Analysis for Enterprise Infrastructure Leaders

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

Recent Research

Qualcomm Validates HBC Silicon

Steve McDowell
November 3, 2026

Qualcomm validated first-generation HBC silicon, showing 18x LPDDR5X bandwidth and over 5x HBM4 efficiency. See what it means for the Dragonfly AI250 and AI inference.

Marvell to Acquire Lumentum

Steve McDowell
November 3, 2026

Marvell’s $115 billion all-stock deal for Lumentum explained, covering strategic rationale, Qualcomm’s AWS optics challenge, and what it means for AI networking buyers.

Platform ONE Takes Center Stage: Extreme Networks Q1 FY27 Analysis

Michael McDowell
November 3, 2026

Extreme Networks' first quarter FY27 results suggest the company is trying to do something more significant than selling faster Wi-Fi and attaching AI marketing language to the box.

IBM Connects Two 120-Qubit Processors With 99% State-Transfer Fidelity

Steve McDowell
October 29, 2026

IBM links two 120-qubit Nighthawk processors with meter-scale L-couplers at 99% state-transfer fidelity. Analysis of the engineering gaps on the road to Starling.

Oracle Deep Trust AI Architecture

Steve McDowell
October 28, 2026

Oracle Deep Trust AI Architecture moves access control and business rules into the database to govern AI agents. See how it compares with Snowflake, Databricks, and AWS.

Intel to Acquire Classiq, Build a Full-Stack Quantum Platform

Steve McDowell
October 27, 2026

Intel will acquire Classiq to add quantum software to its silicon spin-qubit stack. Analysis covers the rationale, risks, and rivals including Qiskit and CUDA-Q.

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