Analysis for Enterprise Infrastructure Leaders

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

Recent Research

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

SUSE Acquires Losant: Extending the Open Edge Stack into Industrial IoT

Steve McDowell
February 21, 2026

SUSE announced the acquisition of Losant, a Cincinnati-based industrial IoT (IIoT) platform. The acquisition marks a material expansion for SUSE, moving the company from being primarily an edge infrastructure provider (built around SUSE Linux Micro and K3s) to the application and orchestration layer, where operational data from industrial devices is

Dell Expands Private Cloud Portfolio with Nutanix AHV Support

Steve McDowell
February 19, 2026

Dell Technologies recently announced the expansion of its Dell Private Cloud offering to support Nutanix AHV as a third hypervisor option, complementing existing support for VMware vSphere and Red Hat OpenShift Virtualization.

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

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