Research Note: ServiceNow Acquires Cyber-Security Player Armis for $7.75 Billion
ServiceNow recently entered into an agreement to acquire Armis, a cyber exposure management and cyber-physical security platform, for $7.75 billion in cash. The transaction is ServiceNow’s third major security-focused acquisition in 2025, following Moveworks ($2.85 billion) and Veza (undisclosed terms).
Research Note: Dell Adds 20+ Features to its AI Factory
Dell Technologies announced more than 20 updates to its AI Factory portfolio ahead of next week’s SC25 event, spanning compute, storage, networking, and cooling infrastructure. The announcements center on three primary themes: expanded support for NVIDIA Blackwell GPUs across multiple server platforms, introduction of AMD MI355X-based systems, and deeper integration of automation tools across the infrastructure stack.
Research Note: Qualcomm Acquires RISC-V Player Ventana
Qualcomm Technologies this week announced the acquisition of Ventana Micro Systems, a developer of high-performance RISC-V CPU designs for datacenter and enterprise applications. The acquisition brings proven RISC-V engineering talent and existing chiplet designs into Qualcomm’s portfolio, complementing its custom Arm-based Oryon CPU development.
Research Note: HPE Announcements at Discover Barcelona 2025
At HPE Discover Barcelona 2025, Hewlett Packard Enterprise centered its announcements on three core pillars of enterprise infrastructure: networking for AI workloads, hybrid cloud and virtualization enhancements, and AI infrastructure systems at scale.
Call Notes: Q4 2025 Neocloud Market
Just before the Holiday break, I participated in an advisory session on the current state of the neocloud market, which is continuing to experience significant growth as the demand for AI infrastructure continues unabated. Can it continue?
Here I’m sharing some of the notes I used for that discussion.
Call Notes: Memory & NAND Market Update (Dec 2025)
Just before the Holiday break, I participated in an advisory session on the current state of the memory and NAND market, which is experiencing a marked upturn driven by constrained supply of legacy DRAM products and surging demand from higher-margin products like HBM and DDR5.
Here I’m sharing some of the notes I used for that discussion.
The Ecosystem Takes Center Stage at AWS re:Invent 2025
AWS re:Invent 2025 has become an industry show, with this year’s event showcasing a partner ecosystem focused on agentic AI integration and unified observability. The conference featured major announcements from enterprise ISVs, security platforms, and enterprise software providers, all positioning their technologies to work seamlessly with AWS’s new AI capabilities.
Research Note: IBM to Acquire Confluent for Real-Time Event Streaming
IBM has entered a definitive agreement to acquire Confluent for $11 billion in cash ($31 per share), adding enterprise-grade Apache Kafka streaming infrastructure to its hybrid cloud and AI portfolio. Confluent brings 6,500 enterprise customers, proven streaming architecture handling real-time data flows across hybrid environments, and capabilities specifically relevant to emerging agentic AI requirements. The […]
Research Note: Lenovo’s Expanded Storage and HCI Portfolio for Enterprise Modernization & AI Workloads
Lenovo announced a comprehensive update to its storage and hyperconverged infrastructure portfolio. The announcement includes four new ThinkSystem DS Series all-flash SAN arrays, three ThinkAgile HCI product lines supporting VMware, Nutanix, and Microsoft Azure Local environments, and expanded lifecycle services.
What the 5G‑OT Alliance Summit Revealed About Private 5G
2025 was defined more by adoption than by technical breakthroughs.
Research Note: AWS S3 AI-Focused Enhancements
AWS announced several enhancements to its S3 storage platform at its recent re:Invent 2025, strengthening its object storage capabilities for adjacent markets, including vector databases, enterprise file systems, and enterprise data lakes.
The announcements include the general availability of S3 Vectors with substantially increased scale limits, new S3 integration with FSx for NetApp ONTAP file systems, cost-optimization features for S3 Tables, and expanded performance monitoring through S3 Storage Lens.
Research Note: AWS Releases Trainium3, Teases Trainium4
At its recent AWS re:Invent event, AWS moved its custom AI accelerator strategy into a new phase with the general availability of EC2 Trn3 UltraServers based on the Trainium3 chip and the public preview of its next-generation Trainium4.
The 5G-OT Alliance is Off and Running
Unlike the polished narratives often seen at trade shows, the 5G-OT Alliance Connect offered a clear-eyed look at the private cellular journey.