NAND Research

Insights & Intelligence for the
Enterprise Infrastructure Market

NAND Research brings together the insights that only a top-tier industry analyst can provide with a modern social-media-savvy approach to messaging frameworks, content, and delivery.
NAND works with some of the biggest names in enterprise IT to help bring the right products to market, while helping enterprise IT organizations make smarter decisions about emerging technologies and vendors. 
NAND Research was founded by a team of top industry analysts, all former executives in tier-one technology companies. The team’s deep expertise includes product marketing and messaging, business model development, and technology strategy.

Research Notes

Research Note: Dell APEX Files for Microsoft Azure

Dell recently introduced its new APEX File Storage for Microsoft Azure, designed to enhance businesses’ multi-cloud capabilities. The new solution integrates Dell PowerScale OneFS, its high-performance storage system, into the Azure cloud, allowing customers to manage and consolidate data efficiently, reduce costs, and improve data security and protection. It also utilizes Azure’s AI tools to provide quicker insights.

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Research Note: Intel Gaudi 3

Intel announced its long-anticipated new Intel Gaudi 3 AI accelerator at its Intel Vision event. The new accelerator offers significant improvements over the previous generation Gaudi 3 processor and promises to challenge Nvidia’s current generation accelerators in training and inference for LLMs and multimodal models.

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Research Note; Arm Ethos U-65 microNPU

Arm introduced its new Ethos-U65 microNPU (Neural Processing Unit). This state-of-the-art AI accelerator facilitates machine learning (ML) inference in many embedded systems and high-performance devices.

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Research Reports


Steve McDowell

Quick Take: SAP’s New Business AI Capabilities

At the recent NVIDIA GTC event, SAP and NVIDIA announced an expanded partnership to enhance generative AI integration across SAP’s cloud solutions and applications. The collaboration focuses on developing SAP Business AI, which integrates scalable, business-specific generative AI capabilities within various SAP offerings, including SAP Datasphere, and SAP BTP.

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Image of VAST Data logo
Steve McDowell

Quick Take: VAST Data’s Nvidia DPU-Based AI Cloud Architecture

VAST Data recently introduced a new AI cloud architecture based on Nvidia’s BlueField-3 DPU technology. The architecture is designed to improve performance, security, and efficiency for AI data services. The approach seeks to enhance data center operations and introduce a secure, zero-trust environment by integrating storage and database processing into AI servers. 

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NetApp Logo
Steve McDowell

Quick Take: NetApp’s Real-Time Ransomware Detection For ONTAP

NetApp announced new cyber-resiliency capabilities to help customers better protect against and recover from ransomware attacks. Integrating AI and ML into its enterprise primary storage solutions, NetApp offers real-time ransomware protection for primary and secondary data, regardless of whether it’s stored on-premises or in the cloud.

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Abstract image of earnings.
Steve McDowell

CrowdStrike’s Earnings Beat + Flow Acquisition

CrowdStrike released its fiscal Q4 2024 results, beating consensus on revenue and earnings while providing strong guidance for the coming year. The company also announced the acquisition of Flow, which offers unique capabilities for protecting data within cloud environments.

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Upcoming Events

  • April 15-18                      Data Center World, Washington DC
  • April 22                            Private Client Event, NYC
  • April 23-25                      Private Analyst Event, San Jose 
  • April 30 – May 2             Atlassian Team24, Las Vegas
  • May 6-9                           RSA Conference, San Francisc
  • May 6-9                         Red Hat Summit, Denver
  • May 20-23                     Dell Tech World, Las Vegas
  • May 20-23                     Nutanix .NEXT, Barcelona
  • June 10-12                    AWS re:Inforce, Philadelphia
  • June 12-13                    Private Analyst Event, NYC
  • June 18-20                    HPE Discover, Las Vegas

Research & Advisory

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 &

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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