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.
Quick Take: CrowdStrike Acquires Flow Security
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.
Research Note: Couchbase FQ4 2024 Earnings
Couchbase announced consensus beating earnings in its fiscal Q4 2024 release. The company grew revenue by 20% year-over-year to a respectable $50.1M, while its ARR grew 25%.
Research Note: Lenovo’s MWC 2024 Telco Edge Announcements
Lenovo unveiled its latest Edge AI Solutions for the telecom industry at the 2024 MWC in Barcelo, which is aimed at enhancing AI applications across networks. The new solutions are designed to deliver efficient AI computing at scale, supporting the industry’s shift towards 5G and AI innovations.
Lenovo also announced collaborations with key telecom partners like Deutsche Telekom, Orange, and Telefonica to deploy AI use cases and achieve faster insights through Lenovo’s AI-ready infrastructure.
Research Note: HashiCorp FQ4 2024 Earnings
Hashicorp announced its fiscal Q4 2024 results, beating consensus estimates for both revenue and earnings with solid growth in all the right areas. Let’s take a deeper look at what the company announced.
The Breakthrough Verification of vRAN by SoftBank, NEC, and VMware
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.
Research Note: Microsoft Updates Azure for Operators
At the recent MWC 2024 in Barcelona, Microsoft shared updates on its Azure for Operators portfolio, demonstrating significant advancements in generative AI and its application in telecommunications.
This Research Note takes an in-depth look at what Microsoft announced.
Quick Take: IBM & the GSMA’s Collaboration for GenAI Adoption in Telecom
The GSMA and IBM recently announced a significant new collaboration to promote the adoption and development of generative artificial intelligence (AI) skills within the telecom industry.
This partnership launches through two main initiatives: the GSMA Advance’s AI Training program and the GSMA Foundry Generative AI program.
Research Note: Intel Edge & AI/RAN MWC Announcements
Intel announced a new edge platform and highlighted its momentum in AI-assisted vRAN/O-RAN acceleration at the recent MWC conference in Barcelona.
Research Note: NEC & Partners Demonstrate Breakthrough in Open vRAN Technology
NEC Corporation, along with Arm, Qualcomm Technologies, Inc., Red Hat, and Hewlett Packard Enterprise (HPE) recently showcased a successful demonstration of Open Virtual Radio Access Network (vRAN) and 5G Core Virtual User Plane Function (vUPF) technology in Tokyo.
Quick Take: Juniper Network’s AI-Native Networking Platform
Juniper Networks announced its AI-Native Networking Platform, designed to fully integrate AI into network operations to enhance experiences for users and operators. The platform, a first in the industry, is built to use AI to make network connections more reliable, secure, and measurable.
Quick Take: WEKA Brings Data Platform to NexGen Cloud
WekaIO is partnering with NexGen Cloud, the leading UK-based sustainable infrastructure-as-a-service provider, to establish a high-performance foundation for NexGen Cloud’s upcoming AI Supercloud. This Supercloud and NexGen Cloud’s Hyperstack GPU-as-a-Service platform will leverage WEKA’s technology.
Quick Take: Dynatrace Runecast Acquisition
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.
Research Note: Nutanix FQ2 2024 Earnings
Nutanix reported results for its fiscal Q2 2024, which beat consensus estimates for revenue and earnings. The company also provided healthy guidance for the coming quarters.
Research Note: Pure Storage FQ4 2024 Earnings
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.
One of the most exciting aspects of Pure’s earnings is the growth of its subscription-based business, now accounting for more than 40% of its total revenue
Quick Take: Venafi ‘Stop Unauthorized Code’ Solution
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 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: AI-RAN Alliance launch at MWC Barcelona 2024
The AI-RAN Alliance is a collaborative initiative focused on the integration of artificial intelligence (AI) into cellular technologies to enhance radio access network (RAN) technology and mobile networks.
Research Note: IBM’s Enhanced FlashSystem Malware Detection
IBM’s new FlashSystem ransomware detection capabilities are driven by advanced AI technologies, new fourth-generation FlashCore Module (FCM) technology, and IBM Storage Defender software enhancements.
Quick Take: Clumio’s $75M Series D Round
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.
Research Note: Dell Telecom Infrastructure Blocks for Red Hat 2.0
Dell Technologies has updated its Dell Telecom Infrastructure Blocks for Red Hat, which is a strategic solution offered by Dell Technologies, specifically designed to aid telecommunications operators in deploying and scaling out modern telecom networks, particularly for 5G. These blocks are critical components in simplifying the implementation of cloud-native network infrastructures.
Research Note: Dell Telecom Infrastructure Automation Suite
Dell Technologies introduced its new Dell Telecom Infrastructure Automation Suite to help CSPs navigate this terrain by delivering a groundbreaking solution to streamline the transition to modern, cloud-based telecom networks.
Research Note: Lenovo FQ3 2024 Earnings
This Research Note explores Lenovo Group financial and operational performance during its fiscal year Q3 2024.
Amidst fluctuating global market conditions, Lenovo’s adaptability and innovative approach are scrutinized, offering valuable insights into how the tech giant continues to navigate challenges and capitalize on opportunities within the dynamic tech industry.
Quick Take: Oracle’s OCI Generative AI Service
Oracle announced the general availability of its OCI Generative AI Service, along with several substantial enhancements to its data science and cloud offerings. Let’s take a look at what Oracle announced.
Research Note: 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.
Research Brief: Inside Arm’s Neoverse CSS N3 & V3 Announcements
Arm brings two new Neoverse compute subsystems to market, each based on its third-generation Neoverse IP, extending its N-Series and V-Series product lines. These new platforms, Neoverse CSS N3, and V3, aim to improve performance-per-watt and support the implementation of new technologies like chiplets.
Research Note: Palo Alto Networks FQ2 2024 Earnings
Palo Alto Networks announced its fiscal Q2 2024 earnings with impressive figures that beat consensus for both revenue and EPS, showcasing its continued growth and market resilience. The company reported a 19% year-over-year increase in revenue, reaching $1.98 billion, along with a 16% rise in billings.
Quick Take: Dell’s PowerScale F210 and F710
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
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, 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 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
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.
Research Note: Honeywell’s $300M Investment in Quantinuum
Honeywell continues its investments in quantum computing by announcing a $300 million equity fundraising for Quantinuum, the leading integrated quantum computing company, valuing it at $5 billion pre-money.
Research Note: Informatica Q4 2024 Earnings
Informatica, a prominent player in the enterprise cloud data management sector, this week announced its financial results for the fourth quarter, showcasing significant strides in its cloud-first strategy.
This Research Note delves into the key financial achievements and strategic milestones that Informatica has attained amidst a rapidly evolving digital landscape.
Research Note: Cisco FQ2 2024 Earnings
Cisco Systems, Inc., this week announced its financial results for the second quarter of its fiscal year 2024.
Research Note: New AI & Data Capabilities in Microsoft Cloud for Sustainability
At its recent AI for Sustainability event, Microsoft introduced new data and AI solutions in its Cloud for Sustainability. The new offerings will assist organizations transitioning from sustainability pledges to tangible sustainability progress.
After A Year: Checking in on IBM Ceph
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
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
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.
Research Note: SailPoint Expands Identity Cloud
SailPoint announced enhancements to its identity security offerings by launching a new suite and critical improvements to its existing Business and Business Plus suites. This move underscores SailPoint’s commitment to leading the identity security platform market and providing customers with practical solutions.
Research Note: HPE GreenLake for Block Storage Release 3
Hewlett Packard Enterprise (HPE) announced the general availability of Release 3 of HPE GreenLake for Block Storage, built on HPE Alletra Storage MP.
The new release represents a significant advancement in block storage technology. It offers the industry’s first disaggregated, scale-out block storage with a 100% data availability guarantee.
Research Note: Cohesity to Merge with Veritas Data Protection Business
In a landmark deal poised to redefine the data protection and cyber-resiliency market, Cohesity announced it has entered into a definitive agreement to merge with Veritas’s data protection business, creating a new entity focused on the data protection and management market.
Research Note: AMD’S New Embedded+ CPU/FPGA Platform
AMD announced the launch of AMD Embedded+, a novel architectural solution that integrates AMD’s Ryzen Embedded processors with its Versal adaptive onto a single board.
Research Note: ARM’s FISCAL Q3 2024 EARNINGS
Arm Holdings reported a solid financial fiscal 3Q 2024, exceeding expectations and highlighting its robust position in the technology sector. In its earnings call, the company announced record revenues and raised its revenue guidance for the upcoming quarter.
Quick Take: Databricks Acquires Einblick
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, 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.
Research Note: Inside AMD’s 4Q 2023 Data Center Group Performance
Advanced Micro Devices (AMD) reported a stellar end to 2023, marking achievements within its Data Center business amidst a fluctuating demand landscape.
This Research Note takes a look at AMD’s performance, focusing on its Data Center Group.
Halcyon’s Latest Funding Shows Robust Cybersecurity Growth
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.
Research Note: Inside Juniper’s Next-Gen AI Networking
Juniper Networks introduced its AI-Native Networking Platform, designed to fully integrate AI into network operations to enhance experiences for users and operators. This platform, a first in the industry, is built to use AI to make network connections more reliable, secure, and measurable.
Research Note: Inside Intel’s 4Q 2023 Data Center & AI Earnings
The latest earnings release from Intel Corporation offers a comprehensive overview of the company’s current trajectory and outlook, underscoring significant strides in its ambitious IDM 2.0 transformation.
This Research Note focuses primarily on Intel’s Data Center & AI Group (DCAI) and those elements that impact enterprise infrastructure.
Quick Take: Chronosphere Acquires Calyptia
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.
Research Note: Western Digital FQ2’24 Earnings
Western Digital’s fiscal year 2024 second-quarter results have spotlighted the company’s strategic maneuvers in a turbulent technology landscape. Reporting a revenue of $3 billion and facing a non-GAAP loss per share of $0.69, Western Digital finds itself at a crucial crossroads.
Research Note: IBM’s 4Q 2023 Earnings Results
IBM announced its fourth-quarter 2023 earnings, highlighting significant revenue growth across all segments, driven by the adoption of its hybrid cloud and AI offerings. The company beat analyst expectations for both revenue and income.
Equinix Launches Fully Managed NVIDIA DGX AI
Equinix launched a fully managed private cloud service to facilitate enterprises’ acquisition and management of NVIDIA DGX AI supercomputing infrastructure. This service is aimed at helping businesses build and run custom generative AI models.
The Unexpected Impact of VMware Cost Reductions
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
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.
Research Note: Inside OpenText’s New CE 24.1 Release
OpenText announced its OpenText Cloud Edition 23.4, which brings new generative AI capabilities to its OpenText Content Aviator and new features targeting supply chain efficiency, improved business intelligence, security and governance, and even DevOps.
Research Note: Oracle’s New GenAI Features for Oracle Cloud
Oracle announced the general availability of its OCI Generative AI Service, along with several substantial enhancements to its data science and cloud offerings, including the beta release of new genAI agents.
Research Note: IBM Research’s Breakthrough in Error Mitigation/Correction for Quantum Computing
In a new paper published in the journal Nature, IBM Research describes a new approach that addresses a fundamental challenge in quantum computing: the vulnerability of quantum hardware to errors caused by environmental noise. This issue is a significant hurdle in developing and operating utility-scale quantum circuits, which are essential for practical applications of quantum computing.
IBM Simplifies SW Development for Quantum Computing with New Tools
As the quantum computing landscape rapidly advances, IBM stands at the vanguard with innovative solutions designed to make quantum computing more practical and accessible. This is particularly evident in its innovations in developing quantum applications.
Research Note: IBM Introduces New Consulting Advantage
IBM Consulting is introducing a significant advancement in business consulting with the launch of IBM Consulting Advantage. This new AI services platform aims to enhance the efficiency and effectiveness of IBM consultants in their client engagements. It incorporates proprietary methods, assets, and AI-driven Assistants, drawing on IBM’s technological prowess and strategic partnerships.
VMware Customers Cautious after Recent Broadcom Actions
Broadcom is moving quickly in undertaking several critical initiatives with VMware that, while likely beneficial to Broadcom shareholders over the long term, are causing uncertainty among many VMware customers.
VAST Data More Than Doubles Valuation to $9.1B in Latest Funding Round
VAST Data recently announced a $118 million in a Series E funding round, elevating its valuation to $9.1 billion post-money. The valuation is more than double that of VAST’s previous funding round.