Research Note: IBM’s 4Q 2023 Earnings Results
IBM announced its fourth-quarter 2023 earnings, highlighting significant revenue growth across all segments, driven by the adoption of its hybrid cloud and AI offerings. The company beat analyst expectations for both revenue and income.
Equinix Launches Fully Managed NVIDIA DGX AI
Equinix launched a fully managed private cloud service to facilitate enterprises’ acquisition and management of NVIDIA DGX AI supercomputing infrastructure. This service is aimed at helping businesses build and run custom generative AI models.
The Unexpected Impact of VMware Cost Reductions
While VMware’s new price reductions may seem positive on the surface, there are significant questions as to whether IT buyers are actually saving money, especially as clarity emerges on the details of VMware’s new bundling scheme and the operational limits it’s now placing on products like vSAN.
Quick Take: Intel’s New Emerald Rapids Processor
Intel unveiled its new Emerald Rapids processors, part of its 5th-Gen Xeon Scalable lineup. The new processors arrive with multiple features designed to enhance performance across workloads, including AI and HPC.
Research Note: Inside OpenText’s New CE 24.1 Release
OpenText announced its OpenText Cloud Edition 23.4, which brings new generative AI capabilities to its OpenText Content Aviator and new features targeting supply chain efficiency, improved business intelligence, security and governance, and even DevOps.
Research Note: Oracle’s New GenAI Features for Oracle Cloud
Oracle announced the general availability of its OCI Generative AI Service, along with several substantial enhancements to its data science and cloud offerings, including the beta release of new genAI agents.
Research Note: IBM Research’s Breakthrough in Error Mitigation/Correction for Quantum Computing
In a new paper published in the journal Nature, IBM Research describes a new approach that addresses a fundamental challenge in quantum computing: the vulnerability of quantum hardware to errors caused by environmental noise. This issue is a significant hurdle in developing and operating utility-scale quantum circuits, which are essential for practical applications of quantum computing.
IBM Simplifies SW Development for Quantum Computing with New Tools
As the quantum computing landscape rapidly advances, IBM stands at the vanguard with innovative solutions designed to make quantum computing more practical and accessible. This is particularly evident in its innovations in developing quantum applications.
Research Note: IBM Introduces New Consulting Advantage
IBM Consulting is introducing a significant advancement in business consulting with the launch of IBM Consulting Advantage. This new AI services platform aims to enhance the efficiency and effectiveness of IBM consultants in their client engagements. It incorporates proprietary methods, assets, and AI-driven Assistants, drawing on IBM’s technological prowess and strategic partnerships.
VMware Customers Cautious after Recent Broadcom Actions
Broadcom is moving quickly in undertaking several critical initiatives with VMware that, while likely beneficial to Broadcom shareholders over the long term, are causing uncertainty among many VMware customers.