HPE Connectivity and Compute Announcements (MWC 2026)
At MWC 2026, Hewlett Packard Enterprise announced a significant expansion of its service provider portfolio, its broadest set of announcements following its acquisition last year of Juniper Networks.
The announcements focus on three primary pillars: ultra-high-density routing for AI backbones, modular compute for the telecommunications edge, and an integrated cloud operations stack. HPE is positioning these releases to address the “bursty” and high-bandwidth nature of AI training and inference workloads that are increasingly distributed across regional data centers.
NVIDIA Strategic Investments in Optical Interconnects
NVIDIA has committed over $4 billion in direct strategic investments across two optical interconnect companies, Lumentum and Coherent, supplemented by multibillion-dollar purchase agreements and equity participation in the optical startup Ayar Labs
How to Think about VAST Data
If you’ve been tracking the enterprise infrastructure space for the past few years, you’ve probably encountered VAST Data. And if you’re like most IT practitioners I talk to, you’ve probably filed them in the “high-performance storage vendor” folder in your brain.
Everpure: Pure Storage’s Rebrand & Evolution to Data Management Platform
Pure Storage has rebranded as Everpure, reflecting a multi-year evolution from storage management into broader data management, and is also acquiring 1touch: Executive Summary Pure Storage today rebranded as Everpure, matching its ongoing expansion from its roots in performance flash storage into the broader data management market. The transition is accompanied by its intent to […]
SUSE Acquires Losant: Extending the Open Edge Stack into Industrial IoT
SUSE announced the acquisition of Losant, a Cincinnati-based industrial IoT (IIoT) platform. The acquisition marks a material expansion for SUSE, moving the company from being primarily an edge infrastructure provider (built around SUSE Linux Micro and K3s) to the application and orchestration layer, where operational data from industrial devices is aggregated, visualized, and acted on.
Dell Expands Private Cloud Portfolio with Nutanix AHV Support
Dell Technologies recently announced the expansion of its Dell Private Cloud offering to support Nutanix AHV as a third hypervisor option, complementing existing support for VMware vSphere and Red Hat OpenShift Virtualization.
IBM FlashSystem: Next Generation, Autonomous Storage Meets Agentic AI
IBM recently announced a significant refresh of its FlashSystem all-flash storage portfolio, replacing the 5300, 7300, and 9500 product lines with new 5600, 7600, and 9600 models. The company also introduced its new FlashSystem.ai, an agentic AI administration layer that IBM claims can reduce manual storage management effort by up to 90%.
Research Note: Microsoft Azure Maia 200 Inference Accelerator
Microsoft recently announced its second-generation custom AI accelerator, the Maia 200. The new chip is an inference-optimized alternative to third-party GPUs in its Azure infrastructure. The company says the accelerator delivers 30% better performance per dollar than existing Azure hardware while supporting OpenAI’s GPT-5.2 models and Microsoft’s own synthetic data generation workloads.
Research Note: Commvault Unified Data Vault, S3-Compatible Protection for Modern Workloads
Commvault recently announced its Commvault Cloud Unified Data Vault, a cloud-native service that extends its air-gapped protection capabilities to data written using the S3 protocol. The service provides an S3-compatible endpoint that applies policy-driven protection to S3-based workloads without requiring agent installation or custom integration work.
Research Note: WD Innovation Day
Western Digital’s February 2026 Innovation Day showed a company fundamentally transformed from its legacy PC-centric storage roots into a critical AI infrastructure provider. The presentations unveiled breakthrough innovations that challenge long-held assumptions about hard drive technology limits.
Research Note: Veeam Acquires Object First, Consolidating Its Backup Appliance Strategy
Veeam recently confirmed its acquisition earlier this month of Object First, an immutable backup storage appliance vendor founded by Veeam’s original co-founders Ratmir Timashev and Andrei Baronov in 2022.
The transaction resolves a strategic conflict where Veeam competed directly with Object First’s Ootbi appliance while simultaneously offering its own Veeam Software Appliance for backup storage. The acquisition provides Veeam with purpose-built hardware capabilities to complement its software-first strategy.
Research Note: HPE’s New Networking & Compute (NRF 2026)
At the recent NRF 2026 in New York, HPE expanded its retail-focused infrastructure portfolio with new networking and compute capabilities intended for always-on retail environments. The announcements emphasize tighter integration between edge networking, cloud-native AI operations, and fault-tolerant compute to support transaction continuity, operational visibility, and distributed retail services.
Research Note: CrowdStrike’s Shopping Spree, Acquires SGNL and Seraphic
CrowdStrike announced two strategic acquisitions in January 2026 that extend its Falcon platform into browser runtime security and continuous identity authorization. The company acquired SGNL for $740 million and Seraphic Security for an undisclosed amount, with both transactions expected to close in Q1 FY2027.
Research Note: Dell PowerStore OS v4.3 brings Capacity Expansion and Enterprise Resilience Enhancements
Dell Technologies has released PowerStore OS v4.3, introducing higher-capacity QLC flash drives, expanded replication capabilities, and file system operational improvements.
Research Note: Dynatrace Acquires DevCycle, Integrating Observability & Feature Management
Dynatrace this week announced the acquisition of DevCycle, a feature management platform built on the OpenFeature standard. The acquisition addresses a fundamental gap in modern software delivery: the disconnect between feature flag controls and runtime observability.
Research Note: Snowflake Acquires Observe, Advancing Data Platform & Observability Integration
Snowflake recently announced a definitive agreement to acquire Observe, an AI-powered observability platform built on Snowflake’s infrastructure. Valued at approximately $1 billion, this is Snowflake’s second observability-related acquisition, after TruEra in May 2024.
These acquisitions challenge the traditional separation between observability infrastructure and data platforms. By treating telemetry data (logs, metrics, traces) as first-class data within Snowflake rather than requiring specialized observability infrastructure, the combined offering promises to reduce observability costs while enabling full-fidelity data retention.
Research Note: Qualcomm Validates Wi‑Fi 8 Silicon with LitePoint — A Key Readiness Milestone
For enterprise leaders the marketing noise of Wi-Fi 8 is beginning to be replaced by concrete readiness indicators.
Research Note: VAST’s Novel Approach to NVIDIA’s new Inference Context Memory Storage Platform
VAST Data announced support for NVIDIA’s recently unveiled Inference Context Memory Storage (ICMS) Platform, targeting the NVIDIA Rubin GPU architecture. The announcement addresses the challenge of managing KV cache data that exceeds GPU and CPU memory capacity as context windows scale to millions of tokens across multi-turn, agentic AI workflows.
Research Note: Improving Inference with NVIDIA’s Inference Context Memory Storage Platform
At NVIDIA Live at CES 2026, NVIDIA introduced its Inference Context Memory Storage (ICMS) platform as part of its Rubin AI infrastructure architecture. NVIDIA’s ICMS addresses KV cache scaling challenges in LLM inference workloads.
The technology targets a specific gap in existing memory hierarchies where GPU high-bandwidth memory proves too limited for growing context requirements while general-purpose network storage introduces latency and power consumption penalties that degrade inference efficiency.
Research Note: Dynatrace & Google Cloud Collaborate on Observability for Agentic AI
Dynatrace and Google Cloud have expanded their collaboration to provide observability capabilities for agentic AI workloads through two primary integrations: a Gemini CLI extension for developer access to observability data within terminal environments, and an A2A protocol integration with Gemini Enterprise for real-time system monitoring.
Research Note: Nutanix and Pure Storage Integrated Solution now GA
Nutanix and Pure Storage announced the general availability of their previously announced integrated solution combining Nutanix Cloud Infrastructure with Pure Storage FlashArray. The partnership addresses growing market pressure around VMware licensing costs and vendor consolidation following Broadcom’s acquisition.
Research Note: ServiceNow Acquires Cyber-Security Player Armis for $7.75 Billion
ServiceNow recently entered into an agreement to acquire Armis, a cyber exposure management and cyber-physical security platform, for $7.75 billion in cash. The transaction is ServiceNow’s third major security-focused acquisition in 2025, following Moveworks ($2.85 billion) and Veza (undisclosed terms).
Research Note: IBM to Acquire Confluent for Real-Time Event Streaming
IBM has entered a definitive agreement to acquire Confluent for $11 billion in cash ($31 per share), adding enterprise-grade Apache Kafka streaming infrastructure to its hybrid cloud and AI portfolio. Confluent brings 6,500 enterprise customers, proven streaming architecture handling real-time data flows across hybrid environments, and capabilities specifically relevant to emerging agentic AI requirements. The […]
Research Note: Lenovo’s Expanded Storage and HCI Portfolio for Enterprise Modernization & AI Workloads
Lenovo announced a comprehensive update to its storage and hyperconverged infrastructure portfolio. The announcement includes four new ThinkSystem DS Series all-flash SAN arrays, three ThinkAgile HCI product lines supporting VMware, Nutanix, and Microsoft Azure Local environments, and expanded lifecycle services.
Research Note: Qualcomm Acquires RISC-V Player Ventana
Qualcomm Technologies this week announced the acquisition of Ventana Micro Systems, a developer of high-performance RISC-V CPU designs for datacenter and enterprise applications. The acquisition brings proven RISC-V engineering talent and existing chiplet designs into Qualcomm’s portfolio, complementing its custom Arm-based Oryon CPU development.
What the 5G‑OT Alliance Summit Revealed About Private 5G
2025 was defined more by adoption than by technical breakthroughs.
Research Note: Marvell to Acquire Silicon Photonics Player Celestial AI
Marvell Technology recently announced a definitive agreement to acquire Celestial AI for $3.25 billion in upfront consideration ($1 billion cash plus $2.25 billion in stock), with potential earnout payments of up to an additional $2.25 billion based on revenue milestones through fiscal 2029.
Research Note: AWS S3 AI-Focused Enhancements
AWS announced several enhancements to its S3 storage platform at its recent re:Invent 2025, strengthening its object storage capabilities for adjacent markets, including vector databases, enterprise file systems, and enterprise data lakes.
The announcements include the general availability of S3 Vectors with substantially increased scale limits, new S3 integration with FSx for NetApp ONTAP file systems, cost-optimization features for S3 Tables, and expanded performance monitoring through S3 Storage Lens.
Research Note: AWS Releases Trainium3, Teases Trainium4
At its recent AWS re:Invent event, AWS moved its custom AI accelerator strategy into a new phase with the general availability of EC2 Trn3 UltraServers based on the Trainium3 chip and the public preview of its next-generation Trainium4.
Research Note: HPE Announcements at Discover Barcelona 2025
At HPE Discover Barcelona 2025, Hewlett Packard Enterprise centered its announcements on three core pillars of enterprise infrastructure: networking for AI workloads, hybrid cloud and virtualization enhancements, and AI infrastructure systems at scale.
Research Note: VAST Data Expands Cloud Presence with Microsoft Azure and Google Cloud Integrations
This month VAST Data announced integrations with both Microsoft Azure and Google Cloud, significantly expanding its hyperconverged approach to AI Storage, what its calls its “AI Operating System,” further into major public cloud environments.
Azure customers will gain access to VAST’s complete data services suite running on Azure infrastructure, while Google Cloud users receive the first fully managed VAST AI OS service. Both integrations emphasize eliminating data migration barriers and supporting agentic AI workloads.
Research Note: VAST Data Integrates with Google Cloud & Microsoft Azure
Over the past month, VAST Data has announced partnerships with both Google Cloud and Microsoft Azure to deliver its hyperconverged approach to AI data management (which it calls an “AI Operating System”) as a managed service in public cloud environments.
Research Note: Dell Adds 20+ Features to its AI Factory
Dell Technologies announced more than 20 updates to its AI Factory portfolio ahead of next week’s SC25 event, spanning compute, storage, networking, and cooling infrastructure. The announcements center on three primary themes: expanded support for NVIDIA Blackwell GPUs across multiple server platforms, introduction of AMD MI355X-based systems, and deeper integration of automation tools across the infrastructure stack.
Research Note: VDURA Data Platform v12
VDURA recently announced Version 12 of its VDURA Data Platform (VDP), formerly known as PanFS, introducing three primary architectural enhancements to its parallel file system: an elastic Metadata Engine for distributed metadata processing, system-wide snapshot capabilities, and native support for SMR disk drives.
Research Note: Snowflake BUILD 2025 Announcements
At its recent BUILD 2025 event, Snowflake unveiled a substantial array of platform updates centered on three core themes: compute performance optimization, data interoperability across heterogeneous environments, and operational automation.
The offerings address persistent enterprise challenges around data fragmentation, manual infrastructure management, and the operational overhead of supporting both transactional and analytical workloads on unified platforms.
From DoD to Enterprise: Future Technologies and the New Era of Trust in Mission-Critical Wireless
FT is transforming from a specialized, sector-focused systems integrator into a well-capitalized P5G Market Accelerator and Consolidator.
Research Note: Qualcomm Introduces AI200 & AI250 for Data Center Inference
Qualcomm Technologies recently announced two data center inference accelerators, the AI200 and AI250, targeting commercial availability in 2026 and 2027, respectively. The products are Qualcomm’s first strategic push into rack-scale AI inference.
Research Note: Red Hat AI 3.0
Red Hat released version 3.0 of its AI platform, introducing production-ready features for distributed inference, expanded hardware support, and foundational components for agentic AI systems.
Key additions include the generally available llm-d project for Kubernetes-native distributed inference, support for IBM Spyre accelerators alongside existing NVIDIA and AMD GPU options, and developer preview features for Llama Stack and MCP integration.
Purpose-Driven Networking is the New Standard: RUCKUS Networks Goes All-In on Experience-Critical Verticals
Your Network Isn’t Just Infrastructure—It’s Your Biggest Business Risk. RUCKUS Networks Builds the Mitigation Strategy.
Research Note: Qualcomm Acquires Arduino, Extends IoT Reach
Qualcomm announced its acquisition of Arduino, an open-source hardware and software company with an estimated 33 million active users.
The acquisition arrives as Qualcomm accelerates diversification beyond smartphones through its Dragonwing brand, launched earlier in 2025, showing the strong organizational commitment to IoT and edge computing as primary growth engines, alongside automotive.
Research Note: Qualcomm Shows Strong Automotive Momentum @ IAA
Qualcomm announced multiple strategic partnerships aimed at strengthening its position in the automotive technology market at the recent IAA Mobility 2025 event in Germany.
The company announced collaborations with Mercedes-Benz, BMW Group, Google Cloud, HARMAN, and Valeo, spanning digital cockpit systems, automated driving platforms, AI-powered agents, and ADAS solutions.
Research Note: IBM Releases Granite Model for DocLing Document Processing
IBM recently released Granite-Docling-258M, a specialized vision-language model for document conversion that operates at 258 million parameters under an Apache 2.0 license. The new model is a production-ready iteration of the experimental SmolDocling-256M-preview released earlier this year and incorporates architectural improvements and stability enhancements.
Research Note: Cloudera Adds Support for Dell ObjectScale
Cloudera announced the integration of Dell ObjectScale into its AI-in-a-Box offering, positioning the collaboration as a comprehensive Private AI platform for enterprise-scale deployments.
The new integration allows Cloudera’s compute engines to operate directly against Dell’s object storage infrastructure, creating what the vendors characterize as a validated, integrated data platform.
Research Note: Pure Storage September Platform Updates
At its recent Accelerate event in New York, Pure Storage announced a comprehensive platform refresh, introducing six major product updates that span high-performance storage arrays, AI acceleration capabilities, cloud-native services, and advanced storage modules.
Research Note: Pure Storage Enhances Cyber-Resilience
At its recent Accelerate event in New York, Pure Storage unveiled a comprehensive expansion of its cyber-resilience capabilities.
Research Note: MongoDB Application Modernization Platform (AMP)
At its recent MongoDB.local NYC event, MongoDB launched its Application Modernization Platform (AMP), seeing the database vendor’s expansion into full-stack enterprise application transformation services.
The new platform combines AI-powered code transformation tools, proven migration frameworks, and professional services to modernize legacy applications for MongoDB’s Atlas cloud platform.
Research Note: CrowdStrike to Acquire AI Security Firm Pangea
CrowdStrike announced its intent to acquire Pangea Cyber for a reported $260 million, adding specialized AI security capabilities to its expanding agentic security platform.
Pangea targets a critical vulnerability in enterprise AI: protecting AI agents and LLMs from prompt injection attacks and other AI-specific threats.
Research Note: Taara Lightbridge
Taara is responding to a clear need in the market for a rapid-to-deploy, high-capacity solution that can scale on demand.
Research Note: Check Point to Acquire Lakera for End-to-End AI Security
Check Point Software announced its intention to acquire Lakera, an AI-native security platform, for $300 million in a transaction expected to close in the fourth quarter of 2025.
The acquisition is designed to establish comprehensive AI security capabilities as part of its broader solution stack.
Research Note: Cisco’s AI-Powered Transformation of the Splunk Portfolio at .conf 2025
At its recent Splunk .conf25 in Boston, Cisco unveiled a comprehensive suite of AI-powered enhancements across its recently acquired Splunk portfolio, showing significant progress in integrating the two companies’ technologies.
The announcements centered on three core themes: agentic AI automation, unified data architectures, and enhanced observability capabilities.
Research Note: Palo Alto Networks SASE 4.0
Palo Alto Networks recently released Prisma SASE 4.0, the company’s AI-driven secure access service edge platform to address modern threat vectors and data security challenges.
The new release focuses on three primary areas: browser-based threat protection, AI-enhanced data security, and unified operations management.
Research Note: Celona AerFlex
AerFlex’s innovative AP-only, cloud-based architecture offers a compelling solution for enterprises seeking to adopt private 5G for Industry 4.0 applications without the complexity of traditional network hardware.
Research Note: Veeam Software Appliance for Veeam Data Platform
IT teams have long faced the trade-off of choosing between hardware appliances that lock them into specific vendors and increase costs, or spending resources hardening and maintaining custom backup infrastructure. Veeam’s new Software Appliance offers a third path by delivering appliance-like simplicity without the hardware constraints.
Research Note: Marvell Solidifies CXL Leadership w/ Ecosystem-Wide Interoperability
The CXL ecosystem is moving quickly from concept to deployment as hyperscalers, OEMs, and chipmakers seek new ways to address the memory bottlenecks that limit AI, cloud, and high-performance computing workloads. In this environment, interoperability is not a checkbox—it is the foundation that determines how quickly new architectures can reach scale.
Research Note: CrowdStrike Acquires Onum for Streaming Data Capabilities
CrowdStrike recently announced its intended acquisition of Onum, a two-year-old startup specializing in real-time telemetry pipeline management, to enhance its Falcon Next-Gen SIEM platform.
Research Note: IBM and AMD Collaborate on Classical-Quantum Computing
IBM and AMD recently announced a strategic collaboration to develop quantum-centric supercomputing architectures that combine quantum computers with high-performance computing infrastructure. The partnership is based on a memorandum of understanding between the companies, with no immediate financial exchange.
Research Note: Dell’s New Automation Platform
First teased at Dell Technologies World earlier this year, the company has launched its Dell Automation Platform. The new centralized software orchestration solution consolidates management of AI, private cloud, and edge computing environments.
Research Note: DXC Technology and 7AI Partner on Agentic Security Operations
Announced earlier this month at Black Hat, DXC Technology has partnered with cybersecurity startup 7AI to launch the DXC Agentic Security Operations Center (SOC) for delivering managed security services.
The collaboration integrates 7AI’s autonomous AI agents into DXC’s global security operations workflow, covering alert ingestion, investigation, and remediation processes.
Research Note: CrowdStrike Falcon Next-Gen Identity Security
CrowdStrike recently launched its new Falcon Next-Gen Identity Security, a unified platform that consolidates identity protection capabilities across human, non-human, and AI agent identities within hybrid environments. The solution integrates initial access prevention, privileged access management (PAM), identity threat detection and response (ITDR), SaaS identity security, and agentic identity protection into the existing Falcon platform architecture.
Research Note: F5 Acquires MantisNet
Application security player F5 announced its acquisition of real-time network observability company MantisNet for an undisclosed amount. The acquisition promises to enhance F5’s Application Delivery and Security Platform (ADSP) with eBPF-powered observability capabilities, specifically targeting the monitoring of encrypted traffic in containerized infrastructures.
Research Note: Tenable Brings Exposure Management to Enterprise AI
Tenable recently expanded its Tenable One exposure management platform with AI Exposure, a comprehensive solution designed to address generative AI security risks in enterprise environments. Announced at Black Hat USA 2025, the platform addresses the growing visibility gap as organizations rapidly adopt AI tools, such as ChatGPT Enterprise and Microsoft Copilot.
Research Note: Rubrik Safeguards Agentic Workflows with Agent Rewind
Rubrik recently introduced Agent Rewind, a solution targeting the emerging challenge of AI agent error recovery. The new offering, powered by technology from Rubrik’s acquisition of AI infrastructure startup Predibase earlier this year, provides visibility, audit trails, and rollback capabilities for actions taken by autonomous AI agents across enterprise systems.
Research Note: SentinelOne to Acquire Prompt Security
SentinelOne recently announced a definitive agreement to acquire Prompt Security for an estimated $250-300 million, more than 10x the startup’s funding history. The transaction, expected to close by November 2025, will allow SentinelOne to address enterprise AI governance risks through real-time monitoring and control of generative AI tool usage.
Research Note: Cloudera Acquires Taikun for Kubernetes Capabilities
Cloudera announced its acquisition of Taikun, a Czech-based company that develops a Kubernetes-native platform for managing cloud and on-premises infrastructure across hybrid and multi-cloud environments.
The acquisition adds a fully integrated, Kubernetes-based compute layer to the Cloudera Data Platform (CDP), enabling consistent deployment and management of data and AI services across distributed and regulated IT estates.
Research Note: AWS Open Sources MCP Server for Aparch Spark History Server
AWS recently announced the open-source release of Spark History Server MCP, a specialized implementation of the Model Context Protocol (MCP). This server enables AI agents to directly access and analyze historical execution data from Apache Spark workloads through a standardized, structured interface.
Research Note: AGNTCY Moves to Linux Foundation
AGNTCY delivers foundational infrastructure for the “Internet of Agents”, enabling AI agents from different frameworks, vendors, and deployment environments to discover each other, establish identity, communicate securely, and share runtime observability data.
Research Note: State of the Private 5G Industry
The outlook for the Private 5G industry remains positive, driven by the ongoing digital transformation needs of enterprises across various sectors.
Research Note: Palo Alto Networks’ $25 Billion Acquisition of CyberArk
Palo Alto Networks announced its intent to acquire CyberArk for $25 billion in a cash-and-stock transaction, marking the company’s largest acquisition to date and one of the most significant cybersecurity consolidations in 2025. The deal values CyberArk at $495 per share, representing a 29.2% premium to its pre-announcement price.
The acquisition addresses Palo Alto’s strategic gap in identity security and privileged access management (PAM), positioning the combined entity to capture opportunities in the emerging AI and autonomous agent security market.
Research Note: Red Hat OpenShift on Dell AI Factory with NVIDIA
Dell Technologies recently announced that its integrated Red Hat OpenShift with its Dell AI Factory with NVIDIA platform is now generally available to customers. The solution was previewed earlier this year at Dell Tech world. The updated solution combines Dell PowerEdge infrastructure, NVIDIA GPU acceleration, Red Hat container orchestration, and NVIDIA AI Enterprise software into a validated stack.
Research Note: Extreme Networks’ Platform ONE
The Extreme Platform ONE integrates conversational, multimodal, and agentic AI capabilities into a single enterprise networking management system, consolidating oversight across physical, access, fabric, and service layers through a cloud-native architecture.
Research Note: AWS Enhances S3 for Enterprise AI
At its recent AWS Summit in NYC, Amazon Web Services introduced two significant enhancements to its S3 object storage service: S3 Vectors for cost-effective vector data storage and expanded S3 Metadata capabilities for comprehensive object visibility.
Research Note: Enterprise AI Agents Take Center Stage at AWS Summit NYC 2025
AWS recently concluded its New York City Summit with a clear message: the future of enterprise software is agentic AI, and Amazon aims to own the infrastructure that enables it.
Research Note: IBM Brings Hyper Protect to Red Hat
IBM recently expanded its Hyper Protect confidential computing portfolio to the Red Hat ecosystem through two new offerings: Hyper Protect Container Runtime (HPCR) for Red Hat Virtualization Solutions and Hyper Protect Confidential Containers (HPCC) for Red Hat OpenShift Container Platform.
Research Note: IBM Power11
IBM recently announced the latest generation of its Power family, Power 11. The new processor and associated servers provide a significant architectural evolution, focusing on autonomous operations, AI integration, and hybrid cloud deployment.
Research Note: AMG Secure-Net™ SFP Carrier – A New Approach to Industrial Network Security
The AMG Secure-Net™ SFP carrier offers several compelling advantages by implementing encryption at the SFP level, particularly for industrial environments.
Research Note: Oracle Introduces MCP Server for Oracle Database
Oracle this week introduced its new MCP Server for Oracle Database, leveraging Anthropic’s Model Context Protocol to enable direct interaction with its AI assistant on the database platform. The new capability transforms AI-database workflows (from code generation to execution), allowing large language models to connect, query, and analyze Oracle databases while maintaining existing security frameworks.
With MCP Server for Oracle Database, Oracle becomes the first major database vendor to implement MCP, continuing its aggressive approach to quickly bringing MCP capabilities to its database customers.
Research Note: Private 5G Consolidation – Analyzing Boldyn Networks’ Restructuring
The recent restructuring at Boldyn Networks is accompanied by a strengthened leadership framework designed to foster a unified operational vision.
Research Note: FortiGate 700G Series for the Modern Campus
Executive Summary Fortinet’s recent introduction of the FortiGate 700G series marks a significant advancement in Next-Generation Firewall (NGFW) technology, purpose-built to address the evolving security and networking demands of today’s complex campus environments. This new series leverages Fortinet’s proprietary ASIC technology and unified operating system, FortiOS, to deliver exceptional performance, advanced threat protection, and energy […]
Research Note: HPE GreenLake Intelligence
At the recent HPE Discover event, HPE introduced GreenLake Intelligence, an agentic AI framework that attempts to address the operational complexity of modern hybrid IT environments through autonomous agent orchestration.The platform combines domain-specific large language models with real-time telemetry from HPE’s infrastructure portfolio, enabling proactive, cross-domain IT operations management.
Research Note: HPE’s Updated AI Factory
At its recent Discover event, HPE announced an expansion of its NVIDIA-based AI Computing portfolio with three distinct AI factory configurations targeting enterprise, service provider, and sovereign deployment scenarios.The offerings center on the upgraded HPE Private Cloud AI platform, which integrates NVIDIA Blackwell GPUs with HPE ProLiant Gen12 servers, custom storage solutions, and orchestration software.
Research Note: Pure Storage’s New Enterprise Data Cloud
At its recent Pure //Accelerate event, Pure Storage introduced its new Enterprise Data Cloud (EDC) architecture, positioning the concept as a unified data management platform that consolidates storage operations across hybrid environments.
The EDC centers on Pure Fusion, the company’s storage orchestration layer, with new automation capabilities, including workload presets, workflow orchestration, and enhanced security integrations.
Research Note: Meter NaaS
Meter, a networking company founded in 2015, stands out in the networking world by offering a complete, integrated approach to Networking-as-a-Service (NaaS). They combine their own hardware, software, deployment, and ongoing operations into a single, straightforward subscription. This setup differs from traditional networking models and many other NaaS options, which often focus just on management […]
Research Note: Snowflake Evolves into AI Platform at Summit 2025
Snowflake recently held its annual Snowflake Summit in San Francisco where the announcements show the company evolving from a data warehouse provider to an AI platform orchestrator. The announcements address three core enterprise challenges: democratizing data access beyond technical teams, accelerating AI development workflows, and reducing data integration overhead.
Research Note: Broadcom Releases VMware Cloud Foundation 9.0
Broadcom has announced the general availability of VMware Cloud Foundation (VCF) 9.0, a major release that advances its unified private cloud platform across on-premises, edge, and managed service provider environments.
This release consolidates infrastructure management and developer operations into a single interface while integrating support for AI workloads, modern applications, and advanced cost transparency and security features.
Research Note: AMD Raises its Game at its Advancing AI 2025 Event
AMD announced a comprehensive portfolio of AI infrastructure solutions at its recent Advancing AI 2025 event, positioning itself as a full-stack competitor to NVIDIA.
The announcements include the immediate availability of MI350 Series GPUs with 4x generational performance improvements, the ROCm 7.0 software platform achieving 3.5x gains in inference, and the AMD Developer Cloud for broader ecosystem access.
AMD also previewed its 2026 “Helios” rack solution, which integrates MI400 GPUs, EPYC “Venice” CPUs, and Pensando “Vulcano” NICs.
Research Note: Cisco Introduces AI Canvas
Earlier this week at Cisco Live San Diego 2025, Cisco unveiled AI Canvas, a groundbreaking Generative UI designed to redefine IT operations. This initiative is a core component of Cisco’s broader AgenticOps strategy, aiming to infuse AI agents directly into network management. AI Canvas targets the increasing complexity of modern IT environments, particularly with the […]
Research Note: VDURA Data Platform 11.2
Earlier this month, VDURA announced Version 11.2 of its Data Platform, featuring native Kubernetes CSI support, end-to-end encryption, and the VDURACare Premier support package.
The release also includes a technology preview of V-ScaleFlow, a data movement capability that VDURA claims will reduce flash requirements by over 50% through intelligent tiering between QLC flash and high-capacity HDDs.
Research Note: Snowflake’s Crunchy Data Acquisition
At its annual Snowflake Summit in San Francisco, Snowflake announced its intent to acquire Crunchy Data for approximately $250 million. The deal brings enterprise-grade PostgreSQL capabilities into Snowflake’s AI Data Cloud through a new offering called Snowflake Postgres. This acquisition addresses a critical gap in Snowflake’s platform, while intensifying competition with Databricks for dominance in AI infrastructure.
Research Note: Dell Updates its Dell AI Factory with NVIDIA
At its annual Dell Technologies World event in Las Vegas, Dell announced significant updates to its AI Factory with NVIDIA, expanding the platform’s hardware capabilities and introducing new managed services.
The updated platform targets enterprises transitioning from AI experimentation to full-scale implementation, particularly for agentic AI and multi-modal applications.
Key updates include new PowerEdge server configurations supporting up to 256 NVIDIA Blackwell Ultra GPUs per rack, enhanced data platform integrations, and comprehensive managed services.
Research Note: HPE’s New Storage SLAs and Edge-Ready Backup Appliances
HPE recently introduced new service-level guarantees and product innovations focused on cyber resilience, energy efficiency, and zero data loss for its flagship HPE Alletra Storage MP B10000 platform.
It also expanded its StoreOnce data protection portfolio with new appliances tailored to remote offices and SMBs.
Research Note: RUCKUS Networks Introduces AI-Driven Wi-Fi 7 Outdoor Access Point
RUCKUS Networks recently expanded its portfolio by introducing the RUCKUS T670 and T670sn outdoor Wi-Fi 7 access points. This announcement is a significant step in bringing the latest Wi-Fi standards and AI capabilities to challenging outdoor environments, focusing on high-density and performance needs.
Research Note: Nutanix & Pure Storage Partnership
At the recent Nutanix .NEXT event, Pure Storage and Nutanix announced a collaboration to deliver a jointly certified solution combining Nutanix Cloud Infrastructure with Pure Storage FlashArray over NVMe/TCP.
The alliance targets enterprise customers seeking alternatives to traditional virtualization stacks, particularly VMware deployments.
Research Note: IBM Orchestrate for Enterprise Agentic AI
At IBM Think 2025 in Boston, IBM announced its new watsonx Orchestrate, catching the shift that sees enterprise AI moving beyond simple model deployment toward agent orchestration.
The platform enables organizations to build, deploy, and manage AI agents across enterprise environments with minimal technical expertise required.
Research Note: CrowdStrike’s Falcon Adversary OverWatch
CrowdStrike expanded its threat-hunting capabilities, introducing its new Falcon Adversary OverWatch Next-Gen SIEM, extending visibility beyond endpoints to third-party data sources.
The new solution uses managed threat hunting to uncover threats in their early stages using available third-party SIEM data from network edge devices, identity and access management tools, SaaS applications, and email security tools.
Research Note: IBM Autonomous Threat Operations Machine (ATOM) & Predictive Threat Intelligence
At RSAC 2025, IBM introduced new agentic AI capabilities to its managed security services portfolio, focusing on autonomous threat detection and response. The two key offerings are the Autonomous Threat Operations Machine (ATOM) and X-Force Predictive Threat Intelligence (PTI).
Research Note: Palo Alto Networks Prisma AIRS for AI Protection
At RSAC 2025, Palo Alto Networks launched its new Prisma AIRS (AI Security), a comprehensive security platform targeting threats across enterprise AI ecosystems. Building upon their “Secure AI by Design” portfolio introduced last year, Prisma AIRS addresses emerging security challenges posed by the proliferation of AI applications, agents, and models.
Research Note: Palo Alto Networks Cortex XSIAM 3.0
Palo Alto Networks recently released Cortex XSIAM 3.0, expanding its security operations platform with proactive exposure management and advanced email security capabilities. The update shifts the platform’s focus from primarily reactive to proactive security measures.
Research Note: Veeam’s VeeamOn Announcements
At its annual VeeamON 2025 event, Veeam Software announced three significant expansions to its data resilience platform. The updates focus on identity protection, AI integration, and security partnerships.
Research Note: Atlassian Team ’25 Announcements
At Atlassian’s Team ’25 event in Anaheim, the company unveiled a comprehensive set of product updates that unify cross-functional collaboration, strategic execution, and service delivery capabilities under a single AI-enabled platform.
The key announcements focus on expanding the Rovo AI system, launching new strategic planning and workforce management tools, introducing a Customer Service Management solution, and bundling core collaboration tools into the new Teamwork Collection.
Research Note: Scality-Veeam Unified Software Appliance
Scality and Veeam have developed a unified software appliance that runs on commodity x86 servers. It combines Scality’s ARTESCA object storage with Veeam’s Backup and replication software.
The new integration promises to streamline deployment, enhance security, and reduce implementation costs. It also eliminates the need for separate physical or virtual infrastructure for Veeam while providing a hardened security environment with reduced attack surface.