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.