Research Note: Hammerspace Hyperscale NAS
Hammerspace unveiled its new high-performance NAS architecture, Hyperscale NAS, to cater to the growing demands of enterprise AI, machine learning, deep learning initiatives, and the increasing use of GPU computing both on-premises and in the cloud.
Research Brief: Inside Arm’s Neoverse CSS N3 & V3 Announcements
Arm brings two new Neoverse compute subsystems to market, each based on its third-generation Neoverse IP, extending its N-Series and V-Series product lines. These new platforms, Neoverse CSS N3, and V3, aim to improve performance-per-watt and support the implementation of new technologies like chiplets.
Research Note: Palo Alto Networks FQ2 2024 Earnings
Palo Alto Networks announced its fiscal Q2 2024 earnings with impressive figures that beat consensus for both revenue and EPS, showcasing its continued growth and market resilience. The company reported a 19% year-over-year increase in revenue, reaching $1.98 billion, along with a 16% rise in billings.
Quick Take: Dell’s PowerScale F210 and F710
Dell Technologies today announced the introduction of two new all-flash storage arrays, the PowerScale F210 and F710, as part of its commitment to delivering AI-optimized infrastructure. The PowerScale platform is designed to be AI-ready, offering exceptional performance, scalability, efficiency, federal-grade security, and multi-cloud agility.
Quick Take: IBM Acquisition of Advanced’s Application Modernization Division
IBM announced the pending acquisition of application modernization capabilities from Advanced, a strategic move by IBM to bolster its position in hybrid cloud and AI. The terms of the deal were not disclosed, but is expected to close in the second quarter of 2024.
This acquisition will enhance IBM Consulting’s services in mainframe application and data modernization, marking a significant step in IBM’s ongoing commitment to supporting clients through their digital transformation journeys.
Quick Take: Tanium’s Autonomous Endpoint Management (AEM)
Tanium, a leader in converged endpoint management, is bringing AEM into the mainstream, highlighting the technology as the future direction of its XEM platform at its recent Converge event.
Let’s look at AEM and how it might impact the cybersecurity market.
Observability’s Now Strategic for IT
Observability allows IT organizations to monitor and understand the internal states of systems by examining their outputs. Observability has transcended its origins in monitoring, evolving into a sophisticated discipline that leverages AI to provide deep insights and predictive capabilities; it’s become a strategic need for enterprise IT.
Quick Take: Microsoft & Vodafone’s Strategic Engagement
Vodafone and Microsoft announced a significant 10-year strategic partnership aimed at driving digital transformation for businesses and consumers across Europe and Africa, leveraging their combined strengths in technology and connectivity.
The collaboration will focus on enhancing Vodafone’s customer experience through Microsoft’s AI, expanding Vodafone’s managed IoT connectivity platform, developing new digital and financial services for SMEs, and revamping Vodafone’s global data center strategy.
Research Note: Honeywell’s $300M Investment in Quantinuum
Honeywell continues its investments in quantum computing by announcing a $300 million equity fundraising for Quantinuum, the leading integrated quantum computing company, valuing it at $5 billion pre-money.
Research Note: Informatica Q4 2024 Earnings
Informatica, a prominent player in the enterprise cloud data management sector, this week announced its financial results for the fourth quarter, showcasing significant strides in its cloud-first strategy.
This Research Note delves into the key financial achievements and strategic milestones that Informatica has attained amidst a rapidly evolving digital landscape.