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: 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.
Research Note: Lenovo FQ1’2025 Earnings
Lenovo reported strong financial results for Q1 of its fiscal year 2025, driven by robust performance across its business segments, particularly by extreme growth in its data center-focused Infrastructure Solutions Group (ISG).
Research Note: Dell & Nutanix Expand Relationship & Offerings
Dell Technologies and Nutanix recently announced a strategic expansion of their partnership aimed at capturing disillusioned VMware customers following Broadcom’s acquisition of VMware.
The updated partnership sees Dell offering Nutanix software on its PowerEdge servers and integrating Dell’s PowerFlex storage with the Nutanix Cloud Platform.
Research Note: Cisco FQ4 2024 Earnings
Cisco Systems reported its financial results for the fourth quarter (Q4) and full fiscal year 2024 (FY24), beating analyst expectations for both revenue and earnings.
Research Note: SiFive P870-D RISC-V Server CPU
The SiFive P870-D is a new cutting-edge RISC-V-based processor specifically designed for data center applications. As part of SiFive’s broader family of high-performance processors, the P870-D is engineered to meet the growing demands for compute density, power efficiency, and system resilience in modern infrastructure environments.
Research Note: Palantir Q2 2024 Earnings
Palantir Technologies delivered strong Q2 2024 earnings, underlining its position as a leader in enterprise AI solutions. The company’s strategic focus on moving from AI prototypes to full-scale production has driven significant growth and expanded its customer base.
Research Note: Ampere Computing Roadmap Updates
Ampere announced updates to its AmpereOne processor roadmap, highlighting its upcoming product AmpereOne Aurora processor. The company also offered pricing updates and other details about its overall roadmap.
Research Note: Qualcomm FQ3 2024 Earnings
In its fiscal third quarter, Qualcomm demonstrated strong financial performance, driven by its continued success in diversifying its business beyond mobile handsets into sectors like automotive, IoT, and PCs. With its focus on innovation, particularly in AI and advanced computing, Qualcomm is well-positioned to sustain its leadership across various industries.
Research Note: Western Digital FQ4 2024 Earnings
Western Digital Corporation (WDC) reported strong financial results for its fiscal fourth quarter and full fiscal year 2024, highlighting robust performance across its product segments and strategic advancements in the storage market, mainly driven by AI data demands.
Research Note: AMD Q2 2024 Data Center Earnings
AMD reported strong Q2 financial results, with total revenue reaching $5.8 billion, a 9% year-over-year increase. The Data Center segment, a key driver of this performance, achieved a record revenue of $2.8 billion, reflecting a 115% year-over-year growth.
Research Note: onsemi EliteSIC M3e MOSFET
onsemi’s new EliteSiC M3e MOSFETs address the growing demands for more efficient, reliable, and cost-effective power solutions across various industries. The increasing global focus on mitigating climate change and transitioning to renewable energy sources necessitates significant advancements in power semiconductor technology. onsemi’s latest generation EliteSiC M3e MOSFETs are a major step forward.
Research Note: IBM Q2 2024 Earnings
IBM reported a robust second quarter, surpassing expectations across key financial metrics. The company continues to capitalize on its hybrid cloud and AI strategy, driving solid performance in software and infrastructure. However, consulting services experienced slower growth due to macroeconomic challenges.
Research Note: Meta Llama 3.1
Meta recently released its new Llama 3.1 large language model, setting a new benchmark for open-source models. This latest iteration of the Llama series enhances AI capabilities while underscoring Meta’s continuing commitment to democratizing advanced technology. Along with the updated model, Meta also released a new suite of ethical AI tools.
Research Note: NVIDIA AI Factory & NIM Inference Microservices
NVIDIA announced its new NVIDIA AI Foundry, a service designed to supercharge generative AI capabilities for enterprises using Meta’s just-released Llama 3.1 models, along with its new NIM Inference microservices.
The new offerings significantly advance the ability to customize and deploy AI models for domain-specific applications.
Research Note: NTT Data’s New AI Edge Platform
NTT Data unveiled its new Edge AI platform, which aims to accelerate IT/OT convergence by bringing AI processing to the edge. The fully managed solution enables real-time decisions, enhances operational efficiencies, and deploys secure AI applications across various industries, driving the adoption of advanced Industry 4.0 technologies.
Research Note: Mistral NeMo 12B Small Language Model
Mistral AI and NVIDIA launched Mistral NeMo 12B, a state-of-the-art language model for enterprise applications such as chatbots, multilingual tasks, coding, and summarization. The collaboration combines Mistral AI’s training data expertise with NVIDIA’s optimized hardware and software ecosystem, offering high performance across diverse applications.
Research Note: NetApp Updates Cloud Offerings
NetApp announced new capabilities designed for strategic cloud workloads, including GenAI and VMware, to help reduce the resources and risks for managing these workloads in hybrid multi-cloud environments.
Research Note: AWS Updates Bedrock
Amazon Web Services (AWS) announced a series of significant enhancements to its Bedrock platform aimed at bolstering the capabilities and reliability of generative AI applications. These enhancements focus on improved data connectivity, advanced safety features, and robust governance mechanisms.
Research Note: AMD Acquires Silo AI
AMD announced a definitive agreement to acquire Silo AI, Europe’s largest private AI lab, for approximately $665 million in an all-cash transaction. This acquisition aligns with AMD’s strategy to deliver end-to-end AI solutions based on open standards, enhancing its partnership with the global AI ecosystem.
Research Note: Microsoft & IBM’s Expanded Cyber Security Alliance
Microsoft and IBM announced an enhanced collaboration to strengthen the cybersecurity capabilities of clients navigating hybrid cloud environments.
The partnership leverages IBM Consulting’s industry-leading cybersecurity services and Microsoft’s comprehensive security technology portfolio to provide advanced, integrated solutions for modern security operations and cloud identity management.
Research Note: Micron FQ3 2024 Earnings
Micron Technology delivered a strong performance in Q3 FY2024, significantly surpassing market expectations in several key areas. The company’s financial results reflect robust demand, strategic pricing, and technological advancements that position it well for future growth.
Research Note: Lenovo AI Updates
Lenovo recently introduced new enterprise AI solutions designed to simplify AI adoption. These include turnkey services, business-ready vertical solutions, and energy-efficient innovations to accelerate practical AI applications.
Research Note: Pure Storage Expands Platform @ Pure Accelerate
At its recent Pure Accelerate customer event, Pure unveiled a slew of new capabilities focused on bolstering Pure’s platform approach to enterprise storage. Pure delivers a comprehensive, flexible, high-performance platform tailored to modern “data first” enterprise needs.
Research Note: HPE OpsRamp Enhancements
Hewlett Packard Enterprises introduced several enhancements to its OpsRamp solution at its recent HPE Discover event in Las Vegas that bolster its autonomous IT operations vision.
Research Note: NVIDIA AI Computing by HPE
At its HPE Discover event in Las Vegas, Hewlett Packard Enterprise and NVIDIA announced a collaborative effort to accelerate the adoption of generative AI across enterprises.
The collaboration, branded as NVIDIA AI Computing by HPE, introduces a portfolio of co-developed AI solutions and joint go-to-market integrations to address the complexities and barriers of large-scale AI adoption.
Research Note: VAST Data/Cisco AI Collaboration
VAST Data and Cisco announced a new collaboration to deliver a robust, high-performance AI data infrastructure that integrates seamlessly with an Ethernet-based AI fabric designed to handle data at an exabyte scale. Each company brings specialized expertise to create a unified, high-performance AI data platform.
Research Note: Fortinet Acquires Lacework
Fortinet, a converged networking and security market player, announced its definitive agreement to acquire Lacework, a data-driven cloud security company known for its AI-powered platform. This acquisition will bolster Fortinet’s already robust Security Fabric, delivering enhanced security solutions from code to cloud for its vast customer base.
Research Note: AMD Computex MI325x & MI350 Accelerator Announcements
At the 2024 Computex event in Taiwan, AMD CEO Lisa Su revealed details about AMD’s upcoming MI350 and MI325X accelerators, follow-ons to its current MI300x products, highlighting significant advancements in AI performance and memory capacity. The new products are positioned as key components in AMD’s strategy to lead the AI accelerator market.
Research Note: Red Hat Summit 2024 AI Announcements
At its recent Red Hat Summit, Red Hat announced several new products and enhancements, many of which simplify or enable the use of AI within the enterprise. These include its new OpenShift AI, OpenShift LightSpeed enhancements, and a new RHEL AI release.
Research Note: UALink Alliance & Accelerator Interconnect Specification
UALink is a new open standard designed to rival NVIDIA’s proprietary NVLink technology. It facilitates high-speed, direct GPU-to-GPU communication crucial for scaling out complex computational tasks across multiple graphics processing units (GPUs) or accelerators within servers or computing pods.
Research Note: IBM InstructLab LLM Tool Kit
At IBM’s 2024 Think conference in Boston, IBM Research unveiled InstructLab, developed in collaboration with Red Hat, to address the inefficiencies of existing training approaches by enabling collaborative, cost-effective model customization.
Research Note: Nutanix FQ3 2024 Earnings
Nutanix reported impressive financial results for its fiscal Q3 2024 quarter, demonstrating significant growth and operational efficiency. The company surpassed its revenue expectations, achieving $525 million, a clear indicator of its robust execution and strategic advancements in the IT sector.