Research Notes

Research Note: Dynatrace & Google Cloud Collaborate on Observability for Agentic AI

Steve McDowell January 5, 2026

Dynatrace and Google Cloud have expanded their collaboration to provide observability capabilities for agentic AI workloads through two primary integrations: a Gemini CLI extension for developer access to observability data within terminal environments, and an A2A protocol integration with Gemini Enterprise for real-time system monitoring.

Research Note: Nutanix and Pure Storage Integrated Solution now GA

Steve McDowell December 31, 2025

Nutanix and Pure Storage announced the general availability of their previously announced integrated solution combining Nutanix Cloud Infrastructure with Pure Storage FlashArray. The partnership addresses growing market pressure around VMware licensing costs and vendor consolidation following Broadcom’s acquisition.

Research Note: ServiceNow Acquires Cyber-Security Player Armis for $7.75 Billion

Steve McDowell December 31, 2025

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: IBM to Acquire Confluent for Real-Time Event Streaming

Steve McDowell December 11, 2025

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

Research Note: Lenovo’s Expanded Storage and HCI Portfolio for Enterprise Modernization & AI Workloads

Steve McDowell December 11, 2025

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.

Research Note: Qualcomm Acquires RISC-V Player Ventana

Steve McDowell December 11, 2025

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 Notes

Research Note: Dynatrace & Google Cloud Collaborate on Observability for Agentic AI

Research Note: Nutanix and Pure Storage Integrated Solution now GA

Research Note: ServiceNow Acquires Cyber-Security Player Armis for $7.75 Billion

Research Note: IBM to Acquire Confluent for Real-Time Event Streaming

Research Note: Lenovo’s Expanded Storage and HCI Portfolio for Enterprise Modernization & AI Workloads

Research Note: Qualcomm Acquires RISC-V Player Ventana

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