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