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: 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 Note: AMD Versal Edge Series Gen 2

AMD expands its Versal portfolio with the introduction of its Versal AI Edge Series Gen 2 and Versal Prime Series Gen 2 adaptive SoCs. These next-generation solutions cater to the increasing demands for AI-driven and classic embedded systems, providing a balanced mix of performance, power efficiency, functional safety, and security within a single chip.

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Research Reports


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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Google Cloud
Steve McDowell

Quick Take: Google Axion Arm-based Processor

At its Google Cloud Next event, Google announced its new in-house designed Axion processor, a series of custom Arm-based CPUs explicitly designed for data center applications. These processors are part of Google’s continued investment in custom silicon to enhance its cloud computing services’ performance and energy efficiency.

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Steve McDowell

Quick Take: Wasabi AiR Intelligent Media Storage

Wasabi AiR integrates artificial intelligence to transform how video content is stored, accessed, and utilized. The new offering combines the cost-effectiveness and high performance of Wasabi’s object storage with sophisticated AI capabilities, including automatic metadata tagging and multilingual searchable speech-to-text transcription.

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Pure Storage FQ4 2024
Steve McDowell

Subscription Growth Fuels Pure Storage Earnings Beat

In its fiscal Q4 2024 earnings release, Pure Storage exceeded revenue and operating profit guidance, demonstrating strong financial performance and market demand for its products and services. The most interesting aspect of Pure’s earnings is the growth of its subscription-based business, now accounting for more than 40% of its total revenue.

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Steve McDowell

Quick Take: Dell Technologies New 5G Solutions

Dell Technologies introduced several new offerings designed to simplify the deployment of advanced 5G solutions by communication service providers.

The new offerings center around the Dell Telecom Infrastructure Automation Suite, which automates the management and orchestration of a CSP’s network infrastructure. The new suite also sits at the center of Dell’s Telecom Infrastructure Blocks for Red Hat update.

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Upcoming Events

  • April 9-11                        Google Cloud Next, Las Vegas
  • April 15-18                      Data Center World, Washington DC
  • April 22                            Private Client Event, NYC
  • April 23-25                      Analyst Event, San Jose 
  • April 30 – May 2             Atlassian Team24, Las Vegas
  • May 6-9                           RSA Conference, San Francisco
  • 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 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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