Research Note: Dell AI Factory with NVIDIA

Dell AI

At the 2024 NVIDIA GTC conference, Dell Technologies unveiled the Dell AI Factory with Nvidia, a comprehensive set of enterprise AI solutions aimed at simplifying the adoption and integration of AI for businesses.

Dell also announced enhancements to its flagship PowerEdge XE9680 server, including introducing Dell’s first liquid-cooled server solution, which allows the server to deliver the full capabilities of NVIDIA’s newly announced AI accelerators.

Research Note: NVIDIA & AWS’s Broad AI-Focused Collaboration

AWS

At the Nvidia GTC event in San Jose, Nvidia and Amazon Web Services made a series of wide-ranging announcements that showed a broad and strategic collaboration to accelerate global AI innovation and infrastructure capabilities.

The joint announcements included the introduction of NVIDIA Grace Blackwell GPU-based Amazon EC2 instances, NVIDIA DGX Cloud integration, and, most critically, a pivotal collaboration called Project Ceiba.

Quick Take: Cisco Completes Splunk Acquisition

Cisco logo

Cisco announced that it’s completed its acquisition of Splunk, positioning Cisco as one of the world’s largest software companies, with the resulting organization promising to bring a new level of visibility and insights across organizations’ entire digital landscapes.

Research Note: Google Cloud AI-Enabled Healthcare Announcements

Google Cloud

At the recent HIMSS24 event in Orlando, Google Cloud unveiled a set of new solutions designed to enhance interoperability, establish a robust data foundation, and deploy generative AI tools within the healthcare and life sciences sectors. These solutions promise to improve patient outcomes.

Research Note: Oracle Globally Distributed Autonomous Database

Oracle SIgn

Oracle released its Globally Distributed Autonomous Database. The new offering enhances the management and processing of distributed data, ensuring top-tier scalability, availability, and adherence to data sovereignty laws for users of Oracle Database.

Research Note: NetApp Autonomous Ransomware Protection

NetApp Sign

NetApp recently announced enhanced cyber-resiliency capabilities to help customers better protect against and recover from ransomware attacks. Integrating AI and ML into its enterprise primary storage solutions, NetApp offers real-time malware protection for both primary and secondary data, irrespective of whether it’s stored on-premises or in the cloud.

Research Note: CrowdStrike FQ4 2024 Earnings

CrowdStrike FQ4 2024 Earnings

CrowdStrike released its fiscal Q4 2024 results, beating consensus on revenue and earnings while providing strong guidance for the coming year. The company also announced the acquisition of Flow, which offers unique capabilities for protecting data within cloud environments.

Quick Take: CrowdStrike Acquires Flow Security

Deal

CrowdStrike announced its pending acquisition of Flow Security, a company specializing in cloud data security with an approach emphasizing runtime analysis for real-time data discovery, classification, risk detection, and policy enforcement.