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.

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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

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Research Notes

Research Note: IBM DS8000 Mainframe Storage

IBM introduced its tenth-generation DS8000 mainframe storage, designed to store more data and access it faster. The new lineup includes the DS8A10 entry-level product and the larger DS8A50, which succeed previous models like the DS8910F, DS8950F, and DS8980F.

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Research Note: Juniper Expands AIOps Portfolio

Juniper Networks expanded its AI-driven networking portfolio by introducing new Ops4AI initiatives. These solutions integrate AI-driven automation and optimization to enhance network performance, particularly focusing on the growing demands of AI workloads within data centers.

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Research Note: Oracle Q1 FY2025 Earnings

Oracle’s fiscal Q1 2025 results beat Wall Street expectations, reporting $13.3 billion in total revenue, an 8% increase year-over-year. More impressively, its cloud revenue surged 22%, hitting $5.6 billion, a key driver of its overall growth. Oracle’s multi-cloud strategy, coupled with cutting-edge AI capabilities, has expanded its market reach and enhanced its profitability.

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Research Note: Cerebras Inference Service

Cerebras Systems recently introduced Cerebras Inference, a high-performance AI inference service that delivers exceptional speed and affordability. The new service achieves 1,800 tokens per second for Meta’s Llama 3.1 8B model and 450 tokens per second for the 70B model, which Cerebras says makes it 20 times faster than NVIDIA GPU-based alternatives.

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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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Research Brief: IBM & Palo Alto Networks Strategic Partnership

IBM and Palo Alto Networks recently entered into a groundbreaking partnership, driving a substantial shift in the cybersecurity landscape. The new collaboration leverages each company’s strengths to enhance AI-powered customer security outcomes, while also moving IBM’s QRadar offering to Palo Alto Networks.

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Blog

JFrog
Steve McDowell

JFrog Introduces Comprehensive Runtime Security Solution & Nvidia Integration

Announced this week at its annual swampUp event, the new JFrog Runtime is a robust runtime security solution that offers end-to-end protection for applications throughout their lifecycle. Alongside this launch, JFrog also revealed a new product integration with NVIDIA, which will enable users to secure and manage AI models more effectively using NVIDIA’s AI infrastructure.

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Nutanix FQ1'24 Earnings
Steve McDowell

Quick Take: Nutanix Q4 FY 2024 Earnings

Nutanix reported its Q4 FY 2024 earnings, showing strong financial performance and strategic advancements and beating Wall Street estimates for both revenue and earnings. The company exceeded its financial targets, showcased innovation, and deepened partnerships, positioning itself as a critical player in the hybrid multi-cloud space.

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NetApp FQ1'25 Earnings
Steve McDowell

Quick Take: NetApp Q1 FY’25 Earnings

NetApp reported strong financial results for the first quarter of its fiscal year 2025. The company continues to demonstrate resilience and growth despite ongoing macroeconomic uncertainties, leveraging its innovative solutions in flash storage, cloud services, and AI to drive revenue growth and enhance market share.

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Upcoming Events

  • Aug 25-28              Hot Chips 2024, Palo Alto
  • Sep  9-12                Oracle Cloud World, Las Vegas 
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  • Sep 18-19               Confluent Current, Austin 
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