Nvidia And Dell Build An AI Factory Together

Dell AI

At last month’s 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 options for liquid-cooling, which allows the server to deliver the full capabilities of Nvidia’s newly announced AI accelerators.

AWS And Nvidia Expand AI Relationship

AWS

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 AI innovation and infrastructure capabilities globally.

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.

Google Cloud Transforming Healthcare With AI

Google Cloud

At the recent HIMSS24 event in Orlando, Google Cloud unveiled a set of new solutions designed to enhance interoperability, establish a robust data foundation, and deploy generative AI tools within the healthcare and life sciences sectors, all of which promise to improve patient outcomes.

Quick Take: SPDX 3.0 Release

SPDX 3.0

The SPDX community, in collaboration with the Linux Foundation, recently released SPDX 3.0, marking a significant milestone in the Software Bill of Materials (SBOM) communication format.

SPDX 3.0 provides a comprehensive set of updates, including an overhauled model, specification, and license list and the addition of SPDX profiles designed to handle modern system use cases. This release improves the versatility and adaptability of the SBOM format.

What Microsoft’s FQ3 2024 Earnings Reveal About Azure

Abstract image of earnings.

Microsoft announced its fiscal Q3 2024 results, demonstrating robust growth. The company reported a total revenue of $61.9 billion, a 17% increase year-over-year, primarily driven by the cloud segment.

Microsoft’s Cloud business, which includes Azure and other cloud properties such as LinkedIn, generated over $35 billion in revenue, up 23%. During its earnings call, Microsoft said that Azure’s expansion and the increasing demand for AI infrastructure propelled much of its growth.

What Alphabet Earnings Tell Us About Google Cloud

Abstract image of earnings.

Google Cloud showed significant growth during the quarter, driven by the increasing demand for AI and cloud-based solutions. The business is positioned for continued growth, with a focus on infrastructure leadership, AI-driven innovations, and strong customer adoption.

Quick Take: Western Digital’s FQ3 2024 Earnings

Abstract image of earnings.

Western Digital reported strong earnings for its third quarter of fiscal 2024, with revenue reaching $3.5 billion, a non-GAAP gross margin of 29.3%, and non-GAAP earnings per share at $0.63. WD exceeded consensus estimates.

Quick Take: Apple’s OpenELM Small Language Model

Apple OpenELM

Apple this week unveiled its OpenELM, a set of small AI language models designed to run on local devices like smartphones rather than rely on cloud-based data centers. This reflects a growing trend toward smaller, more efficient AI models that can operate on consumer devices without significant computational resources.

Quick Take: Intel FQ1 2024 Earnings Results

Abstract image of earnings.

Intel announced solid Q1 earnings, with revenue meeting expectations and EPS exceeding guidance. The company’s results reflect a disciplined approach to cost reduction and steady progress toward long-term goals.

Quick Take: Vultr Launches Global Inference Cloud

Image of a Cloud

Vultr recently announced the launch of Vultr Cloud Inference, a new serverless platform aimed at transforming AI scalability and reach. The new solution facilitates AI model deployment and inference capabilities worldwide.

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: NetApp’s Updates to Google Cloud Offering & GenAI Toolkit Reference

NetApp Logo

NetApp is expanding its collaboration with Google Cloud to enhance data utilization for generative AI and hybrid cloud workloads, introducing its Flex service level for Google Cloud NetApp Volumes.

Additionally, NetApp previewed its GenAI toolkit reference architecture that facilitates retrieval-augmented generation (RAG) using Google Cloud’s Vertex AI platform.

Quick Take: VAST Data’s Nvidia DPU-Based AI Cloud Architecture

Image of VAST Data logo

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. 

Quick Take: NetApp’s Real-Time Ransomware Detection For ONTAP

NetApp Logo

NetApp announced new cyber-resiliency capabilities to help customers better protect against and recover from ransomware attacks. Integrating AI and ML into its enterprise primary storage solutions, NetApp offers real-time ransomware protection for primary and secondary data, regardless of whether it’s stored on-premises or in the cloud.

CrowdStrike’s Earnings Beat + Flow Acquisition

Abstract image of earnings.

CrowdStrike released its fiscal Q4 2024 results, beating consensus on revenue and earnings while providing strong guidance for the coming year. The company also announced the acquisition of Flow, which offers unique capabilities for protecting data within cloud environments.

Quick Take: Google Axion Arm-based Processor

Google Cloud

At its Google Cloud Next event, Google announced its new in-house designed Axion processor, a series of custom Arm-based CPUs explicitly designed for data center applications. These processors are part of Google’s continued investment in custom silicon to enhance its cloud computing services’ performance and energy efficiency.

Quick Take: Wasabi AiR Intelligent Media Storage

Wasabi

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.

Subscription Growth Fuels Pure Storage Earnings Beat

Pure Storage FQ4 2024

In its fiscal Q4 2024 earnings release, Pure Storage exceeded revenue and operating profit guidance, demonstrating strong financial performance and market demand for its products and services. The most interesting aspect of Pure’s earnings is the growth of its subscription-based business, now accounting for more than 40% of its total revenue.

Quick Take: Dell Technologies New 5G Solutions

5G

Dell Technologies introduced several new offerings designed to simplify the deployment of advanced 5G solutions by communication service providers.

The new offerings center around the Dell Telecom Infrastructure Automation Suite, which automates the management and orchestration of a CSP’s network infrastructure. The new suite also sits at the center of Dell’s Telecom Infrastructure Blocks for Red Hat update.

Quick Take: Hammerspace Hyperscale NAS For AI & HPC

Hammerspace Hyperscale NAS

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: Lacework Expands Enterprise Capabilities

Lacework

Cloud security company Lacework announced new platform capabilities to enhance efficiency for security stakeholders.

The enhancements include the introduction of Lacework Explorer, a combination of a security graph and resource explorer for better asset visibility and relationship analysis. New dashboards have been introduced to provide in-depth insights into the performance of security programs against set goals.

Quick Take: Datastax Acquires Langflow

Datastax 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.

Quick Take: Observe’s $115M Series B

Observe

Observe, a SaaS observability company focused on transforming the management and analysis of machine-generated data, has secured $115 million in Series B funding. The round closed with a valuation 10x of its Series A.  

Is NVIDIA Lagging in Lucrative Automotive Segment?

NVIDIA

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.

Quick Take: Cisco Completes Splunk Acquisition

Cisco logo

Cisco announced that it’s completed its acquisition of Splunk, positioning Cisco as one of the world’s largest software companies, with the resulting organization promising to bring a new level of visibility and insights across organizations’ entire digital landscapes.

Quick Take: CrowdStrike Acquires Flow Security

Deal

CrowdStrike announced its pending acquisition of Flow Security, a company specializing in cloud data security with an approach emphasizing runtime analysis for real-time data discovery, classification, risk detection, and policy enforcement.

The Breakthrough Verification of vRAN by SoftBank, NEC, and VMware

NEC O-RAN

SoftBank Corp., NEC Corporation, and VMware (recently acquired by Broadcom Inc.) have jointly verified the virtualization of the Radio Access Network (RAN), demonstrating a significant step towards RAN modernization through the convergence of O-RAN architecture and Telco Cloud.

Quick Take: IBM & the GSMA’s Collaboration for GenAI Adoption in Telecom

5G Cell ORAN

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 AI-Native Networking

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

Deal

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: Dynatrace Runecast Acquisition

Deal

Earlier this month, on the eve of its annual Perform customer conference, Dynatrace announced the definitive acquisition of Runecast, an AI-powered security and compliance solutions provider, including Cloud Security Posture Management.

Quick Take: Venafi ‘Stop Unauthorized Code’ Solution

Abstract image representing cybersecurity

Venafi has launched its new “Stop Unauthorized Code Solution,” designed to address the rising complexities inherent in software development security, specifically targeting unauthorized code and software supply chain attacks.

Quick Take: OpenText Cloud Edition 24.1

OpenText

OpenText recently announced its OpenText Cloud Edition 24.1, bringing new generative AI capabilities to its OpenText Content Aviator, while also bringing new features targeting supply chain efficiency, improved business intelligence, security and governance, and even DevOps. There’s a lot in this release; let’s take a look.

Quick Take: Clumio’s $75M Series D Round

Abstract image of earnings.

Clumio, an emerging leader in the public cloud backup and recovery space, announced that it raised $75M in series D funding, showcasing strong investor confidence in its innovative cloud data management solutions.

Quick Take: Oracle’s OCI Generative AI Service

Oracle SIgn

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.

Quick Take: Dell’s PowerScale F210 and F710

Dell PowerScale

Dell Technologies today announced the introduction of two new all-flash storage arrays, the PowerScale F210 and F710, as part of its commitment to delivering AI-optimized infrastructure. The PowerScale platform is designed to be AI-ready, offering exceptional performance, scalability, efficiency, federal-grade security, and multi-cloud agility.

Quick Take: IBM Acquisition of Advanced’s Application Modernization Division

Deal

IBM announced the pending acquisition of application modernization capabilities from Advanced, a strategic move by IBM to bolster its position in hybrid cloud and AI. The terms of the deal were not disclosed, but is expected to close in the second quarter of 2024.

This acquisition will enhance IBM Consulting’s services in mainframe application and data modernization, marking a significant step in IBM’s ongoing commitment to supporting clients through their digital transformation journeys.

Quick Take: Tanium’s Autonomous Endpoint Management (AEM)

Tanium

Tanium, a leader in converged endpoint management, is bringing AEM into the mainstream, highlighting the technology as the future direction of its XEM platform at its recent Converge event.

Let’s look at AEM and how it might impact the cybersecurity market.

Observability’s Now Strategic for IT

Observability

Observability allows IT organizations to monitor and understand the internal states of systems by examining their outputs. Observability has transcended its origins in monitoring, evolving into a sophisticated discipline that leverages AI to provide deep insights and predictive capabilities; it’s become a strategic need for enterprise IT.

Quick Take: Microsoft & Vodafone’s Strategic Engagement

Image of Vodafone sign

Vodafone and Microsoft announced a significant 10-year strategic partnership aimed at driving digital transformation for businesses and consumers across Europe and Africa, leveraging their combined strengths in technology and connectivity.

The collaboration will focus on enhancing Vodafone’s customer experience through Microsoft’s AI, expanding Vodafone’s managed IoT connectivity platform, developing new digital and financial services for SMEs, and revamping Vodafone’s global data center strategy.

After A Year: Checking in on IBM Ceph

IBM SDS

It’s been about a year since IBM brought Red Hat’s OpenShift Data into the IBM Storage group. In that time, IBM has focused on addressing data challenges in AI scaling and the storage requirements to support the rapidly growing data, along with various formats and locations, within the modern hybrid-cloud enterprise.

Quick Take: HPE to Acquire Juniper Networks

Deal

Hewlett Packard Enterprise 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. This is a premium of approximately 32% over Juniper’s closing stock price on the day the deal was announced.

Quick Take: Intel’s Big Automotive Play

Image of Intel CEO Pat Gelsinger

At the CES show in Las Vegas, Intel outlined a bold strategy to expand its AI capabilities into the automotive sector. This includes an agreement to acquire Silicon Mobility, a company specializing in system-on-chips (SoCs) for EV energy management, marking a significant step in Intel’s pursuit of automotive market growth.

Quick Take: Databricks Acquires Einblick

Deal

Databricks recently acquired the team behind Einblick, a natural language data science notebook. The acquisition, for an undisclosed amount, is the latest in a series of strategic purchases by Databricks.

Quick Take: SentinelOne Acquires PingSafe, Expands Unified Security Offerings

SentinelOne Logo

SentinelOne, a leader in AI-driven security, announced its pending acquisition of PingSafe, an emergent player in the Cloud Native Application Protection Platform (CNAPP) space, for an undisclosed amount.

The acquisition will allow SentinelOne to extend its cloud workload and data security offerings with PingSafe’s CNAPP technology to offer an integrated platform for comprehensive coverage and automation across cloud environments.

Halcyon’s Latest Funding Shows Robust Cybersecurity Growth

Abstract image representing cybersecurity

Halcyon, an emerging player in the cybersecurity anti-ransomware sector, recently marked a significant milestone in its growth trajectory, securing an additional $40 million in a Series B funding round. This recent infusion of capital brings the company’s total funding to an impressive $84 million, following a $44 million Series A round last April.

Quick Take: Chronosphere Acquires Calyptia

Deal

Chronosphere, a cloud-native environment observability provider, recently announced the acquisition of Calyptia, a specialist in observability pipelines. This marks a significant expansion in Chronosphere’s capabilities.

Equinix Launches Fully Managed NVIDIA DGX AI

Image of NVIDIA DGX

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.

The Unexpected Impact of VMware Cost Reductions

Abstract image of earnings.

While VMware’s new price reductions may seem positive on the surface, there are significant questions as to whether IT buyers are actually saving money, especially as clarity emerges on the details of VMware’s new bundling scheme and the operational limits it’s now placing on products like vSAN.

Quick Take: Intel’s New Emerald Rapids Processor

A photograph of Intel processors

Intel unveiled its new Emerald Rapids processors, part of its 5th-Gen Xeon Scalable lineup. The new processors arrive with multiple features designed to enhance performance across workloads, including AI and HPC.

SentinelOne Earnings Validates Strategy

SentinelOne Logo

SentinelOne released earnings for its most recent quarter that beat consensus estimates for the top and bottom line for the third consecutive quarter, showing a dramatic year-over-year increase in revenue, annual recurring revenue (ARR), and growth in gross margin.

IBM And Meta Launch an AI Alliance for Safe AI

AI Alliance

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.

IBM Introduces New Quantum Computing Processors & Platforms

IBM SIgn

IBM recently announced significant advancements in both quantum processors and platforms for quantum computing at its Quantum Summit 2023.

In doing so, IBM highlighted several significant advancements in quantum computing, showcasing the company’s commitment to pushing the boundaries of this revolutionary technology.

Elastic Shows Robust Growth on the Back of GenAI & Cloud Expansion

Elastic demonstrated an impressive performance in its latest earnings release, handily beating consensus estimates for revenue and EPS, and even surprised Wall Street with its forecast. The earnings showed Elastic making significant strides across every segment of its business.

WEKA Lights Up the Vegas Sphere for U2

Sphere

Supplying the data infrastructure for something like U2’s show at the Sphere in Las Vegas is significant challenge.

This piece looks at how WEKA stepped up to meet the demanding challenges of one of the biggest bands in the world.

IBM Introduces watsonx.governance for AI Governance

Image of IBM Watsonx Logos

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 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.

Lacework’s new SCA & SAST Cyber-Security Capabilities

Lacework

Cloud security provider Lacework recently announced the extension of its platform to include code security, enhancing its coverage of the full application lifecycle. The new features provide Lacework customers with comprehensive visibility throughout the application development process, helping to identify and address security issues before deployment.

Dynatrace’s Kubernetes Experience for Platform Engineering

logo

Dynatrace recently announced its new Kubernetes Experience for Platform Engineering. Dynatrace built the new solution in response to the growing need for organizations to manage and monitor their Kubernetes-based containerized environments more efficiently.

IBM Launches $500M AI Venture Fund

IBM SIgn

IBM this week unveiled a $500 million venture fund to invest in AI companies, ranging from early-stage startups to high-growth enterprises.

IBM Introduces its Storage Scale System 6000

IBM SIgn

IBM recently introduced its Storage Scale System 6000. IBM’s cloud-scale global software-defined data platform addresses the escalating demands of data-intensive workloads and artificial intelligence (AI) applications.

What Q3 Earnings Tell Us about Public Cloud

Cloud Earnings

The recent earnings reports from the top three public cloud providers, Amazon Web Services (AWS), Microsoft, and Google Cloud, shows that the overall public cloud market remains robust and is starting to show signs of increased growth after several quarters of shrinking growth.

Inside HashiCorp’s Multiple Announcements at HashiConf

Hashicorp

HashiCorp recently wrapped up its annual HashiConf event in San Francisco, where it talked to developers and investors alike. HashiCorp tells a good story, one that you should know. Let’s look at some of its recent innovations.

Lenovo Relentlessly Focused on AI at Tech World 2023

Lenovo logo

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 SIgn

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.

Palo Alto Networks Prisma Cloud Gains Code-to-Cloud Intelligence

Image of Palo Alto Networks HQ

Palo Alto Networks has unveiled the latest iteration of its leading Prisma Cloud offering, which it calls “Darwin.” The new Prisma Cloud release introduces tools and features that secure the entire application lifecycle, from the code’s inception to its deployment and runtime in the cloud.

ServiceNow Introduces Now Assist, Bringing GenAI to its Now Platform

The ServiceNow logo

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

Graphic depicting OpenText Aviator

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

Graphic depicting Google Health Cloud

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.

SailPoint Introduces Atlas Identity Management Platform

Block diagram of SailPoint Atlas

SailPoint Technologies this week unveiled its new SailPoint Atlas platform, its new multi-tenant SaaS platform that serves as the foundation for the SailPoint Identity Security Cloud, offering a common set of services that simplify and accelerate identity security operations for modern enterprises.

Cloudian, AMD & Micron Boost Performance of Object Storage

Image of Cloudian logo

Cloudian, in partnership with AMD and Micron, recently demonstrated a significant breakthrough in object storage performance and energy efficiency, delivering extreme performance levels from Cloudian’s software-defined object storage solution.

Inside Pure Storage’s New Evergreen Offerings

Pure Storage Logo

Pure announced that it would pay back its customers for the power and rack costs for its Evergreen//One Storage-as-a-Service.

The company also introduced new guarantees for its overall storage portfolio that make its storage easier to procure while increasing its longevity. The new options include flexible financing, enhanced resilience, and AI-powered service capabilities.

In Conversation: Infinidat CMO Eric Herzog on Strengthening Enterprise Storage

Enterprise storage is changing as IT organizations demand more flexible, more affordable, easier to use, cyber-resilient, and higher-performance storage solutions.

Infinidat CMO Eric Herzog and NAND Research Principal Analyst Steve McDowell delve into the evolving needs of enterprise storage, and how Infinidat’s recent innovations expand the options available to enterprise IT.

Dell Launces APEX Block Storage for Azure

Dell

This week, Dell has launched its new APEX Block Storage for Azure, just days after it released its APEX Cloud Platform for Microsoft Azure.

Let’s look at what Dell is delivering.

Dell’s Validated Design for Generative AI + New Tools & Services

Dell AI

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.

Dell Launches APEX Cloud Platform for Microsoft Azure

Dell

Today Dell Technologies launched its APEX Cloud Platform for Microsoft Azure. This makes Dell the first partner in Microsoft’s Premier Solutions for Azure Stack HCI category, the latest in a long history of joint innovation between the two companies.

Let’s look at the new Dell APEX Cloud Platform for Azure.

Dell Launches APEX Cloud Platform for Microsoft Azure

Dell

Dell Technologies today launched its APEX Cloud Platform for Microsoft Azure. This makes Dell the first partner in Microsoft’s Premier Solutions for Azure Stack HCI category, the latest in a long history of joint innovation between the two companies.