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

A photograph of Intel processors

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.