Quick Take: Microsoft Corp. and G42 Digital Investments in Kenya
Microsoft and G42 announced a substantial digital investment initiative in Kenya, partnering with the Republic of Kenya’s Ministry of Information, Communications, and the Digital Economy.
The initiative, supported by an initial $1 billion investment arranged by G42, aims to enhance Kenya’s digital infrastructure, AI capabilities, and connectivity, fostering the region’s digital transformation and economic growth.
Research Note: Lenovo FQ4 2024 Earnings
Lenovo Group announced its fiscal Q4 and full-year results for fiscal year 2023/24, showing a significant resurgence with a near 10% year-on-year revenue growth to US$13.8 billion in the fourth quarter.
Quick Take: CoreWeave $7.5B Debt Financing to Expand AI Infrastructure
GPU-cloud provider CoreWeave announced a definitive agreement for a $7.5 billion debt financing round. The funds will be used to expand CoreWeave’s high-performance computing infrastructure to meet the demands of existing contracts with enterprise customers and AI innovators.
Microsoft Azure Cobalt 100 Arm-based VMs
At its 2024 Microsoft Build Event this week, Microsoft announced the preview of new Azure Virtual Machines powered by Microsoft’s previously announced in-house-design Arm-based processor, the Cobalt 100
Microsoft New Phi-3 Model Additions
This week at the Microsoft Build 2024 conference, the tech giant announced an exciting set of updates to its Phi-3 family of small, open models. The news includes the introduction of Phi-3-vision, a multimodal model that combines language and vision capabilities, providing developers with powerful tools for generative AI applications.
Quick Take: IBM and Salesforce Strategic Partnership
At IBM Think in Boston this week, IBM and Salesforce announced an expanded strategic partnership integrating IBM’s watsonx AI and Data Platform capabilities with the Salesforce Einstein 1 Platform. This collaboration gives enterprise customers great choice and flexibility in AI and data deployment.
Quick Take: Informatica GenAI Enhancements
At the ongoing Informatica World in Las Vegas, enterprise cloud data management leader Informatica announced significant product innovations that promise to use generative AI to bring secure and instant access to critical data insights to its customers.
Research Note: Dell PowerStore Prime
Dell Technologies announced its new PowerStore Prime solutions at the 2024 Dell Technologies World. PowerStore Prime combines cutting-edge all-flash storage technology with strategic business enhancements designed to address the rapidly evolving needs of modern enterprises.
Quick Take: Palo Alto Networks FQ3 2024 Earnings
Palo Alto Networks released its FQ3 2024 earnings, beating consensus on revenue and earnings, but disappointing with weaker than expected guidance.
Research Brief: Dell AI Factory
At NVIDIA GTC earlier this year, Dell announced a collaboration with NVIDIA to deliver the Dell AI Factory with NVIDIA that was heavily based on NVIDIA technology. At this year’s Dell Tech World, Dell went further, introducing its own Dell AI Factory, while also updating the Dell AI Factory with NVIDIA.
Quick Take: 2024 Red Hat Summit Wrap-Up
Red Hat held its annual Red Hat in Denver, Colorado, showcasing significant innovations in AI and policy automation, reinforcing Red Hat’s commitment to advancing AI applications within the enterprise sector. Key highlights included the introduction of “Policy as Code” in the Red Hat Ansible Automation Platform, expansions in the Red Hat Lightspeed portfolio to incorporate […]
Quick Take: Dynatrace FQ4 2024 Earnings
Dynatrace wrapped up its fiscal year 2024 with robust financial performance and strategic advancements. The company’s ARR exceeded expectations, crossing the $1.5 billion mark, growing 20% year-over-year. This growth is bolstered by significant deals, including a landmark 9-figure TCV deal, highlighting Dynatrace’s competitive edge in the observability and AI ops markets.
Research Brief: IBM & Palo Alto Networks Strategic Partnership
IBM and Palo Alto Networks recently entered into a groundbreaking partnership, driving a substantial shift in the cybersecurity landscape. The new collaboration leverages each company’s strengths to enhance AI-powered customer security outcomes, while also moving IBM’s QRadar offering to Palo Alto Networks.
Research Note: IBM QisKit 1.0 Quantum SDK Release
IBM released significant enhancements to Qiskit, its widely used quantum software platform. These enhancements show its evolution from a software development kit launched in 2017 into a comprehensive software stack.
Research Report: Taming the AI-enabled Edge with HCI-based Architectures
Despite the tremendous business benefits of edge computing, it arrives with complex challenges, including managing geographically dispersed nodes, security risks, and integrating with existing IT infrastructure. These challenges can best be addressed with an architecture built around Hyper-Converged Infrastructure, which streamlines management and enhances performance.
Quick Take: AWS Leadership Transition
Amazon Web Services (AWS) is undertaking a significant leadership change as longtime CEO Adam Selipsky steps down to “prioritize family time” after a 14-year tenure with the company. Matt Garman, Senior Vice President of Sales and Marketing at AWS, is slated to succeed Selipsky effective June 3.
Quick Take: New Dell PowerEdge Models
Dell Technologies announced enhancements to its PowerEdge server portfolio. The servers are designed for versatility and aim to simplify operations across various sectors, including CSPs, small businesses, and edge operations.
Research Note: Google Trillium TPU
The Trillium TPU, Google’s sixth-generation TPU, was announced at Google I/O. It promises unprecedented compute performance, memory capacity, and energy efficiency for generative AI training and inference.
Research Note: New ServiceNow GenAI Capabilities
At its Knowledge 2024 event, ServiceNow introduced a series of generative AI capabilities to enhance productivity and drive innovation across enterprise operations. These developments significantly enhance ServiceNow’s AI offerings.
Research Note: Datadog Q1 2024 Earnings
Datadog recently released its fiscal Q1 2024 earnings, beating consensus estimates on earnings and revenue, but disappointed analysts with its guidance.
Research Note: Elastic SIEM Solution
At the 2024 RSA conference, Elastic announced that its AI-driven security analytics solution, part of the Search AI platform, will supplant traditional SIEM systems in modern SOCs. The solution leverages search and retrieval-augmented generation (RAG) to streamline the previously manual configuration, investigation, and response processes, delivering hyper-relevant results swiftly.
Research Note: Arm FQ4 2024 Earnings Results
Arm reported record revenues for its fiscal Q4 2024, increasing revenue during the quarter by 47% year-over-year, driven by significant gains in royalties and licensing. Arm’s growth was fueled by the rapid adoption of the v9 architecture and a strategic increase in R&D investment, mainly targeted towards harnessing opportunities in AI technologies.
Research Note: Palantir Q1 2024 Earnings
Panatir Technologies reported its Q1 2024 earnings, surpassed revenue expectations with its robust 21% year-over-year growth, achieving $634 million. While the company met consensus estimates on EPS, it delivered weaker-than-expected guidance.
Research Note: CrowdStrike Falcon ASPM & CDR Updates
At the 2024 RSA conference, CrowdStrike announced enhancements to its Falcon platform, introducing its new Falcon Application Security Posture Management (ASPM) along with an expansion of its Cloud Detection and Response (CDR) capabilities.
Quick Take: IBM Power S1012
IBM expanded its server portfolio with the introduction of its new IBM Power S1012. Based on IBM’s Power10 processor, the new server offers up to three times more performance per core compared to its predecessor, the Power S812, in a 1-socker half-width form factor.
Research Note: IBM Open Sources Granite Code Models
IBM is releasing its Granite code models to the open-source community, aiming to simplify coding for a broad range of developers. The Granite models, part of IBM’s wider initiative to harness AI in software development, range from 3 to 34 billion parameters and include base and instruction-following variants.
Quick Take: HPE Zerto Updated Cyber Resilience Vault w/ HPE Alletra Storage MP
Zerto, a Hewlett Packard Enterprise company, enhanced its Cyber Resilience Vault with a new HPE Alletra Storage MP integration. The integration enhances the vault’s immutability features, ensuring that data copies remain inaccessible to threat actors. It also offers a 100% data availability guarantee for the landing zone within the vault.
Riverbed’s New Platform Approach to AI-powered Observability
This week at the 2024 RSA conference, observability company Riverbed launched an aggressive update to its advanced AI-powered observability platform. The new platform includes several new solutions and features built on an open architecture, addressing critical visibility challenges across public cloud, Zero Trust, SD-WAN, and remote work environments.
Research Note: SentinelOne Purple AI Updates
At the 2024 RSA Conference, SentinelOne announced a significant leap in this ongoing battle with recent enhancements to its Singularity platform, specifically through the capabilities of Purple AI—advancements that see artificial intelligence play a more proactive and autonomous role in protecting digital assets.
Research Note: Elastic’s AI-Focused SIEM Updates
At the 2024 RSA Conference, Elastic introduced significant enhancements to its Security Information and Event Management (SIEM) solution, Elastic Security. The upgrades, revealed at the recent RSA Conference, are a substantial leap in the evolution of security operations centers (SOCs).
Quick Take: New Relic Brings Observability to Atlassian
At the recent Atlassian Team24 event, New Relic announced new integrations with Atlassian’s offerings to enhance the efficiency of incident management and resolution within software development environments.
Quick Take: Panasas Rebrands as VDURA, Shifts to SaaS Model
Legacy parallel file system provider Panasas is transitioning from hardware sales to focusing on the public cloud under its new brand, VDURA. Traditionally, Panasas offered the PanFS software platform, which supports high-capacity drives and diverse connectivity options targeting the HPC market.
Research Report: Oracle Database Vector Search
Oracle introduced full support for vectors, including vector search, in its just-released Oracle Database 23ai. Known as AI Vector Search, this capability represents a significant advancement in how databases can store, index, and search data semantically.
Quick Take: Google Cloud Threat Intelligence
Google announced its new Google Threat Intelligence at the 2024 RSA Conference in San Francisco. The latest offering addresses longstanding issues in threat intelligence by offering a more comprehensive view and easier operationalization of data.
Quick Take: Informatica Q1 2024 Earnings
Informatica released its Q1 2024 earnings, showing strong financial performance in the first quarter, reflecting the successful execution of its strategic initiatives.
Quick Take: Fortinet Q1 2024 Earnings
Fortinet released its earnings for its fiscal Q1 2024, demonstrating robust financial performance across several key metrics.
Research Brief: Oracle Database 23ai
Oracle announced the release of Oracle Database 23ai. As its name implies, this long-term support version integrates seamlessly with artificial intelligence. Beyond new GenAI-focused features, it includes more than 300 new features that enhance app development, support mission-critical workloads, and simplify the integration of AI with data.
Quick Take: IBM’s Storage Assurance Program
IBM announced its new IBM Storage Assurance program. IBM’s new IT lifecycle management option aims to maximize performance and provide clients with enhanced choice and control within the data center.
Quick Take: Sygnia & NVIDIA’s Edge Security Play
Sygnia and NVIDIA announced a strategic collaboration to enhance cybersecurity in the energy and industrial sectors using AI-powered edge solutions. The aim is to directly improve data collection, threat detection, and response capabilities at the edge of industrial and critical infrastructure networks.
Research Note: Snyk AppRisk Pro
Snyk launched Snyk AppRisk Pro, a new tool designed to enhance application security by integrating AI with application context from various third-party integrations. The new tool helps application security (AppSec) and development teams prioritize and accelerate the remediation of business-critical risks throughout the full development lifecycle by providing a comprehensive view of application risk by assessing how the application is built, its code, its business impact, and team responsibilities.
Research Note: Commvault FQ4 2024 Earnings
Commvault released its fiscal Q4 2024 earnings results, closing out its fiscal year ’24 on a high note with substantial growth across key financial metrics.
Sovereign Cloud Explained
As enterprises increasingly migrate to the cloud, ensuring that data remains secure, private, and within legal jurisdictional boundaries is paramount. Sovereign cloud solutions have emerged as a pivotal technological innovation designed to address these complex requirements.
Research Note: MongoDB AI Applications Program
MongoDB announced the launch of the MongoDB AI Applications Program (MAAP). This comprehensive initiative enables organizations to effectively integrate generative AI technologies into their modern applications at an enterprise scale.
Research Note: Atlassian Rovo
Atlassian, a long-time leader in enterprise collaboration and IT workflow management tools has taken a bold step forward with the launch of Atlassian Rovo. Its new cutting-edge product, powered by Atlassian Intelligence, transforms how organizations manage, search, and utilize data across various platforms and tools.
Amdocs Survey Says: Telecom Slow to Embrace Generative AI
Amdocs, one of the giants in the telecommunications industry, together with analytics company Analysys Mason, released the results of a global survey of communications service providers to understand how generative AI impacts those CSPs. The results were surprising.
While the IT industry rapidly embraces generative AI to understand and manage infrastructure, telecom is moving much more slowly. The Amdocs survey showed that less than a quarter of CSPs use GenAI today. The surprising statistic is that nearly half of the respondents haven’t even begun exploring the technology.
Nvidia And Dell Build An AI Factory Together
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.
Research Note: NVIDIA H100 Confidential Computing
This week, NVIDIA made its confidential computing capabilities for its flagship NVIDIA Hopper H100 GPU, previewed in August 2023, generally available. This makes NVIDIA’s H100 the first GPU with these capabilities, which are critical for protecting data as it is being processed.
This Research Note looks at confidential computing and how it works on the NVIDIA H100 GPU.
AWS And Nvidia Expand AI Relationship
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
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.
Research Note: IBM FlashSystem 5300
IBM launched its new IBM FlashSystem 5300, a new entry-level storage solution with exceptional price performance, high availability, and enterprise-class data services within a compact 1U rack unit. The new array meets the needs of both small and large organizations facing the challenges of resource-constrained data centers and demanding workloads.
Quick Take: SPDX 3.0 Release
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.
Research Note: IBM FQ1 2024 Earnings
IBM’s recently announced fiscal Q1 2024 earnings show a steady trajectory of growth as IBM successfully executes its strategic shift towards hybrid cloud and AI. The technology giant’s software and consulting segments led the charge, driving revenue increases and demonstrating the ongoing success of IBM’s focus on enterprise solutions.
Research Note: CrowdStrike FQ4 2024 Earnings
CrowdStrike released consensus-beating results for its fiscal Q4 2024, showing strong growth and record-breaking performance. The company also delivered better-than-expected guidance.
Research Note: Western Digital FQ4 2024 Earnings
Western Digital released its FQ4 2024 financial results. The company exceeded expectations with revenue of $3.5 billion, a non-GAAP gross margin of 29.3%, and non-GAAP earnings per share of $0.63. The success was attributed to a diversified portfolio of products and structural changes to the business that improved profitability.
What Microsoft’s FQ3 2024 Earnings Reveal About Azure
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.
Research Note: IBM Acquires HashiCorp
IBM announced its intention to acquire HashiCorp, a multi-cloud infrastructure automation company, for $35 per share in cash, totaling an enterprise value of $6.4 billion.
HashiCorp specializes in Infrastructure Lifecycle Management and Security Lifecycle Management, crucial for hybrid and multi-cloud environments. This move aligns with IBM’s focus on hybrid cloud and AI, which are vital for today’s businesses.
What Alphabet Earnings Tell Us About Google Cloud
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
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 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
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.
Research Note: Lenovo’s AMD-based AI Portfolio Update
Lenovo announced a comprehensive set of AMD-based updates to its AI infrastructure portfolio, which include GPU-rich and thermal-efficient systems designed for compute-intensive workloads in various industries, including financial services and healthcare.
The new offerings, designed in partnership with AMD, address the growing demand for compute-intensive workloads across industries, providing the flexibility and scalability required for AI deployments.
Research Note: NVIDIA Acquires Run:AI
NVIDIA announced an agreement to acquire Run:ai, a startup specializing in chip management and orchestration software based on Kubernetes. The acquisition is part of CEO Jensen Huang’s strategy to diversify Nvidia’s revenue streams from chips to software.
Research Report: Oracle Database@Azure
Oracle and Microsoft Azure recently announced Oracle@Azure, making Microsoft Azure the only cloud provider besides Oracle itself capable of running Oracle’s database services with the performance, reliability, and security of Oracle Exadata and OCI
Quick Take: Vultr Launches Global Inference 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.
Research Note: Microsoft Phi-3 Small Language Model
Microsoft recently announced its Phi-3 small language models (SLMs), designed to deliver powerful performance at a reduced cost. These SLMs offer a compelling option for developers and businesses looking to harness the potential of generative AI.
This Research Note looks at what Microsoft announced.
Research Note: AWS Bedrock GenAI Enhancements
Amazon announced updates to its Bedrock generative AI platform that expands its capabilities while improving the user experience. These enhancements focus on helping developers create AI applications quickly and securely.
Research Note: HashiCorp Infrastructure Cloud
HashiCorp introduced “The Infrastructure Cloud” to aid organizations in maximizing their cloud investments, focusing on enabling teams to ship code quickly while minimizing costs and security risks.
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 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
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: Oracle GA’s Globally Distributed Autonomous Database
Oracle recently announced the general availability of its Globally Distributed Autonomous Database, marking a significant enhancement in its database technology.
Research Note: Dell APEX Files for Microsoft Azure
Dell recently introduced its new APEX File Storage for Microsoft Azure, designed to enhance businesses’ multi-cloud capabilities. The new solution integrates Dell PowerScale OneFS, its high-performance storage system, into the Azure cloud, allowing customers to manage and consolidate data efficiently, reduce costs, and improve data security and protection. It also utilizes Azure’s AI tools to provide quicker insights.
Quick Take: NetApp’s Real-Time Ransomware Detection For ONTAP
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
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.
Research Note: SAP HANA Cloud Vector Engine
SAP recently introduced its new SAP HANA Cloud Vector Engine, designed to bridge the gap between LLMs’ advanced capabilities and enterprise-specific business needs.
Research Note: Intel Gaudi 3
Intel announced its long-anticipated new Intel Gaudi 3 AI accelerator at its Intel Vision event. The new accelerator offers significant improvements over the previous generation Gaudi 3 processor and promises to challenge Nvidia’s current generation accelerators in training and inference for LLMs and multimodal models.
Quick Take: Google Axion Arm-based Processor
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.
Research Note; Arm Ethos U-65 microNPU
Arm introduced its new Ethos-U65 microNPU (Neural Processing Unit). This state-of-the-art AI accelerator facilitates machine learning (ML) inference in many embedded systems and high-performance devices.
Research Note: AMD Versal Edge Series Gen 2
AMD expands its Versal portfolio with the introduction of its Versal AI Edge Series Gen 2 and Versal Prime Series Gen 2 adaptive SoCs. These next-generation solutions cater to the increasing demands for AI-driven and classic embedded systems, providing a balanced mix of performance, power efficiency, functional safety, and security within a single chip.
Quick Take: Wasabi AiR Intelligent Media Storage
Wasabi AiR integrates artificial intelligence to transform how video content is stored, accessed, and utilized. The new offering combines the cost-effectiveness and high performance of Wasabi’s object storage with sophisticated AI capabilities, including automatic metadata tagging and multilingual searchable speech-to-text transcription.
Subscription Growth Fuels Pure Storage Earnings Beat
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
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 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
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 announced the acquisition of Logspace, the company behind Langflow, a low-code tool for building applications based on Retrieval-Augmented Generation (RAG). The terms of the deal were not disclosed.
Research Note: MLPerf Inference 4.0 Results
MLCommons released the results of its MLPerf Inference v4.0 benchmarks, which introduced two new workloads, Llama 2 and Stable Diffusion XL.
Since its inception in 2018, MLPerf has established itself as a crucial benchmark in the accelerator market. The benchmarks offer detailed comparisons across a variety of system configurations for specific use cases.
Research Note: Databricks DBRX LLM
Databricks launched DBRX, a new open, general-purpose Large Language Model (LLM) that sets a new benchmark for performance and efficiency.
DBRX surpasses the capabilities of existing models like GPT-3.5 while also demonstrating competitive performance with closed models such as Gemini 1.0 Pro, making it a formidable player in general-purpose applications and specialized coding tasks.
Quick Take: Observe’s $115M Series B
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.
Quick Take: Microsoft & Quantiniuum Achieve Quantum Error Correction Breakthrough
Microsoft and Quantinuum announced an advancement in quantum computing that significantly reduces quantum error correction, a significant achievement that addresses one of the major hurdles in quantum computing.
Is NVIDIA Lagging in Lucrative Automotive Segment?
Nvidia’s most recent earnings release is a tremendous achievement for the company, with reported revenue of $22.1 billion, up an incredible 265% year-on-year. Earnings grew an equally unbelievable 765% year-on-year.
Its automotive revenue was $281 million.
Research Note: Arm’s New Automotive Cores
Arm recently launched new safety-enabled AE processors incorporating Armv9 technology and server-class performance. These processors are tailored for AI-driven applications to enhance autonomous driving and advanced driver-assistance systems (ADAS).
Quick Take: Microsoft Cloud for Sustainability Gains Data & AI Capabilities
Microsoft introduced new data and AI solutions in its Cloud for Sustainability at its recent AI for Sustainability event. The new offerings will assist organizations transitioning from sustainability pledges to tangible sustainability progress.
Research Note: Dell AI Factory with NVIDIA
At the 2024 NVIDIA GTC conference, Dell Technologies unveiled the Dell AI Factory with Nvidia, a comprehensive set of enterprise AI solutions aimed at simplifying the adoption and integration of AI for businesses.
Dell also announced enhancements to its flagship PowerEdge XE9680 server, including introducing Dell’s first liquid-cooled server solution, which allows the server to deliver the full capabilities of NVIDIA’s newly announced AI accelerators.
Research Note: NVIDIA & AWS’s Broad AI-Focused Collaboration
At the Nvidia GTC event in San Jose, Nvidia and Amazon Web Services made a series of wide-ranging announcements that showed a broad and strategic collaboration to accelerate global AI innovation and infrastructure capabilities.
The joint announcements included the introduction of NVIDIA Grace Blackwell GPU-based Amazon EC2 instances, NVIDIA DGX Cloud integration, and, most critically, a pivotal collaboration called Project Ceiba.
Quick Take: VAST Data and Supermicro Collaborate on Scalable AI Solution
Supermicro/VAST Data’s new solution provides innovative parallel architecture and unified global namespace ensure optimal GPU utilization, scalability, and smooth data access from edge to cloud, eliminating the usual trade-offs between performance and capacity.
Quick Take: Cisco Completes Splunk Acquisition
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.
Research Note: Google Cloud AI-Enabled Healthcare Announcements
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. These solutions promise to improve patient outcomes.
Research Note: Oracle Globally Distributed Autonomous Database
Oracle released its Globally Distributed Autonomous Database. The new offering enhances the management and processing of distributed data, ensuring top-tier scalability, availability, and adherence to data sovereignty laws for users of Oracle Database.
Research Note: NetApp Autonomous Ransomware Protection
NetApp recently announced enhanced 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 malware protection for both primary and secondary data, irrespective of whether it’s stored on-premises or in the cloud.
Research Note: CrowdStrike FQ4 2024 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.