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.
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Research Notes

Research Note: NVIDIA H100 Confidential Computing

This week, NVIDIA made its confidential computing capabilities for its flagship NVIDIA Hopper H100 GPU, previewed in August 2023, generally available. This makes NVIDIA’s H100 the first GPU with these capabilities, which are critical for protecting data as it is being processed.
This Research Note looks at confidential computing and how it works on the NVIDIA H100 GPU.

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Research Note: IBM FlashSystem 5300

IBM launched its new IBM FlashSystem 5300, a new entry-level storage solution with exceptional price performance, high availability, and enterprise-class data services within a compact 1U rack unit. The new array meets the needs of both small and large organizations facing the challenges of resource-constrained data centers and demanding workloads.

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Research Note: IBM FQ1 2024 Earnings

IBM’s recently announced fiscal Q1 2024 earnings show a steady trajectory of growth as IBM successfully executes its strategic shift towards hybrid cloud and AI. The technology giant’s software and consulting segments led the charge, driving revenue increases and demonstrating the ongoing success of IBM’s focus on enterprise solutions.

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Research Reports

Research Report: Oracle Database@Azure

Oracle and Microsoft Azure recently announced Oracle@Azure, making Microsoft Azure the only cloud provider besides Oracle itself capable of running Oracle’s database services with the performance, reliability, and security of Oracle Exadata and OCI

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Blog

Sovereign Cloud
Steve McDowell

Sovereign Cloud Explained

As enterprises increasingly migrate to the cloud, ensuring that data remains secure, private, and within legal jurisdictional boundaries is paramount. Sovereign cloud solutions have emerged as a pivotal technological innovation designed to address these complex requirements.

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5G Cell ORAN
Steve McDowell

Amdocs Survey Says: Telecom Slow to Embrace Generative AI

Amdocs, one of the giants in the telecommunications industry, together with analytics company Analysys Mason, released the results of a global survey of communications service providers to understand how generative AI impacts those CSPs. The results were surprising.

While the IT industry rapidly embraces generative AI to understand and manage infrastructure, telecom is moving much more slowly. The Amdocs survey showed that less than a quarter of CSPs use GenAI today. The surprising statistic is that nearly half of the respondents haven’t even begun exploring the technology.

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Dell AI
Steve McDowell

Nvidia And Dell Build An AI Factory Together

At last month’s Nvidia GTC conference, Dell Technologies unveiled the Dell AI Factory with Nvidia, a comprehensive set of enterprise AI solutions aimed at simplifying the adoption and integration of AI for businesses.

Dell also announced enhancements to its flagship PowerEdge XE9680 server, including options for liquid-cooling, which allows the server to deliver the full capabilities of Nvidia’s newly announced AI accelerators.

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AWS
Steve McDowell

AWS And Nvidia Expand AI Relationship

At the Nvidia GTC event in San Jose, Nvidia and Amazon Web Services made a series of wide-ranging announcements that showed a broad and strategic collaboration to accelerate AI innovation and infrastructure capabilities globally.

The joint announcements included the introduction of Nvidia Grace Blackwell GPU-based Amazon EC2 instances, Nvidia DGX Cloud integration, and, most critically, a pivotal collaboration called Project Ceiba.

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Google Cloud
Steve McDowell

Google Cloud Transforming Healthcare With AI

At the recent HIMSS24 event in Orlando, Google Cloud unveiled a set of new solutions designed to enhance interoperability, establish a robust data foundation, and deploy generative AI tools within the healthcare and life sciences sectors, all of which promise to improve patient outcomes.

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SPDX 3.0
Steve McDowell

Quick Take: SPDX 3.0 Release

The SPDX community, in collaboration with the Linux Foundation, recently released SPDX 3.0, marking a significant milestone in the Software Bill of Materials (SBOM) communication format.

SPDX 3.0 provides a comprehensive set of updates, including an overhauled model, specification, and license list and the addition of SPDX profiles designed to handle modern system use cases. This release improves the versatility and adaptability of the SBOM format.

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Upcoming Events

  • 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 12-13                    Private Analyst Event, NYC
  • 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 &
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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