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Blog

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Research Notes

Research Reports

Arista Eyes VeloCloud: A Strategic Move in the Networking Game?

Michael McDowell May 20, 2025

The SDWAN world is buzzing with reports suggesting that Arista Networks is set to acquire VeloCloud, Broadcom’s software-defined wide area network (SD-WAN) business. While no official announcement confirming the deal has been made, the potential acquisition has sparked considerable discussion about the strategic implications for both companies and the broader networking market.

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NAND Insider Newsletter: Week of May 12, 2025

Steve McDowell May 14, 2025

Each 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, May 10, 2025.

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HPE Strengthens Cloud and Edge Security Posture

Michael McDowell May 12, 2025

HPE rolled confidently into RSAC Conference recently, and, I must say, they brought some interesting tech to the table. HPE has been around the network security block a time or two. But these latest moves, especially around GreenLake and the Aruba Networking gear, show that they’re serious about stepping up their security game.

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Quick Take: UALink & OCP Join Forces

Steve McDowell May 6, 2025

The Open Compute Project (OCP) Foundation and the Ultra Accelerator Link (UALink) Consortium have announced a strategic collaboration to standardize and deploy high-performance, open scale-up interconnects for next-generation AI and HPC clusters.

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NAND Insider Newsletter: Week of April 28, 2025

Steve McDowell April 30, 2025

Each 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, April 28, 2025.

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Quick Take: Palo Alto Networks to Acquire Protect AI

Steve McDowell April 29, 2025

Today, Palo Alto Networks announced that it has entered into a definitive agreement to acquire Protect AI, which secures AI and ML applications. The deal is part of Palo Alto Networks’ broader strategy to expand its cybersecurity portfolio into AI risk management.

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