Research Note: AMD’S New Embedded+ CPU/FPGA Platform
AMD announced the launch of AMD Embedded+, a novel architectural solution that integrates AMD’s Ryzen Embedded processors with its Versal adaptive onto a single board.
Research Note: ARM’s FISCAL Q3 2024 EARNINGS
Arm Holdings reported a solid financial fiscal 3Q 2024, exceeding expectations and highlighting its robust position in the technology sector. In its earnings call, the company announced record revenues and raised its revenue guidance for the upcoming quarter.
Quick Take: Databricks Acquires Einblick
Databricks recently acquired the team behind Einblick, a natural language data science notebook. The acquisition, for an undisclosed amount, is the latest in a series of strategic purchases by Databricks.
Quick Take: SentinelOne Acquires PingSafe, Expands Unified Security Offerings
SentinelOne, a leader in AI-driven security, announced its pending acquisition of PingSafe, an emergent player in the Cloud Native Application Protection Platform (CNAPP) space, for an undisclosed amount.
The acquisition will allow SentinelOne to extend its cloud workload and data security offerings with PingSafe’s CNAPP technology to offer an integrated platform for comprehensive coverage and automation across cloud environments.
Research Note: Inside AMD’s 4Q 2023 Data Center Group Performance
Advanced Micro Devices (AMD) reported a stellar end to 2023, marking achievements within its Data Center business amidst a fluctuating demand landscape.
This Research Note takes a look at AMD’s performance, focusing on its Data Center Group.
Halcyon’s Latest Funding Shows Robust Cybersecurity Growth
Halcyon, an emerging player in the cybersecurity anti-ransomware sector, recently marked a significant milestone in its growth trajectory, securing an additional $40 million in a Series B funding round. This recent infusion of capital brings the company’s total funding to an impressive $84 million, following a $44 million Series A round last April.
Research Note: Inside Juniper’s Next-Gen AI Networking
Juniper Networks introduced its AI-Native Networking Platform, designed to fully integrate AI into network operations to enhance experiences for users and operators. This platform, a first in the industry, is built to use AI to make network connections more reliable, secure, and measurable.
Research Note: Inside Intel’s 4Q 2023 Data Center & AI Earnings
The latest earnings release from Intel Corporation offers a comprehensive overview of the company’s current trajectory and outlook, underscoring significant strides in its ambitious IDM 2.0 transformation.
This Research Note focuses primarily on Intel’s Data Center & AI Group (DCAI) and those elements that impact enterprise infrastructure.
Quick Take: Chronosphere Acquires Calyptia
Chronosphere, a cloud-native environment observability provider, recently announced the acquisition of Calyptia, a specialist in observability pipelines. This marks a significant expansion in Chronosphere’s capabilities.
Research Note: Western Digital FQ2’24 Earnings
Western Digital’s fiscal year 2024 second-quarter results have spotlighted the company’s strategic maneuvers in a turbulent technology landscape. Reporting a revenue of $3 billion and facing a non-GAAP loss per share of $0.69, Western Digital finds itself at a crucial crossroads.