Analysis for Enterprise Infrastructure Leaders

The latest research on the technologies, trends, and decisions shaping enterprise IT.

Recent Research

HPE Connectivity and Compute Announcements (MWC 2026)

Steve McDowell
March 9, 2026

At MWC 2026, Hewlett Packard Enterprise announced a significant expansion of its service provider portfolio, its broadest set of announcements following its acquisition last year of Juniper Networks. The announcements focus on three primary pillars: ultra-high-density routing for AI backbones, modular compute for the telecommunications edge, and an integrated cloud

Call Notes: Quarterly Semiconductor Update (March 2026)

Steve McDowell
March 5, 2026

Every quarter I participate in a call for buy-side investment analysts focused on the broader datacenter/hyperscaler semiconductor ecosystem. Here, I’m sharing the raw notes I used to drive that call.

NVIDIA Strategic Investments in Optical Interconnects

Steve McDowell
March 4, 2026

NVIDIA has committed over $4 billion in direct strategic investments across two optical interconnect companies, Lumentum and Coherent, supplemented by multibillion-dollar purchase agreements and equity participation in the optical startup Ayar Labs

Memory & Flash Crisis Update (March 2026)

Steve McDowell
February 28, 2026

The global memory market entered 2026 in a state of structural supply constraint. AI infrastructure demand has reallocated semiconductor manufacturing capacity toward HBM for GPU accelerators, creating scarcity in conventional DRAM and NAND flash products.

How to Think about VAST Data

Steve McDowell
February 27, 2026

If you've been tracking the enterprise infrastructure space for the past few years, you've probably encountered VAST Data. And if you're like most IT practitioners I talk to, you've probably filed them in the "high-performance storage vendor" folder in your brain.

Everpure: Pure Storage’s Rebrand & Evolution to Data Management Platform

Steve McDowell
February 23, 2026

NAND Research delivers competitive analysis and market intelligence that help organizations understand positioning, evaluate competitors, and identify strategic opportunities in rapidly evolving technology markets.

NAND Research Field Guides

NAND Field Guides

The NAND Field Guides are practical handbooks on infrastructure topics outlining strategy, implementation, real-world examples, and common pitfalls.

Field Guides

Cybersecurity