Research Note: AMD Computex MI325x & MI350 Accelerator Announcements
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: Lenovo & Cisco Expand Relationship for AI Innovation
Ahead of Cisco Live, Lenovo and Cisco announced a global strategic partnership to deliver fully integrated infrastructure and networking solutions that accelerate digital transformation and AI innovation for businesses of all sizes.
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
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.
Research Note: UALink Alliance & Accelerator Interconnect Specification
UALink is a new open standard designed to rival NVIDIA’s proprietary NVLink technology. It facilitates high-speed, direct GPU-to-GPU communication crucial for scaling out complex computational tasks across multiple graphics processing units (GPUs) or accelerators within servers or computing pods.
Research Note: IBM InstructLab LLM Tool Kit
At IBM’s 2024 Think conference in Boston, IBM Research unveiled InstructLab, developed in collaboration with Red Hat, to address the inefficiencies of existing training approaches by enabling collaborative, cost-effective model customization.
Research Note: Nutanix FQ3 2024 Earnings
Nutanix reported impressive financial results for its fiscal Q3 2024 quarter, demonstrating significant growth and operational efficiency. The company surpassed its revenue expectations, achieving $525 million, a clear indicator of its robust execution and strategic advancements in the IT sector.
Research Note: Pure Storage FQ1 2025 Earnings
Pure Storage’s Q1 FY2025 earnings show a positive tone for the year, showcasing a remarkable return to double-digit revenue growth and solidifying its strategic position in the competitive data storage market. With an 18% year-over-year revenue increase, the company has demonstrated its ability to leverage emerging opportunities, particularly in AI-driven workloads and hyperscaler environments.
Quick Take: Hitachi/Google Cloud AI Partnership
Hitachi and Google Cloud announced a multi-year partnership to drive enterprise innovation and productivity using generative AI. Hitachi will establish a new business unit that addresses industry challenges with AI technologies like Gemini models and Vertex AI. The partnership also helps expand Hitachi’s Lumada digital business and improve operational efficiencies within the Hitachi Group.
Research Note: Ampere Computing 1H 2024 Roadmap Update
Ampere Computing released its annual roadmap update, outlining significant progress and strategic initiatives aimed at driving innovation in sustainable, power-efficient computing for cloud and AI applications.