Research Note: Inside Q3 2023 Cloud Earnings
This research note delves into the earnings reported by the top three public cloud providers (Amazon, Microsoft, and Google) over the past week.
What Q3 Earnings Tell Us about Public Cloud
The recent earnings reports from the top three public cloud providers, Amazon Web Services (AWS), Microsoft, and Google Cloud, shows that the overall public cloud market remains robust and is starting to show signs of increased growth after several quarters of shrinking growth.
Inside HashiCorp’s Multiple Announcements at HashiConf
HashiCorp recently wrapped up its annual HashiConf event in San Francisco, where it talked to developers and investors alike. HashiCorp tells a good story, one that you should know. Let’s look at some of its recent innovations.
Research Note: Inside the IBM Research NorthPole Accelerator
IBM Research has developed and released details on a groundbreaking AI chip called NorthPole, which could revolutionize AI hardware systems. Unlike traditional computer chips, NorthPole integrates processing units and memory on the same chip, eliminating the von Neumann bottleneck and significantly improving efficiency.
Research Note: Databricks Acquires Arcion
Databricks announced its intention to acquire Arcion, an enterprise data replication specialist and a part of the Databricks Ventures portfolio. The acquisition, valued at over $100 million, is set to bolster Databricks’ capability to natively ingest data from a myriad of databases and SaaS applications into their Lakehouse Platform.
Dell Introduces APEX Cloud Platform for OpenShift
Dell continues its push into multi-cloud with announcement of its Dell APEX Cloud Platform for Red Hat OpenShift.
Lenovo Relentlessly Focused on AI at Tech World 2023
Lenovo’s Global Tech World is underway in Austin this week where the company shows off the latest innovations from its wide range of product teams. Despite its expansive portfolio, the clear focus for Lenovo is on capturing mindshare around enterprise AI while also riding the wave propelling most of the growth in the IT industry.
IBM Acquires Manta, Bolsters Watson.x
IBM announced the acquisition of Manta Software for an undisclosed amount. Manta is a leading data lineage platform that allows enterprises to understand their data better.
NetApp Releases 2023 Data Complexity Report
NetApp released its 2023 Data Complexity Report results showing the impact of cloud migration, cybersecurity, and even sustainability on enterprise data infrastructure.
Palo Alto Networks Prisma Cloud Gains Code-to-Cloud Intelligence
Palo Alto Networks has unveiled the latest iteration of its leading Prisma Cloud offering, which it calls “Darwin.” The new Prisma Cloud release introduces tools and features that secure the entire application lifecycle, from the code’s inception to its deployment and runtime in the cloud.
VAST Data to Provide Data Infrastructure for Lambda
Lambda and VAST Data have engaged in a new strategic partnership that brings the VAST Data Platform to Lambda.
NetApp And Equinix Metal Introduce BM Storage-as-a-Service
NetApp and Equinix Metal this week introduced a new Bare-Metal-as-a-Service (BMaaS) storage solution, integrating NetApp Storage with Equinix Metal to operate as an as-a-service model through NetApp Keystone.
Arm introduces Arm Total Design to Further Simplify SoC Development
Arm this week introduced its Arm Total Design program for Neoverse CSS, an ecosystem approach to facilitate developing and delivering custom system-on-chip (SoC) solutions based on Arm’s Neoverse Compute Subsystems (CSS).
Research Note: Inside the Dell PowerMaxOS 10.1 Update
Dell Technologies has updated its high-end block storage OS, PowerMaxOS, with version 10.1. The update focuses on several key areas, including data reduction, power usage monitoring, and cybersecurity certification.
Confluent Introduces Partner-Driven Real-Time AI Initiative + New AI Tools
Confluent, a leader in data streaming and steward of the open-source Apache Kafka system, recently announced a new initiative called “Data Streaming for AI” to aid organizations in developing real-time AI applications. It also introduced new AI-enabled tools.
ServiceNow Introduces Now Assist, Bringing GenAI to its Now Platform
ServiceNow unveiled its new “Now Assist” family of solutions earlier this month as part of a major expansion of its powerful Now Platform, introducing new generative AI capabilities for IT Service Management, Customer Service Management, HR Service Delivery, and creators.
Inside Hitachi Vantara’s new Virtual Storage Platform One
Hitachi Vantara’s new Virtual Storage Platform One is designed to address the challenges faced by IT leaders who need to scale data and modernize applications across complex, distributed hybrid and multi-cloud infrastructures.
OpenText Releases Aviator AI Tools for Business & Technologists
OpenText unveiled a broad expansion of its enterprise-class Aviator platform with new AI capabilities spanning business and technology needs. Aviator is OpenText’s AI platform, designed to enable organizations to leverage AI for various applications without moving their data.
Google Brings Vertex AI Search to Healthcare
Google Cloud introduced enhancements to its Vertex AI Search tailored for healthcare and life sciences organizations. The solution enables the application of medical-tuned generative AI search on diverse data sources, including clinical data like FHIR data and clinical notes.
SailPoint Introduces Atlas Identity Management Platform
SailPoint Technologies this week unveiled its new SailPoint Atlas platform, its new multi-tenant SaaS platform that serves as the foundation for the SailPoint Identity Security Cloud, offering a common set of services that simplify and accelerate identity security operations for modern enterprises.
Cloudian, AMD & Micron Boost Performance of Object Storage
Cloudian, in partnership with AMD and Micron, recently demonstrated a significant breakthrough in object storage performance and energy efficiency, delivering extreme performance levels from Cloudian’s software-defined object storage solution.
Inside Pure Storage’s New Evergreen Offerings
Pure announced that it would pay back its customers for the power and rack costs for its Evergreen//One Storage-as-a-Service.
The company also introduced new guarantees for its overall storage portfolio that make its storage easier to procure while increasing its longevity. The new options include flexible financing, enhanced resilience, and AI-powered service capabilities.
Inside Microsoft’s New Cloud-Based Data & AI Solutions for Healthcare
Microsoft announced its first industry-specific application of its Fabric analytics platform, introducing new healthcare-focused AI models, and releasing new AI-driven tools to simplify the clinician experience.
Research Note: Pure Storage’s New & Updated Evergreen Offerings
Pure Storage introduced several enhancements that the bar for how Infrastructure- as-a-Service is delivered. At the same time, the company expanded its longevity programs to give IT organizations an unprecedented level of investment protection.
NVIDIA, Wind River & NTT DOCOMO Deliver First GPU-Accelerated 5G vRAN Solution
NVIDIA, along with Japanese telecom provider NTT DOCOMO, recently announced a pioneering GPU-accelerated commercial Open RAN 5G built on NVIDIA, Fujitsu, and Wind River technology. This marks the world’s first deployment of a GPU-accelerated commercial 5G network by a telecom provider.
In Conversation: Infinidat CMO Eric Herzog on Strengthening Enterprise Storage
Enterprise storage is changing as IT organizations demand more flexible, more affordable, easier to use, cyber-resilient, and higher-performance storage solutions.
Infinidat CMO Eric Herzog and NAND Research Principal Analyst Steve McDowell delve into the evolving needs of enterprise storage, and how Infinidat’s recent innovations expand the options available to enterprise IT.
Dell Launces APEX Block Storage for Azure
This week, Dell has launched its new APEX Block Storage for Azure, just days after it released its APEX Cloud Platform for Microsoft Azure.
Let’s look at what Dell is delivering.
Dell’s Validated Design for Generative AI + New Tools & Services
Dell Technologies announced a significant expansion of its Generative AI Solutions portfolio to empower businesses embarking on their GenAI journeys. This expansion delivers advanced infrastructure, professional services, and a collaborative data solution to help organizations derive intelligence from their data securely and efficiently.
Dell Launches APEX Cloud Platform for Microsoft Azure
Today Dell Technologies launched its APEX Cloud Platform for Microsoft Azure. This makes Dell the first partner in Microsoft’s Premier Solutions for Azure Stack HCI category, the latest in a long history of joint innovation between the two companies.
Let’s look at the new Dell APEX Cloud Platform for Azure.
IBM Releases Granite Foundation Models for Enterprise AI
IBM takes a big step towards addressing enterprise requirements for generative AI with its new Granite Foundation Models. Let’s look at what IBM announced.