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: Snowflake BUILD 2025 Announcements

At its recent BUILD 2025 event, Snowflake unveiled a substantial array of platform updates centered on three core themes: compute performance optimization, data interoperability across heterogeneous environments, and operational automation.

The offerings address persistent enterprise challenges around data fragmentation, manual infrastructure management, and the operational overhead of supporting both transactional and analytical workloads on unified platforms.

Read More »
Steve McDowell November 11, 2025

Research Note: Red Hat AI 3.0

Red Hat released version 3.0 of its AI platform, introducing production-ready features for distributed inference, expanded hardware support, and foundational components for agentic AI systems.

Key additions include the generally available llm-d project for Kubernetes-native distributed inference, support for IBM Spyre accelerators alongside existing NVIDIA and AMD GPU options, and developer preview features for Llama Stack and MCP integration.

Read More »
Steve McDowell October 22, 2025
More Research Notes

Research Reports

Research Brief: Oracle Database 26ai Delivers Fully Integrated AI

November 5, 2025

Oracle released its Oracle Database 26ai at its recent AI World event in Las Vegas. The update makes the database an integrated platform that embeds artificial intelligence capabilities across data management, development, and analytics operations.

The platform integrates vector search capabilities with traditional database functions, supports agentic AI workflows through in-database tools and MCP servers, and extends analytics capabilities through Iceberg table format support. Oracle also bundles in advanced AI features, including AI Vector Search, at no additional cost.

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Research Brief: Cisco Partner Summit Infrastructure Announcements

November 4, 2025

At its 2025 Partner Summit in San Diego this week, Cisco announced three interconnected infrastructure initiatives to address the operational, connectivity, and edge-computing requirements of AI workloads.

The announcements span network management simplification through AgenticOps workflows, GPU-as-a-Service connectivity via SD-WAN integration with Megaport AI Exchange, and a new converged edge computing platform called Unified Edge.

Read More »

Research Report: Beyond Legacy Virtualization: Wind River’s Modern Alternative for Enterprise Infrastructure

October 31, 2025

Wind River Cloud Platform emerges as a compelling enterprise-grade alternative that addresses both immediate VMware challenges and long-term infrastructure modernization needs. Built on proven open-source technologies including StarlingX, Kubernetes, and OpenStack, the platform delivers unified management of both virtual machines and containers under a single, highly automated infrastructure solution.

Read More »

Research Report: Addressing Enterprise AI Data Challenges At Scale with the Dell AI Data Platform

October 31, 2025

This Research Report looks at how the Dell AI Data Platform addresses the challenges of AI-at-Scale with a purpose-built, modular approach that integrates file, block, and object storage into a unified system optimized for AI. Key components include data engines that enable aggregation, in-place querying, and searching across both structured and unstructured data sets, as well as storage engines that provide the necessary performance, scale, and security across on-premises, edge, and cloud environments.

Read More »

Research Brief: Oracle Autonomous AI Lakehouse

October 29, 2025

Oracle recently announced its Oracle Autonomous AI at its Oracle AI World event in Las Vegas. The new offering combines Oracle’s Autonomous AI Database platform with native Apache Iceberg support. The offering addresses persistent enterprise challenges around data lock-in and platform interoperability by providing standardized access to data across multiple clouds and catalogs.

Read More »

Research Brief: Oracle Globally Distributed Exadata Database on Exascale Infrastructure

August 7, 2025

Oracle announced the general availability of its Globally Distributed Exadata Database on Exascale Infrastructure, a managed cloud service that combines distributed database capabilities with serverless computing architecture. The platform automatically distributes and synchronizes data across multiple Oracle Cloud Infrastructure (OCI) regions, maintaining full SQL compatibility and support for Oracle Database features.

Read More »
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Blog

SC25
Steve McDowell

SC25: Beyond Super Computing

Supercomputing 2025 delivered a clear message to enterprise IT leaders: the infrastructure conversation has fundamentally changed. The announcements from SC25 were about architectural transformation.

From rack-scale designs to quantum integration to facility-level engineering, the building blocks of large-scale AI and HPC systems are being reimagined.

Read More »
Steve McDowell November 24, 2025
Microsoft Azure Cobalt 100
Steve McDowell

Call Notes: Q4 Semiconductor Tracker

We’re in a moment that’s less about individual chip performance and more about processing-at-scale. It’s all about sprawling AI racks, optics, interconnect, and custom silicon hungry for scale, speed, and a story.

Read More »
Steve McDowell November 11, 2025
More Blog Posts

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Upcoming Events

Sep 29-Oct 1  Data Center Power, San Antonio

Sep 29-Oct 2  SailPoint Navigate, Austin 

Oct 6-9            IBM TechXChange, Orlando

Oct 10-11       Speaking Engagement, Chicago

Oct 13-17       Oracle AI World, Las Vegas

Oct 14-17       Dell Analyst Event, Austin

Oct 15-16       NetApp Insight, Las Vegas

Oct 17-19       Private Client Event, Austin

Oct 20-23       Lenovo Analyst Event, Raleigh

Nov 10-12      Client Analyst Event, San Antonio

Nov 17-19      OpenText World, Nashville

Dec 1-4           AWS re:Invent, Las Vegas

Dec 7-8           Marvell Analyst Event, Santa Clara

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