Quick Take: Cisco’s Investment in CoreWeave and its AI Infrastructure Strategy

Deal

Cisco is reportedly on the verge of investing in CoreWeave, one of the hottest neo-cloud providers specializing in AI infrastructure, in a transaction valuing the GPU cloud provider at $23 billion. CoreWeave has rapidly scaled its AI capabilities by utilizing NVIDIA GPUs for data centers, becoming a key player in the AI infrastructure market.

Research Note: Supermicro’s New Datacenter Scale Liquid Cooling

Supermicro Liquid Cooling

Supermicro recently announced a comprehensive, end-to-end liquid cooling solution for data centers. The solution encompasses critical hardware components such as Coolant Distribution Units (CDUs), cold plates, Coolant Distribution Manifolds (CDMs), cooling towers, and integrated management software.

Research Note: VAST Data’s New AI Updates & Partnerships

Logo for the VAST Data Platform.

VAST made a wide-ranging set of AI-focused announcements that extend it’s already impressive feature set to directly address the needs of enterprise AI. Beyond the new features, VAST also highlighted new strategic relationships and a new user community that help bring VAST technology into the enterprise.

Research Note: MongoDB 8.0

MongoDB 8.0

MongoDB recently announced the general availability of MongoDB 8.0, the latest version of its document database platform. This release introduces substantial performance improvements, enhanced scalability, reduced infrastructure costs, and advanced security features. Key Features of MongoDB 8.0 MongoDB 8.0 targets the growing demand for high-performance, scalable, and secure databases capable of supporting a wide variety […]

AMD MI300 Gains Momentum with New Vultr & Oracle Cloud Wins

AMD MI300x

The AMD MI300’s advanced architecture, featuring high memory capacity, low power consumption, and solid performance, is finding a home among cloud providers. While Microsoft Azure previously announced MI300-based instances, there are new announcements from specialty GPU cloud provider Vultr and the mainstream CSP Oracle Cloud Infrastructure of new integrations with AMD’s MI300 accelerator.

Research Note: Lenovo ThinkSystem V4 & 6th Gen Neptune

Lenovo logo

Lenovo recently announced significant updates to its enterprise infrastructure portfolio, introducing the new ThinkSystem V4 servers and the latest generation of its Neptune liquid-cooling technology, designed to address the growing demands of HPC and AI workloads.

Research Note: Pure Storage Sept’24 Announcements

Pure Storage September 2024 Announcement Overview

At its recent Pure Accelerate customer event in the the UK, Pure Storage announced several innovations and enhancements to its portfolio. The new capabilities focus on real-time enterprise file services, virtualization, and financial flexibility.

Research Note: NetApp’s New AI Vision

NetApp

At its recent Insight customer event, NetApp shared its vision for how its solutions will evolve to address these challenges. NetApp’s approach combines its existing ONTAP-based products with a new disaggregated architecture and new data manipulation capabilities that promise to deliver the efficiencies demanded by enterprise AI.