Research Note: VMware Tanzu’s AI Makeover
Broadcom’s VMware is repositioning Tanzu from a Kubernetes-centric application platform to a GenAI-first PaaS. The latest release introduces support for Anthropic’s Model Context Protocol (MCP) for agentic AI, deepens integration with the Claude LLM, and introduces a rearchitected platform focused on private cloud AI workloads.
Research Note: Portworx Enhanced Kubernetes VM Support
At this week’s Kubecon event, Portworx announced significant updates to its Enterprise 3.3 and Portworx Backup solutions, focused on enabling virtualization administrators to run virtual machines natively in Kubernetes environments.
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: 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.
Quick Take: IBM Acquires Kubecost for Kubernetes Cost Monitoring & Optimization
IBM announced its acquisition of Kubecost, a leading provider of Kubernetes cost monitoring and optimization software. The move aims to expand IBM’s FinOps capabilities and address the growing need for cloud infrastructure cost management.
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.
Quick Take: Mirantis and Portworx Collaboration
Pure Storage’s Portworx and Mirantis announced a new collaboration to address the complexities of data management in Kubernetes environments, providing enterprises with a robust solution that enhances their containerization strategies.
Research Report: Taming the AI-enabled Edge with HCI-based Architectures
Despite the tremendous business benefits of edge computing, it arrives with complex challenges, including managing geographically dispersed nodes, security risks, and integrating with existing IT infrastructure. These challenges can best be addressed with an architecture built around Hyper-Converged Infrastructure, which streamlines management and enhances performance.
Quick Take: SPDX 3.0 Release
The SPDX community, in collaboration with the Linux Foundation, recently released SPDX 3.0, marking a significant milestone in the Software Bill of Materials (SBOM) communication format.
SPDX 3.0 provides a comprehensive set of updates, including an overhauled model, specification, and license list and the addition of SPDX profiles designed to handle modern system use cases. This release improves the versatility and adaptability of the SBOM format.
Research Note: IBM Acquires HashiCorp
IBM announced its intention to acquire HashiCorp, a multi-cloud infrastructure automation company, for $35 per share in cash, totaling an enterprise value of $6.4 billion.
HashiCorp specializes in Infrastructure Lifecycle Management and Security Lifecycle Management, crucial for hybrid and multi-cloud environments. This move aligns with IBM’s focus on hybrid cloud and AI, which are vital for today’s businesses.
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.