Research Note: UALink Alliance & Accelerator Interconnect Specification
UALink is a new open standard designed to rival NVIDIA’s proprietary NVLink technology. It facilitates high-speed, direct GPU-to-GPU communication crucial for scaling out complex computational tasks across multiple graphics processing units (GPUs) or accelerators within servers or computing pods.
Research Note: IBM InstructLab LLM Tool Kit
At IBM’s 2024 Think conference in Boston, IBM Research unveiled InstructLab, developed in collaboration with Red Hat, to address the inefficiencies of existing training approaches by enabling collaborative, cost-effective model customization.
Research Note: Nutanix FQ3 2024 Earnings
Nutanix reported impressive financial results for its fiscal Q3 2024 quarter, demonstrating significant growth and operational efficiency. The company surpassed its revenue expectations, achieving $525 million, a clear indicator of its robust execution and strategic advancements in the IT sector.
Research Note: Pure Storage FQ1 2025 Earnings
Pure Storage’s Q1 FY2025 earnings show a positive tone for the year, showcasing a remarkable return to double-digit revenue growth and solidifying its strategic position in the competitive data storage market. With an 18% year-over-year revenue increase, the company has demonstrated its ability to leverage emerging opportunities, particularly in AI-driven workloads and hyperscaler environments.
Quick Take: Hitachi/Google Cloud AI Partnership
Hitachi and Google Cloud announced a multi-year partnership to drive enterprise innovation and productivity using generative AI. Hitachi will establish a new business unit that addresses industry challenges with AI technologies like Gemini models and Vertex AI. The partnership also helps expand Hitachi’s Lumada digital business and improve operational efficiencies within the Hitachi Group.
Research Note: Ampere Computing 1H 2024 Roadmap Update
Ampere Computing released its annual roadmap update, outlining significant progress and strategic initiatives aimed at driving innovation in sustainable, power-efficient computing for cloud and AI applications.
Quick Take: Microsoft Corp. and G42 Digital Investments in Kenya
Microsoft and G42 announced a substantial digital investment initiative in Kenya, partnering with the Republic of Kenya’s Ministry of Information, Communications, and the Digital Economy.
The initiative, supported by an initial $1 billion investment arranged by G42, aims to enhance Kenya’s digital infrastructure, AI capabilities, and connectivity, fostering the region’s digital transformation and economic growth.
Research Note: Lenovo FQ4 2024 Earnings
Lenovo Group announced its fiscal Q4 and full-year results for fiscal year 2023/24, showing a significant resurgence with a near 10% year-on-year revenue growth to US$13.8 billion in the fourth quarter.
Quick Take: CoreWeave $7.5B Debt Financing to Expand AI Infrastructure
GPU-cloud provider CoreWeave announced a definitive agreement for a $7.5 billion debt financing round. The funds will be used to expand CoreWeave’s high-performance computing infrastructure to meet the demands of existing contracts with enterprise customers and AI innovators.
Microsoft Azure Cobalt 100 Arm-based VMs
At its 2024 Microsoft Build Event this week, Microsoft announced the preview of new Azure Virtual Machines powered by Microsoft’s previously announced in-house-design Arm-based processor, the Cobalt 100
Microsoft New Phi-3 Model Additions
This week at the Microsoft Build 2024 conference, the tech giant announced an exciting set of updates to its Phi-3 family of small, open models. The news includes the introduction of Phi-3-vision, a multimodal model that combines language and vision capabilities, providing developers with powerful tools for generative AI applications.
Quick Take: IBM and Salesforce Strategic Partnership
At IBM Think in Boston this week, IBM and Salesforce announced an expanded strategic partnership integrating IBM’s watsonx AI and Data Platform capabilities with the Salesforce Einstein 1 Platform. This collaboration gives enterprise customers great choice and flexibility in AI and data deployment.
Quick Take: Informatica GenAI Enhancements
At the ongoing Informatica World in Las Vegas, enterprise cloud data management leader Informatica announced significant product innovations that promise to use generative AI to bring secure and instant access to critical data insights to its customers.
Research Note: Dell PowerStore Prime
Dell Technologies announced its new PowerStore Prime solutions at the 2024 Dell Technologies World. PowerStore Prime combines cutting-edge all-flash storage technology with strategic business enhancements designed to address the rapidly evolving needs of modern enterprises.
Quick Take: Palo Alto Networks FQ3 2024 Earnings
Palo Alto Networks released its FQ3 2024 earnings, beating consensus on revenue and earnings, but disappointing with weaker than expected guidance.
Research Brief: Dell AI Factory
At NVIDIA GTC earlier this year, Dell announced a collaboration with NVIDIA to deliver the Dell AI Factory with NVIDIA that was heavily based on NVIDIA technology. At this year’s Dell Tech World, Dell went further, introducing its own Dell AI Factory, while also updating the Dell AI Factory with NVIDIA.
Quick Take: 2024 Red Hat Summit Wrap-Up
Red Hat held its annual Red Hat in Denver, Colorado, showcasing significant innovations in AI and policy automation, reinforcing Red Hat’s commitment to advancing AI applications within the enterprise sector. Key highlights included the introduction of “Policy as Code” in the Red Hat Ansible Automation Platform, expansions in the Red Hat Lightspeed portfolio to incorporate […]
Quick Take: Dynatrace FQ4 2024 Earnings
Dynatrace wrapped up its fiscal year 2024 with robust financial performance and strategic advancements. The company’s ARR exceeded expectations, crossing the $1.5 billion mark, growing 20% year-over-year. This growth is bolstered by significant deals, including a landmark 9-figure TCV deal, highlighting Dynatrace’s competitive edge in the observability and AI ops markets.
Research Brief: IBM & Palo Alto Networks Strategic Partnership
IBM and Palo Alto Networks recently entered into a groundbreaking partnership, driving a substantial shift in the cybersecurity landscape. The new collaboration leverages each company’s strengths to enhance AI-powered customer security outcomes, while also moving IBM’s QRadar offering to Palo Alto Networks.
Research Note: IBM QisKit 1.0 Quantum SDK Release
IBM released significant enhancements to Qiskit, its widely used quantum software platform. These enhancements show its evolution from a software development kit launched in 2017 into a comprehensive software stack.
Research Report: Taming the AI-enabled Edge with HCI-based Architectures
Despite the tremendous business benefits of edge computing, it arrives with complex challenges, including managing geographically dispersed nodes, security risks, and integrating with existing IT infrastructure. These challenges can best be addressed with an architecture built around Hyper-Converged Infrastructure, which streamlines management and enhances performance.
Quick Take: AWS Leadership Transition
Amazon Web Services (AWS) is undertaking a significant leadership change as longtime CEO Adam Selipsky steps down to “prioritize family time” after a 14-year tenure with the company. Matt Garman, Senior Vice President of Sales and Marketing at AWS, is slated to succeed Selipsky effective June 3.
Quick Take: New Dell PowerEdge Models
Dell Technologies announced enhancements to its PowerEdge server portfolio. The servers are designed for versatility and aim to simplify operations across various sectors, including CSPs, small businesses, and edge operations.
Research Note: Google Trillium TPU
The Trillium TPU, Google’s sixth-generation TPU, was announced at Google I/O. It promises unprecedented compute performance, memory capacity, and energy efficiency for generative AI training and inference.
Research Note: New ServiceNow GenAI Capabilities
At its Knowledge 2024 event, ServiceNow introduced a series of generative AI capabilities to enhance productivity and drive innovation across enterprise operations. These developments significantly enhance ServiceNow’s AI offerings.
Research Note: Datadog Q1 2024 Earnings
Datadog recently released its fiscal Q1 2024 earnings, beating consensus estimates on earnings and revenue, but disappointed analysts with its guidance.
Research Note: Elastic SIEM Solution
At the 2024 RSA conference, Elastic announced that its AI-driven security analytics solution, part of the Search AI platform, will supplant traditional SIEM systems in modern SOCs. The solution leverages search and retrieval-augmented generation (RAG) to streamline the previously manual configuration, investigation, and response processes, delivering hyper-relevant results swiftly.
Research Note: Arm FQ4 2024 Earnings Results
Arm reported record revenues for its fiscal Q4 2024, increasing revenue during the quarter by 47% year-over-year, driven by significant gains in royalties and licensing. Arm’s growth was fueled by the rapid adoption of the v9 architecture and a strategic increase in R&D investment, mainly targeted towards harnessing opportunities in AI technologies.
Research Note: Palantir Q1 2024 Earnings
Panatir Technologies reported its Q1 2024 earnings, surpassed revenue expectations with its robust 21% year-over-year growth, achieving $634 million. While the company met consensus estimates on EPS, it delivered weaker-than-expected guidance.
Research Note: CrowdStrike Falcon ASPM & CDR Updates
At the 2024 RSA conference, CrowdStrike announced enhancements to its Falcon platform, introducing its new Falcon Application Security Posture Management (ASPM) along with an expansion of its Cloud Detection and Response (CDR) capabilities.
Quick Take: IBM Power S1012
IBM expanded its server portfolio with the introduction of its new IBM Power S1012. Based on IBM’s Power10 processor, the new server offers up to three times more performance per core compared to its predecessor, the Power S812, in a 1-socker half-width form factor.
Research Note: IBM Open Sources Granite Code Models
IBM is releasing its Granite code models to the open-source community, aiming to simplify coding for a broad range of developers. The Granite models, part of IBM’s wider initiative to harness AI in software development, range from 3 to 34 billion parameters and include base and instruction-following variants.
Quick Take: HPE Zerto Updated Cyber Resilience Vault w/ HPE Alletra Storage MP
Zerto, a Hewlett Packard Enterprise company, enhanced its Cyber Resilience Vault with a new HPE Alletra Storage MP integration. The integration enhances the vault’s immutability features, ensuring that data copies remain inaccessible to threat actors. It also offers a 100% data availability guarantee for the landing zone within the vault.
Riverbed’s New Platform Approach to AI-powered Observability
This week at the 2024 RSA conference, observability company Riverbed launched an aggressive update to its advanced AI-powered observability platform. The new platform includes several new solutions and features built on an open architecture, addressing critical visibility challenges across public cloud, Zero Trust, SD-WAN, and remote work environments.
Research Note: SentinelOne Purple AI Updates
At the 2024 RSA Conference, SentinelOne announced a significant leap in this ongoing battle with recent enhancements to its Singularity platform, specifically through the capabilities of Purple AI—advancements that see artificial intelligence play a more proactive and autonomous role in protecting digital assets.
Research Note: Elastic’s AI-Focused SIEM Updates
At the 2024 RSA Conference, Elastic introduced significant enhancements to its Security Information and Event Management (SIEM) solution, Elastic Security. The upgrades, revealed at the recent RSA Conference, are a substantial leap in the evolution of security operations centers (SOCs).
Quick Take: New Relic Brings Observability to Atlassian
At the recent Atlassian Team24 event, New Relic announced new integrations with Atlassian’s offerings to enhance the efficiency of incident management and resolution within software development environments.
Quick Take: Panasas Rebrands as VDURA, Shifts to SaaS Model
Legacy parallel file system provider Panasas is transitioning from hardware sales to focusing on the public cloud under its new brand, VDURA. Traditionally, Panasas offered the PanFS software platform, which supports high-capacity drives and diverse connectivity options targeting the HPC market.
Research Report: Oracle Database Vector Search
Oracle introduced full support for vectors, including vector search, in its just-released Oracle Database 23ai. Known as AI Vector Search, this capability represents a significant advancement in how databases can store, index, and search data semantically.
Quick Take: Google Cloud Threat Intelligence
Google announced its new Google Threat Intelligence at the 2024 RSA Conference in San Francisco. The latest offering addresses longstanding issues in threat intelligence by offering a more comprehensive view and easier operationalization of data.
Quick Take: Informatica Q1 2024 Earnings
Informatica released its Q1 2024 earnings, showing strong financial performance in the first quarter, reflecting the successful execution of its strategic initiatives.
Quick Take: Fortinet Q1 2024 Earnings
Fortinet released its earnings for its fiscal Q1 2024, demonstrating robust financial performance across several key metrics.
Research Brief: Oracle Database 23ai
Oracle announced the release of Oracle Database 23ai. As its name implies, this long-term support version integrates seamlessly with artificial intelligence. Beyond new GenAI-focused features, it includes more than 300 new features that enhance app development, support mission-critical workloads, and simplify the integration of AI with data.
Quick Take: IBM’s Storage Assurance Program
IBM announced its new IBM Storage Assurance program. IBM’s new IT lifecycle management option aims to maximize performance and provide clients with enhanced choice and control within the data center.
Quick Take: Sygnia & NVIDIA’s Edge Security Play
Sygnia and NVIDIA announced a strategic collaboration to enhance cybersecurity in the energy and industrial sectors using AI-powered edge solutions. The aim is to directly improve data collection, threat detection, and response capabilities at the edge of industrial and critical infrastructure networks.
Research Note: Snyk AppRisk Pro
Snyk launched Snyk AppRisk Pro, a new tool designed to enhance application security by integrating AI with application context from various third-party integrations. The new tool helps application security (AppSec) and development teams prioritize and accelerate the remediation of business-critical risks throughout the full development lifecycle by providing a comprehensive view of application risk by assessing how the application is built, its code, its business impact, and team responsibilities.
Research Note: Commvault FQ4 2024 Earnings
Commvault released its fiscal Q4 2024 earnings results, closing out its fiscal year ’24 on a high note with substantial growth across key financial metrics.
Sovereign Cloud Explained
As enterprises increasingly migrate to the cloud, ensuring that data remains secure, private, and within legal jurisdictional boundaries is paramount. Sovereign cloud solutions have emerged as a pivotal technological innovation designed to address these complex requirements.
Research Note: MongoDB AI Applications Program
MongoDB announced the launch of the MongoDB AI Applications Program (MAAP). This comprehensive initiative enables organizations to effectively integrate generative AI technologies into their modern applications at an enterprise scale.
Research Note: Atlassian Rovo
Atlassian, a long-time leader in enterprise collaboration and IT workflow management tools has taken a bold step forward with the launch of Atlassian Rovo. Its new cutting-edge product, powered by Atlassian Intelligence, transforms how organizations manage, search, and utilize data across various platforms and tools.