Research Note: HPE Aruba NDR

HPE Aruba Buildling

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

HPE FQ2'24 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

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 FQ2'25 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.