Quick Take: Siemens To Acquire Altair Engineering
Siemens AG recently announced its intended acquisition of Altair Engineering, a global leader in computational science, simulation, and AI software, for $10 billion at a share price of $113, a 19% premium over Altair’s closing price on October 21, 2024.
The acquisition aligns with Siemens’ strategy to strengthen its position in industrial software and deepen its portfolio in AI-powered design and simulation capabilities.
Quick Take: AMD Data Center Group Earnings – Q3 2024
AMD this week announced significant revenue and earnings growth in Q3 2024, driven primarily by exceptional performance in the Data Center segment. AMD’s Data Center revenue increased by 122% year-over-year, reaching a record $3.5 billion and marking over half of AMD’s total revenue this quarter. CEO Lisa Su, on the earnings call, attributed this growth to the success of the EPYC CPUs and MI300X GPUs, which experienced strong adoption across cloud, enterprise, and AI applications.
Application Modernization Takes on New Dimension in the Post-VMware World
From nearly the moment it was first announced, Broadcom’s acquisition of VMware sent ripples through the tech industry. The acquisition triggered a wave of concern among enterprises that have long relied on VMware’s ecosystem for their IT infrastructure—concerns that have become an unfortunate reality for many, driven by Broadcom’s changes to pricing, bundling, and channel programs.
Commvault FQ2’25 Earnings: Strong Growth, Cloud Resilience Focus, and Strategic Partnerships
Commvault reported robust Q2 FY2025 earnings, showing strong growth across key metrics and solidifying its cloud and cyber resilience position. The company’s revenue grew 16% YoY to $233 million, its fourth consecutive quarter of double-digit growth, while ARR and free cash flow showed substantial increases. Key strategic initiatives around cloud-first resilience, multi-cloud capabilities, and deepened partnerships underscore Commvault’s commitment to continuous innovation in a dynamic, threat-heavy cloud landscape.
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.
OCP Global Summit 2024: Key Announcements
At the recent OCP Global Summit 2024, the organization unveiled several major initiatives highlighting OCP’s commitment to driving innovation and fostering collaboration in the tech ecosystem. This includes expanding its AI Strategic Initiative with contributions from NVIDIA and Meta, new alliances for sustainability and standardization, and the launch of an open chiplet marketplace.
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.
Raspberry Pi Integrates the Sony Semi Solutions Intelligent Aitrios IMX500 Image Sensor
Sony Semiconductor Solutions Corporation (SSS) and Raspberry Pi Ltd recently announced the release of a co-developed AI Camera designed to accelerate the development of AI solutions for edge processing.
MWC Las Vegas 2024: 5G Needs the Enterprise
Reflecting on the 2023 MWC Las Vegas convention, where AI was the central theme, it’s clear that enterprise 5G has now taken center stage. This shift builds on the momentum created by AI’s integration into various technologies. It underscores the importance of low latency, highly managed private 5G networks in successful AI at the edge deployments.
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.
Quick Take: Cisco’s Investment in CoreWeave and its AI Infrastructure Strategy
Cisco is reportedly on the verge of investing in CoreWeave, one of the hottest neo-cloud providers specializing in AI infrastructure, in a transaction valuing the GPU cloud provider at $23 billion. CoreWeave has rapidly scaled its AI capabilities by utilizing NVIDIA GPUs for data centers, becoming a key player in the AI infrastructure market.
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.
HPE Aruba Central: The Multi-Vendor Network Management Solution You’ve Been Waiting For
HPE exited the multi-vendor network operations business in 2017 by divesting its OpenView platform to Micro Focus (now part of OpenText). However, times have changed, and HPE is back in the multi-vendor game with the latest release of their OpsRamp-integrated network management system, Central.
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 […]
AMD MI300 Gains Momentum with New Vultr & Oracle Cloud Wins
The AMD MI300’s advanced architecture, featuring high memory capacity, low power consumption, and solid performance, is finding a home among cloud providers. While Microsoft Azure previously announced MI300-based instances, there are new announcements from specialty GPU cloud provider Vultr and the mainstream CSP Oracle Cloud Infrastructure of new integrations with AMD’s MI300 accelerator.
Quick Take: Veeam Software and Palo Alto Networks Integration
Veeam announced a new integration with Palo Alto Networks that combines Veeam’s data protection and backup solutions with Palo Alto’s advanced cybersecurity platforms, Cortex XSIAM and Cortex XSOAR.
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.
In Conversation: NetApp’s Intelligent Data Infrastructure
Earlier this summer I had the opportunity to talk with NetApp CMO Gabie Boko and NetApp VP of Product Marketing Jeff Baxter in a wide-ranging conversation about the power of data infrastructure, which extends well beyond simple enterprise storage.
As NetApp Insight, its premier customer event, kicks off this week in Las Vegas, I thought we’d revisit the discussion, as it provides nice context for what the company is expected to announce this week.
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.
Is Ampere Computing Up for Sale?
Ampere Computing, the leading vendor of server processors based on the Arm architecture, is reportedly exploring a sale, signaling a strategic pivot amidst increasing competition in the market for alternative server processors.
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.
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.
Quick Take: Veeam Acquires Alcion
Veeam, the world’s largest provider of enterprise backup and recovery solutions, announced its acquisition of Alcion, a startup focused on protecting Microsoft 365 environments from data loss. The financial details of the deal were not disclosed.
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.
Quick Take: Confluent Acquires WarpStream
Confluent announced the acquisition of WarpStream, a Kafka-compatible streaming solution with a unique architecture. The acquisition adds a new cloud-native, bring-your-own-cloud (BYOC) product to Confluent’s portfolio, complementing its existing offerings: Confluent Cloud, a fully managed, serverless platform, and Confluent Platform, a self-managed software solution.
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.
Quick Take: Intel Gaudi 3 on IBM Cloud
IBM and Intel announced a partnership to integrate Intel’s Gaudi 3 AI accelerators into IBM Cloud, which will be available in early 2025. This collaboration aims to enhance the scalability and affordability of enterprise AI, focusing on performance, security, and energy efficiency. IBM Cloud will be the first cloud provider to offer Gaudi 3, which […]
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.
Quick Take: Rubrik Estimate-Beating Q2 Earnings
Rubrik reported impressive financial results for its Q2 FY2025, significantly outperforming key metrics and analyst expectations while raising its full-year guidance.
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.
JFrog Introduces Comprehensive Runtime Security Solution & Nvidia Integration
Announced this week at its annual swampUp event, the new JFrog Runtime is a robust runtime security solution that offers end-to-end protection for applications throughout their lifecycle. Alongside this launch, JFrog also revealed a new product integration with NVIDIA, which will enable users to secure and manage AI models more effectively using NVIDIA’s AI infrastructure.
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.
Quick Take: CrowdStrike Q2 FY2025 Earnings
CrowdStrike demonstrated remarkable resilience in its latest quarterly earnings report, overcoming significant challenges to deliver strong financial results that beat Wall Street estimates.
Quick Take: Nutanix Q4 FY 2024 Earnings
Nutanix reported its Q4 FY 2024 earnings, showing strong financial performance and strategic advancements and beating Wall Street estimates for both revenue and earnings. The company exceeded its financial targets, showcased innovation, and deepened partnerships, positioning itself as a critical player in the hybrid multi-cloud space.
Quick Take: NetApp Q1 FY’25 Earnings
NetApp reported strong financial results for the first quarter of its fiscal year 2025. The company continues to demonstrate resilience and growth despite ongoing macroeconomic uncertainties, leveraging its innovative solutions in flash storage, cloud services, and AI to drive revenue growth and enhance market share.
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.
Cerabyte Expands to the USA with Innovative Data Storage Technology
Cerabyte, a start-up focused on advancing ceramic-based long-term archival storage solutions, announced its expansion into the United States with its unique, accessible permanent data storage technology.
IBM Algorithms Included in 1st NIST Post-Quantum Cryptography Standards
Two IBM-developed algorithms are now officially included in the world’s first post-quantum cryptography standards, published by the U.S. Department of Commerce’s National Institute of Standards and Technology (NIST).
Quick Take: Quantum FQ1’2025 Earnings
Hard Disk Drive manufacturer Quantum announced its FQ1 2025 earnings, beating Wall Street estimates on earnings and missing slightly on revenue. The earnings reflect both the challenges and opportunities the company faces as it continues its strategic transformation.
Quick Take: Dynatrace FQ1 2025 Earnings
Dynatrace released its Q1 FY25 earnings report, showcasing a strong start to the fiscal year. The company’s performance highlights its resilience and leadership in the rapidly growing observability market.
Quick Take: Datadog Q2 2024 Earnings
Observability provider Datadog showed continued resilience and strategic focus in Q2 2024, delivering a solid financial performance and continuing its innovation and customer growth trajectory.
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.
Quick Take: CommVault FQ1 2025 Earnings
Commvault Systems delivered robust Q1 FY2025 earnings numbers, marked by significant growth in revenue and ARR, along with a strong emphasis on cyber resilience and cloud modernization. The company reported total revenue of $225 million, a 13% year-over-year increase, and an impressive 66% surge in SaaS ARR to $188 million.
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 Report: Solving AI Data Pipeline Inefficiencies, the VAST Data Way
While AI is foundational to the next wave of digital transformation, traditional data and storage infrastructure -even many parallel file systems- isn’t prepared for the demands required to support today’s AI lifecycle, which places unprecedented demands on storage and data infrastructure.
Developing an effective data infrastructure for AI requires a holistic approach, considering data, database, processing, and storage as a unified entity. This is how VAST Data approaches the challenge.
Quick Take: Azure’s Impact on Microsoft FQ4 2024 Earnings
Microsoft closed its fiscal year with solid financial results, reporting a total annual revenue of more than $245 billion, a 15% year-over-year increase. Microsoft Cloud (which include Azure, LInkedIn, and Office 365) revenue surpassed $135 billion, growing 23% year-over-year.
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.
Backgrounder: State of CXL
Compute Express Link (CXL) is a high-speed interconnect standard designed to enhance communication between CPUs, GPUs, memory, and other accelerators. It’s designed to address the growing needs for efficient data sharing and coherent memory access in data centers, HPC, and AI-driven workloads.
Research Brief: Oracle Exadata on Exascale Infrastructure
Oracle announced the general availability of the Oracle Exadata Database Service on Exascale Infrastructure, offering extreme performance, reliability, availability, and security for Oracle Database workloads. This new infrastructure is now available on Oracle Cloud Infrastructure (OCI), catering to any workload size for all Oracle Database customers.
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 Report: Impact of Storage Architecture on the AI Lifecycle
Traditional storage solutions, whether on-premises or in the cloud, often fail to meet the varying needs of each phase of the AI lifecycle. These legacy approaches are particularly ill-suited for the demands of distributed training, where keeping an expensive AI training cluster idle has a real economic impact on the enterprise.
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.
Let OpenAI GPT-4o Mini Introduce Itself
We usually write our own content, using LLMs to help refine our research, but in honor of OpenAI releasing its new GPT-4o Mini language model just a day after Meta released its Llama 3.1, and on the same day Mistral releases its new Mistral Large 2, we’ll let GPT 4o Mini tell you about itself.
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.
Quick Take: Micron 9550, The Industry’s Fastest Data Center SSD
Micron today announced its new 9550 NVMe SSD, setting a new benchmark as the industry’s fastest data center SSD. The new SSD meets the stringent demands of modern data centers, particularly those supporting AI and other performance-sensitive workloads.
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.
Quick Take: SAP’s Strong Q2 Earnings
SAP SE delivered robust earnings and guidance largely in-line with analyst estimates for the second quarter of 2024, highlighted by strong cloud momentum and significant growth in key financial metrics.
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.
Quick Take: OpenText Cloud Editions (CE) 24.3
OpenText announced the release of Cloud Editions (CE) 24.3, a significant updated integrating advanced information management, trusted cloud solutions, robust security measures, and AI.
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.
Quick Take: AWS Launches Graviton 4
Today, Amazon Web Services (AWS) launched its Graviton4 processors, the fourth generation of its Arm-based custom processors. This new chip is touted as AWS’s most energy-efficient and high-performance solution for cloud workloads, marking a significant upgrade over its predecessor, Graviton3.
Quick Take: VAST Data Platform Achieves NVIDIA Partner Network Certification
VAST Data announced that its VAST Data Platform has been certified as a high-performance storage solution for NVIDIA Partner Network cloud partners. The certification highlights VAST’s position as a leading data platform provider for AI cloud infrastructure and enhances its collaboration with NVIDIA in building next-generation AI factories.
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.