Insider Newsletter: January 12, 2025
Every week NAND Research puts out a newsletter for our industry customers. Below is a excerpt from this week’s.
Quick Take: Datadog Acquires Log Search Provider Quickwit
Datadog announced the acquisition of Quickwit, a cutting-edge provider of search and indexing software for petabyte-scale log datasets. The acquisition should enhance Datadog’s capabilities in observability, security, and data analytics by integrating Quickwit’s cost-efficient, high-performance search technology into its product suite.
Research Note: Oracle Exadata X11M
Oracle recently launched of its latest Exadata platform, the Oracle Exadata X11M. Purpose-built to optimize the performance of Oracle Database, including Oracle Autonomous Database, X11M is a significant leap forward in speed and efficiency compared to previous generation Exadata systems for cloud, multi-cloud, and customer data centers.
Insider Newsletter: January 5, 2025
Every week NAND Research puts out a newsletter for our industry customers. Below is a excerpt from this week’s.
Research Note: Marvell Custom HBM for Cloud AI
Marvell recently announced a new custom high-bandwidth memory (HBM) compute architecture that addresses the scaling challenges of XPUs in AI workloads. The new architecture enables higher compute and memory density, reduced power consumption, and lower TCO for custom XPUs.
Research Note: Enfabrica ACF-S Millennium
First detailed at Hot Chips 2024, Enbrica recently announced that its ACF-S “Millennium” chip, which addresses the limitations of traditional networking hardware for AI and accelerated computing workloads, will be available to customers in calendar Q1 2025.
Research Note: Cohesity & Veritas Complete Merger
Cohesity completed its long-awaited merger with Veritas’ enterprise data protection business. The combined entity, valued at $7 billion, now serves 12,000 customers globally and generates $1.5 billion in ARR.
Research Note: Dell AI Products & Services Updates
Dell Technologies has made significant additions to its AI portfolio with its recent announcements at SC24 and Microsoft Ignite 2024 in November. The announcements span infrastructure, ecosystem partnerships, and professional services, targeting accelerated AI adoption, operational efficiency, and sustainability in enterprise environments.
Understanding AI Data Types: The Foundation of Efficient AI Models
AI Datatypes aren’t just a technical detail—it’s a critical factor that affects performance, accuracy, power efficiency, and even the feasibility of deploying AI models.
Understanding the datatypes used in AI isn’t just for hands-on practitioners, you often see published benchmarks and other performance numbers broken out by datatype (just look at an NVIDIA GPU data sheet). What’s it all mean?
Research Note: AWS Trainium2
Tranium is AWS’s machine learning accelerator, and this week at its re:Invent event in Las Vegas, it announced the second generation, the cleverly named Trainium2, purpose-built to enhance the training of large-scale AI models, including foundation models and large language models.