Research Note: VAST Data/Cisco AI Collaboration


VAST Data and Cisco announced a new collaboration to deliver a robust, high-performance AI data infrastructure that integrates seamlessly with an Ethernet-based AI fabric designed to handle data at an exabyte scale. Each company brings specialized expertise to create a unified, high-performance AI data platform.

Quick Take: Mirantis and Portworx Collaboration


Pure Storage’s Portworx and Mirantis announced a new collaboration to address the complexities of data management in Kubernetes environments, providing enterprises with a robust solution that enhances their containerization strategies.

Quick Take: Hammerspace Integrates Gryf with SourceCode/GigaIO Partnership


Hammerspace announced a significant addition to its Global Data Platform, enabling it to process, store, and manage data in edge compute environments. This advancement is achieved through the integration with Gryf, a portable AI supercomputer developed by SourceCode and GigaIO. This combined solution brings increased shared AI processing power to edge locations, even those with limited or no network infrastructure.

Research Note: Fortinet Acquires Lacework

Fortinet Lacework

Fortinet, a converged networking and security market player, announced its definitive agreement to acquire Lacework, a data-driven cloud security company known for its AI-powered platform. This acquisition will bolster Fortinet’s already robust Security Fabric, delivering enhanced security solutions from code to cloud for its vast customer base.

What is Intent-Based Networking?

Intent-Based Networking (IBN) is an advanced approach to network management and operation that uses high-level business goals and policies to automate and manage the network. Unlike traditional network management methods that require manual configurations and constant monitoring, IBN focuses on the desired outcomes or “intent” and uses AI, machine learning, and automation to achieve those outcomes.

Quick Take: Databricks to Acquire Tabular

Databricks logo

Databricks announced its agreement to acquire Tabular, a data management company founded by Ryan Blue, Daniel Weeks, and Jason Reid. The acquisition aims to unify the Apache Iceberg and Delta Lake open-source lakehouse formats, enhancing data compatibility for organizations.

Research Note: AMD Computex MI325x & MI350 Accelerator Announcements

AMD MI300x

At the 2024 Computex event in Taiwan, AMD CEO Lisa Su revealed details about AMD’s upcoming MI350 and MI325X accelerators, follow-ons to its current MI300x products, highlighting significant advancements in AI performance and memory capacity. The new products are positioned as key components in AMD’s strategy to lead the AI accelerator market.

Quick Take: IBM & AWS Collaborate on Responsible AI


At the IBM Think conference, IBM announced a collaboration with Amazon Web Services (AWS) to integrate the full suite of IBM’s watsonx AI and data platform with AWS services. The partnership helps streamline enterprise AI scaling through an open, hybrid approach with comprehensive governance.

Research Note: Red Hat Summit 2024 AI Announcements

Red Hat AI 2024

At its recent Red Hat Summit, Red Hat announced several new products and enhancements, many of which simplify or enable the use of AI within the enterprise. These include its new OpenShift AI, OpenShift LightSpeed enhancements, and a new RHEL AI release.