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

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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.

Research Note: Cisco Fiscal Q1 2024 Earnings

Abstract image of earnings.

Cisco Systems, Inc. released its fiscal Q1 2024 earnings results, beating both revenue and EPS consensus estimates. As a bellwether in the technology sector, Cisco often sets the tone for industry trends and expectations. We take a look at Cisco’s earnings in this research note.

Research Note: Inside Qualcomm’s Fiscal Q4 2023 Earnings Results

Image of Qualcomm's HQ building

Qualcomm (QCOM) this week released its fiscal Q4 2023 earnings. The company’s CEO, Cristiano Amon, highlighted key achievements and strategic initiatives, including advances in generative AI, expansion into the PC market, developments in augmented reality (AR) and virtual reality (VR), and its growing presence in networking and automotive sectors.

Research Note: Inside the New Commvault Cloud Platform

Commvault

Commvault launched the new Commvault Cloud platform this week at its annual Commvault SHIFT event. Commvault hopes that the new offering, powered by its Metallic AI platform, will be a game-changer in enhancing cyber resilience amidst now-frequent ransomware and cyberattacks.

IBM Launches $500M AI Venture Fund

IBM SIgn

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

IBM Introduces its Storage Scale System 6000

IBM SIgn

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

Research Note: Inside Qualcomm’s Snapdragon X Elite

Snapdragon

Qualcomm unveiled its highly anticipated Snapdragon X Elite system-on-a-chip (SoC), representing a significant leap in its chip design capabilities. This next-generation Arm-based SoC is designed to power Windows devices and showcases Qualcomm’s commitment to high-performance computing.

Research Note: Data Center Impact from AMD’s Q3 2023 Earnings

Image of an AMD EPYC processor

Advanced Micro Devices, Inc. (AMD) reported its financial results for the third quarter of fiscal year 2023. AMD showcased strong performance across its key segments during the quarter, including Data Center, Client, Gaming, and Embedded, with a focus on AI and high-performance computing solutions.
In this research note, we provide an overview of AMD’s key announcements and financial performance during the quarter, along with NAND Research’s analysis of what the results mean for AMD’s data center business.

What Q3 Earnings Tell Us about Public Cloud

Cloud Earnings

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

Inside HashiCorp’s Multiple Announcements at HashiConf

Hashicorp

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

Research Note: Inside the IBM Research NorthPole Accelerator

IBM Research

IBM Research has developed and released details on a groundbreaking AI chip called NorthPole, which could revolutionize AI hardware systems. Unlike traditional computer chips, NorthPole integrates processing units and memory on the same chip, eliminating the von Neumann bottleneck and significantly improving efficiency.

Research Note: Databricks Acquires Arcion

Databricks logo

Databricks announced its intention to acquire Arcion, an enterprise data replication specialist and a part of the Databricks Ventures portfolio. The acquisition, valued at over $100 million, is set to bolster Databricks’ capability to natively ingest data from a myriad of databases and SaaS applications into their Lakehouse Platform.

Lenovo Relentlessly Focused on AI at Tech World 2023

Lenovo logo

Lenovo’s Global Tech World is underway in Austin this week where the company shows off the latest innovations from its wide range of product teams. Despite its expansive portfolio, the clear focus for Lenovo is on capturing mindshare around enterprise AI while also riding the wave propelling most of the growth in the IT industry.

IBM Acquires Manta, Bolsters Watson.x

IBM SIgn

IBM announced the acquisition of Manta Software for an undisclosed amount. Manta is a leading data lineage platform that allows enterprises to understand their data better.

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

Image of Palo Alto Networks HQ

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

Research Note: Inside the Dell PowerMaxOS 10.1 Update

Image of the Dell PowerMax

Dell Technologies has updated its high-end block storage OS, PowerMaxOS, with version 10.1. The update focuses on several key areas, including data reduction, power usage monitoring, and cybersecurity certification.

ServiceNow Introduces Now Assist, Bringing GenAI to its Now Platform

The ServiceNow logo

ServiceNow unveiled its new “Now Assist” family of solutions earlier this month as part of a major expansion of its powerful Now Platform, introducing new generative AI capabilities for IT Service Management, Customer Service Management, HR Service Delivery, and creators.

OpenText Releases Aviator AI Tools for Business & Technologists

Graphic depicting OpenText Aviator

OpenText unveiled a broad expansion of its enterprise-class Aviator platform with new AI capabilities spanning business and technology needs. Aviator is OpenText’s AI platform, designed to enable organizations to leverage AI for various applications without moving their data.

Google Brings Vertex AI Search to Healthcare

Graphic depicting Google Health Cloud

Google Cloud introduced enhancements to its Vertex AI Search tailored for healthcare and life sciences organizations. The solution enables the application of medical-tuned generative AI search on diverse data sources, including clinical data like FHIR data and clinical notes.

SailPoint Introduces Atlas Identity Management Platform

Block diagram of SailPoint Atlas

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

Cloudian, AMD & Micron Boost Performance of Object Storage

Image of Cloudian logo

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

Inside Pure Storage’s New Evergreen Offerings

Pure Storage Logo

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

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

In Conversation: Infinidat CMO Eric Herzog on Strengthening Enterprise Storage

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

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

Dell Launces APEX Block Storage for Azure

Dell

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

Let’s look at what Dell is delivering.

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

Dell AI

Dell Technologies announced a significant expansion of its Generative AI Solutions portfolio to empower businesses embarking on their GenAI journeys. This expansion delivers advanced infrastructure, professional services, and a collaborative data solution to help organizations derive intelligence from their data securely and efficiently.

Dell Launches APEX Cloud Platform for Microsoft Azure

Dell

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

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

Dell Launches APEX Cloud Platform for Microsoft Azure

Dell

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

Research Note: Inside IBM WatsonX

IBM SIgn

IBM recently unveiled its updated AI portfolio, “watsonx” The new set of offerings provides an enterprise-ready AI and data platform consisting of three intertwined solution stacks:

Research Note: Oracle Database 23C AI & ML Features

Oracle SIgn

Oracle announced the general availability of its Oracle Database 23c long-term support release. While the release arrives with a staggeringly large number of features that impact nearly every aspect of the database, including improving the developer experience, I want to focus on how the database supports and uses AI.

HPE Announces Top-Down Reorganization

In a move that includes multiple executive departures and reassignments, Hewlett Packard Enterprise (HPE) is restructuring to accelerate its hybrid cloud sales offensive. CEO Antonio Neri announced the reorganization details in a public blog released today.

Cisco and Nutanix Embark on Strategic Relationship

Deal

Cisco and Nutanix are collaborating to offer an integrated hyperconverged infrastructure (HCI) product line that combines Cisco’s SaaS-managed compute and networking solutions with Nutanix’s software-defined storage platform.

Google Cloud Introduces New Vertex AI Capabilities

Google Cloud

Google introduced its Vertex AI machine learning (ML) platform in 2021 to allow its customers to manage the entire ML lifecycle, from model development to deployment. Vertex AI combines data engineering, data science, and ML engineering workflows, enabling teams to collaborate using a common toolset and scale your application. Last week at Google’s Google Cloud […]

Qualcomm’s New Auto Platform, Partnership with AWS & Expanded Reach into Auto OEMs

speaker on stage

Qualcomm made a number of announcements at this week’s IAA Mobility Event in Munich. Let’s look at what the company said. News: AWS Cloud Innovation Partnership Qualcomm and Amazon Web Services (AWS) announced a strategic partnership to advance innovation in the automotive industry. Recognizing the growing significance of software-defined features, the explosion of data analytics, […]

Marvell Sees Momentum in Cloud, AI, and Automotive

marvell building

Last week, Marvell released its earnings for the second quarter of its fiscal 2024, demonstrating robust performance with $1.34 billion in top-line revenue. While that number was down year-over-year, it surpassed the midpoint of the company’s guidance. Insight: Growth in Cloud & AI Marvell’s data center business was a bright spot. Revenue from that business […]

Arm Enables Faster Silicon Development with Neoverse CSS N2

Image of Arm processors

At this week’s Hot Chips 2023 event, Arm unveiled its Arm Neoverse Compute Subsystems (CSS) offering, which promises to simplify and accelerate the adoption of Arm Neoverse technology into new solutions. It’s a powerful enabler that will reduce the friction of integrating Arm IP into new designs and accelerate the time-to-market for Arm’s partners. News: […]

Pure Storage Demonstrates the Sustainability of Flash in New ESG Report

Pure Storage logo

Pure Storage takes ESG seriously, making it not just a pillar of its messaging but a core part of the company’s values. Earlier this month Pure Storage released its annual ESG Report, detailing its progress on the environmental, social, and governance issues that most impact the company, its customers and its stakeholders. Insight: Pure’s Flash […]

Nutanix Introduces new Generative AI-in-a-Box

Nutanix

Earlier this month, Nutanix announced its new GPT-in-a-Box™ solution, which promises to simplify the implementation of Generative Pre-trained Transformer (GPT) capabilities. Nutanix’s solution aims to help organizations harness the power of AI while maintaining robust control over their data and applications. New: Nutanix GPT-in-a-Box Nutanix’s new GPT-in-a-Box brings together the elements necessary to deploy a […]

Sysdig Sees Continued Momentum In Cybersecurity

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Context While Sysdig emerged in the observability space over a decade ago, the company entered the security realm in 2017, bringing container security features into its observability tools. Its offering correlates logs with the security information it collects on container workloads to identify threats. The company has grown since adding a cloud security posture management […]

Qualcomm Grows Automotive Business With Cadillac Win

automobile diagram

This month, the momentum continues as Cadillac announces it’s putting Snapdragon Digital Chassis technology into its upcoming 2025 Cadillac Escalade IQ, Cadillac’s first all-electric full-size SUV. The design win includes more than just Snapdragon Digital Cockpit. The new vehicle will consist of Snapdragon Auto Connectivity and Snapdragon Ride.