April 30, 2025
Deal
Steve McDowell

Quick Take: Palo Alto Networks to Acquire Protect AI

Today, Palo Alto Networks announced that it has entered into a definitive agreement to acquire Protect AI, which secures AI and ML applications. The deal is part of Palo Alto Networks’ broader strategy to expand its cybersecurity portfolio into AI risk management.

Read More »
Steve McDowell April 29, 2025
Newsletter
Steve McDowell

NAND Insider Newsletter: April 21 2025

Each 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, April 21, 2025.

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Steve McDowell April 24, 2025
Deal
Steve McDowell

Quick Take: Databricks Acquires Fennel

Databricks announced the acquisition of Fennel, a specialized platform focused on feature engineering for machine learning applications. This acquisition bolsters Databricks’ capabilities in feature engineering, especially for real-time and streaming data applications.

Read More »
Steve McDowell April 18, 2025
OFC 2025
Steve McDowell

OFC 2025: Optical Interconnects Take Center Stage in the AI-First Data Center

AI is reshaping the data center, bringing networking along for the ride. It’s clear that optical networking is rapidly moving from a back-end concern to a front-line enabler of next-generation infrastructure.

AI workloads, with their massive datasets, distributed training pipelines, and high-performance compute requirements, demand interconnect solutions that combine extreme bandwidth with low power consumption and low latency. At last month’s OFC 2025 event in San Francisco, this shift was unmistakable.

Read More »
Steve McDowell April 14, 2025
Microsoft Fabric
Steve McDowell

Key Takeaways: Microsoft FabCon 2025

At Microsoft’s second annual Fabric Community Conference (FabCon) 2025, held earlier this month in Las Vegas, the company unveiled several significant announcements that together enhance its unified data platform. The updates to Fabric focus on improving data security, AI integration, and streamlined data management.

Read More »
Steve McDowell April 14, 2025
More Blog Posts

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