Halcyon’s Latest Funding Shows Robust Cybersecurity Growth

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Halcyon, an emerging player in the cybersecurity anti-ransomware sector, recently marked a significant milestone in its growth trajectory, securing an additional $40 million in a Series B funding round. This recent infusion of capital brings the company’s total funding to an impressive $84 million, following a $44 million Series A round last April.

Research Note: Inside Juniper’s Next-Gen AI Networking

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Juniper Networks introduced its AI-Native Networking Platform, designed to fully integrate AI into network operations to enhance experiences for users and operators. This platform, a first in the industry, is built to use AI to make network connections more reliable, secure, and measurable.

Research Note: Inside Intel’s 4Q 2023 Data Center & AI Earnings

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The latest earnings release from Intel Corporation offers a comprehensive overview of the company’s current trajectory and outlook, underscoring significant strides in its ambitious IDM 2.0 transformation.

This Research Note focuses primarily on Intel’s Data Center & AI Group (DCAI) and those elements that impact enterprise infrastructure.

Quick Take: Chronosphere Acquires Calyptia


Chronosphere, a cloud-native environment observability provider, recently announced the acquisition of Calyptia, a specialist in observability pipelines. This marks a significant expansion in Chronosphere’s capabilities.

Research Note: Western Digital FQ2’24 Earnings

Western Digital Earnings

Western Digital’s fiscal year 2024 second-quarter results have spotlighted the company’s strategic maneuvers in a turbulent technology landscape. Reporting a revenue of $3 billion and facing a non-GAAP loss per share of $0.69, Western Digital finds itself at a crucial crossroads.

Research Note: IBM’s 4Q 2023 Earnings Results

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IBM announced its fourth-quarter 2023 earnings, highlighting significant revenue growth across all segments, driven by the adoption of its hybrid cloud and AI offerings. The company beat analyst expectations for both revenue and income.

Equinix Launches Fully Managed NVIDIA DGX AI


Equinix launched a fully managed private cloud service to facilitate enterprises’ acquisition and management of NVIDIA DGX AI supercomputing infrastructure. This service is aimed at helping businesses build and run custom generative AI models.

The Unexpected Impact of VMware Cost Reductions

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While VMware’s new price reductions may seem positive on the surface, there are significant questions as to whether IT buyers are actually saving money, especially as clarity emerges on the details of VMware’s new bundling scheme and the operational limits it’s now placing on products like vSAN.

Quick Take: Intel’s New Emerald Rapids Processor

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Intel unveiled its new Emerald Rapids processors, part of its 5th-Gen Xeon Scalable lineup. The new processors arrive with multiple features designed to enhance performance across workloads, including AI and HPC.

Research Note: Inside OpenText’s New CE 24.1 Release

OpenText announced its OpenText Cloud Edition 23.4, which brings new generative AI capabilities to its OpenText Content Aviator and new features targeting supply chain efficiency, improved business intelligence, security and governance, and even DevOps.