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Research Notes

Research Reports

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.

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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.

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

Steve McDowell March 8, 2025

Who doesn’t love a good survey? We’ve combed through a bumper crop of new surveys on AI and tech trends for 2025 to find the bottom line: Executives can’t pump the brakes on AI spending — but lousy data, security holes, and an alarming skills gap could cause serious headaches.

Let’s look at what we’ve learned from February’s batch of surveys tell us about the state of enterprise IT.

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