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.
Quick Take: UALink & OCP Join Forces

The Open Compute Project (OCP) Foundation and the Ultra Accelerator Link (UALink) Consortium have announced a strategic collaboration to standardize and deploy high-performance, open scale-up interconnects for next-generation AI and HPC clusters.
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.
Research Note: UALink Consortium Releases UALink 1.0

The UALink Consortium recently released its Ultra Accelerator Link (UALink) 1.0 specification. This industry-backed standard challenges the dominance of NVIDIA’s proprietary NVLink/NVSwitch memory fabric with an open alternative for high-performance accelerator interconnect technology.
Research Note: Dynatrace & AWS New Strategic Collaboration

Dynatrace and AWS announced a multi-year strategic collaboration agreement, deepening their decade-long partnership that began in 2014. This expanded collaboration aims to address enterprise challenges in digital transformation through enhanced AI-powered observability and security solutions.
Quick Take: NTT DATA & Palo Alto Networks Partner on Private 5G Security

NTT DATA recently announced a new managed security service powered by Palo Alto Networks. The service enhances security for industrial and operational technology (OT) environments by integrating Palo Alto Networks’ cybersecurity solutions with NTT DATA’s Private 5G architecture.
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).
Quick Take: Ambient IoT Alliance

The newly launched Ambient IoT Alliance aims to develop and promote a global ecosystem for ambient IoT, which refers to battery-free, energy-harvesting devices that seamlessly connect to existing wireless networks. These devices can track real-time data such as location, temperature, humidity, and more—all without requiring traditional power sources.
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.
The AI Debate at Davos: Concerns and Controversies Surrounding Stargate

The annual World Economic Forum in Davos is known for sparking high-profile discussions on global challenges, and this year was no exception. Against the backdrop of the recently announced $500 billion Stargate Project — an ambitious AI infrastructure initiative led by OpenAI, SoftBank, and Oracle—prominent figures in artificial intelligence (AI) raised concerns about the future of the technology and its societal implications.
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.
Quick Take: CoreWeave & IBM Partner on NVIDIA Grace Blackwell Supercomputing

IBM and CoreWeave, a leading AI specialty AI cloud provider, together announced a collaboration to deliver one of the first NVIDIA GB200 Grace Blackwell Superchip-enabled AI supercomputers to market.
IT Infrastructure Round-Up: Emerging Trends in Infrastructure and Connectivity (Nov 2024)

November was a busy month of announcements in infrastructure and connectivity, revealing a convergence of innovation to meet the stringent demands of AI-driven workloads, scalability, and cost efficiency.
Quick Take: NTT DATA and Google Cloud Expand Strategic Partnership in APAC

NTT DATA recently announced an expanded partnership with Google Cloud to advance the adoption of cloud-based data analytics and generative AI solutions for enterprises in the Asia Pacific region.
The expanded relationship combines NTT DATA’s industry-specific expertise with Google Cloud’s AI and analytics infrastructure to drive sector-specific innovation and efficiency improvements across healthcare, financial services, retail, manufacturing, and public sector verticals.
Quick Take: Palantir and L3Harris Collaboration on AI and Defense Innovation

L3Harris Technologies and Palantir Technologies announced they are entering a significant partnership focused on advancing AI and edge computing capabilities for both government and commercial sectors.
Building on an existing collaboration for the U.S. Army’s TITAN ground system, the alliance enhances the deployment of AI and next-generation tech solutions at the edge
Cisco and Nutanix Embark on Strategic Relationship

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