Research Note: Taming the AI-enabled Edge with HCI-based Architectures

Nutanix Cloud

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 AI

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

Google Cloud

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: 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

Abstract image of earnings.

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

Palantir Q1'24 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

CrowdStrike Falcon

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.