Research Note: Siemens Acquires Altair Engineering
Siemens AG recently announced the acquisition of Altair Engineering, a leading provider of industrial simulation and HPC software, for an enterprise value of approximately $10 billion.
This is Siemens’ largest acquisition to date and expands the company’s industrial software portfolio with core technologies in mechanical and electromagnetic simulation, data science, AI, and HPC.
Research Note: Verizon Trusted Connection
Earlier this month at MWC 2025, Verizon Business announced the release of its new Verizon Trusted Connection, a Zero Trust Network Access (ZTNA) and Security Service Edge (SSE) platform that unifies secure connectivity and policy enforcement across enterprise devices, networks, and applications.
The new offering sees Verizon targeting midsize enterprises seeking to consolidate security and networking services under a single provider and management interface.
Research Note: Palo Alto Networks Prisma SASE for 5G
Earlier this month at MWC 2025, Palo Alto Networks announced the general availability of Prisma SASE 5G, its new cloud-delivered cybersecurity solution for enterprises leveraging 5G connectivity.
The offering expands the company’s SASE portfolio to provide integrated Zero Trust security for 5G-enabled infrastructure, including mobile users, IoT/OT devices, and SD-WAN endpoints.
Research Note: Lenovo AI Announcements @ GTC 2025
At NVIDIA GTC 2025, Lenovo showed off its latest Hybrid AI Factory platforms in partnership with NVIDIA, focused on agentic AI.
The Lenovo Hybrid AI Advantage framework integrates a full-stack hardware and software solution, optimized for both private and public AI model deployments, and spans on-prem, edge, and cloud environments.
NAND Insider Newsletter: March 24, 2025
Every week NAND Research puts out a newsletter for our industry customers taking a look at what’s driving the week, and what happened last week that caught our attention. Below is a excerpt from this week’s, March 24, 2025.
Research Note: NetApp AI Data Announcements @ GTC 2025
At the recent GTC 2025 event, NetApp announced, in collaboration with NVIDIA, a comprehensive set of product validations, certifications, and architectural enhancements to its intelligent data products.
The announcements include NetApp’s integration with the NVIDIA AI Data Platform, support for NVIDIA’s latest accelerated computing systems, and expanded availability of enterprise-grade AI infrastructure offerings, including NetApp AFF A90 and NetApp AIPod.
Metadata: The Silent Bottleneck in AI Infrastructure
One of the most impactful but underappreciated architectural changes impacting storage performance for AI is how these solutions manage metadata. Separating metadata processing from data storage unlocks significant gains in performance, scalability, and efficiency across AI workloads. Let’s look at why metadata processing matters for AI.
Research Note: WEKA Augmented Memory Grid
At the recent NVIDIA GTC conference, WEKA announced the general availability of its Augmented Memory Grid, a software-defined storage extension engineered to mitigate the limitations of GPU memory during large-scale AI inferencing.
The Augmented Memory Grid is a new approach that integrates with the WEKA Data Platform and leverages NVIDIA Magnum IO GPUDirect Storage (GDS) to bypass CPU bottlenecks and deliver data directly to GPU memory with microsecond latency.
Research Note: IBM Content-Aware Storage for RAG AI Workflows
At the recent NVIDIA GTC event, IBM announced new content-aware capabilities for its Storage Scale platform, expanding its AI infrastructure offerings to support more efficient, semantically rich data access for enterprise AI applications.
Research Note: HPE’s New Full-Stack Enterprise AI Infrastructure Offerings
At the recent NVIDIA GTC 2025, Hewlett Packard Enterprise (HPE) and NVIDIA jointly introduced NVIDIA AI Computing by HPE, full-stack AI infrastructure offerings targeting enterprise deployment of generative, agentic, and physical AI workloads.
The solutions span private cloud AI platforms, observability and management software, reference blueprints, AI development environments, and new AI-optimized servers featuring NVIDIA’s Blackwell architecture.
MWC 2025 Playbook: Enterprise IT’s Big AI & 5G Moment
If you blinked, you might have missed the tidal wave of AI, 5G, and cloud announcements at Mobile World Congress 2025. But don’t worry—we’ve got the cheat sheet.
Liquid Cooling is Front & Center at GTC 2025
One thing was clear at the just-wrapped NVIDIA GTC event: the race to cool the next generation of HPC and AI systems is intensifying.
Let’s take a quick look at some of our favorite announcements.
Research Note: NVIDIA AI Storage Certifications & AI Data Platform
At its annual GTC event in San Jose, NVIDIA announced an expansion of its NVIDIA-Certified Systems program, including the new NVIDIA AI Data Platform reference design, to include enterprise storage certification to help streamline AI factory deployments.
Research Note: HPE Storage Enhancements for AI
At NVIDIA GTC 2025, Hewlett Packard Enterprise (HPE) announced a slew of new storage capabilities, including a new unified data layer. These capabilities are designed to accelerate AI adoption by integrating structured and unstructured data across multi-vendor and multi-cloud environments.
NVIDIA GTC 2025: The Super Bowl of AI
If you thought AI was already moving fast, buckle up, Jensen Huang threw more fuel on the fire. NVIDIA’s GTC 2025 keynote wasn’t just about new GPUs; it was a full-scale vision of computing’s future, one where AI isn’t just a tool — it’s the foundation of everything.
Let’s look at what Jensen talk about during his 2+ hour keynote.
Quick Take: Google’s $32B Wiz Acquisition
Google today announced its intent to acquire cybersecurity start-up Wiz for a staggering $32 billion in an all-cash deal. This acquisition is one of the largest ever cybersecurity deals.
Research Note: Red Hat Releases OpenShift 4.18
Red Hat recently released OpenShift 4.18, bringing enhancements to the solution for networking, virtualization, security, and deployment flexibility.
Research Note: VDURA V5000 All-Flash AI Storage Appliance
VDURA recently announced its new V5000 All-Flash Appliance, a high-performance storage solution engineered for AI and high-performance computing workloads. The system integrates with the VDURA V11 Data Platform for a combination of high throughput, low-latency access, and seamless scalability.
Research Note: Pure Storage FlashBlade//EXA
Pure Storage recently announced the launch of its new FlashBlade//EXA, a high-performance storage platform designed for AI and HPC workloads. FlashBlade//EXA extends the company’s Purity operating environment and DirectFlash technology to provide extreme performance, scalability, and metadata management that addresses the increasing demands of AI-driven applications.
NAND Insider Newsletter: March 10, 2025
Every week NAND Research puts out a newsletter for our industry customers taking a look at what’s driving the week, and what happened last week that caught our attention. Below is a excerpt from this week’s, March 10, 2025.
Research Note: Couchbase Edge Server for Offline-First Data Processing
Couchbase recently announced its new Couchbase Edge Server, a lightweight, offline-first database and sync solution designed for edge computing environments. The new solution extends Couchbase’s mobile data synchronization capabilities to resource-constrained deployments where full-scale database solutions are not feasible.
CoreWeave’s Wild Ride Towards IPO
CoreWeave, the AI-focused cloud provider that’s that was early in catching and riding the generative AI boom, is officially gunning for the big leagues. The NVIDIA-backed company has filed for an IPO, looking to capitalize on the insatiable demand for AI compute.
That’s big news for the AI infrastructure world, where CoreWeave has rapidly positioned itself as a major player, taking on the likes of Amazon, Google, and Microsoft.
But before you start picturing ringing bells on Wall Street and champagne toasts, there’s more to the story. A lot more.
Research Note: ServiceNow to Acquire Moveworks
ServiceNow has agreed to acquire Moveworks, an enterprise AI assistant and search technology provider. The cash-and-stock transaction, expected to close in the second half of 2025, is ServiceNow’s largest acquisition.
The acquisition strengthens ServiceNow’s agentic AI strategy and expands its capabilities in AI-driven enterprise automation, employee experience, and search.
Enterprise Infrastructure Tracker: March 2025
We’re barely two months into the new year and already the enterprise infrastructure market is heating up.
Here’s what caught our attention over the past month:
Research Note: IBM FlashSystem C200 High-Capacity Flash Archive
IBM recently announced its FlashSystem C200, a new storage platform integrating 46 TB QLC NAND drives to provide an archive tier within a FlashSystem grid. The C200 expands IBM’s FlashSystem portfolio with a high-density flash solution that competes with traditional nearline HDD storage.
IBM claims the C200 provides flash-like performance with QLC-level economics, enhanced endurance, and seamless grid integration.
March Survey Round-Up: AI is Booming, But Data Quality & Security Haunt Leaders
Who doesn’t love a good survey? We’ve combed through a bumper crop of new surveys on AI and tech trends for 2025 to find the bottom line: Executives can’t pump the brakes on AI spending — but lousy data, security holes, and an alarming skills gap could cause serious headaches.
Let’s look at what we’ve learned from February’s batch of surveys tell us about the state of enterprise IT.
March Cyber Tracker: AI, Partnerships, and the Future of Cyber Resilience
Cyber threats are evolving, and the industry is fighting back with AI-powered defenses, strategic alliances, and enhanced resilience measures. Here’s what we’ve seen over the past month that’s captured our attention:
Quick Take: NTT DATA & Palo Alto Networks Partner on Private 5G Security
NTT DATA recently announced a new managed security service powered by Palo Alto Networks. The service enhances security for industrial and operational technology (OT) environments by integrating Palo Alto Networks’ cybersecurity solutions with NTT DATA’s Private 5G architecture.
Research Note: Rubrik Expanded Cyber-Resilience Capabilities
Rubrik recently announced new cyber-resilience features to strengthen data protection across public cloud, SaaS, and on-premises environments. The latest enhancements focus on threat detection, data protection, identity recovery, and automated recovery processes to mitigate cyberattack risks.
Research Note: Check Point & Wiz Enter Strategic Partnership
Wiz and Check Point recently announced a strategic partnership to integrate cloud network security with cloud-native application protection. The collaboration will merge Check Point’s AI-driven cloud security and networking capabilities with Wiz’s Cloud Native Application Protection Platform (CNAPP).
NAND Insider Newsletter: March 3, 2025
Every week NAND Research puts out a newsletter for our industry customers taking a look at what’s driving the week, and what happened last week that caught our attention. Below is a excerpt from this week’s, March 3, 2025.
Research Note: NVIDIA & Cisco Partner on Spectrum-X
Cisco and NVIDIA announced an expanded partnership to unify AI data center networking by integrating Cisco Silicon One with NVIDIA Spectrum-X.
The companies will create a joint architecture that supports high-performance, low-latency AI workloads across enterprise and cloud environments.
Quick Take: Ambient IoT Alliance
The newly launched Ambient IoT Alliance aims to develop and promote a global ecosystem for ambient IoT, which refers to battery-free, energy-harvesting devices that seamlessly connect to existing wireless networks. These devices can track real-time data such as location, temperature, humidity, and more—all without requiring traditional power sources.
Research Note: IBM to Acquire DataStax
IBM recently announced its intent to acquire DataStax, which specializes in NoSQL and vector database solutions built on Apache Cassandra.
The acquisition aligns with IBM’s broader strategy to enhance its watsonx enterprise AI stack by integrating advanced data management capabilities, particularly for handling unstructured and semi-structured data.
Research Note: OpenText Core Threat Detection & Response
OpenText recently announced its new Core Threat Detection and Response, an AI-driven cybersecurity solution that will become generally available with its Cloud Editions 25.2.
The new platform integrates with Microsoft security tools, including Microsoft Defender for Endpoint, Microsoft Entra ID, and Microsoft Security Copilot, to enhance threat detection and response capabilities.
The solution operates as an Open XDR (Extended Detection and Response) platform, enabling enterprises to integrate telemetry from multiple security tools and applications.