Research Note: Arm’s New Automotive Cores

Image of Arm processors

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).

Research Note: Dell AI Factory with NVIDIA

Dell AI

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

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 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: 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.

Research Note: Google Cloud AI-Enabled Healthcare Announcements

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. These solutions promise to improve patient outcomes.

Research Note: Oracle Globally Distributed Autonomous Database

Oracle SIgn

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

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 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

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.

Research Note: Couchbase FQ4 2024 Earnings

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

5G Cell ORAN

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 FQ4 2024

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

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.

Research Note: Microsoft Updates Azure for Operators

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

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.

Research Note: Nutanix FQ2 2024 Earnings

Abstract image of 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

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.

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

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.

Research Note: Dell Telecom Infrastructure Blocks for Red Hat 2.0

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: Lenovo FQ3 2024 Earnings

Lenovo logo

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 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.

Research Note: Hammerspace Hyperscale NAS

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 Neoverse Roadmap

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

Abstract image of 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 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.

Research Note: Informatica Q4 2024 Earnings

Informatica

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.

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.

Research Note: SailPoint Expands Identity Cloud

Block diagram of SailPoint Atlas

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

Block diagram of HPE GreenLake for Block Storage

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: ARM’s FISCAL Q3 2024 EARNINGS

Image of Arm processors

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

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.

Research Note: Inside Juniper’s Next-Gen AI Networking

Image of Juniper Networks HQ.

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

Picture of Intel CEO Pat Gelsinger

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

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.

Research Note: Western Digital FQ2’24 Earnings

Western Digital 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

Abstract image of earnings.

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

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.

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: IBM Research’s Breakthrough in Error Mitigation/Correction for Quantum Computing

IBM Quantum

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.

Research Note: IBM Introduces New Consulting Advantage

Image of IBM Watsonx Logos

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.

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.

Research Note: Cisco Acquires Isovalent

Deal

Cisco, a global leader in networking and cybersecurity solutions, recently announced a strategic move to redefine the landscape of multi-cloud networking and security with its intent to acquire Isovalent.

Research Note: IBM Acquires Advanced

Deal

IBM announced a definitive agreement to acquire application modernization capabilities from Advanced, positioned by IBM as a strategic move to bolster its position in hybrid cloud and AI.

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.

Research Note: Microsoft/Vodaphone Strategic Partnership

Vodafone/Microsoft

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.

Research Note: AMD’s CES Automotive Announcements

AMD Versal and Ryzen

At CES 2024, AMD made a significant announcement, unveiling its expanded venture into the automotive technology sector by introducing two products: the Versal™ AI Edge XA adaptive SoC and the Ryzen™ Embedded V2000A Series processor.

Research Note: Intel’s New Automotive Push

Picture of Intel CEO Pat Gelsinger

Intel outlined a bold new 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: HPE Intends to Acquire Juniper Networks

Deal

Hewlett Packard Enterprise (HPE) 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, a premium of about 32% over Juniper’s closing stock price on the day the deal was announced.

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.

Research Note: AMD ROCm 6 Software Stack

AMD

At its AI-focused event on December 6, Advanced Micro Devices (AMD) introduced the latest release of its ROCm software stack, marking a significant update in the field of high-performance computing (HPC) and artificial intelligence (AI). The new release introduces enhancements that align closely with the company’s latest hardware, notably the MI300 series GPUs.

Research Note: Microsoft’s New Processor & Accelerator

Image of a Cloud

At its recent Microsoft Ignite event, the company announced the launch of the Azure Cobalt 100 CPU and the Maia 100 AI accelerator, marking a significant pivot in Microsoft’s approach to its cloud infrastructure and representing the company’s commitment to driving innovation in high-performance computing and AI.

Research Note: Amazon’s New Graviton4 & Tranium2

AWS

Amazon introduced generational updates to both its Graviton and Tranium custom silicon solutions at its recent re:Invent conference in Las Vegas.

This Research Note delves into the intricacies and potential impacts of these latest innovations from AWS.

Research Note: Inside IBM’s Advances in Software Development for Quantum Computing

Illustration of the IBM Quantum System Two

Recognizing that these scientists require tools that integrate seamlessly with their existing workflows while simplifying the complexities of quantum mechanics, IBM introduced a suite of innovative solutions at its recent Quantum Computing Summit.

At the forefront of these advancements is Qiskit 1.0, a significant upgrade to IBM’s open-source quantum computing software development kit, which simplifies the process of programming quantum computers.

Research Note: Inside IBM’s Developments in Quantum Processing & Platforms

Illustration of the IBM Quantum System Two

IBM this week announced significant advancements in both quantum processors and platforms for quantum computing at its Quantum Summit 2023. At the event, IBM highlighted several significant advancements in quantum computing, showcasing the company’s commitment to pushing the boundaries of this revolutionary technology.

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.

Research Note: Elastic Fiscal Q2 2024 Earnings

Elastic this week released its fiscal Q2 2024 earnings, handily beating consensus estimates for both revenue and EPS. This Research Note explores Elastic’s earnings for the quarter, taking a special look at the impact of generative AI on the company’s business.

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.

Research Note: Lenovo Fiscal Q2 2024 Earnings

Lenovo logo

This Research Note explores Lenovo Group Limited’s financial and operational performance across its distinct business units in its Fiscal Q2 2024. Focusing on the Solutions and Services Group (SSG), Infrastructure Solutions Group (ISG), and Intelligent Device Group (IDG), looking at each business unit’s contributions to Lenovo’s overall business strategy.