Quick Take: Veeam Software and Palo Alto Networks Integration
Veeam announced a new integration with Palo Alto Networks that combines Veeam’s data protection and backup solutions with Palo Alto’s advanced cybersecurity platforms, Cortex XSIAM and Cortex XSOAR.
Research Note: Lenovo ThinkSystem V4 & 6th Gen Neptune
Lenovo recently announced significant updates to its enterprise infrastructure portfolio, introducing the new ThinkSystem V4 servers and the latest generation of its Neptune liquid-cooling technology, designed to address the growing demands of HPC and AI workloads.
Research Note: Pure Storage Sept’24 Announcements
At its recent Pure Accelerate customer event in the the UK, Pure Storage announced several innovations and enhancements to its portfolio. The new capabilities focus on real-time enterprise file services, virtualization, and financial flexibility.
Research Note: NetApp’s New AI Vision
At its recent Insight customer event, NetApp shared its vision for how its solutions will evolve to address these challenges. NetApp’s approach combines its existing ONTAP-based products with a new disaggregated architecture and new data manipulation capabilities that promise to deliver the efficiencies demanded by enterprise AI.
Research Note: NetApp New ASA A-Series & FAS Updates
At its recent Insight customer event, NetApp announced its new SAN-optimized ASA A-Series all-flash storage solutions. It also unveiled updates to its popular FAS hybrid-flash systems, the new FAS70 and FAS90 solutions.
Research Note: Commvault’s Clumio Acquisition
Commvault Systems announced its acquisition of Clumio,, a startup specializing in backup solutions for public cloud environments, with a primary focus on AWS and Microsoft 365 environments.
The deal’s financial terms were not disclosed, though Commvault has stated that the acquisition price is “not material” and will be financed using its existing cash reserves.
In Conversation: NetApp’s Intelligent Data Infrastructure
Earlier this summer I had the opportunity to talk with NetApp CMO Gabie Boko and NetApp VP of Product Marketing Jeff Baxter in a wide-ranging conversation about the power of data infrastructure, which extends well beyond simple enterprise storage.
As NetApp Insight, its premier customer event, kicks off this week in Las Vegas, I thought we’d revisit the discussion, as it provides nice context for what the company is expected to announce this week.
Research Note: IBM QisKit Performance & Quality Leadership
IBM recently announced that its Qiskit emerged as the highest-performing SDK in terms of both speed and quality inrecent benchmarking tests to evaluate quantum software development kits. These tests measured how efficiently SDKs could build, manipulate, synthesize, and transpile quantum circuits. Qiskit passed more tests than any other SDK and demonstrated superior performance metrics, outperforming competitors like TKET.
Research Note: Fortinet Enhances Unified SASE Solution
In August 2024, Fortinet announced significant enhancements to its Unified Secure Access Service Edge (SASE) solution. These updates, including introducing their Sovereign SASE offering and integrating generative AI capabilities, improve flexibility and simplicity in managing hybrid networks.
Is Ampere Computing Up for Sale?
Ampere Computing, the leading vendor of server processors based on the Arm architecture, is reportedly exploring a sale, signaling a strategic pivot amidst increasing competition in the market for alternative server processors.
Research Note: NetApp & AWS Expand Strategic Collaboration Agreement
NetApp recently announced the expansion of its long-standing partnership with Amazon Web Services. The new Strategic Collaboration Agreement (SCA) strengthens the relationship between the two companies, paving the way for enhanced generative AI capabilities and streamlined CloudOps for joint customers.
Research Note: CrowdStrike Fal.Con 2024 Announcements
At its 2024 Fal.Con customer event in Las Vegas, CrowdStrike unveiled several major updates to its AI-native Falcon cybersecurity platform that unify, automate, and enhance its customers’ security and IT operations.
The announcements cover a range of new features in cloud security, SIEM, AI-driven capabilities, and identity protection, all designed to create a cohesive platform for accelerating threat detection, response, and prevention.
Quick Take: IBM Acquires Kubecost for Kubernetes Cost Monitoring & Optimization
IBM announced its acquisition of Kubecost, a leading provider of Kubernetes cost monitoring and optimization software. The move aims to expand IBM’s FinOps capabilities and address the growing need for cloud infrastructure cost management.
Quick Take: Veeam Acquires Alcion
Veeam, the world’s largest provider of enterprise backup and recovery solutions, announced its acquisition of Alcion, a startup focused on protecting Microsoft 365 environments from data loss. The financial details of the deal were not disclosed.
Research Note: IBM Boosts Oracle Consulting with Accelalpha Acquisition & Consulting Expansion
IBM recently announced its intent to acquire Accelalpha, a global provider of Oracle Cloud consulting services, as part of its strategy to expand its Oracle consulting expertise and enhance its broader consulting capabilities. Accelalpha’s specialized knowledge in supply chain, logistics, finance, and enterprise performance management bolsters IBM’s ability to help clients accelerate their digital transformations.
Quick Take: Confluent Acquires WarpStream
Confluent announced the acquisition of WarpStream, a Kafka-compatible streaming solution with a unique architecture. The acquisition adds a new cloud-native, bring-your-own-cloud (BYOC) product to Confluent’s portfolio, complementing its existing offerings: Confluent Cloud, a fully managed, serverless platform, and Confluent Platform, a self-managed software solution.
Research Note: Lenovo & SentinelOne Collaborate on Endpoint Security
Lenovo and SentinelOne announced a multi-year collaboration to integrate AI-powered endpoint security into millions of Lenovo devices. The partnership will embed SentinelOne’s Singularity Platform and Purple AI into Lenovo’s new PC shipments, offering advanced autonomous protection against evolving cyber threats.
Research Note: Lenovo Introduces Range of New AI Services
Lenovo unveiled a new suite of services aimed at accelerating businesses’ AI transformation. These services include GPU resources on demand, AI-driven systems management, and advanced liquid cooling services.
Research Note: Dell and Red Hat Collaboration on APEX/OpenShift
Dell Technologies and Red Hat announced a deepening of their partnership. The companies will focus on the convergence of virtualization, containerization, and AI to simplify enterprise IT operations.
The collaboration integrates Red Hat’s OpenShift container orchestration platform into Dell’s APEX Cloud Platform, enabling virtual machines (VMs) and containerized applications to coexist within the same architecture.
Quick Take: Intel Gaudi 3 on IBM Cloud
IBM and Intel announced a partnership to integrate Intel’s Gaudi 3 AI accelerators into IBM Cloud, which will be available in early 2025. This collaboration aims to enhance the scalability and affordability of enterprise AI, focusing on performance, security, and energy efficiency. IBM Cloud will be the first cloud provider to offer Gaudi 3, which […]
Research Note: The Hammerspace Appliance
Hammerspace recently expanded its offerings by introducing a new line of appliances. Delivering Hammerspace’s data management technology as an appliance simplifies deployment and streamlines the process of purchasing and configuring its solutions.
Research Note: ServiceNow AI-rich ‘Xanadu’ Release
ServiceNow announced its most comprehensive AI innovations with the Xanadu release of its Now Platform. The new release introduces hundreds of new AI capabilities to increase customer agility, enhance productivity, and improve employee experiences. It also expands the Now Assist generative AI portfolio into critical enterprise functions, including Security Operations and Sourcing & Procurement Operations.
Quick Take: Rubrik Estimate-Beating Q2 Earnings
Rubrik reported impressive financial results for its Q2 FY2025, significantly outperforming key metrics and analyst expectations while raising its full-year guidance.
Research Note: IBM DS8000 Mainframe Storage
IBM introduced its tenth-generation DS8000 mainframe storage, designed to store more data and access it faster. The new lineup includes the DS8A10 entry-level product and the larger DS8A50, which succeed previous models like the DS8910F, DS8950F, and DS8980F.
Research Note: GenAI Enhancements to Oracle Autonomous Database
Oracle recently introduced significant Generative AI enhancements to its Autonomous Database to simplify the development of AI-driven applications at enterprise scale. The enhancements leverage Oracle Database 23ai technology to empower organizations with tools that make integrating AI, streamlining data workflows easier, and modernizing application development.
Research Note: Oracle Database@Google Cloud
Oracle and Google announced Oracle Database@Google Cloud, offers Oracle Exadata Service and Oracle Autonomous Database on Google Cloud, enabling organizations to run mission-critical database workloads with improved performance, reduced latency, and streamlined management.
JFrog Introduces Comprehensive Runtime Security Solution & Nvidia Integration
Announced this week at its annual swampUp event, the new JFrog Runtime is a robust runtime security solution that offers end-to-end protection for applications throughout their lifecycle. Alongside this launch, JFrog also revealed a new product integration with NVIDIA, which will enable users to secure and manage AI models more effectively using NVIDIA’s AI infrastructure.
Research Note: Juniper Expands AIOps Portfolio
Juniper Networks expanded its AI-driven networking portfolio by introducing new Ops4AI initiatives. These solutions integrate AI-driven automation and optimization to enhance network performance, particularly focusing on the growing demands of AI workloads within data centers.
Research Note: Oracle Q1 FY2025 Earnings
Oracle’s fiscal Q1 2025 results beat Wall Street expectations, reporting $13.3 billion in total revenue, an 8% increase year-over-year. More impressively, its cloud revenue surged 22%, hitting $5.6 billion, a key driver of its overall growth. Oracle’s multi-cloud strategy, coupled with cutting-edge AI capabilities, has expanded its market reach and enhanced its profitability.
Research Note: Cerebras Inference Service
Cerebras Systems recently introduced Cerebras Inference, a high-performance AI inference service that delivers exceptional speed and affordability. The new service achieves 1,800 tokens per second for Meta’s Llama 3.1 8B model and 450 tokens per second for the 70B model, which Cerebras says makes it 20 times faster than NVIDIA GPU-based alternatives.
Research Note: HPE Aruba NDR
HPE Aruba has expanded its enterprise security portfolio by introducing a new Network Detection and Response (NDR) platform. The solution integrates AI-driven behavioral analytics to enhance threat detection, particularly focusing on the growing security challenges posed by IoT devices.
Research Note: HPE Q3 FY2024 Earnings
Hewlett Packard Enterprise (HPE) delivered a strong Q3 FY2024 earnings report, beating Wall Street estimates with its $7.7 billion in net revenue, up 10% year over year and exceeding guidance. The company saw growth across AI systems, hybrid cloud, and networking.
Research Note: NVIDIA NIM Agent Blueprints
NVIDIA launched its new NIM Agent Blueprints, a catalog of pre-trained, customizable AI workflows to help enterprise developers quickly build and deploy generative AI applications for critical use cases, such as customer service, drug discovery, and data extraction from PDFs.
Research Note: Dell Q2 FY2025 Data Center Earnings
Dell Technologies’ latest earnings report paints a picture of a company amid a transformative shift, fueled by increasing demand for AI-driven solutions. In its second quarter of fiscal 2025, Dell delivered strong revenue growth, underscored by the rapid expansion of its Infrastructure Solutions Group (ISG) and a notable surge in AI server sales.