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Research Notes

Research Reports

Quick Take: Qualcomm Acquires VinAI’s MovianAI Division

Steve McDowell April 5, 2025

Qualcomm last week announced its acquisition of MovianAI, the generative AI division of VinAI, a leading Vietnamese AI research firm within the Vingroup ecosystem. The acquisition will enhance Qualcomm’s generative AI R&D capabilities by bringing VinAI’s deep expertise in AI, machine learning, computer vision, and natural language processing to its already-strong arsenal.

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NAND Insider Newsletter: March 30 2025

Steve McDowell April 1, 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 30, 2025.

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NAND Insider Newsletter: March 24, 2025

Steve McDowell March 26, 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 24, 2025.

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Metadata: The Silent Bottleneck in AI Infrastructure

Steve McDowell March 25, 2025

One of the most impactful but underappreciated architectural changes impacting storage performance for AI is how these solutions manage metadata. Separating metadata processing from data storage unlocks significant gains in performance, scalability, and efficiency across AI workloads. Let’s look at why metadata processing matters for AI.

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