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.
NAND Insider Newsletter: Week of May 12, 2025
Each 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, May 10, 2025.
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.
NAND Insider Newsletter: Week of April 28, 2025
Each 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, April 28, 2025.
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.
NAND Insider Newsletter: April 21 2025
Each 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, April 21, 2025.
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.
NAND Insider Newsletter: April 6 2025
Each 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, April 6, 2025.
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.
NAND Insider Newsletter: March 30 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.
NAND Insider Newsletter: March 24, 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.
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.
NAND Insider Newsletter: March 10, 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
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.
NAND Insider Newsletter: March 3, 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 3, 2025.
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.
NAND Insider Newsletter: February 17, 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, February 17, 2025.
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.
NAND Insider Newsletter: February 10, 2025
Every week NAND Research puts out a newsletter for our industry customers. Below is a excerpt from this week’s, February 10, 2025.
NAND Insider Newsletter: February 4, 2025
Every week NAND Research puts out a newsletter for our industry customers. Below is a excerpt from this week’s, February 4, 2025.
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.
NAND Insider Newsletter: January 28, 2025
Every week NAND Research puts out a newsletter for our industry customers. Below is a excerpt from this week’s.
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.
NAND Insider Newsletter: January 21, 2025
Every week NAND Research puts out a newsletter for our industry customers. Below is an excerpt from this week’s.
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.
NAND Insider Newsletter: January 12, 2025
Every week NAND Research puts out a newsletter for our industry customers. Below is a excerpt from this week’s.
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.
NAND Insider Newsletter: January 5, 2025
Every week NAND Research puts out a newsletter for our industry customers. Below is a excerpt from this week’s.
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.
NAND Insider Newsletter: Week Ending Nov 17 2024
Every week we send a newsletter to our list of tech industry insiders. Here’s an excerpt of what we shared for the week ending November 17.
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.
Quick Take: Veeam Software and Palo Alto Networks Integration
Veeam announced a new integration with Palo Alto Networks that combines Veeam’s data protection and backup solutions with Palo Alto’s advanced cybersecurity platforms, Cortex XSIAM and Cortex XSOAR.
In Conversation: NetApp’s Intelligent Data Infrastructure
Earlier this summer I had the opportunity to talk with NetApp CMO Gabie Boko and NetApp VP of Product Marketing Jeff Baxter in a wide-ranging conversation about the power of data infrastructure, which extends well beyond simple enterprise storage.
As NetApp Insight, its premier customer event, kicks off this week in Las Vegas, I thought we’d revisit the discussion, as it provides nice context for what the company is expected to announce this week.
Is Ampere Computing Up for Sale?
Ampere Computing, the leading vendor of server processors based on the Arm architecture, is reportedly exploring a sale, signaling a strategic pivot amidst increasing competition in the market for alternative server processors.
Quick Take: IBM Acquires Kubecost for Kubernetes Cost Monitoring & Optimization
IBM announced its acquisition of Kubecost, a leading provider of Kubernetes cost monitoring and optimization software. The move aims to expand IBM’s FinOps capabilities and address the growing need for cloud infrastructure cost management.
Quick Take: Veeam Acquires Alcion
Veeam, the world’s largest provider of enterprise backup and recovery solutions, announced its acquisition of Alcion, a startup focused on protecting Microsoft 365 environments from data loss. The financial details of the deal were not disclosed.
Quick Take: Confluent Acquires WarpStream
Confluent announced the acquisition of WarpStream, a Kafka-compatible streaming solution with a unique architecture. The acquisition adds a new cloud-native, bring-your-own-cloud (BYOC) product to Confluent’s portfolio, complementing its existing offerings: Confluent Cloud, a fully managed, serverless platform, and Confluent Platform, a self-managed software solution.
Quick Take: Intel Gaudi 3 on IBM Cloud
IBM and Intel announced a partnership to integrate Intel’s Gaudi 3 AI accelerators into IBM Cloud, which will be available in early 2025. This collaboration aims to enhance the scalability and affordability of enterprise AI, focusing on performance, security, and energy efficiency. IBM Cloud will be the first cloud provider to offer Gaudi 3, which […]
Quick Take: Rubrik Estimate-Beating Q2 Earnings
Rubrik reported impressive financial results for its Q2 FY2025, significantly outperforming key metrics and analyst expectations while raising its full-year guidance.
JFrog Introduces Comprehensive Runtime Security Solution & Nvidia Integration
Announced this week at its annual swampUp event, the new JFrog Runtime is a robust runtime security solution that offers end-to-end protection for applications throughout their lifecycle. Alongside this launch, JFrog also revealed a new product integration with NVIDIA, which will enable users to secure and manage AI models more effectively using NVIDIA’s AI infrastructure.
Quick Take: CrowdStrike Q2 FY2025 Earnings
CrowdStrike demonstrated remarkable resilience in its latest quarterly earnings report, overcoming significant challenges to deliver strong financial results that beat Wall Street estimates.
Quick Take: Nutanix Q4 FY 2024 Earnings
Nutanix reported its Q4 FY 2024 earnings, showing strong financial performance and strategic advancements and beating Wall Street estimates for both revenue and earnings. The company exceeded its financial targets, showcased innovation, and deepened partnerships, positioning itself as a critical player in the hybrid multi-cloud space.
Quick Take: NetApp Q1 FY’25 Earnings
NetApp reported strong financial results for the first quarter of its fiscal year 2025. The company continues to demonstrate resilience and growth despite ongoing macroeconomic uncertainties, leveraging its innovative solutions in flash storage, cloud services, and AI to drive revenue growth and enhance market share.
Cerabyte Expands to the USA with Innovative Data Storage Technology
Cerabyte, a start-up focused on advancing ceramic-based long-term archival storage solutions, announced its expansion into the United States with its unique, accessible permanent data storage technology.
IBM Algorithms Included in 1st NIST Post-Quantum Cryptography Standards
Two IBM-developed algorithms are now officially included in the world’s first post-quantum cryptography standards, published by the U.S. Department of Commerce’s National Institute of Standards and Technology (NIST).
Quick Take: Quantum FQ1’2025 Earnings
Hard Disk Drive manufacturer Quantum announced its FQ1 2025 earnings, beating Wall Street estimates on earnings and missing slightly on revenue. The earnings reflect both the challenges and opportunities the company faces as it continues its strategic transformation.
Quick Take: Dynatrace FQ1 2025 Earnings
Dynatrace released its Q1 FY25 earnings report, showcasing a strong start to the fiscal year. The company’s performance highlights its resilience and leadership in the rapidly growing observability market.
Quick Take: Datadog Q2 2024 Earnings
Observability provider Datadog showed continued resilience and strategic focus in Q2 2024, delivering a solid financial performance and continuing its innovation and customer growth trajectory.