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.

Messaging Strategy &
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

Research Notes

Research Note: Couchbase Edge Server for Offline-First Data Processing

Couchbase recently announced its new Couchbase Edge Server, a lightweight, offline-first database and sync solution designed for edge computing environments. The new solution extends Couchbase’s mobile data synchronization capabilities to resource-constrained deployments where full-scale database solutions are not feasible.

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Research Note: ServiceNow to Acquire Moveworks

ServiceNow has agreed to acquire Moveworks, an enterprise AI assistant and search technology provider. The cash-and-stock transaction, expected to close in the second half of 2025, is ServiceNow’s largest acquisition.

The acquisition strengthens ServiceNow’s agentic AI strategy and expands its capabilities in AI-driven enterprise automation, employee experience, and search.

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Research Note: IBM FlashSystem C200 High-Capacity Flash Archive

IBM recently announced its FlashSystem C200, a new storage platform integrating 46 TB QLC NAND drives to provide an archive tier within a FlashSystem grid. The C200 expands IBM’s FlashSystem portfolio with a high-density flash solution that competes with traditional nearline HDD storage.

IBM claims the C200 provides flash-like performance with QLC-level economics, enhanced endurance, and seamless grid integration.

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Research Note: Rubrik Expanded Cyber-Resilience Capabilities

Rubrik recently announced new cyber-resilience features to strengthen data protection across public cloud, SaaS, and on-premises environments. The latest enhancements focus on threat detection, data protection, identity recovery, and automated recovery processes to mitigate cyberattack risks.

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Research Reports

Research Report: Understanding VMware Alternatives

Broadcom’s acquisition of VMware has left a lasting impact on the enterprise IT landscape. Promising simplification, Broadcom’s licensing and bundling changes have instead created confusion, increased costs, and led to widespread dissatisfaction among VMware customers. Many of these customers are actively exploring alternatives, driven by frustration and the need to future-proof their IT environments. This Research Report takes a look at how to best approach looking for a VMware alternative.

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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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Blog

Newsletter
Steve McDowell

NAND Insider Newsletter: March 10, 2025

Every week NAND Research puts out a newsletter for our industry customers taking a look at what’s driving the week, and what happened last week that caught our attention. Below is a excerpt from this week’s, March 10, 2025.

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CoreWeave
Steve McDowell

CoreWeave’s Wild Ride Towards IPO

CoreWeave, the AI-focused cloud provider that’s that was early in catching and riding the generative AI boom, is officially gunning for the big leagues. The NVIDIA-backed company has filed for an IPO, looking to capitalize on the insatiable demand for AI compute.

That’s big news for the AI infrastructure world, where CoreWeave has rapidly positioned itself as a major player, taking on the likes of Amazon, Google, and Microsoft.

But before you start picturing ringing bells on Wall Street and champagne toasts, there’s more to the story. A lot more.

Read More »
Survey Says
Steve McDowell

March Survey Round-Up: AI is Booming, But Data Quality & Security Haunt Leaders

Who doesn’t love a good survey? We’ve combed through a bumper crop of new surveys on AI and tech trends for 2025 to find the bottom line: Executives can’t pump the brakes on AI spending — but lousy data, security holes, and an alarming skills gap could cause serious headaches.

Let’s look at what we’ve learned from February’s batch of surveys tell us about the state of enterprise IT.

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A roll-up of the week’s industry news with analysis and opinion delivered to your inbox every Monday.

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