Research Note: HPE Intends to Acquire Juniper Networks
Hewlett Packard Enterprise (HPE) has announced its definitive agreement to acquire Juniper Networks, Inc., a leader in AI-native networks, for approximately $14 billion in an all-cash transaction, a premium of about 32% over Juniper’s closing stock price on the day the deal was announced.
Elastic Shows Robust Growth on the Back of GenAI & Cloud Expansion
Elastic demonstrated an impressive performance in its latest earnings release, handily beating consensus estimates for revenue and EPS, and even surprised Wall Street with its forecast. The earnings showed Elastic making significant strides across every segment of its business.
SentinelOne Expands Cybersecurity Capabilities, Positions for Growth
SentinelOne has consistently redefined its approach to encompass a comprehensive suite of cybersecurity services, ranging from endpoint to cloud to identity security, broadening its scope and addressing the multifaceted nature of cyber threats today.
WEKA Lights Up the Vegas Sphere for U2
Supplying the data infrastructure for something like U2’s show at the Sphere in Las Vegas is significant challenge.
This piece looks at how WEKA stepped up to meet the demanding challenges of one of the biggest bands in the world.
Research Brief: Inside the Qualcomm Cloud AI 100 Accelerator
This Research Brief unpacks the features, applications, and technological advancements of the Qualcomm Cloud AI 100 and Cloud AI 100 Ultra.
Research Brief: Impact of New VMware Bundles & Pricing
This Research Brief explores the impact of VMware’s recent announcements of its consolidated its offerings into two primary bundles, while also adjusting price.
Research Note: Intel “Emerald Rapids” 5th Generation Xeon Processor
Intel unveiled its new Emerald Rapids processors, part of its 5th-Gen Xeon Scalable lineup at its recent “AI Everywhere” event. The new processors arrive with multiple features designed to enhance performance across workloads, including AI and HPC.
IBM Introduces watsonx.governance for AI Governance
IBM’s focus on enterprise-readiness continues with its announcement of watsonx.governance, designed to assist business in managing and governing AI models, will be generally available in early December.
Dell Partners with Hugging Face & Meta for Enterprise AI
Dell and Hugging Face are working together to aid enterprise adoption of AI by providing a platform where businesses can easily select, deploy, and fine-tune AI models for their specific use cases using Dell’s infrastructure.
Research Note: AMD’s new MI300X & MI300A AI Accelerators
AMD recently announced its new MI300x and MI300a AI accelerators, its most significant challenge to NVIDIA yet.