Research Note - NAND Research

Research Note: NVIDIA AI Storage Certifications & AI Data Platform

At its annual GTC event in San Jose, NVIDIA announced an expansion of its NVIDIA-Certified Systems program, including the new NVIDIA AI Data Platform reference design, to include enterprise storage certification to help streamline AI factory deployments.

Research Note: HPE Storage Enhancements for AI

At NVIDIA GTC 2025, Hewlett Packard Enterprise (HPE) announced a slew of new storage capabilities, including a new unified data layer. These capabilities are designed to accelerate AI adoption by integrating structured and unstructured data across multi-vendor and multi-cloud environments.

Research Note: Red Hat Releases OpenShift 4.18

Red Hat recently released OpenShift 4.18, bringing enhancements to the solution for networking, virtualization, security, and deployment flexibility.

Research Note: VDURA V5000 All-Flash AI Storage Appliance

VDURA recently announced its new V5000 All-Flash Appliance, a high-performance storage solution engineered for AI and high-performance computing workloads. The system integrates with the VDURA V11 Data Platform for a combination of high throughput, low-latency access, and seamless scalability.

Research Note: Pure Storage FlashBlade//EXA

Pure Storage recently announced the launch of its new FlashBlade//EXA, a high-performance storage platform designed for AI and HPC workloads. FlashBlade//EXA extends the company’s Purity operating environment and DirectFlash technology to provide extreme performance, scalability, and metadata management that addresses the increasing demands of AI-driven applications.

Research Note: Couchbase Edge Server for Offline-First Data Processing

Couchbase recently announced its new Couchbase Edge Server, a lightweight, offline-first database and sync solution designed for edge computing environments. The new solution extends Couchbase’s mobile data synchronization capabilities to resource-constrained deployments where full-scale database solutions are not feasible.

Research Note: ServiceNow to Acquire Moveworks

ServiceNow has agreed to acquire Moveworks, an enterprise AI assistant and search technology provider. The cash-and-stock transaction, expected to close in the second half of 2025, is ServiceNow’s largest acquisition.

The acquisition strengthens ServiceNow’s agentic AI strategy and expands its capabilities in AI-driven enterprise automation, employee experience, and search.

Research Note: IBM FlashSystem C200 High-Capacity Flash Archive

IBM recently announced its FlashSystem C200, a new storage platform integrating 46 TB QLC NAND drives to provide an archive tier within a FlashSystem grid. The C200 expands IBM’s FlashSystem portfolio with a high-density flash solution that competes with traditional nearline HDD storage.

IBM claims the C200 provides flash-like performance with QLC-level economics, enhanced endurance, and seamless grid integration.

Research Note: Rubrik Expanded Cyber-Resilience Capabilities

Rubrik recently announced new cyber-resilience features to strengthen data protection across public cloud, SaaS, and on-premises environments. The latest enhancements focus on threat detection, data protection, identity recovery, and automated recovery processes to mitigate cyberattack risks.

Research Note: Check Point & Wiz Enter Strategic Partnership

Wiz and Check Point recently announced a strategic partnership to integrate cloud network security with cloud-native application protection. The collaboration will merge Check Point’s AI-driven cloud security and networking capabilities with Wiz’s Cloud Native Application Protection Platform (CNAPP).

Research Note: NVIDIA & Cisco Partner on Spectrum-X

Cisco and NVIDIA announced an expanded partnership to unify AI data center networking by integrating Cisco Silicon One with NVIDIA Spectrum-X.

The companies will create a joint architecture that supports high-performance, low-latency AI workloads across enterprise and cloud environments.

Research Note: IBM to Acquire DataStax

IBM recently announced its intent to acquire DataStax, which specializes in NoSQL and vector database solutions built on Apache Cassandra.

The acquisition aligns with IBM’s broader strategy to enhance its watsonx enterprise AI stack by integrating advanced data management capabilities, particularly for handling unstructured and semi-structured data.

Research Note: OpenText Core Threat Detection & Response

OpenText recently announced its new Core Threat Detection and Response, an AI-driven cybersecurity solution that will become generally available with its Cloud Editions 25.2.

The new platform integrates with Microsoft security tools, including Microsoft Defender for Endpoint, Microsoft Entra ID, and Microsoft Security Copilot, to enhance threat detection and response capabilities.
The solution operates as an Open XDR (Extended Detection and Response) platform, enabling enterprises to integrate telemetry from multiple security tools and applications.

Research Note: IBM Granite 3.2 Models

IBM recently introduced Granite 3.2, bringing significant new capabilities to its AI model lineup that brings enhanced reasoning, multimodal capabilities, improved forecasting, and more efficient safety models.

Research Note: WEKA & HPE Set SpecStorage Records

WEKA and HPE recently announced record-breaking results across all five benchmark workloads in the SPECstorage Solution 2020 suite. The results were achieved using the WEKA Data Platform on the HPE Alletra Storage Server 4110, powered by Intel Xeon processors.

The results show the system’s ability to handle data-intensive workloads, including AI, genomics, software development, and video analytics, with high efficiency and low latency.

Research Note: HPE ProLiant Gen12 Servers

Hewlett Packard Enterprise (HPE) recently introduced eight new ProLiant Compute Gen12 servers for enhanced security, performance optimization, and AI-powered management. These servers will feature the upcoming Intel Xeon 6 processors and are built for data centers and edge environments.

Research Note: SAP Business Data Cloud & Databricks Partnership

SAP recently announced SAP Business Data Cloud (BDC), a fully managed SaaS platform that unifies SAP and third-party data while embedding AI-driven analytics and governance capabilities.

The new solution expands upon SAP Datasphere and integrates with Databricks’ Lakehouse technology to improve data unification, AI adoption, and advanced analytics.

Research Note: Deloitte & May Mobility Partner on Transparent Autonomous Vehicle Safety

Deloitte and May Mobility recently announced a strategic partnership to improve safety in autonomous transportation through data analytics. By combining Deloitte’s expertise in data analysis with May Mobility’s autonomous vehicle (AV) technology, the two companies will track safety events, provide actionable insights, and help cities and businesses optimize their AV systems.

Research Note: Palo Alto Networks Cortex Cloud

Palo Alto Networks recently introduced Cortex Cloud, its integrated cloud security and security operations (SecOps) platform that consolidates the capabilities of Prisma Cloud and Cortex CDR.

The new platform provides a unified approach to managing cloud security risks, real-time threat prevention, and automated response workflows.

Research Note: Delinea Platform Enhancements

Delinea recently introduced new features to its cloud-native identity security platform, focusing on centralized identity lifecycle management, credential security, and behavioral analytics.

The updates give enterprises enhanced visibility, automation, and security control over human and non-human identities. They also include mobile access via the new Delinea Platform App, which supports remote identity and access management (IAM).

Research Note: Databricks Acquires BladeBridge

Databricks announced the acquisition of BladeBridge, a provider of AI-powered migration solutions, to facilitate the transition of enterprise data warehouses to Databricks SQL (DBSQL).

BladeBridge automates the migration of workloads from over 20 different data warehouses and ETL platforms, using large language models for code analysis, conversion, and validation.

Research Note: NetApp’s New ASA + Realtime Malware Detection for Block Storage

NetApp announced a major expansion of its all-flash SAN (ASA) product line while also introducing new ransomware protection capabilities advancements.

Research Note: Pure Storage Revamps Reseller Partner Program

Pure Storage recently announced an update to its Reseller Partner Program, introducing new incentives, training, and automation capabilities to drive greater partner engagement and accelerate the adoption of all-flash solutions.

Research Note: CyberArk/SentinelOne Partnership

CyberArk and SentinelOne have formed a strategic partnership to integrate CyberArk’s Endpoint Privilege Manager (EPM) with SentinelOne’s Singularity XDR platform.
The collaboration enhances endpoint security by combining privilege management with advanced threat detection and response capabilities.

Research Note: AMG Systems’ New Hardened NTP Time Servers

AMG Systems recently introduced its new line of NTP Servers aimed at closed industrial networks needing a secure and industrial hardened time synching solution. The product line consists of four models allowing for AC/DC power flexibility and both DIN Rail and 19-inch rack mounting options.

Oracle Database@Google Cloud Enhancements & Expanded Availability

Oracle and Google Cloud announced a significant expansion of Oracle Database@Google Cloud, introducing eight new regions and enhanced capabilities aimed at bolstering database resiliency, optimizing costs, and increasing operational flexibility.

Research Note: ServiceNow Unveils New AI Agent Capabilities

ServiceNow announced the expansion of its agentic AI capabilities by introducing the AI Agent Orchestrator and AI Agent Studio. The new capabilities provide centralized coordination of AI agents within enterprise workflows, integrating with the ServiceNow Platform to improve automation and task execution across IT, HR, customer service, and other business functions.

Research Note: Kioxia’s Open Source AiSAQ ANN Search

Today, Kioxia announced the open-source release of All-in-Storage ANNS with Product Quantization (AiSAQ), an approximate nearest neighbor search (ANNS) technology optimized for SSD-based storage. AiSAQ enables large-scale retrieval-augmented generation (RAG) workloads by offloading vector data from DRAM to SSDs, significantly reducing memory requirements.

Research Note: Komprise PII Protection Capabilities

Komprise recently introduced new capabilities in its Smart Data Workflow Manager, enhancing its ability to detect and protect personally identifiable information (PII) within unstructured data environments.

The enhanced features are currently in early access and are expected to be generally available by the end of Q1 2025 as part of the Komprise Intelligent Data Management Platform.

Research Note: Cisco AI Defense

Cisco recently introduced its Cisco AI Defense, its new enterprise security solution to address the growing risks associated with AI adoption in multi-cloud and multi-model environments.

Research Note: DeepSeek’s Impact on IT Infrastructure Market

Chinese AI startup DeepSeek recently introduced an AI model, DeepSeek-R1l that the company claims that it matches or surpasses models from industry. The move created significant buzz in the AI industry. Though the claims remain unverified, the potential to democratize AI training and fundamentally alter industry dynamics is clear.

Research Note: The Stargate Project

The Stargate Project, announced at a political event on January 25, 2025, is a joint venture between OpenAI, SoftBank, Oracle, and MGX that will invest up to $500 billion by 2030 to develop AI infrastructure across the United States.

Research Note: IBM Consulting Acquires Oracle Specialist AST

IBM announced that it intends to acquire Applications Software Technology(AST), a leading global Oracle consultancy. AST specializes in delivering digital transformation solutions via Oracle Cloud Applications, with a focus on the public sector, including local governments and K-12 education.

Research Note: ServiceNow to Acquire Conversation Data Analysis Company Cuein

ServiceNow has entered into an agreement to acquire Cuein, a company specializing in AI-native conversation data analysis and insights. This acquisition bolsters ServiceNow’s strategic focus on Agentic AI—autonomous AI agents capable of processing data, making decisions, and executing tasks across enterprise workflows.

Research Note: Lenovo to Acquire Infinidat, Grow into High-End Storage

In a surprise move, Lenovo has announced its intention to acquire Infinidat, a privately held enterprise storage company specializing in scalable, high-performance, and cyber-resilient storage solutions.

Financial terms of the transaction have not been disclosed. This acquisition marks Lenovo’s strategic entry into the high-end enterprise storage market, complementing its existing portfolio, which primarily focuses on entry and mid-range storage solutions.

The deal is expected to close sometime in 2H calendar 2025.

Research Note: UALink Consortium Expands Board, adds Apple, Alibaba Cloud & Synopsys

The Ultra Accelerator Link Consortium (UALink), an industry organization taking a collaborative approach to advance high-speed interconnect standards for next-generation AI workloads, announced an expansion to its Board of Directors, welcoming Alibaba Cloud, Apple, and Synopsys – joining existing member companies like AMD, AWS, Cisco, Google, HPE, Intel, Meta, and Microsoft.

Research Note: Red Hat OpenShift Virtualization Engine

Red Hat announced the general availability of Red Hat OpenShift Virtualization Engine, a tailored version of its OpenShift orchestration platform for virtualization workloads.
The new offering utilizes the open-source KVM hypervisor and can run on-premises hardware with Red Hat Enterprise Linux and bare-metal cloud services.

Research Note: HPE Aruba Introduces Retail-Specific Offerings at NRF

At NRF, HPE showed off advancements to securely connect IoT devices, deliver real-time AI insights at the edge, and provide reliable pop-up and backup connectivity for critical applications like credit card processing.

Research Note: Oracle Exadata X11M

Oracle recently launched of its latest Exadata platform, the Oracle Exadata X11M. Purpose-built to optimize the performance of Oracle Database, including Oracle Autonomous Database, X11M is a significant leap forward in speed and efficiency compared to previous generation Exadata systems for cloud, multi-cloud, and customer data centers.

Research Note: Marvell Custom HBM for Cloud AI

Marvell recently announced a new custom high-bandwidth memory (HBM) compute architecture that addresses the scaling challenges of XPUs in AI workloads. The new architecture enables higher compute and memory density, reduced power consumption, and lower TCO for custom XPUs.

Research Note: Enfabrica ACF-S Millennium

First detailed at Hot Chips 2024, Enbrica recently announced that its ACF-S “Millennium” chip, which addresses the limitations of traditional networking hardware for AI and accelerated computing workloads, will be available to customers in calendar Q1 2025.

Research Note: Cohesity & Veritas Complete Merger

Cohesity completed its long-awaited merger with Veritas’ enterprise data protection business. The combined entity, valued at $7 billion, now serves 12,000 customers globally and generates $1.5 billion in ARR.

Research Note: Dell AI Products & Services Updates

Dell Technologies has made significant additions to its AI portfolio with its recent announcements at SC24 and Microsoft Ignite 2024 in November. The announcements span infrastructure, ecosystem partnerships, and professional services, targeting accelerated AI adoption, operational efficiency, and sustainability in enterprise environments.

Research Note: AWS Trainium2

Tranium is AWS’s machine learning accelerator, and this week at its re:Invent event in Las Vegas, it announced the second generation, the cleverly named Trainium2, purpose-built to enhance the training of large-scale AI models, including foundation models and large language models.

Research Note: Hammerspace Global Data Platform v5.1 with Tier 0

Hammerspace recently announced the version 5.1 release of its Hammerspace Global Data Platform. The flagship feature of the release its new Tier 0 storage capability, which takes unused local NVMe storage on a GPU server and uses it as part of the global shared filesystem. This provides higher-performance storage for the GPU server than can be delivered from remote storage nodes – ideal for AI and GPU-centric workloads.

Research Note: NVIDIA SC24 Announcements

At the recent Supercomputing 2024 (SC24) conference in Atlanta, NVIDIA announced new hardware and software capabilities to enhance AI and HPC capabilities. This includes the new GB200 NVL4 Superchip, the general available of its H200 NVL PCIe, and several new software capabilities.

Research Note: Minio AIStor Object Storage

MinIO recently introduced AIStor, its new object storage solution designed for AI/ML workloads. AIStor leverages insights from large-scale customer environments, some exceeding 1 EiB of data, to address the unique challenges of managing and scaling data infrastructure for AI applications.

Research Note: Tanium’s New AEM & Cloud Workload Solutions

At its recent Converge 2024 user conference in Orlando, Tanium announced two significant portfolio updates: Tanium Autonomous Endpoint Management (AEM) and Tanium Cloud Workloads.
The new solutions advance endpoint and containerized workload management through real-time insights, automation, and AI-powered functionalities.

Research Note: HPE Alletra Object Storage

At its recent HPE Discover Barcelona event, HPE announced its new Alletra Storage MP X10000, an object storage platform integrated with its HPE GreenLake cloud. This release introduces a multi-protocol, software-defined architecture consolidating block, file, and object storage into a single, cloud-managed system.

Research Note: Veeam Cloud Data Vault v2

Veeam Software recently announced the release of its Veeam Data Cloud Vault v2, a fully managed, secure cloud storage solution that builds on its predecessor with enhanced durability, affordability, and integration.

Research Note: Red Hat Acquires Neural Magic

Red Hat announced a definitive agreement to acquire Neural Magic, an AI company specializing in software solutions to optimize generative AI inference workloads. The acquisition supports Red Hat’s strategy of advancing open-source AI technologies deployed across various environments within hybrid cloud infrastructures.

Research Note: Nutanix Enterprise AI

Nutanix recently introduced Nutanix Enterprise AI, its new cloud-native infrastructure platform that streamlines the deployment and operation of AI workloads across various environments, including edge locations, private data centers, and public cloud services like AWS, Azure, and Google Cloud.

Research Note: Pure Storage FlashArray//C20

Pure Storage has expanded its FlashArray//C, announcing its new FlashArray//C20 that provides high-density, capacity-optimized all-flash storage for SMB, ROBO, and workloads that require high availability but not ultra-low latency.

Research Note: AutoOps for Elastic Cloud

Elastic recently unveiled AutoOps for Elastic Cloud, an advanced management tool from Elastic’s Opster Team that simplifies Elasticsearch cluster administration through automation, real-time insights, and optimization.

Based on Opster technology and integrated directly into the Elastic platform, AutoOps empowers users by reducing the time and expertise needed to maintain optimal Elasticsearch performance. This makes it an attractive solution for organizations reliant on search and analytics capabilities.

Research Note: Pure Storage Cloud for Azure VMware Solution (AVS)

Pure Storage recently launched its new Pure Storage Cloud for Azure VMware Solution (AVS), a fully managed block-storage-as-a-service offering integrated directly into the Azure portal as an Azure Native ISV Service. This solution addresses the storage and scalability requirements of enterprise VMware workloads transitioning to the cloud, specifically those needing high storage capacity relative to compute.

Research Note: WEKA’s New WEKApod Nitro & Extreme

WEKA this week expanded its footprint in the AI data infrastructure space with the release of two new data platform appliances designed to meet diverse AI deployment needs.

The new products, WEKApod Nitro and WEKApod Prime, are WEKA’s latest offerings for high-performance data solutions that support accelerated AI model training, high-throughput workloads, and enterprise AI demands. The new solutions address the rapid growth of generative AI, LLMs, and RAG and fine-tuning pipelines across industries.

Research Note: ServiceNow Workflow Data Fabric

ServiceNow recently announced its new Workflow Data Fabric, an advanced data integration and automation platform that unifies enterprise data across disparate systems, enabling real-time, AI-powered actions and insights.

Research Note: IBM Granite 3.0 Models

IBM recently released Granite 3.0, its third generation of LLMs, designed to balance performance with safety, speed, and cost-efficiency for enterprise use. Its flagship model, Granite 3.0 8B Instruct, is a dense, instruction-tuned LLM optimized for enterprise tasks, trained on 12 trillion tokens across multiple languages and programming languages.

Research Note: Google Cloud Database & Related GenAI Announcements

Google Cloud recently announced a series of significant upgrades to its database solutions, emphasizing its commitment to supporting enterprise generative AI (gen AI) applications. The new capabilities focus on enhancing developer tools, simplifying database management, and modernizing database infrastructure.

Research Note: Dell AI Portfolio Updates

Dell Technologies made significant strides in AI infrastructure with its Integrated Rack 7000 (IR7000) launch and associated platforms for AI and HPC. The announcements introduce enhancements in computing density, power efficiency, and data management, catering specifically to AI workloads.

Research Note: Cognizant Neuro AI Platform Updates

Cognizant recently announced significant enhancements to its Cognizant Neuro AI platform, providing enterprises with an innovative solution for rapidly discovering, prototyping, and scaling AI use cases to improve decision-making and unlock new revenue streams.

Research Note: SentinelOne Autonomous Cybersecurity Announcements

SentinelOne unveiled several announcements at its recent OneCon 2024 customer event, each of which bring the company closer to delivering on its vision of making the Autonomous Security Operations Center (SOC) a reality.

Research Note: Atlassian New Focus Collaboration Tool

At its recent Team ’24 Europe event, Atlassian announced Focus, a new enterprise strategy and planning tool aimed at helping leadership teams manage and align their strategic goals with execution across the organization. Focus is integrated with Atlassian’s existing tools, especially Jira and Jira Align, offering real-time insights into progress on strategic initiatives.

Research Note: Commvault’s Cloud Rewind & New Cyber Resilience Capabilities

Commvault announced a series of updates at its London Shift customer event. The key updates include the launch of Cloud Rewind and the general availability of Commvault Cloud on AWS, alongside enhanced cyber recovery capabilities.

Research Note: Supermicro’s New Datacenter Scale Liquid Cooling

Supermicro recently announced a comprehensive, end-to-end liquid cooling solution for data centers. The solution encompasses critical hardware components such as Coolant Distribution Units (CDUs), cold plates, Coolant Distribution Manifolds (CDMs), cooling towers, and integrated management software.

Research Note: VAST Data’s New AI Updates & Partnerships

VAST made a wide-ranging set of AI-focused announcements that extend it’s already impressive feature set to directly address the needs of enterprise AI. Beyond the new features, VAST also highlighted new strategic relationships and a new user community that help bring VAST technology into the enterprise.

Research Note: MongoDB 8.0

MongoDB recently announced the general availability of MongoDB 8.0, the latest version of its document database platform. This release introduces substantial performance improvements, enhanced scalability, reduced infrastructure costs, and advanced security features. Key Features of MongoDB 8.0 MongoDB 8.0 targets the growing demand for high-performance, scalable, and secure databases capable of supporting a wide variety […]

Research Note: Lenovo ThinkSystem V4 & 6th Gen Neptune

Lenovo recently announced significant updates to its enterprise infrastructure portfolio, introducing the new ThinkSystem V4 servers and the latest generation of its Neptune liquid-cooling technology, designed to address the growing demands of HPC and AI workloads.

Research Note: Pure Storage Sept’24 Announcements

At its recent Pure Accelerate customer event in the the UK, Pure Storage announced several innovations and enhancements to its portfolio. The new capabilities focus on real-time enterprise file services, virtualization, and financial flexibility.

Research Note: NetApp’s New AI Vision

At its recent Insight customer event, NetApp shared its vision for how its solutions will evolve to address these challenges. NetApp’s approach combines its existing ONTAP-based products with a new disaggregated architecture and new data manipulation capabilities that promise to deliver the efficiencies demanded by enterprise AI.

Research Note: NetApp New ASA A-Series & FAS Updates

At its recent Insight customer event, NetApp announced its new SAN-optimized ASA A-Series all-flash storage solutions. It also unveiled updates to its popular FAS hybrid-flash systems, the new FAS70 and FAS90 solutions.

Research Note: Commvault’s Clumio Acquisition

Commvault Systems announced its acquisition of Clumio,, a startup specializing in backup solutions for public cloud environments, with a primary focus on AWS and Microsoft 365 environments.

The deal’s financial terms were not disclosed, though Commvault has stated that the acquisition price is “not material” and will be financed using its existing cash reserves.

Research Note: IBM QisKit Performance & Quality Leadership

IBM recently announced that its Qiskit emerged as the highest-performing SDK in terms of both speed and quality inrecent benchmarking tests to evaluate quantum software development kits. These tests measured how efficiently SDKs could build, manipulate, synthesize, and transpile quantum circuits. Qiskit passed more tests than any other SDK and demonstrated superior performance metrics, outperforming competitors like TKET.

Research Note: Fortinet Enhances Unified SASE Solution

In August 2024, Fortinet announced significant enhancements to its Unified Secure Access Service Edge (SASE) solution. These updates, including introducing their Sovereign SASE offering and integrating generative AI capabilities, improve flexibility and simplicity in managing hybrid networks.

Research Note: NetApp & AWS Expand Strategic Collaboration Agreement

NetApp recently announced the expansion of its long-standing partnership with Amazon Web Services. The new Strategic Collaboration Agreement (SCA) strengthens the relationship between the two companies, paving the way for enhanced generative AI capabilities and streamlined CloudOps for joint customers.

Research Note: CrowdStrike Fal.Con 2024 Announcements

At its 2024 Fal.Con customer event in Las Vegas, CrowdStrike unveiled several major updates to its AI-native Falcon cybersecurity platform that unify, automate, and enhance its customers’ security and IT operations.

The announcements cover a range of new features in cloud security, SIEM, AI-driven capabilities, and identity protection, all designed to create a cohesive platform for accelerating threat detection, response, and prevention.

Research Note: IBM Boosts Oracle Consulting with Accelalpha Acquisition & Consulting Expansion

IBM recently announced its intent to acquire Accelalpha, a global provider of Oracle Cloud consulting services, as part of its strategy to expand its Oracle consulting expertise and enhance its broader consulting capabilities. Accelalpha’s specialized knowledge in supply chain, logistics, finance, and enterprise performance management bolsters IBM’s ability to help clients accelerate their digital transformations.

Research Note: Lenovo & SentinelOne Collaborate on Endpoint Security

Lenovo and SentinelOne announced a multi-year collaboration to integrate AI-powered endpoint security into millions of Lenovo devices. The partnership will embed SentinelOne’s Singularity Platform and Purple AI into Lenovo’s new PC shipments, offering advanced autonomous protection against evolving cyber threats.

Research Note: Lenovo Introduces Range of New AI Services

Lenovo unveiled a new suite of services aimed at accelerating businesses’ AI transformation. These services include GPU resources on demand, AI-driven systems management, and advanced liquid cooling services.

Research Note: Dell and Red Hat Collaboration on APEX/OpenShift

Dell Technologies and Red Hat announced a deepening of their partnership. The companies will focus on the convergence of virtualization, containerization, and AI to simplify enterprise IT operations.

The collaboration integrates Red Hat’s OpenShift container orchestration platform into Dell’s APEX Cloud Platform, enabling virtual machines (VMs) and containerized applications to coexist within the same architecture.

Research Note: The Hammerspace Appliance

Hammerspace recently expanded its offerings by introducing a new line of appliances. Delivering Hammerspace’s data management technology as an appliance simplifies deployment and streamlines the process of purchasing and configuring its solutions.

Research Note: ServiceNow AI-rich ‘Xanadu’ Release

ServiceNow announced its most comprehensive AI innovations with the Xanadu release of its Now Platform. The new release introduces hundreds of new AI capabilities to increase customer agility, enhance productivity, and improve employee experiences. It also expands the Now Assist generative AI portfolio into critical enterprise functions, including Security Operations and Sourcing & Procurement Operations.

Research Note: IBM DS8000 Mainframe Storage

IBM introduced its tenth-generation DS8000 mainframe storage, designed to store more data and access it faster. The new lineup includes the DS8A10 entry-level product and the larger DS8A50, which succeed previous models like the DS8910F, DS8950F, and DS8980F.

Research Note: GenAI Enhancements to Oracle Autonomous Database

Oracle recently introduced significant Generative AI enhancements to its Autonomous Database to simplify the development of AI-driven applications at enterprise scale. The enhancements leverage Oracle Database 23ai technology to empower organizations with tools that make integrating AI, streamlining data workflows easier, and modernizing application development.

Research Note: Oracle Database@Google Cloud

Oracle and Google announced Oracle Database@Google Cloud, offers Oracle Exadata Service and Oracle Autonomous Database on Google Cloud, enabling organizations to run mission-critical database workloads with improved performance, reduced latency, and streamlined management.

Research Note: Juniper Expands AIOps Portfolio

Juniper Networks expanded its AI-driven networking portfolio by introducing new Ops4AI initiatives. These solutions integrate AI-driven automation and optimization to enhance network performance, particularly focusing on the growing demands of AI workloads within data centers.

Research Note: Oracle Q1 FY2025 Earnings

Oracle’s fiscal Q1 2025 results beat Wall Street expectations, reporting $13.3 billion in total revenue, an 8% increase year-over-year. More impressively, its cloud revenue surged 22%, hitting $5.6 billion, a key driver of its overall growth. Oracle’s multi-cloud strategy, coupled with cutting-edge AI capabilities, has expanded its market reach and enhanced its profitability.

Research Note: Cerebras Inference Service

Cerebras Systems recently introduced Cerebras Inference, a high-performance AI inference service that delivers exceptional speed and affordability. The new service achieves 1,800 tokens per second for Meta’s Llama 3.1 8B model and 450 tokens per second for the 70B model, which Cerebras says makes it 20 times faster than NVIDIA GPU-based alternatives.

Research Note: HPE Aruba NDR

HPE Aruba has expanded its enterprise security portfolio by introducing a new Network Detection and Response (NDR) platform. The solution integrates AI-driven behavioral analytics to enhance threat detection, particularly focusing on the growing security challenges posed by IoT devices.

Research Note: HPE Q3 FY2024 Earnings

Hewlett Packard Enterprise (HPE) delivered a strong Q3 FY2024 earnings report, beating Wall Street estimates with its $7.7 billion in net revenue, up 10% year over year and exceeding guidance. The company saw growth across AI systems, hybrid cloud, and networking.

Research Note: NVIDIA NIM Agent Blueprints

NVIDIA launched its new NIM Agent Blueprints, a catalog of pre-trained, customizable AI workflows to help enterprise developers quickly build and deploy generative AI applications for critical use cases, such as customer service, drug discovery, and data extraction from PDFs.

Research Note: Dell Q2 FY2025 Data Center Earnings

Dell Technologies’ latest earnings report paints a picture of a company amid a transformative shift, fueled by increasing demand for AI-driven solutions. In its second quarter of fiscal 2025, Dell delivered strong revenue growth, underscored by the rapid expansion of its Infrastructure Solutions Group (ISG) and a notable surge in AI server sales.

Research Note: IBM Telum II & Spyre AI Accelerators

At the Hot Chips 2024 conference in Palo Alto, California, IBM unveiled the next generationj of enterprise AI solutions: the IBM Telum II processor and the IBM Spyre Accelerator. These new technologies should meet the demands of the AI era, providing enhanced performance, scalability, and AI capabilities. Both are expected to be available in 2025.

Research Note: VMware Cloud Foundation (VCF) 9

Announced at its most recent VMware Discover event in Las Vegas, VMware Cloud Foundation 9 (VCF 9) is a significant evolution in private cloud technology. Designed to simplify operations, enhance security, and drive digital innovation, VCF 9 is a unified platform that merges public cloud environments’ agility with private cloud infrastructure’s control and security.

Research Note: AMD Acquires ZT Systems

AMD announced its strategic acquisition of ZT Systems, a specialty provider of AI and general-purpose compute infrastructure for major hyperscale companies, in a deal valued at $4.9 billion. The acquisition aligns with AMD’s AI strategy to enhance its capabilities in AI training and inferencing solutions for data centers.

Research Note: HPE Acquires Morpheus Data to Simplify GreenLake Management

Hewlett Packard Enterprise (HPE) recently announced that it has entered into a definitive agreement to acquire Morpheus Data, a company known for its innovative software in hybrid cloud management and platform operations. This acquisition is part of HPE’s broader strategy to simplify the complexity of IT environments by enhancing its HPE GreenLake cloud platform.

Research Note: Palo Alto Networks Q4 FY2024 Earnings

Palo Alto Networks recently announced its earnings for the fourth quarter of the fiscal year 2024. Delivering an estimate-beating $2.19 billion quarter, the company demonstrated robust financial performance, driven by strategic platformization efforts and significant advancements in its next-generation security offerings.