Research Note: Microsoft Updates Azure for Operators

At the recent MWC 2024 in Barcelona, Microsoft shared updates on its Azure for Operators portfolio, demonstrating significant advancements in generative AI and its application in telecommunications.
This Research Note takes an in-depth look at what Microsoft announced.
Quick Take: WEKA Brings Data Platform to NexGen Cloud

WekaIO is partnering with NexGen Cloud, the leading UK-based sustainable infrastructure-as-a-service provider, to establish a high-performance foundation for NexGen Cloud’s upcoming AI Supercloud. This Supercloud and NexGen Cloud’s Hyperstack GPU-as-a-Service platform will leverage WEKA’s technology.
Quick Take: Oracle’s OCI Generative AI Service

Oracle announced the general availability of its OCI Generative AI Service, along with several substantial enhancements to its data science and cloud offerings. Let’s take a look at what Oracle announced.
Research Note: New AI & Data Capabilities in Microsoft Cloud for Sustainability

At its recent AI for Sustainability event, Microsoft introduced new data and AI solutions in its Cloud for Sustainability. The new offerings will assist organizations transitioning from sustainability pledges to tangible sustainability progress.
Equinix Launches Fully Managed NVIDIA DGX AI

Equinix launched a fully managed private cloud service to facilitate enterprises’ acquisition and management of NVIDIA DGX AI supercomputing infrastructure. This service is aimed at helping businesses build and run custom generative AI models.
Research Note: Oracle’s New GenAI Features for Oracle Cloud

Oracle announced the general availability of its OCI Generative AI Service, along with several substantial enhancements to its data science and cloud offerings, including the beta release of new genAI agents.
Research Note: Microsoft/Vodaphone Strategic Partnership

Vodafone and Microsoft announced a significant 10-year strategic partnership aimed at driving digital transformation for businesses and consumers across Europe and Africa, leveraging their combined strengths in technology and connectivity.
Research Note: Microsoft’s New Processor & Accelerator

At its recent Microsoft Ignite event, the company announced the launch of the Azure Cobalt 100 CPU and the Maia 100 AI accelerator, marking a significant pivot in Microsoft’s approach to its cloud infrastructure and representing the company’s commitment to driving innovation in high-performance computing and AI.
Research Note: Amazon’s New Graviton4 & Tranium2

Amazon introduced generational updates to both its Graviton and Tranium custom silicon solutions at its recent re:Invent conference in Las Vegas.
This Research Note delves into the intricacies and potential impacts of these latest innovations from AWS.
Research Note: Inside Q3 2023 Cloud Earnings

This research note delves into the earnings reported by the top three public cloud providers (Amazon, Microsoft, and Google) over the past week.
What Q3 Earnings Tell Us about Public Cloud

The recent earnings reports from the top three public cloud providers, Amazon Web Services (AWS), Microsoft, and Google Cloud, shows that the overall public cloud market remains robust and is starting to show signs of increased growth after several quarters of shrinking growth.
Dell Introduces APEX Cloud Platform for OpenShift

Dell continues its push into multi-cloud with announcement of its Dell APEX Cloud Platform for Red Hat OpenShift.
Inside Hitachi Vantara’s new Virtual Storage Platform One

Hitachi Vantara’s new Virtual Storage Platform One is designed to address the challenges faced by IT leaders who need to scale data and modernize applications across complex, distributed hybrid and multi-cloud infrastructures.
Dell Launches APEX Cloud Platform for Microsoft Azure

Today Dell Technologies launched its APEX Cloud Platform for Microsoft Azure. This makes Dell the first partner in Microsoft’s Premier Solutions for Azure Stack HCI category, the latest in a long history of joint innovation between the two companies.
Let’s look at the new Dell APEX Cloud Platform for Azure.
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.
Dell Launches APEX Cloud Platform for Microsoft Azure

Dell Technologies today launched its APEX Cloud Platform for Microsoft Azure. This makes Dell the first partner in Microsoft’s Premier Solutions for Azure Stack HCI category, the latest in a long history of joint innovation between the two companies.
Qualcomm’s New Auto Platform, Partnership with AWS & Expanded Reach into Auto OEMs

Qualcomm made a number of announcements at this week’s IAA Mobility Event in Munich. Let’s look at what the company said. News: AWS Cloud Innovation Partnership Qualcomm and Amazon Web Services (AWS) announced a strategic partnership to advance innovation in the automotive industry. Recognizing the growing significance of software-defined features, the explosion of data analytics, […]
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 […]
Oracle Announces Fully Integrated Cloud Experience With New Compute Cloud@Customer

Oracle announces its new Compute Cloud@Customer offering, delivering the same compute infrastructure deployed within OCI public cloud, including compute, storage, and networking capabilities, in a rack-level on-prem solution.
Oracle Introduces MySQL HeatWave Lakehouse

Oracle’s new MySQL HeatWave Lakehouse takes on the complexities of analyzing enterprise data outside the database, but as if that data were stored natively within the database.
NetApp Updates BlueXP With New Cyber-Resiliency Features

NetApp recently updated its BlueXP hybrid-cloud management tool with new data protection and cybersecurity features.
IBM Extends FinOps And Cloud Management Capabilities Acquisition of Apptio

IBM this week announced its intention to acquire Apptio, a leader in IT financial and technology business management, for $4.6B in an all-cash deal.
APEX Is The Center Of Dell’s Multi-Cloud Strategy
Background Nearly every OEM today offers some form of consumption-based infrastructure. Hewlett Packard Enterprise paved the way, and bet the company, on its HPE GreenLake offerings. Lenovo’s TruScale is another excellent option. The storage industry has also stepped up, with Pure Storage’s Evergreen offerings and NetApp’s Keystone each making industry-best storage solutions available as consumption-based […]
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.
HPE Grows GreenLake with OpsRamp Acquisition
HPE has filled the gaps in its GreenLake offerings with an aggressive run of strategic acquisitions. Since announcing GreenLake in 2018, HPE has acquired nearly a dozen companies that directly contribute to GreenLake functionality. Today it added OpsRamp to that list.