Blog - NAND Research

The 5G-OT Alliance is Off and Running

Unlike the polished narratives often seen at trade shows, the 5G-OT Alliance Connect offered a clear-eyed look at the private cellular journey.

The Future is Sovereign: How HPE is Forging the Hybrid Cloud Blueprint for the Global Enterprise

This is not simply the story of winning a deal; it’s the narrative of HPE defining the next era of hybrid cloud computing….

SC25: Beyond Super Computing

Supercomputing 2025 delivered a clear message to enterprise IT leaders: the infrastructure conversation has fundamentally changed. The announcements from SC25 were about architectural transformation.

From rack-scale designs to quantum integration to facility-level engineering, the building blocks of large-scale AI and HPC systems are being reimagined.

Analysis of the Private 5G Market: Is it Dying?

…P5G is not dying; rather, it is shedding unrealistic use cases.

Call Notes: Semiconductor Memory Market Supply Constraints and Rising Prices

Legacy and mobile DRAM types, including DDR4 and LPDDR5X, face severely extended delivery lead times, while contract prices for DRAM and NAND flash are rising sharply. This is leaving Smartphone OEMs and SoC vendors with elevated memory cost burdens that threaten margins and will likely force higher device prices.

Call Notes: Q4 Semiconductor Tracker

We’re in a moment that’s less about individual chip performance and more about processing-at-scale. It’s all about sprawling AI racks, optics, interconnect, and custom silicon hungry for scale, speed, and a story.

Quick Take: Qualcomm’s Diversification Strategy is Paying Off

Qualcomm’s fiscal Q4 2025 results tell a story that extends far beyond the smartphone chips that built the company. While the guidance-busting earnings numbers, $11.3 billion in revenue and $3.00 EPS, are impressive, it’s not the full story.

Beyond the Captive Portal: Why Passpoint and Private Cellular Are the Only Seamless Options

At its core, Passpoint replaces the insecure web login with certificate-based, enterprise-grade authentication.

Oracle AI World 2025: Bringing Cohesion to the AI Data Stack

Oracle AI World 2025 in Las Vegas was a clear demonstration of how far the company has come from its roots as a database vendor. This year’s event, as its new name might give away, was all about AI.

Oracle’s announcements centered on its Oracle AI Data Platform, a new Oracle database release, the new Autonomous AI Lakehouse, along with new advances in Oracle’s distributed cloud portfolio, and deepened multi-cloud partnerships with both Google Cloud and AWS. That’s a lot – and we’re just hitting the highlights.

SONiC Operators Rejoice: Cisco Announces NVIDIA based AI Networking with SONiC

This isn’t just another option coming out of Cisco’s R&D; it’s a blueprint for the future.

HPE Doesn’t Trust Anyone Else with Exascale Speed

Choosing Slingshot instead of buying competitor gear like InfiniBand is a hardcore strategic move centered on performance, predictability, and ownership.

Is Now the Time to Converge P5G with Wi-Fi?

The promise of Private 5G (P5G) is tantalizing for enterprises, particularly in mission-critical industrial and campus environments.

IBM TechXchange 2025: Enterprise AI Comes of Age in Orlando

I’ve just returned from IBM TechXchange 2025 in Orlando, and if there was one overarching message from this year’s event, it was this: the era of AI experimentation is over, and IBM is ready to help enterprises bring it to production environments.I’ve just returned from IBM TechXchange 2025 in Orlando, and if there was one overarching message from this year’s event, it was this: the era of AI experimentation is over, and IBM is ready to help enterprises bring it to production environments.

The Best-Kept Secret in IT: Why Your Factory Needs to Ditch Copper and Go Full Fiber

Traditional Ethernet networks are a sprawling mess of cables, switches, and distribution frames……POL, on the other hand, is deceptively simple.

Private 5G News Snapshot: September’s Industrial Surge

Digital upgrades in the industrial world are hitting top speed, and Private 5G (P5G) is the engine driving it all.

India’s Wi-Fi 7 Dream Hits a Snag: A Spectrum Setback

This delay is particularly impactful when considering how heavily mobile device traffic actually relies on Wi-Fi, not cellular data.

Cohesity Catalyst 1

The Cohesity Catalyst 1 announcements aren’t just about new features; they represent a cohesive strategy to simplify and secure the enterprise data landscape.

The Dynamic Duo: Why Wi-Fi 7 and Private 5G

The conversation around industrial connectivity used to be “Wi-Fi versus Private 5G.” Today, that’s not the case at all.

T-Mobile’s CBRS Bombshell

But now, they’ve pulled the rug out. They’re telling their partners to prioritize using T-Mobile’s own licensed mid-band spectrum for all new neutral-host projects.

SonicWall and the Cybersecurity Warranty Landscape

A central feature of this new platform is a built-in cyber warranty, which SonicWall is positioning as the “industry’s first embedded cyber warranty.”

Microsoft Project Ire: Autonomous Malware Reverse Engineering at Scale

Microsoft recently introduced Project Ire, an autonomous AI agent that performs full-scale reverse engineering and classification of software files, with a focus on malware detection.

HPE’s Cybersecurity Evolution: Unifying Solutions for the Hybrid Cloud Era

In a rapidly evolving threat landscape, cybersecurity is no longer a matter of simply blocking attacks—it’s about building resilience to withstand them.

The Unseen Architects: How System Integrators are Powering Carrier-Led Private 5G Deployments

For mobile carriers like Verizon, AT&T, and T-Mobile, the P5G opportunity is immense, offering new revenue streams beyond consumer services.

Intel’s Networking Exodus: A Strategic Rebirth or a Sign of Decline?

Intel’s foray into networking didn’t start with flashy switches or routers. Its foundational contribution dates back to 1980…

Azure Marketplace: meter’s New Avenue for Enterprise Customer Acquisition

For meter, this isn’t just about passive listing. It’s an active customer acquisition strategy. They’re tapping directly into enterprise budgets already allocated to Azure, bypassing traditional sales friction.

The Great Network Shift: Why Enterprises Are Outsourcing Support and What It Means for Contracts

Enter the Managed Service Provider (MSP). These partners offer a lifeline, promising to take on the heavy lifting of network design, delivery, and ongoing operations.

Broadcom’s Tomahawk Ultra: Challenging Nvidia’s Dominance in AI Networking

The significance of this battle lies in “scale-up” computing – the technique of ensuring closely located chips can communicate at lightning speed.

Open Flash Platform Initiative Aims to Redefine Flash Storage for AI

Six industry participants recently launched the Open Flash Platform (OFP) initiative, backed by six founding members: Hammerspace, the Linux Foundation, Los Alamos National Laboratory (LANL), ScaleFlux, SK hynix, and Xsight Labs.

The initiative purports to address the challenges presented by the next wave of AI-driven data storage, specifically the limitations of power, heat, and data center space.

MSP Quotes- Unfiltered Weekend Thoughts

Having spent most of my career on the enterprise client side, I’ve learned that an MSP’s quoting process isn’t just about them getting a number out the door. It’s about how they show up professionally.

The ‘Single Pane of Glass’ Illusion: Interoperability or Trojan Horse?

But here’s my unfiltered take, whispered over a cold pizza slice: Is this newfound love for interoperability a genuine embrace of the multi-vendor reality, or is it a Trojan horse designed to eventually displace your third-party gear?

HPE/Juniper- Unfiltered Weekend Thoughts

Can this combined entity truly have the agility to innovate against more focused players (yeah I am talking about Cisco)…..

Building Bridges: Why Industry Understanding is Key to System Integrator Trust

To truly earn the trust of enterprise customers, system integrators must expand their value proposition. It’s no longer enough to just present a strong technology component.

Don’t Get Lost in the Noise: Crafting a Private 5G RFP That Delivers Results

Investing the time to create a solid unambiguous Private 5G RFP ensures you select a solution that truly aligns with your strategic objectives.

Why Independent Advisory Matters: Navigating Private 5G Vendor Noise in a Complex Industrial Landscape

In today’s fast-paced technological world, making smart, strategic decisions about new tech isn’t just important—it’s absolutely critical. Every day, companies are bombarded with pitches, white papers (guilty!), and webinars from countless vendors, each promising their solution is the silver bullet. It’s what I like to call “vendor noise,” and it can be deafening, especially when […]

HPE + Juniper: The Green Light for an AI-Powered Networking Future

Well, folks, it’s official! After what was a long and winding road through regulatory hurdles, the U.S. Department of Justice has finally given the nod to Hewlett Packard Enterprise’s (HPE) whopping $14 billion acquisition of Juniper Networks. This isn’t just any tech merger; it’s a monumental move that’s set to shake up the enterprise networking […]

HPE Discover 2025: The AI Evolution Takes Center Stage (and Everywhere Else) Day 1 Wrap Up

Las Vegas, Nevada – Antonio Neri took the stage at HPE Discover 2025’s opening day keynote, captivating a massive audience at the iconic Sphere in Las Vegas. Thousands of excited attendees filled the unique venue, buzzing with anticipation to hear HPE’s vision and groundbreaking announcements for the future of AI, hybrid cloud, and networking. The […]

Cisco Live Day 1 Recap

San Diego- the sun’s shining, the breeze is cool, and Cisco Live! 2025 just kicked off, bringing all sorts of cool vibes and as expected, a boatload of announcements. But here’s the real talk: Cisco has come to play with their AI powered networking gear.

The Unsung Hero: How Edge AI and ZTNA are Transforming Industrial IoT Connectivity

As the number of connected devices explodes on sprawling factory floors, in remote oil & gas fields, and across utility grids, the dual challenge of handling massive data volumes and securing vulnerable endpoints becomes paramount.

The solution lies not just in more bandwidth but in the synergy of Edge AI and Zero Trust Network Access (ZTNA).

HPE Aruba Networking Levels Up for the AI Age

Big news from Hewlett Packard Enterprise (HPE)! Its Aruba Networking crew just dropped some major upgrades for both wired and wireless networks. The goal? To tackle the huge demands of AI, IoT, and other super-fast apps, proving HPE’s serious about keeping businesses ahead of the game.

Quick Take: Dell Tech World 2025

Last week I was back in Las Vegas for Dell Technologies World 2025. The company has a broad portfolio but was telling a single-minded story: Dell has a relentless focus on AI, emphasizing the Dell AI Factory and the shift towards on-premises enterprise AI solutions.

DataCore Acquires StarWind, Expands HCI Capabilities from Core to Edge

DataCore Software, a long-time player in software-defined storage (SDS) and data infrastructure, announced the acquisition of StarWind Software, a hyperconverged infrastructure (HCI) vendor best known for serving edge and ROBO environments

Arista Eyes VeloCloud: A Strategic Move in the Networking Game?

The SDWAN world is buzzing with reports suggesting that Arista Networks is set to acquire VeloCloud, Broadcom’s software-defined wide area network (SD-WAN) business. While no official announcement confirming the deal has been made, the potential acquisition has sparked considerable discussion about the strategic implications for both companies and the broader networking market.

HPE Strengthens Cloud and Edge Security Posture

HPE rolled confidently into RSAC Conference recently, and, I must say, they brought some interesting tech to the table. HPE has been around the network security block a time or two. But these latest moves, especially around GreenLake and the Aruba Networking gear, show that they’re serious about stepping up their security game.

Quick Take: UALink & OCP Join Forces

The Open Compute Project (OCP) Foundation and the Ultra Accelerator Link (UALink) Consortium have announced a strategic collaboration to standardize and deploy high-performance, open scale-up interconnects for next-generation AI and HPC clusters.

Quick Take: Palo Alto Networks to Acquire Protect AI

Today, Palo Alto Networks announced that it has entered into a definitive agreement to acquire Protect AI, which secures AI and ML applications. The deal is part of Palo Alto Networks’ broader strategy to expand its cybersecurity portfolio into AI risk management.

Quick Take: Databricks Acquires Fennel

Databricks announced the acquisition of Fennel, a specialized platform focused on feature engineering for machine learning applications. This acquisition bolsters Databricks’ capabilities in feature engineering, especially for real-time and streaming data applications.

OFC 2025: Optical Interconnects Take Center Stage in the AI-First Data Center

AI is reshaping the data center, bringing networking along for the ride. It’s clear that optical networking is rapidly moving from a back-end concern to a front-line enabler of next-generation infrastructure.

AI workloads, with their massive datasets, distributed training pipelines, and high-performance compute requirements, demand interconnect solutions that combine extreme bandwidth with low power consumption and low latency. At last month’s OFC 2025 event in San Francisco, this shift was unmistakable.

Key Takeaways: Microsoft FabCon 2025

At Microsoft’s second annual Fabric Community Conference (FabCon) 2025, held earlier this month in Las Vegas, the company unveiled several significant announcements that together enhance its unified data platform. The updates to Fabric focus on improving data security, AI integration, and streamlined data management.

Dryad Networks: Using LoRaWAN to Protect Forests and Promote Sustainability

Dryad Networks is making waves in the growing realm of environmental technology with its innovative use of LoRaWAN (Long Range Wide Area Network). Self-described as an “impact for profit” company, Dryad is on a mission to deploy ultra-early fire detection and environmental monitoring systems into remote, densely forested regions throughout the world.

Quick Take: IBM Acquires Hakkoda, Expands Consulting Reach

IBM has announced its acquisition of Hakkoda, a New York-based data and AI consultancy, as part of its strategy to expand its consulting services, particularly in the financial services, public sector, and healthcare and life sciences industries.

Quick Take: Qualcomm Acquires VinAI’s MovianAI Division

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.

Metadata: The Silent Bottleneck in AI Infrastructure

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.

MWC 2025 Playbook: Enterprise IT’s Big AI & 5G Moment

If you blinked, you might have missed the tidal wave of AI, 5G, and cloud announcements at Mobile World Congress 2025. But don’t worry—we’ve got the cheat sheet.

Liquid Cooling is Front & Center at GTC 2025

One thing was clear at the just-wrapped NVIDIA GTC event: the race to cool the next generation of HPC and AI systems is intensifying.

Let’s take a quick look at some of our favorite announcements.

NVIDIA GTC 2025: The Super Bowl of AI

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

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.

CoreWeave’s Wild Ride Towards IPO

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

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

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.

March Cyber Tracker: AI, Partnerships, and the Future of Cyber Resilience

Cyber threats are evolving, and the industry is fighting back with AI-powered defenses, strategic alliances, and enhanced resilience measures. Here’s what we’ve seen over the past month that’s captured our attention:

Quick Take: NTT DATA & Palo Alto Networks Partner on Private 5G Security

NTT DATA recently announced a new managed security service powered by Palo Alto Networks. The service enhances security for industrial and operational technology (OT) environments by integrating Palo Alto Networks’ cybersecurity solutions with NTT DATA’s Private 5G architecture.

Quick Take: Ambient IoT Alliance

The newly launched Ambient IoT Alliance aims to develop and promote a global ecosystem for ambient IoT, which refers to battery-free, energy-harvesting devices that seamlessly connect to existing wireless networks. These devices can track real-time data such as location, temperature, humidity, and more—all without requiring traditional power sources.

Quick Take: Juniper Network’s Q4 Earnings

While waiting for its pending acquisition by Hewlett Packard Enterprise to become unstuck by recent regulatory scrutiny, Juniper Networks reported strong earnings that showa return to revenue growth, posting a 3% year-over-year increase and a 5% sequential jump.

Quick Take: CQ4’24 Cloud Earnings

The top three US public cloud providers — Amazon Web Services (AWS), Microsoft Azure, and Google Cloud — each reported strong but slightly decelerating growth for calendar Q4 2024. The increasing importance of AI workloads, rising capital expenditures, and shifts in customer spending patterns all impacted earnings and guidance for the quarter.

Infrastructure News Roundup: January 2025

January isn’t usually a big month for announcements related to enterprise infrastructure, but then this isn’t a normal January. Let’s look at what happened.

The AI Debate at Davos: Concerns and Controversies Surrounding Stargate

The annual World Economic Forum in Davos is known for sparking high-profile discussions on global challenges, and this year was no exception. Against the backdrop of the recently announced $500 billion Stargate Project — an ambitious AI infrastructure initiative led by OpenAI, SoftBank, and Oracle—prominent figures in artificial intelligence (AI) raised concerns about the future of the technology and its societal implications.

Meta’s AI Ambitions in the Wake of Stargate

As the tech world buzzes about Project Stargate, Meta has quietly, but assertively, announced its own transformative AI initiatives. While the $500 billion Stargate Project promises to build exclusive, centralized AI infrastructure for OpenAI, Meta is charting a different course. With a focus on scalability, accessibility, and open-source innovation, Meta’s AI moves reflect a strategic vision that balances ambition with practicality.

Quick Take: CoreWeave & IBM Partner on NVIDIA Grace Blackwell Supercomputing

IBM and CoreWeave, a leading AI specialty AI cloud provider, together announced a collaboration to deliver one of the first NVIDIA GB200 Grace Blackwell Superchip-enabled AI supercomputers to market.

Quick Take: Datadog Acquires Log Search Provider Quickwit

Datadog announced the acquisition of Quickwit, a cutting-edge provider of search and indexing software for petabyte-scale log datasets. The acquisition should enhance Datadog’s capabilities in observability, security, and data analytics by integrating Quickwit’s cost-efficient, high-performance search technology into its product suite.

CES 2025- Enterprise Tech Was There Too

Oh my, CES 2025 has taken me on one heck of a ride through the tech universe. I am an enterprise IT guy but, I must admit, the non-IT tech at CES had me fully distracted. Automated lawnmowers, high tech indoor garden planters, and my favorite- an ultra-realistic flight simulator. Wowzers- really neat stuff.

CES 2025- Must See Tech

Can you believe it? The Consumer Electronics Show, aka CES, is just days away. I know, the timing is hard for all of us considering there hasn’t been much time to recover from our New Years festivities. No rest for the weary as we head out to Vegas for the big event.

The show is always full of surprises, so stay tuned next week for lots of announcements to hit the wire. In the meantime, I have a few thoughts to share on what I will be looking for at the show.

Extreme Networks Platform ONE: A New Approach to AI-Driven Network Management

Extreme Networks recently announced the launch of Extreme Platform ONE, its comprehensive management platform integrating networking, security, and AI to streamline enterprise infrastructure operations.

Understanding AI Data Types: The Foundation of Efficient AI Models

AI Datatypes aren’t just a technical detail—it’s a critical factor that affects performance, accuracy, power efficiency, and even the feasibility of deploying AI models.

Understanding the datatypes used in AI isn’t just for hands-on practitioners, you often see published benchmarks and other performance numbers broken out by datatype (just look at an NVIDIA GPU data sheet). What’s it all mean?

Quick Take: AWS re:Invent AI Services & Infrastructure Announcement Wrap-Up

AWS has made close to 50 announcements in the first 2 days of re:Invent. This blog takes a look at the most interesting AI services & infrastructure related ones.

Quick Take: AWS re:Invent Day 1

AWS unveiled a range of new features and services, reflecting its continued focus on innovation across generative AI, compute, and storage. These announcements include enhancements to Amazon Bedrock for improved testing and data integration, new capabilities for the generative AI assistant Amazon Q, high-performance storage-optimized EC2 instances, and advanced storage solutions like intelligent tiering and a dedicated data transfer terminal

Quick Take: Snowflake Acquires Datavolo

Snowflake recently announced its acquisition of Datavolo, a data pipeline management company, to enhance its capabilities in automating data flows across enterprise environments.

Quick Take: NTT Data Acquires Niveus Solutions

NTT Data, a global IT services leader, announced its acquisition of Niveus Solutions, a cloud engineering firm specializing in Google Cloud Platform (GCP) services. The deal brings a strategic addition to NTT Data’s arsenal, enhancing its position in the cloud services ecosystem and advancing its partnership with Google Cloud.

IT Infrastructure Round-Up: Emerging Trends in Infrastructure and Connectivity (Nov 2024)

November was a busy month of announcements in infrastructure and connectivity, revealing a convergence of innovation to meet the stringent demands of AI-driven workloads, scalability, and cost efficiency.

Are IT Organizations Ready for the GenAI Revolution? Let’s Ask.

Over the past few months, we’ve seen surveys published by tech companies across the spectrum that show us how gen AI is forcing IT organizations to assess their readiness for its adoption and deployment. The surveys offer a comprehensive view of the industry’s current stance, showing enthusiasm balanced by caution around organizational and infrastructure challenges.

Let’s examine recent surveys from the tech industry itself to see what they say about IT’s readiness to tackle the challenges of generative AI.

SC24: Shaping the Future of IT with High-Performance Computing and AI

Last week’s Supercomputing 2024 (SC24) conference in Atlanta brought together IT leaders, researchers, and industry innovators to unveil advancements in HPC and AI, with even a little quantum computing thrown in.

Insights from the 2024 IBM Quantum Developer Conference

IBM Research last week hosted its inaugural Quantum Developer Conference where the company highlighted significant advancements in quantum computing hardware, software, and integration with classical computing.

What Dynatrace and Datadog Earnings Tell Us About the Observability Market

Recent earnings releases from observability leaders Dynatrace and Datadog provide a revealing look into the current state of the observability market. The two companies show robust demand for AI-driven observability, significant expansion into enterprise accounts, and a continued push toward platform consolidation.

Lightbits Labs Certified on Oracle Cloud Infrastructure

Lightbit Labs announced that it’s achieved certification on Oracle Cloud Infrastructure (OCI), setting a new standard in high-performance, cost-effective block storage for enterprises with latency-sensitive, IO-intensive workloads. The certification enables OCI customers to leverage Lightbits’ cloud-native storage solution to manage Kubernetes persistent volumes for performance-driven applications, with a strong focus on security and cost efficiency.

Quick Take: NTT DATA and Google Cloud Expand Strategic Partnership in APAC

NTT DATA recently announced an expanded partnership with Google Cloud to advance the adoption of cloud-based data analytics and generative AI solutions for enterprises in the Asia Pacific region.

The expanded relationship combines NTT DATA’s industry-specific expertise with Google Cloud’s AI and analytics infrastructure to drive sector-specific innovation and efficiency improvements across healthcare, financial services, retail, manufacturing, and public sector verticals.

The Next Wave of Digital Transformation Won’t Be Built on VMware

It’s been nearly a year since Broadcom completed its acquisition of VMware, time enough to understand the impact of a deal that disrupted and challenged VMware customers and partners alike—challenges that continue even today. While much of the discussion about VMware focuses on Broadcom’s pricing and bundling changes, moves that have led to dramatic cost increases for its customers, there’s much more to the story.

What Earnings Tell Us About the Public Cloud Market

All of the major public cloud providers have released earnings for calendar Q3 2024, allowing us to draw conclusions about the state of the public cloud market and the relative competitiveness of each CSP. The public cloud market remains highly competitive and rapidly evolving, with each provider strategically leveraging AI, infrastructure innovation, and multi-cloud partnerships to drive growth.

Quick Take: Palantir and L3Harris Collaboration on AI and Defense Innovation

L3Harris Technologies and Palantir Technologies announced they are entering a significant partnership focused on advancing AI and edge computing capabilities for both government and commercial sectors.

Building on an existing collaboration for the U.S. Army’s TITAN ground system, the alliance enhances the deployment of AI and next-generation tech solutions at the edge

Quick Take: Siemens To Acquire Altair Engineering

Siemens AG recently announced its intended acquisition of Altair Engineering, a global leader in computational science, simulation, and AI software, for $10 billion at a share price of $113, a 19% premium over Altair’s closing price on October 21, 2024.

The acquisition aligns with Siemens’ strategy to strengthen its position in industrial software and deepen its portfolio in AI-powered design and simulation capabilities.

Quick Take: AMD Data Center Group Earnings – Q3 2024

AMD this week announced significant revenue and earnings growth in Q3 2024, driven primarily by exceptional performance in the Data Center segment. AMD’s Data Center revenue increased by 122% year-over-year, reaching a record $3.5 billion and marking over half of AMD’s total revenue this quarter. CEO Lisa Su, on the earnings call, attributed this growth to the success of the EPYC CPUs and MI300X GPUs, which experienced strong adoption across cloud, enterprise, and AI applications.

Application Modernization Takes on New Dimension in the Post-VMware World

From nearly the moment it was first announced, Broadcom’s acquisition of VMware sent ripples through the tech industry. The acquisition triggered a wave of concern among enterprises that have long relied on VMware’s ecosystem for their IT infrastructure—concerns that have become an unfortunate reality for many, driven by Broadcom’s changes to pricing, bundling, and channel programs.

Commvault FQ2’25 Earnings: Strong Growth, Cloud Resilience Focus, and Strategic Partnerships

Commvault reported robust Q2 FY2025 earnings, showing strong growth across key metrics and solidifying its cloud and cyber resilience position. The company’s revenue grew 16% YoY to $233 million, its fourth consecutive quarter of double-digit growth, while ARR and free cash flow showed substantial increases. Key strategic initiatives around cloud-first resilience, multi-cloud capabilities, and deepened partnerships underscore Commvault’s commitment to continuous innovation in a dynamic, threat-heavy cloud landscape.

OCP Global Summit 2024: Key Announcements

At the recent OCP Global Summit 2024, the organization unveiled several major initiatives highlighting OCP’s commitment to driving innovation and fostering collaboration in the tech ecosystem. This includes expanding its AI Strategic Initiative with contributions from NVIDIA and Meta, new alliances for sustainability and standardization, and the launch of an open chiplet marketplace.

Raspberry Pi Integrates the Sony Semi Solutions Intelligent Aitrios IMX500 Image Sensor

Sony Semiconductor Solutions Corporation (SSS) and Raspberry Pi Ltd recently announced the release of a co-developed AI Camera designed to accelerate the development of AI solutions for edge processing.

MWC Las Vegas 2024: 5G Needs the Enterprise

Reflecting on the 2023 MWC Las Vegas convention, where AI was the central theme, it’s clear that enterprise 5G has now taken center stage. This shift builds on the momentum created by AI’s integration into various technologies. It underscores the importance of low latency, highly managed private 5G networks in successful AI at the edge deployments.

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

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.

HPE Aruba Central: The Multi-Vendor Network Management Solution You’ve Been Waiting For

HPE exited the multi-vendor network operations business in 2017 by divesting its OpenView platform to Micro Focus (now part of OpenText). However, times have changed, and HPE is back in the multi-vendor game with the latest release of their OpsRamp-integrated network management system, Central.

AMD MI300 Gains Momentum with New Vultr & Oracle Cloud Wins

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.

Category: Blog