Blog

NVIDIA GTC 2025: The Super Bowl of AI

Steve McDowell March 18, 2025

If you thought AI was already moving fast, buckle up, Jensen Huang threw more fuel on the fire. NVIDIA’s GTC 2025 keynote wasn’t just about new GPUs; it was a full-scale vision of computing’s future, one where AI isn’t just a tool — it’s the foundation of everything.

Let’s look at what Jensen talk about during his 2+ hour keynote.

Quick Take: Google’s $32B Wiz Acquisition

Steve McDowell March 18, 2025

Google today announced its intent to acquire cybersecurity start-up Wiz for a staggering $32 billion in an all-cash deal. This acquisition is one of the largest ever cybersecurity deals.

NAND Insider Newsletter: March 10, 2025

Steve McDowell March 11, 2025

Every week NAND Research puts out a newsletter for our industry customers taking a look at what’s driving the week, and what happened last week that caught our attention. Below is a excerpt from this week’s, March 10, 2025.

CoreWeave’s Wild Ride Towards IPO

Steve McDowell March 10, 2025

CoreWeave, the AI-focused cloud provider that’s that was early in catching and riding the generative AI boom, is officially gunning for the big leagues. The NVIDIA-backed company has filed for an IPO, looking to capitalize on the insatiable demand for AI compute.

That’s big news for the AI infrastructure world, where CoreWeave has rapidly positioned itself as a major player, taking on the likes of Amazon, Google, and Microsoft.

But before you start picturing ringing bells on Wall Street and champagne toasts, there’s more to the story. A lot more.

Enterprise Infrastructure Tracker: March 2025

Steve McDowell March 8, 2025

We’re barely two months into the new year and already the enterprise infrastructure market is heating up.

Here’s what caught our attention over the past month:

March Survey Round-Up: AI is Booming, But Data Quality & Security Haunt Leaders