Research Note: Lenovo Fiscal Q2 2024 Earnings
This Research Note explores Lenovo Group Limited’s financial and operational performance across its distinct business units in its Fiscal Q2 2024. Focusing on the Solutions and Services Group (SSG), Infrastructure Solutions Group (ISG), and Intelligent Device Group (IDG), looking at each business unit’s contributions to Lenovo’s overall business strategy.
IBM Launches $500M AI Venture Fund
IBM this week unveiled a $500 million venture fund to invest in AI companies, ranging from early-stage startups to high-growth enterprises.
Research Note: Inside the IBM Research NorthPole Accelerator
IBM Research has developed and released details on a groundbreaking AI chip called NorthPole, which could revolutionize AI hardware systems. Unlike traditional computer chips, NorthPole integrates processing units and memory on the same chip, eliminating the von Neumann bottleneck and significantly improving efficiency.
Research Note: Databricks Acquires Arcion
Databricks announced its intention to acquire Arcion, an enterprise data replication specialist and a part of the Databricks Ventures portfolio. The acquisition, valued at over $100 million, is set to bolster Databricks’ capability to natively ingest data from a myriad of databases and SaaS applications into their Lakehouse Platform.
Lenovo Relentlessly Focused on AI at Tech World 2023
Lenovo’s Global Tech World is underway in Austin this week where the company shows off the latest innovations from its wide range of product teams. Despite its expansive portfolio, the clear focus for Lenovo is on capturing mindshare around enterprise AI while also riding the wave propelling most of the growth in the IT industry.
IBM Acquires Manta, Bolsters Watson.x
IBM announced the acquisition of Manta Software for an undisclosed amount. Manta is a leading data lineage platform that allows enterprises to understand their data better.
VAST Data to Provide Data Infrastructure for Lambda
Lambda and VAST Data have engaged in a new strategic partnership that brings the VAST Data Platform to Lambda.
Confluent Introduces Partner-Driven Real-Time AI Initiative + New AI Tools
Confluent, a leader in data streaming and steward of the open-source Apache Kafka system, recently announced a new initiative called “Data Streaming for AI” to aid organizations in developing real-time AI applications. It also introduced new AI-enabled tools.
ServiceNow Introduces Now Assist, Bringing GenAI to its Now Platform
ServiceNow unveiled its new “Now Assist” family of solutions earlier this month as part of a major expansion of its powerful Now Platform, introducing new generative AI capabilities for IT Service Management, Customer Service Management, HR Service Delivery, and creators.
OpenText Releases Aviator AI Tools for Business & Technologists
OpenText unveiled a broad expansion of its enterprise-class Aviator platform with new AI capabilities spanning business and technology needs. Aviator is OpenText’s AI platform, designed to enable organizations to leverage AI for various applications without moving their data.
Google Brings Vertex AI Search to Healthcare
Google Cloud introduced enhancements to its Vertex AI Search tailored for healthcare and life sciences organizations. The solution enables the application of medical-tuned generative AI search on diverse data sources, including clinical data like FHIR data and clinical notes.
Inside Microsoft’s New Cloud-Based Data & AI Solutions for Healthcare
Microsoft announced its first industry-specific application of its Fabric analytics platform, introducing new healthcare-focused AI models, and releasing new AI-driven tools to simplify the clinician experience.
Dell’s Validated Design for Generative AI + New Tools & Services
Dell Technologies announced a significant expansion of its Generative AI Solutions portfolio to empower businesses embarking on their GenAI journeys. This expansion delivers advanced infrastructure, professional services, and a collaborative data solution to help organizations derive intelligence from their data securely and efficiently.
IBM Releases Granite Foundation Models for Enterprise AI
IBM takes a big step towards addressing enterprise requirements for generative AI with its new Granite Foundation Models. Let’s look at what IBM announced.
VAST Data Powers the Infrastructure Behind CoreWeave’s AI Cloud
CoreWeave, a leading specialty cloud provider for AI systems, announced that VAST Data has been selected to provide the data infrastructure underpinning CoreWeave’s offerings.
Quick Take: Amazon Invests $4B in AI Model Developer Anthropic
Amazon has invested $4 billion in model developer Anthropic, with Amazon Web Services (AWS) becoming its primary cloud provider.
Research Note: Inside IBM WatsonX
IBM recently unveiled its updated AI portfolio, “watsonx” The new set of offerings provides an enterprise-ready AI and data platform consisting of three intertwined solution stacks:
Google Cloud Introduces New Vertex AI Capabilities
Google introduced its Vertex AI machine learning (ML) platform in 2021 to allow its customers to manage the entire ML lifecycle, from model development to deployment. Vertex AI combines data engineering, data science, and ML engineering workflows, enabling teams to collaborate using a common toolset and scale your application. Last week at Google’s Google Cloud […]
Marvell Sees Momentum in Cloud, AI, and Automotive
Last week, Marvell released its earnings for the second quarter of its fiscal 2024, demonstrating robust performance with $1.34 billion in top-line revenue. While that number was down year-over-year, it surpassed the midpoint of the company’s guidance. Insight: Growth in Cloud & AI Marvell’s data center business was a bright spot. Revenue from that business […]
Nutanix Introduces new Generative AI-in-a-Box
Earlier this month, Nutanix announced its new GPT-in-a-Box™ solution, which promises to simplify the implementation of Generative Pre-trained Transformer (GPT) capabilities. Nutanix’s solution aims to help organizations harness the power of AI while maintaining robust control over their data and applications. New: Nutanix GPT-in-a-Box Nutanix’s new GPT-in-a-Box brings together the elements necessary to deploy a […]
Dynatrace Beats Earnings, Acquires A Company & Embraces Generative AI
Over the past month Dynatrace has beat earnings, announced the acquisition of Rookout, a developer-focused observability start-up, and is bringing new generative AI features to its a Davis AI engine.
Dell Technologies & NVIDIA Collaborate On Full-Stack Generative AI Solutions
Dell & NVIDIA deliver new validated designs for inference systems based on NVIDIA accelerators and software, a professional services offering to help enterprises embrace generative AI, and a new Dell Precision workstation for AI development.
HPE Brings AI-as-a-Service to the Enterprise with Its GreenLake for LLMs
Hewlett Packard Enterprise has always taken a decidedly infrastructure-centric approach to delivering flexible consumption-based compute, storage, and networking to enterprise IT. HPE provides that flexibility through its popular HPE GreenLake offerings. Last week at its annual HPE Discover Event in Las Vegas, HPE introduced the first of what the company says will be many domain-specific […]
MongoDB Embraces AI & Reduces Developer Friction With New Features
Servicing the quickly evolving needs of modern application development requires rapid innovation and fast product cycles. MongoDB demonstrated both last week at its MongoDB.local 2023 event in New York City, introducing a broad set of new features and services. The announcements cover a wide breadth of territory, with new capabilities to leverage the latest AI […]
Elastic’s Elasticsearch Relevance Engine Enables Generative AI Search
Background The challenge for an enterprise wanting to harness the power of large language models (LLMs) is that a language model is only as capable as the data it’s trained on and understands. This hampers the ability to leverage the technology to solve real-world business problems. LLMs become infinitely more powerful when deeply integrated with […]
The Innovative Cooling Approach Behind NVIDIA’s $5M COOLERCHIPS Grant
Background Cooling a data center was a challenge even before the current AI-driven boom in accelerated computing heated up. Servers run hot, with processor thermal designs reaching 500 watts by 2025. Add GPUs to the mix, some of which approach 700W today, and the problems of power consumption and heat dissipation begin to expand exponentially. […]
Nutanix’s Project Beacon Lights The Way To A Unified Hybrid Multi-Cloud Future
Background In the hybrid-cloud world, every infrastructure has a distinct way of managing workloads. Every cloud, even on-prem consumption-based offerings, forces a different control plane. Unfortunately, for all the flexibility that the cloud enables, that flexibility is offset by increased complexity. This is a problem facing nearly every enterprise IT shop. Nutanix’s Cloud Manager offering […]
NVIDIA Grows Momentum in Public Cloud
NVIDIA lives at the center of the AI revolution. Its GPUs are the most common, and most powerful. Beyond its hardware, NVIDIA is enabling the adoption of AI with software tools that span the gamut from edge inference to autonomous driving to medical imaging. The list truly is limitless.
NVIDIA Updates Data Center Platform Strategy at GTC 2023
It’s become clear that NVIDIA strives to own the entire platform for AI-infused analytics. The time is right, as accelerated AI is fueling a shift in how enterprises derive value from their data and how businesses operate and engage with their customers.
Dynatrace Blends AI, Automation & Observability With New Offerings
Understanding what’s happening across that infrastructure is a difficult challenge — predicting what may happen next in that infrastructure? That seems impossible.