Quick Take: SAP’s New Business AI Capabilities
At the recent NVIDIA GTC event, SAP and NVIDIA announced an expanded partnership to enhance generative AI integration across SAP’s cloud solutions and applications. The collaboration focuses on developing SAP Business AI, which integrates scalable, business-specific generative AI capabilities within various SAP offerings, including SAP Datasphere, and SAP BTP.
Quick Take: VAST Data’s Nvidia DPU-Based AI Cloud Architecture
VAST Data recently introduced a new AI cloud architecture based on Nvidia’s BlueField-3 DPU technology. The architecture is designed to improve performance, security, and efficiency for AI data services. The approach seeks to enhance data center operations and introduce a secure, zero-trust environment by integrating storage and database processing into AI servers.
Research Note: Intel Gaudi 3
Intel announced its long-anticipated new Intel Gaudi 3 AI accelerator at its Intel Vision event. The new accelerator offers significant improvements over the previous generation Gaudi 3 processor and promises to challenge Nvidia’s current generation accelerators in training and inference for LLMs and multimodal models.
Research Note; Arm Ethos U-65 microNPU
Arm introduced its new Ethos-U65 microNPU (Neural Processing Unit). This state-of-the-art AI accelerator facilitates machine learning (ML) inference in many embedded systems and high-performance devices.
Quick Take: Wasabi AiR Intelligent Media Storage
Wasabi AiR integrates artificial intelligence to transform how video content is stored, accessed, and utilized. The new offering combines the cost-effectiveness and high performance of Wasabi’s object storage with sophisticated AI capabilities, including automatic metadata tagging and multilingual searchable speech-to-text transcription.
Quick Take: Hammerspace Hyperscale NAS For AI & HPC
Hammerspace unveiled its new high-performance NAS architecture, Hyperscale NAS, to cater to the growing demands of enterprise AI, machine learning, deep learning initiatives, and the increasing use of GPU computing both on-premises and in the cloud.
Quick Take: Datastax Acquires Langflow
DataStax announced the acquisition of Logspace, the company behind Langflow, a low-code tool for building applications based on Retrieval-Augmented Generation (RAG). The terms of the deal were not disclosed.
Research Note: MLPerf Inference 4.0 Results
MLCommons released the results of its MLPerf Inference v4.0 benchmarks, which introduced two new workloads, Llama 2 and Stable Diffusion XL.
Since its inception in 2018, MLPerf has established itself as a crucial benchmark in the accelerator market. The benchmarks offer detailed comparisons across a variety of system configurations for specific use cases.
Research Note: Databricks DBRX LLM
Databricks launched DBRX, a new open, general-purpose Large Language Model (LLM) that sets a new benchmark for performance and efficiency.
DBRX surpasses the capabilities of existing models like GPT-3.5 while also demonstrating competitive performance with closed models such as Gemini 1.0 Pro, making it a formidable player in general-purpose applications and specialized coding tasks.
Is NVIDIA Lagging in Lucrative Automotive Segment?
Nvidia’s most recent earnings release is a tremendous achievement for the company, with reported revenue of $22.1 billion, up an incredible 265% year-on-year. Earnings grew an equally unbelievable 765% year-on-year.
Its automotive revenue was $281 million.
Research Note: Dell AI Factory with NVIDIA
At the 2024 NVIDIA GTC conference, Dell Technologies unveiled the Dell AI Factory with Nvidia, a comprehensive set of enterprise AI solutions aimed at simplifying the adoption and integration of AI for businesses.
Dell also announced enhancements to its flagship PowerEdge XE9680 server, including introducing Dell’s first liquid-cooled server solution, which allows the server to deliver the full capabilities of NVIDIA’s newly announced AI accelerators.
Research Note: NVIDIA & AWS’s Broad AI-Focused Collaboration
At the Nvidia GTC event in San Jose, Nvidia and Amazon Web Services made a series of wide-ranging announcements that showed a broad and strategic collaboration to accelerate global AI innovation and infrastructure capabilities.
The joint announcements included the introduction of NVIDIA Grace Blackwell GPU-based Amazon EC2 instances, NVIDIA DGX Cloud integration, and, most critically, a pivotal collaboration called Project Ceiba.
Quick Take: VAST Data and Supermicro Collaborate on Scalable AI Solution
Supermicro/VAST Data’s new solution provides innovative parallel architecture and unified global namespace ensure optimal GPU utilization, scalability, and smooth data access from edge to cloud, eliminating the usual trade-offs between performance and capacity.
Quick Take: IBM & the GSMA’s Collaboration for GenAI Adoption in Telecom
The GSMA and IBM recently announced a significant new collaboration to promote the adoption and development of generative artificial intelligence (AI) skills within the telecom industry.
This partnership launches through two main initiatives: the GSMA Advance’s AI Training program and the GSMA Foundry Generative AI program.
Quick Take: Juniper Network’s AI-Native Networking Platform
Juniper Networks announced its AI-Native Networking Platform, designed to fully integrate AI into network operations to enhance experiences for users and operators. The platform, a first in the industry, is built to use AI to make network connections more reliable, secure, and measurable.
Quick Take: WEKA Brings Data Platform to NexGen Cloud
WekaIO is partnering with NexGen Cloud, the leading UK-based sustainable infrastructure-as-a-service provider, to establish a high-performance foundation for NexGen Cloud’s upcoming AI Supercloud. This Supercloud and NexGen Cloud’s Hyperstack GPU-as-a-Service platform will leverage WEKA’s technology.
Quick Take: Oracle’s OCI Generative AI Service
Oracle announced the general availability of its OCI Generative AI Service, along with several substantial enhancements to its data science and cloud offerings. Let’s take a look at what Oracle announced.
Research Note: Inside Juniper’s Next-Gen AI Networking
Juniper Networks introduced its AI-Native Networking Platform, designed to fully integrate AI into network operations to enhance experiences for users and operators. This platform, a first in the industry, is built to use AI to make network connections more reliable, secure, and measurable.
Research Note: Inside Intel’s 4Q 2023 Data Center & AI Earnings
The latest earnings release from Intel Corporation offers a comprehensive overview of the company’s current trajectory and outlook, underscoring significant strides in its ambitious IDM 2.0 transformation.
This Research Note focuses primarily on Intel’s Data Center & AI Group (DCAI) and those elements that impact enterprise infrastructure.
Equinix Launches Fully Managed NVIDIA DGX AI
Equinix launched a fully managed private cloud service to facilitate enterprises’ acquisition and management of NVIDIA DGX AI supercomputing infrastructure. This service is aimed at helping businesses build and run custom generative AI models.
Research Note: Oracle’s New GenAI Features for Oracle Cloud
Oracle announced the general availability of its OCI Generative AI Service, along with several substantial enhancements to its data science and cloud offerings, including the beta release of new genAI agents.
IBM And Meta Launch an AI Alliance for Safe AI
Created by IBM and Meta, the AI Alliance is a testament to the belief that open and transparent innovation is crucial for harnessing AI advancements in a way that prioritizes safety, diversity, and widespread economic opportunity.
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.
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.
Research Note: AMD ROCm 6 Software Stack
At its AI-focused event on December 6, Advanced Micro Devices (AMD) introduced the latest release of its ROCm software stack, marking a significant update in the field of high-performance computing (HPC) and artificial intelligence (AI). The new release introduces enhancements that align closely with the company’s latest hardware, notably the MI300 series GPUs.
Research Note: Microsoft’s New Processor & Accelerator
At its recent Microsoft Ignite event, the company announced the launch of the Azure Cobalt 100 CPU and the Maia 100 AI accelerator, marking a significant pivot in Microsoft’s approach to its cloud infrastructure and representing the company’s commitment to driving innovation in high-performance computing and AI.
Research Note: Elastic Fiscal Q2 2024 Earnings
Elastic this week released its fiscal Q2 2024 earnings, handily beating consensus estimates for both revenue and EPS. This Research Note explores Elastic’s earnings for the quarter, taking a special look at the impact of generative AI on the company’s business.
Research Note: Lenovo Fiscal Q2 2024 Earnings
This Research Note explores Lenovo Group Limited’s financial and operational performance across its distinct business units in its Fiscal Q2 2024. Focusing on the Solutions and Services Group (SSG), Infrastructure Solutions Group (ISG), and Intelligent Device Group (IDG), looking at each business unit’s contributions to Lenovo’s overall business strategy.
IBM Launches $500M AI Venture Fund
IBM this week unveiled a $500 million venture fund to invest in AI companies, ranging from early-stage startups to high-growth enterprises.
Research Note: Inside the IBM Research NorthPole Accelerator
IBM Research has developed and released details on a groundbreaking AI chip called NorthPole, which could revolutionize AI hardware systems. Unlike traditional computer chips, NorthPole integrates processing units and memory on the same chip, eliminating the von Neumann bottleneck and significantly improving efficiency.
Research Note: Databricks Acquires Arcion
Databricks announced its intention to acquire Arcion, an enterprise data replication specialist and a part of the Databricks Ventures portfolio. The acquisition, valued at over $100 million, is set to bolster Databricks’ capability to natively ingest data from a myriad of databases and SaaS applications into their Lakehouse Platform.
Lenovo Relentlessly Focused on AI at Tech World 2023
Lenovo’s Global Tech World is underway in Austin this week where the company shows off the latest innovations from its wide range of product teams. Despite its expansive portfolio, the clear focus for Lenovo is on capturing mindshare around enterprise AI while also riding the wave propelling most of the growth in the IT industry.
IBM Acquires Manta, Bolsters Watson.x
IBM announced the acquisition of Manta Software for an undisclosed amount. Manta is a leading data lineage platform that allows enterprises to understand their data better.
VAST Data to Provide Data Infrastructure for Lambda
Lambda and VAST Data have engaged in a new strategic partnership that brings the VAST Data Platform to Lambda.
Confluent Introduces Partner-Driven Real-Time AI Initiative + New AI Tools
Confluent, a leader in data streaming and steward of the open-source Apache Kafka system, recently announced a new initiative called “Data Streaming for AI” to aid organizations in developing real-time AI applications. It also introduced new AI-enabled tools.
ServiceNow Introduces Now Assist, Bringing GenAI to its Now Platform
ServiceNow unveiled its new “Now Assist” family of solutions earlier this month as part of a major expansion of its powerful Now Platform, introducing new generative AI capabilities for IT Service Management, Customer Service Management, HR Service Delivery, and creators.
OpenText Releases Aviator AI Tools for Business & Technologists
OpenText unveiled a broad expansion of its enterprise-class Aviator platform with new AI capabilities spanning business and technology needs. Aviator is OpenText’s AI platform, designed to enable organizations to leverage AI for various applications without moving their data.
Google Brings Vertex AI Search to Healthcare
Google Cloud introduced enhancements to its Vertex AI Search tailored for healthcare and life sciences organizations. The solution enables the application of medical-tuned generative AI search on diverse data sources, including clinical data like FHIR data and clinical notes.
Inside Microsoft’s New Cloud-Based Data & AI Solutions for Healthcare
Microsoft announced its first industry-specific application of its Fabric analytics platform, introducing new healthcare-focused AI models, and releasing new AI-driven tools to simplify the clinician experience.
Dell’s Validated Design for Generative AI + New Tools & Services
Dell Technologies announced a significant expansion of its Generative AI Solutions portfolio to empower businesses embarking on their GenAI journeys. This expansion delivers advanced infrastructure, professional services, and a collaborative data solution to help organizations derive intelligence from their data securely and efficiently.
IBM Releases Granite Foundation Models for Enterprise AI
IBM takes a big step towards addressing enterprise requirements for generative AI with its new Granite Foundation Models. Let’s look at what IBM announced.
VAST Data Powers the Infrastructure Behind CoreWeave’s AI Cloud
CoreWeave, a leading specialty cloud provider for AI systems, announced that VAST Data has been selected to provide the data infrastructure underpinning CoreWeave’s offerings.
Quick Take: Amazon Invests $4B in AI Model Developer Anthropic
Amazon has invested $4 billion in model developer Anthropic, with Amazon Web Services (AWS) becoming its primary cloud provider.
Research Note: Inside IBM WatsonX
IBM recently unveiled its updated AI portfolio, “watsonx” The new set of offerings provides an enterprise-ready AI and data platform consisting of three intertwined solution stacks:
Google Cloud Introduces New Vertex AI Capabilities
Google introduced its Vertex AI machine learning (ML) platform in 2021 to allow its customers to manage the entire ML lifecycle, from model development to deployment. Vertex AI combines data engineering, data science, and ML engineering workflows, enabling teams to collaborate using a common toolset and scale your application. Last week at Google’s Google Cloud […]
Marvell Sees Momentum in Cloud, AI, and Automotive
Last week, Marvell released its earnings for the second quarter of its fiscal 2024, demonstrating robust performance with $1.34 billion in top-line revenue. While that number was down year-over-year, it surpassed the midpoint of the company’s guidance. Insight: Growth in Cloud & AI Marvell’s data center business was a bright spot. Revenue from that business […]
Nutanix Introduces new Generative AI-in-a-Box
Earlier this month, Nutanix announced its new GPT-in-a-Box™ solution, which promises to simplify the implementation of Generative Pre-trained Transformer (GPT) capabilities. Nutanix’s solution aims to help organizations harness the power of AI while maintaining robust control over their data and applications. New: Nutanix GPT-in-a-Box Nutanix’s new GPT-in-a-Box brings together the elements necessary to deploy a […]
Dynatrace Beats Earnings, Acquires A Company & Embraces Generative AI
Over the past month Dynatrace has beat earnings, announced the acquisition of Rookout, a developer-focused observability start-up, and is bringing new generative AI features to its a Davis AI engine.
Dell Technologies & NVIDIA Collaborate On Full-Stack Generative AI Solutions
Dell & NVIDIA deliver new validated designs for inference systems based on NVIDIA accelerators and software, a professional services offering to help enterprises embrace generative AI, and a new Dell Precision workstation for AI development.
HPE Brings AI-as-a-Service to the Enterprise with Its GreenLake for LLMs
Hewlett Packard Enterprise has always taken a decidedly infrastructure-centric approach to delivering flexible consumption-based compute, storage, and networking to enterprise IT. HPE provides that flexibility through its popular HPE GreenLake offerings. Last week at its annual HPE Discover Event in Las Vegas, HPE introduced the first of what the company says will be many domain-specific […]
MongoDB Embraces AI & Reduces Developer Friction With New Features
Servicing the quickly evolving needs of modern application development requires rapid innovation and fast product cycles. MongoDB demonstrated both last week at its MongoDB.local 2023 event in New York City, introducing a broad set of new features and services. The announcements cover a wide breadth of territory, with new capabilities to leverage the latest AI […]
Elastic’s Elasticsearch Relevance Engine Enables Generative AI Search
Background The challenge for an enterprise wanting to harness the power of large language models (LLMs) is that a language model is only as capable as the data it’s trained on and understands. This hampers the ability to leverage the technology to solve real-world business problems. LLMs become infinitely more powerful when deeply integrated with […]
The Innovative Cooling Approach Behind NVIDIA’s $5M COOLERCHIPS Grant
Background Cooling a data center was a challenge even before the current AI-driven boom in accelerated computing heated up. Servers run hot, with processor thermal designs reaching 500 watts by 2025. Add GPUs to the mix, some of which approach 700W today, and the problems of power consumption and heat dissipation begin to expand exponentially. […]
Nutanix’s Project Beacon Lights The Way To A Unified Hybrid Multi-Cloud Future
Background In the hybrid-cloud world, every infrastructure has a distinct way of managing workloads. Every cloud, even on-prem consumption-based offerings, forces a different control plane. Unfortunately, for all the flexibility that the cloud enables, that flexibility is offset by increased complexity. This is a problem facing nearly every enterprise IT shop. Nutanix’s Cloud Manager offering […]
NVIDIA Grows Momentum in Public Cloud
NVIDIA lives at the center of the AI revolution. Its GPUs are the most common, and most powerful. Beyond its hardware, NVIDIA is enabling the adoption of AI with software tools that span the gamut from edge inference to autonomous driving to medical imaging. The list truly is limitless.
NVIDIA Updates Data Center Platform Strategy at GTC 2023
It’s become clear that NVIDIA strives to own the entire platform for AI-infused analytics. The time is right, as accelerated AI is fueling a shift in how enterprises derive value from their data and how businesses operate and engage with their customers.
Dynatrace Blends AI, Automation & Observability With New Offerings
Understanding what’s happening across that infrastructure is a difficult challenge — predicting what may happen next in that infrastructure? That seems impossible.