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 Evolves into AI Platform at Summit 2025

Snowflake recently held its annual Snowflake Summit in San Francisco where the announcements show the company evolving from a data warehouse provider to an AI platform orchestrator. The announcements address three core enterprise challenges: democratizing data access beyond technical teams, accelerating AI development workflows, and reducing data integration overhead.

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Research Note: Broadcom Releases VMware Cloud Foundation 9.0

Broadcom has announced the general availability of VMware Cloud Foundation (VCF) 9.0, a major release that advances its unified private cloud platform across on-premises, edge, and managed service provider environments.

This release consolidates infrastructure management and developer operations into a single interface while integrating support for AI workloads, modern applications, and advanced cost transparency and security features.

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Research Note: AMD Raises its Game at its Advancing AI 2025 Event

AMD announced a comprehensive portfolio of AI infrastructure solutions at its recent Advancing AI 2025 event, positioning itself as a full-stack competitor to NVIDIA.

The announcements include the immediate availability of MI350 Series GPUs with 4x generational performance improvements, the ROCm 7.0 software platform achieving 3.5x gains in inference, and the AMD Developer Cloud for broader ecosystem access.

AMD also previewed its 2026 “Helios” rack solution, which integrates MI400 GPUs, EPYC “Venice” CPUs, and Pensando “Vulcano” NICs.

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Research Reports

Research Report: Understanding VMware Alternatives

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

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.

Read More »

Blog

Cisco Live
Michael McDowell

Cisco Live Day 1 Recap

San Diego- the sun’s shining, the breeze is cool, and Cisco Live! 2025 just kicked off, bringing all sorts of cool vibes and as expected, a boatload of announcements. But here’s the real talk: Cisco has come to play with their AI powered networking gear.

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HPE Aruba
Michael McDowell

HPE Aruba Networking Levels Up for the AI Age

Big news from Hewlett Packard Enterprise (HPE)! Its Aruba Networking crew just dropped some major upgrades for both wired and wireless networks. The goal? To tackle the huge demands of AI, IoT, and other super-fast apps, proving HPE’s serious about keeping businesses ahead of the game.

Read More »
Dell Logo
Steve McDowell

Quick Take: Dell Tech World 2025

Last week I was back in Las Vegas for Dell Technologies World 2025. The company has a broad portfolio but was telling a single-minded story: Dell has a relentless focus on AI, emphasizing the Dell AI Factory and the shift towards on-premises enterprise AI solutions.

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Arista Networks
Michael McDowell

Arista Eyes VeloCloud: A Strategic Move in the Networking Game?

The SDWAN world is buzzing with reports suggesting that Arista Networks is set to acquire VeloCloud, Broadcom’s software-defined wide area network (SD-WAN) business. While no official announcement confirming the deal has been made, the potential acquisition has sparked considerable discussion about the strategic implications for both companies and the broader networking market.

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