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# NAND Research

A New Kind of Technology Research & Advisory Firm

## Sitemaps

- [XML Sitemap](https://nand-research.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [Research Brief: Oracle HeatWave GenAI](https://nand-research.com/research-brief-oracle-heatwave-genai/) - #Oracle HeatWave GenAI is now generally available. The release features the industry's first in-database large language models (LLMs), automated vector store, scale-out vector processing, and natural language conversations informed by unstructured content.
- [Research Report: Tackling IT Complexity with Simplified Enterprise Storage](https://nand-research.com/research-report-tackling-it-complexity-with-simplified-enterprise-storage/) - In this sponsored Research Paper, we take a look at how reducing the complexity of enterprise storage has positive rippling impact that improves IT operations.
- [Oracle APEX AI Application Generator: Enterprise Governance for AI Code](https://nand-research.com/oracle-apex-ai-application-generator-enterprise-governance-for-ai-code/) - Oracle APEX 26.1 adds an AI Application Generator built on APEXlang, letting AI generate governed, versionable app definitions instead of raw code.
- [We Need to Talk About Celona, The P5G Company](https://nand-research.com/celona_big_shift/) - Celona has shifted from being a pure private 5G vendor into a converged wireless infrastructure company that now builds and manages Wi‑Fi 7, private 5G, public cellular, and satellite as one deterministic, AI‑driven fabric.
- [Oracle Base Database Cloud@Customer Extends Cloud Economics to Mid-Sized and Distributed Workloads](https://nand-research.com/oracle-base-database-cloudcustomer-extends-cloud-economics-to-mid-sized-and-distributed-workloads/) - Oracle Base Database Cloud@Customer: specs, AI Vector Search, and Private Agent Factory details, plus how it compares to Exadata Cloud@Customer and AWS Outposts.
- [IBM Acquires HRL Laboratories, Adds Silicon-Spin Qubits to Its Quantum Portfolio](https://nand-research.com/ibm-acquires-hrl-laboratories-adds-silicon-spin-qubits-to-its-quantum-portfolio/) - IBM to acquire HRL Laboratories, adding silicon-spin qubits to its quantum roadmap alongside superconducting systems and the Anderon foundry.
- [AMD Launches Helios Rack-Scale Platform, MI400 Series and Strong Partnerships](https://nand-research.com/amd-launches-helios-rack-scale-platform-mi400-series-and-strong-partnerships/) - AMD's Advancing AI 2026 launch: Helios rack-scale AI infrastructure, MI400 GPUs, and a $5B Anthropic deal take on NVIDIA's Vera Rubin platform.
- [WEKA NeuralMesh 6 & WEKApod 3: Density, KV Cache, and AI Economics](https://nand-research.com/weka-neuralmesh-6-and-wekapod-3-density-kv-cache-and-ai-economics/) - WEKA NeuralMesh 6 and WEKApod 3 deliver exabyte-scale rack density, KV-cache acceleration, and AI-native storage economics for large-scale inference.
- [Why NetApp Acquired DataPelago: Nucleus and Its Enterprise AI Strategy](https://nand-research.com/why-netapp-acquired-datapelago-nucleus-and-its-enterprise-ai-strategy/) - NetApp acquires DataPelago to bring GPU-accelerated data processing to the storage layer, challenging VAST Data and Dell in the AI data race.
- [Cloudera and VAST Data Partner to Build an NVIDIA-Powered Enterprise AI Factory](https://nand-research.com/cloudera-and-vast-data-partner-to-build-an-nvidia-powered-enterprise-ai-factory/) - Cloudera and VAST Data unite storage and lakehouse services to fix GPU starvation, targeting hybrid and sovereign enterprise AI deployments.
- [Quantum Cloud Computing: An Enterprise Guide](https://nand-research.com/quantum-cloud-computing-an-enterprise-guide/) - Compare AWS, Microsoft, IBM, and Google quantum cloud computing platforms, partnerships, capabilities, and strategies for enterprise quantum adoption and planning.
- [AI Networking Is Breaking Change Control- What do You Do?](https://nand-research.com/ainetworking-breaks-cab/) - That’s a truth we can no longer ignore: AI networking moves at machine speed, and change control is still built for human speed. AI Networking CAB
- [ServiceNow Knowledge 2026: The Agentic Enterprise Takes Shape](https://nand-research.com/servicenow-knowledge-2026-the-agentic-enterprise-takes-shape/) - ServiceNow Knowledge 2026 recap: AI Control Tower, Action Fabric, Autonomous CRM, and Project Arc define the agentic enterprise platform battle.
- [CrowdStrike RSA 2026 Announcements: Securing Agentic Workflows](https://nand-research.com/crowdstrike-rsa-2026-announcements-securing-agentic-workflows/) - CrowdStrike RSAC 2026 announcements: AI agent security, Shadow AI Discovery, AIDR, Project Glasswing, and why the enterprise security model needs rebuilding
- [Dynatrace Extends Observability Platform with Bindplane Acquisition](https://nand-research.com/dynatrace-extends-observability-platform-with-bindplane-acquisition/) - Dynatrace acquires Bindplane, adding OpenTelemetry-native telemetry pipeline management to its observability platform.
- [Microsoft, Quantinuum & IBM: Closing the Gap Between Fragile Qubits and Fault-Tolerant Computing](https://nand-research.com/microsoft-quantinuum-ibm-closing-the-gap-between-fragile-qubits-and-fault-tolerant-computing/) - Quantum error correction in 2026: how Microsoft, Quantinuum, and IBM are advancing fault-tolerant qubits and what it means for commercialization.
- [Microsoft & Quantinuum: Peer-Reviewed Quantum Error Correction Results](https://nand-research.com/microsoft-quantinuum-peer-reviewed-quantum-error-correction-results/) - Peer-reviewed Nature paper confirms 800x logical error rate reduction on trapped-ion hardware. Analysis covers Microsoft-Quantinuum QEC results, IBM's OpenEvolve, and the competitive landscape.
- [Qualcomm’s Dragonfly Data Center Portfolio](https://nand-research.com/qualcomms-dragonfly-data-center-portfolio/) - Qualcomm Dragonfly launch analysis: C1000 CPU, AI300 accelerator, HBC near-memory, and the Meta deal. What the inference-first roadmap means for 2028
- [Qualcomm Acquires Modular for its Hardware-Agnostic AI Software Layer](https://nand-research.com/qualcomm-acquires-modular-for-its-hardware-agnostic-ai-software-layer/) - Qualcomm's $3.9B Modular acquisition explained: how Mojo and MAX give Qualcomm a hardware-agnostic AI software layer to challenge NVIDIA's CUDA moat.
- [Everpure: Data Intelligence and Data Stream Advance AI-Ready Data-Primacy](https://nand-research.com/everpure-data-intelligence-and-data-stream-advance-ai-ready-data-primacy/) - Everpure's Data Stream and Data Intelligence automate AI data pipelines and governance. See how they compare to Dell, HPE, VAST Data, and NetApp.
- [Huntsman-Olin: The $300 Million Promise](https://nand-research.com/huntsman-olin/) - Huntsman Olin Merger Acquisition Chemicals SAP OT McDowell https://nand-research.com/huntsman-olin/ Huntsman-Olin: The $300 Million Promise
- [HPE Discover 2026: The First True Look at HPE + Juniper](https://nand-research.com/hpe-discover-2026-recap/) - HPE is now a networking company with a compute business. Not the other way around. HPE Discover AI Networking HPE Juniper Mist AIOps Marvis
- [HPE Discover: Agentic Governance, Vera CPU, and Confidential Computing added to AI Factory w/ NVIDIA](https://nand-research.com/hpe-discover-agentic-governance-vera-cpu-and-confidential-computing-added-to-ai-factory-w-nvidia/) - HPE Discover 2026: AI Factory adds NVIDIA Agent Toolkit, Vera CPU servers, and Confidential Computing for production agentic AI.
- [HPE Discover: Self-Driving Networks and AI Data Center Switching for the Agentic Enterprise](https://nand-research.com/hpe-discover-self-driving-networks-and-ai-data-center-switching-expand-across-the-agentic-enterprise/) - HPE Discover 2026: new QFX switches, Mist-Aruba AIOps integration, and unified SASE advance self-driving networks for agentic AI.
- [Arista Networks' Next-Generation 1.6 Terabit Portfolio for AI Fabrics](https://nand-research.com/arista-networks-next-generation-1-6-terabit-portfolio-for-ai-fabrics/) - Arista 7060XE7 Series analyst review: 1.6T Ethernet switching for rack-scale AI fabrics, covering Tomahawk 6 silicon, LPO, liquid cooling, and Meta, Microsoft, Oracle deployments.
- [IBM’s LLM-Guided Evolutionary Framework for Quantum Error Correction Code Discovery](https://nand-research.com/ibms-llm-guided-evolutionary-framework-for-quantum-error-correction-code-discovery/) - IBM's OpenEvolve uses LLMs and evolutionary AI to discover QEC codes, identifying 465 bivariate bicycle code candidates for fault-tolerant quantum computing.
- [MEXT: Predictive Memory Software to Control DRAM Costs](https://nand-research.com/mext-predictive-memory-software-to-control-dram-costs/) - MEXT Predictive Memory uses AI-driven flash tiering to cut server DRAM costs by 50% and expand memory capacity 2–4x without hardware changes.
- [Carrier Satellite JV: SpaceX Panic Disguised as a Partnership](https://nand-research.com/spacex-carrier-jv-panic/) - The carriers saw it coming and panicked, but even with SpaceX’s massive lead, satellite technology hits a brick wall of pure physics. SpaceX Carriers MNO
- [Microsoft’s Majorana 2 Topological Quantum Chip](https://nand-research.com/microsofts-majorana-2-topological-quantum-chip/) - Microsoft Majorana 2 delivers 1,000x qubit reliability gains via a new lead-based materials stack, targeting a scalable commercial quantum computer by 2029.
- [Quantinuum's $1.68 Billion IPO & the Race to Quantum Commercialization](https://nand-research.com/quantinuums-1-68-billion-ipo-the-race-to-quantum-commercialization/) - Quantinuum's $1.68B Nasdaq IPO: background on the Honeywell-Cambridge Quantum merger, Helios launch, key customer wins, and what the listing means for quantum commercialization.
- [Qualcomm’s Dragonwing IQ10 Robotics Reference Design](https://nand-research.com/qualcomms-dragonwing-iq10-robotics-reference-design/) - Qualcomm Dragonwing IQ10 RRD analyst review: how Qualcomm's automotive platform playbook powers its robotics AI entry and where it stands against NVIDIA Jetson.
- [Microsoft: Project Solara & the Agentic Operating Plane for the Non-NVIDIA World](https://nand-research.com/microsoft-project-solara-the-agentic-operating-plane-for-the-non-nvidia-world/) - Project Solara is Microsoft's chip-to-cloud agent platform built on MDEP. Analysis of how it arms the non-NVIDIA agentic ecosystem, Qualcomm included.
- [Cisco’s Full-Stack Play for Agentic Enterprise AI](https://nand-research.com/ciscos-full-stack-play-for-agentic-enterprise-ai/) - Cisco Live 2026 analysis: how Cisco Cloud Control, Cisco IQ, and Live Protect complete its shift from networking vendor to full-stack AI infrastructure.
- [Nutanix .NEXT 2026: Beyond the Hypervisor](https://nand-research.com/nutanix-next-2026-beyond-the-hypervisor/) - Nutanix .NEXT 2026 recap: agentic AI, bare-metal Kubernetes, NetApp alliance, and why Nutanix is far more than a VMware replacement.
- [Google Cloud Next 2026: Enterprise AI Enters Production](https://nand-research.com/google-cloud-next-2026-enterprise-ai-enters-production/) - Google Cloud Next 2026 recap: $750M partner fund, SI practice, and Gemini integrations with Salesforce, SAP, and ServiceNow drive enterprise agentic AI deployment.
- [Data Center Power: The Transition to 800 VDC](https://nand-research.com/data-center-power-the-transition-to-800-vdc/) - 800VDC data center power: why AI rack densities are forcing the transition, how operators deploy it, and which vendors lead the ecosystem.
- [Two Conferences, One Consensus on Enterprise AI](https://nand-research.com/two-conferences-one-consensus-on-enterprise-ai/) - IBM Think 2026 and Atlassian Team '26 independently converged on the same enterprise AI thesis: context beats models, governance is architecture, agents are in production.
- [IBM's Big Quantum Month: A $10 Billion Bet, a National Fab, and a 2029 Deadline](https://nand-research.com/ibms-big-quantum-month-a-10-billion-bet-a-national-fab-and-a-2029-deadline/) - IBM commits $10B to quantum computing over five years, targeting a large-scale fault-tolerant quantum computer by 2029 and launching Anderon, the first U.S. quantum chip foundry.
- [NVIDIA Is Rewiring the Data Center with Light](https://nand-research.com/nvidia-is-rewiring-the-data-center-with-light/) - NVIDIA committed $4.5B across Coherent, Lumentum, and Corning to build the co-packaged optics and fiber supply chain for million-GPU AI factories.
- [Computex 2026: AI Infrastructure, the PC Wars, and the New Connectivity Arms Race](https://nand-research.com/computex-2026-ai-infrastructure-the-pc-wars-and-the-new-connectivity-arms-race/) - Computex 2026 recap: NVIDIA Vera Rubin ships, RTX Spark enters the PC market, Intel's 18A proves out, and Marvell reframes connectivity as the AI scaling bottleneck.
- [The Komprise 2022 State of Unstructured Data Management Report](https://nand-research.com/inside-the-comprise-2022-state-of-unstructured-data-management-report/) - Komprise Analysis can look at all an enterprise's file and object storage, independent of the underlying storage technology, to quickly generate a unified view of how that data is being used, how fast it's growing, access patterns, and even who is using that data.
- [IBM Introduces New Z-Series and LinuxONE Rack-Friendly Configurations Focused on Sustainability](https://nand-research.com/ibm-introduces-new-z-series-and-linuxone-rack-friendly-configurations-focused-on-sustainability/) - In an environment where IT sustainability is a critical element of nearly every enterprise's ESG goals, the LinuxONE and Z16 stories are compelling. Even without sustainability as a goal, the nearly 40:1 consolidation ratio of LinuxONE to x86-based servers is unbeatable by any other solution.
- [Cognizant Shows Growing Momentum In Health Sciences](https://nand-research.com/cognizant-shows-growing-momentum-in-health-sciences/) - Background Cognizant is a professional services company – that employs a workforce of over 350,000 associates. Cognizant makes its money, and furthers its reputation, helping other organizations achieve their digital transformation goals. It has a substantial presence in health sciences, communications, financial services, and automotive, to touch on just a few of its market segments. Cognizant
- [NVIDIA H100 Dominates New MLPerf v3.0 Benchmark Results](https://nand-research.com/nvidia-h100-dominates-new-mlperf-v3-0-benchmark-results/) - To know how a system performs across a range of AI workloads, you look at its MLPerf benchmark numbers. AI is rapidly evolving, with generative AI workloads becoming increasingly prominent, and MLPerf is evolving with the industry. Its new MLPerf Training v3.0 benchmark suite introduces new tests for recommendation engines and large language model (LLM)
- [Oracle Introduces MySQL HeatWave Lakehouse](https://nand-research.com/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.
- [HPE Announces Top-Down Reorganization](https://nand-research.com/hpe-announces-top-down-reorganization/) - In a move that includes multiple executive departures and reassignments, Hewlett Packard Enterprise (HPE) is restructuring to accelerate its hybrid cloud sales offensive. CEO Antonio Neri announced the reorganization details in a public blog released today.
- [Quick Take: Dynatrace FQ1 2025 Earnings](https://nand-research.com/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.
- [Cerabyte Expands to the USA with Innovative Data Storage Technology](https://nand-research.com/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.
- [Research Note: Palo Alto Networks Q4 FY2024 Earnings](https://nand-research.com/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.
- [Quick Take: NetApp Q1 FY’25 Earnings](https://nand-research.com/quick-take-netapp-q1-fy25-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 Brief: Oracle Exadata X11M](https://nand-research.com/research-note-oracle-exadata-x11m/) - Oracle recently launched of its latest Exadata platform, the Oracle Exadata X11M. Purpose-built to optimize the performance of Oracle Database, including Oracle Autonomous Database, X11M is a significant leap forward in speed and efficiency compared to previous generation Exadata systems for cloud, multi-cloud, and customer data centers.
- [Stop Buying Labels and Start Buying Silicon](https://nand-research.com/ap-silicon-matters/) - Most buyers never ask about it. Most vendors never volunteer it. But it’s the only part of the AP that actually matters: the silicon.
- [Verizon’s Pivot Opens the Door: Why Private 5G Pioneers Are Prime M&A Targets in 2026](https://nand-research.com/verizons-pivot-opens-the-door-acquisitions/) - Real, paying customers are driving demand for edge inference in manufacturing and logistics, and Verizon is backing that with One Fiber. acquisition Verizon
- [Ericsson Cradlepoint W2255: Wireless WAN Steps Into the Enterprise](https://nand-research.com/ericsson-cradlepoint-w2255/) - #If you’re planning a multi‑year WAN refresh, the W2255 forces its way into the RFP conversation Satellites Ericsson Cradlepoint
- [IBM & Red Hat: Project Lightwell, Protecting Open Source Software](https://nand-research.com/ibm-red-hat-project-lightwell-and-the-open-source-security-clearinghouse/) - IBM and Red Hat commit $5B to Project Lightwell, a new enterprise clearinghouse that secures open-source supply chains with AI and 20,000 engineers.
- [IBM: Anderon Quantum Foundry and the Industrialization of Quantum Hardware](https://nand-research.com/ibm-anderon-quantum-foundry-and-the-industrialization-of-quantum-hardware/) - IBM launches Anderon, a $2B pure-play quantum chip foundry in Albany, NY, backed by CHIPS Act funding to industrialize 300mm quantum wafer fabrication for the U.S. ecosystem.
- [Dell Technologies: AI Data Platform and Storage Portfolio for the Agentic Enterprise](https://nand-research.com/dell-technologies-ai-data-platform-and-storage-portfolio-for-the-agentic-enterprise/) - Dell DTW 2026: analyst breakdown of the Lightning File System, Exascale Storage, and AI Data Platform, with competitive analysis vs. NetApp, VAST, Everpure, HPE, and Lenovo.
- [Veeam Redefines AI Trust, Resilience, and Recovery](https://nand-research.com/veeam-redefines-ai-trust-resilience-and-recovery/) - Veeam is betting that the next decade of enterprise AI will be defined by trust infrastructure VeeamON26 Intelligent ResOps
- [Memory & NAND Flash Crisis: May 2026 Update](https://nand-research.com/memory-nand-flash-crisis-may-2026-update/) - DRAM & NAND Market: DRAM contract prices rise 58–63% QoQ in Q2 2026; NAND climbs 70–75%. AI infrastructure demand has sold out 2026. No relief before 2H 2027.
- [Memory & Flash Crisis: March 2026 Update](https://nand-research.com/memory-flash-crisisc-update-march-2026/) - The global memory market entered 2026 in a state of structural supply constraint. AI infrastructure demand has reallocated semiconductor manufacturing capacity toward HBM for GPU accelerators, creating scarcity in conventional DRAM and NAND flash products.
- [SailPoint Agentic Fabric Extends Identity Governance to AI Agents & Non-Human Identities](https://nand-research.com/sailpoint-agentic-fabric-extends-identity-governance-to-ai-agents-non-human-identities/) - SailPoint Agentic Fabric extends identity governance to AI agents and non-human identities with discovery, lifecycle controls, and real-time enforcement.
- [Atlassian Team '26: Context as Infrastructure](https://nand-research.com/atlassian-team-26-context-as-infrastructure/) - Atlassian Team '26 analysis: Teamwork Graph opens to MCP agents, Rovo gains agentic execution, and Atlassian advances its AI-native platform strategy.
- [NVIDIA MRC Enables Spectrum-X Ethernet for AI-At-Scale, Now at OCP](https://nand-research.com/5562-2/) - NVIDIA Spectrum-X MRC analysis: how the open RDMA transport protocol built with OpenAI and Microsoft redefines AI training fabric at gigascale.
- [Think 2026: IBM's AI Operating Model Takes Shape](https://nand-research.com/think-2026-ibms-ai-operating-model-takes-shape/) - IBM Think 2026 analyst recap: Sovereign Core, watsonx Orchestrate, Confluent integration, and IBM Concert form IBM's enterprise AI operating model.
- [Research Note: Extreme Networks’ Platform Pivot Accelerates ](https://nand-research.com/extreme-networks-platform-pivot-accelerates/) - If the company continues to execute on this direction, it will be competing at the AI-networking architectural level where long‑term winners are defined. Agent
- [Cisco Acquiring Astrix Security to Extend Zero Trust to the Agentic Workforce](https://nand-research.com/cisco-acquiring-astrix-security-to-extend-zero-trust-to-the-agentic-workforce/) - Cisco acquires Astrix Security to extend Zero Trust to AI agents and non-human identities, integrating NHI governance across Identity Intelligence, Duo, Secure Access, and Splunk.
- [Palo Alto Networks: Portkey Acquisition Anchors its Agentic Security Stack](https://nand-research.com/palo-alto-networks-portkey-acquisition-anchors-its-agentic-security-stack/) - Palo Alto Networks to acquire Portkey, adding an AI gateway to Prisma AIRS and strengthening its platform for securing and governing agentic AI at enterprise scale.
- [HPE ProLiant: Edge Compute for AI and Mission-Critical Workloads](https://nand-research.com/hpe-proliant-edge-compute-for-ai-and-mission-critical-workloads/) - HPE expands its ProLiant edge portfolio with ruggedized Gen12 servers, the EL2000 chassis, and an updated DL145 Gen11 for AI inferencing and mission-critical deployments.
- [Celona Frequency 2026: The Self-Managed Shift and Why Celona Is Handing Over the Roadmap](https://nand-research.com/celona-frequency-2026/) - Celona’s strategy reflects a vendor that listens, prioritizes, and executes, with a clear focus on real use cases, real operational challenges, and the ROI behind them.
- [Google Cloud: 8th-Generation TPU Family Splits Training and Inference](https://nand-research.com/google-cloud-8th-generation-tpu-family-splits-training-and-inference/) - Google splits its 8th-gen TPU into two chips: TPU 8t for training and TPU 8i for inference, with new topologies, supply chain partners, and 2nm fabrication.
- [Google Cloud Next ‘26: Storage Infrastructure Advances + the NetApp Partnership](https://nand-research.com/google-cloud-next-26-storage-infrastructure-advances-the-netapp-partnership/) - Google Cloud Next '26 storage recap: Managed Lustre at 10 TB/s, Cloud Storage Rapid GA, Hyperdisk Exapools, and NetApp Volumes Flex Unified with ONTAP mode.
- [IBM's AI Strategy: Play the Long Game, Not the Headlines](https://nand-research.com/ibms-ai-strategy-play-the-long-game-not-the-headlines/) - IBM Q1 2026 earnings analysis: how mainframe inference, hybrid orchestration, and the Confluent acquisition reveal IBM's AI infrastructure strategy for regulated enterprises.
- [ServiceNow Earnings: The Real AI Story Isn't What You Think](https://nand-research.com/servicenow-earnings-the-real-ai-story-isnt-what-you-think/) - ServiceNow Q1 2026 earnings analysis: seven AI takeaways on pricing shifts, governance strategy, labor economics, and enterprise adoption patterns.
- [RSAC 2026: Agentic AI Security Takes Center Stage at Industry's Marquee Event](https://nand-research.com/rsac-2026-agentic-ai-security-takes-center-stage-at-industrys-marquee-event/) - If RSAC 2025 was the year the industry debated AI's role in security, RSAC 2026 was the year the debate ended. Agentic AI, with its autonomous systems that perceive, decide, and act without human intervention, dominated every keynote, expo-floor conversation, and press release at this year's conference.
- [NVIDIA Just Rewired the AI Factory — And Networking Is Now the Star of the Show (GTC 2026)](https://nand-research.com/nvidiagtc-2026-networking/) - Together, these components make a rack behave like a single system instead of a collection of servers held together by hope and bailing wire. NVIDIA Vera Rubin
- [Arista's Early Lead in the Race to Rebuild the Data Center](https://nand-research.com/aristas-early-lead-in-the-race/) - And while the race is far from over, Arista has carved out an early lead. Arista AI Data Center Networking
- [P5G in 2026: The Great Divide Between Carpet and Concrete](https://nand-research.com/p5g-great-divide-celona-siemens/) - Neither Siemens nor Celona is wrong. They’re just solving different problems for different people. P5G Celona Siemens
- [Why Nokia Is Becoming a Major Data Center "Day Zero” Vendor](https://nand-research.com/nokia-data-center-day-zero/) - In a market full of incumbents modernizing legacy systems, Nokia is the rare vendor starting from zero, and that’s exactly why they’re gaining traction. ETA
- [SUSECON 2026: SUSE Shows Off Platform Strategy and Agentic Infrastructure](https://nand-research.com/susecon-2026-suse-shows-off-platform-strategy-and-agentic-infrastructure/) - SUSECON 2026: SUSE's MCP-based agentic operations strategy, AI Factory with NVIDIA, digital sovereignty, and competitive landscape across Red Hat, VMware, and hyperscalers.
- [P5G Alone Won’t Unlock Value](https://nand-research.com/unlock-the-next-wave-of-p5g-value/) - Investing in ecosystems, and building partnerships that actually matter will define the next decade of industrial connectivity. P5G Partnership P5G Value
- [IBM & Arm: Together Extending Arm Architecture into Enterprise Computing](https://nand-research.com/ibm-arm-together-extending-arm-architecture-into-enterprise-computing/) - IBM and Arm partner to bring Arm-native workloads into IBM Z and LinuxONE, as Arm's architectural dominance spans every major hyperscaler and NVIDIA's GPU platform.
- [From Zero Trust to Zero Assumption: The RSAC 2026 Vibe Shift](https://nand-research.com/rsac-2026-vibe-shift/) - Zero Trust, as it’s been marketed for the last decade, has officially entered its “participation trophy” era. RSAC Zero Trust Veeam
- [MLPerf Inference 6.0: Software Gains & Broadening Competition Shake Things Up](https://nand-research.com/mlperf-inference-6-0-software-gains-broadening-competition-shake-things-up/) - MLPerf Inference v6.0 results: NVIDIA Blackwell Ultra sets records, AMD MI355X tops 1M tokens/sec, and software gains deliver 2.77x throughput on existing hardware.
- [Dell Technologies: AI Data Platform with NVIDIA (GTC 2026)](https://nand-research.com/dell-technologies-ai-data-platform-with-nvidia/) - Dell Technologies announced a major expansion of its AI Data Platform at the recent NVIDIA GTC 2026 event. Dell’s AI Data Platform serves as the data foundation layer of its Dell AI Factory with NVIDIA. The announcement highlights three new architectural pillars: Data Orchestration Engine built on Dataloop, GPU-accelerated analytics embedded directly into the data layer, and two new high-performance storage innovations, Lightning File System and Exascale Storage.
- [Everpure: Evergreen//One + Everpure Data Stream for AI Infrastructure (GTC 2026)](https://nand-research.com/everpure-evergreen-one-for-ai-data-stream/) - Everpure extends Evergreen//One to FlashBlade//EXA and launches Data Stream beta at GTC 2026, targeting AI storage scale and data pipeline automation.
- [HPE: AI Factory & Storage Advancements (GTC 2026)](https://nand-research.com/hpe-ai-factory-storage-advancements-at-gtc-2026/) - At NVIDIA GTC 2026, HPE announced a broad expansion of its portfolio, including AI factory infrastructure, supercomputing platforms, and enterprise storage. These announcements collectively strengthen HPE's role as a comprehensive NVIDIA-aligned infrastructure provider, extending the NVIDIA AI Computing by HPE portfolio with hardware based on the Vera Rubin and Blackwell GPU architectures, new CPU compute options, updated networking, and various software and services integrations.
- [NVIDIA STX & CMX: Infrastructure for AI Context Storage (GTC 2026)](https://nand-research.com/nvidia-stx-cmx-infrastructure-for-agentic-ai-context-storage/) - NVIDIA announced its BlueField-4 STX reference architecture at GTC 2026, introducing a modular framework for deploying accelerated storage infrastructure optimized for agentic AI workloads. The architecture addresses a specific technical challenge: as AI systems evolve from single-turn interactions to complex, multi-step agentic workflows with context windows spanning millions of tokens, existing storage hierarchies struggle to efficiently manage the growing KV cache that stores an AI agent's working memory.
- [NVIDIA GTC 2026: Infrastructure Announcements](https://nand-research.com/nvidia-gtc-2026-infrastructure-announcements/) - The focus at NVIDIA GTC 2026 was on developing a unified infrastructure model that vendors are now adopting. The industry has effectively reached a stage where NVIDIA sets the architectural standard, while partners compete on how well they implement it in enterprise and service-provider environments.
- [Cisco: Secure AI Factory Expands to the Edge with Agentic Security (GTC 2026)](https://nand-research.com/cisco-secure-ai-factory-expands-to-the-edge-with-agentic-security/) - At NVIDIA GTC 2026, Cisco announced a significant expansion of its Cisco Secure AI Factory with NVIDIA, broadening its validated AI infrastructure architecture from centralized data centers to enterprise and service provider edge deployments. The announcement includes hardware-accelerated security, updated switching silicon, new Cisco Validated Designs (CVDs), and a formalized multi-agent reference architecture.
- [NetApp: Next-Generation EF-Series Arrays for AI & HPC (GTC 2026)](https://nand-research.com/netapp-next-generation-ef-series-arrays-for-ai-hpc/) - NetApp announced the new EF50 and EF80 all-flash block storage arrays, the latest generation of its EF-Series, at the recent NVIDIA GTC 2026. The systems replace the previous EF-Series generation with a purpose-built design aimed at AI model training, high-performance computing simulations, and high-throughput transactional databases.
- [Nutanix: Full-Stack Agentic AI Platform for Enterprise AI Factories (GTC 2026)](https://nand-research.com/nutanix-full-stack-agentic-ai-platform-for-enterprise-ai-factories/) - At the recent NVIDIA GTC 2026 event, Nutanix announced Nutanix Agentic AI, a full-stack software solution designed to help enterprises build, operate, and govern AI factories at scale. The announcement enhances Nutanix's existing hybrid cloud platform — including its AHV hypervisor, Flow Virtual Networking, Nutanix Kubernetes Platform, and Nutanix Enterprise AI — with features specifically designed for the operational needs of production agentic AI workloads.
- [WEKA: NeuralMesh AIDP & STX Integration (GTC 2026)](https://nand-research.com/weka-neuralmesh-aidp-stx-integration-gtc-2026/) - At the recent GTC 2026, WEKA announced two major updates that enhance its position at the crossroads of AI storage and inference infrastructure. The company revealed the general availability of NeuralMesh AI Data Platform (AIDP), a ready-to-use appliance-style system based on the NVIDIA AI Data Platform reference design
- [Everpure ActiveCluster for File](https://nand-research.com/everpure-activecluster-for-file/) - Everpure (formerly Pure Storage) recently announced ActiveCluster for file, extending its synchronous replication and continuous availability capabilities from block storage to file workloads. The company sees this capability as a foundational component of its Enterprise Data Cloud strategy, with general availability planned for Q2 2026.
- [IBM Quantum-Centric Supercomputing Reference Architecture](https://nand-research.com/ibm-quantum-centric-supercomputing-reference-architecture/) - IBM has announced the industry's first published reference architecture for quantum-centric supercomputing (QCSC), offering a technical blueprint for combining quantum processing units (QPUs) with traditional HPC infrastructure. The framework focuses on computational problems that exceed traditional computing capabilities, particularly in molecular simulations and quantum chemistry calculations, where quantum mechanics governs system behavior.
- [Qualcomm Wi‑Fi 8 MWC 2026: Architecting the "Deterministic” Generation](https://nand-research.com/qualcomm-wifi-8-mwc-announcement/) - Qualcomm’s MWC 2026 announcements highlight a pivot toward deterministic performance in dense, interference‑heavy environments.
- [Research Note: VAST’s Novel Approach to NVIDIA’s new CMX Inference Context Memory Storage Platform](https://nand-research.com/research-note-vasts-novel-approach-to-nvidias-new-inference-context-memory-storage-platform/) - VAST Data announced support for NVIDIA's recently unveiled Inference Context Memory Storage (ICMS) Platform, targeting the NVIDIA Rubin GPU architecture. The announcement addresses the challenge of managing KV cache data that exceeds GPU and CPU memory capacity as context windows scale to millions of tokens across multi-turn, agentic AI workflows.
- [Research Note: Improving Inference with NVIDIA's 'CMX' Inference Context Memory Storage Platform](https://nand-research.com/research-note-improving-inference-nvidias-inference-context-memory-storage-platform/) - At NVIDIA Live at CES 2026, NVIDIA introduced its Inference Context Memory Storage (ICMS) platform as part of its Rubin AI infrastructure architecture. NVIDIA’s ICMS addresses KV cache scaling challenges in LLM inference workloads. The technology targets a specific gap in existing memory hierarchies where GPU high-bandwidth memory proves too limited for growing context requirements while general-purpose network storage introduces latency and power consumption penalties that degrade inference efficiency.
- [Domino Data Lab Winter Release 2026: The Agentic AI Development Lifecycle](https://nand-research.com/domino-data-lab-winter-release-2026-the-agentic-ai-development-lifecycle/) - Domino Data Lab recently announced its Winter Release, becoming the first vendor to offer a fully governed, end-to-end platform for operationalizing agentic AI systems. The release features a new Agentic Development Lifecycle (ADLC) experience along with LLM hosting capabilities.
- [HPE Connectivity and Compute Announcements (MWC 2026)](https://nand-research.com/hpe-connectivity-and-compute-announcements-mwc-2026/) - At MWC 2026, Hewlett Packard Enterprise announced a significant expansion of its service provider portfolio, its broadest set of announcements following its acquisition last year of Juniper Networks. The announcements focus on three primary pillars: ultra-high-density routing for AI backbones, modular compute for the telecommunications edge, and an integrated cloud operations stack. HPE is positioning these releases to address the "bursty" and high-bandwidth nature of AI training and inference workloads that are increasingly distributed across regional data centers.
- [Call Notes: Quarterly Semiconductor Update (March 2026)](https://nand-research.com/call-notes-quarterly-semiconductor-update-march-2026/) - Every quarter I participate in a call for buy-side investment analysts focused on the broader datacenter/hyperscaler semiconductor ecosystem. Here, I’m sharing the raw notes I used to drive that call.
- [NVIDIA Strategic Investments in Optical Interconnects](https://nand-research.com/nvidia-strategic-investments-in-optical-interconnects/) - NVIDIA has committed over $4 billion in direct strategic investments across two optical interconnect companies, Lumentum and Coherent, supplemented by multibillion-dollar purchase agreements and equity participation in the optical startup Ayar Labs
- [Everpure: Pure Storage's Rebrand & Evolution to Data Management Platform](https://nand-research.com/everpure-pure-storages-rebrand-evolution-to-data-management-platform/) - Pure Storage has rebranded as Everpure, reflecting a multi-year evolution from storage management into broader data management, and is also acquiring 1touch: Rebranding reflects Pure’s evolving market as enterprise AI adoption shifts infrastructure requirements from peak performance to sustained reliability, data governance, and lifecycle integrity The company's evolution follows a logical three-stage arc: storage management
- [How to Think about VAST Data](https://nand-research.com/how-to-think-about-vast-data/) - If you've been tracking the enterprise infrastructure space for the past few years, you've probably encountered VAST Data. And if you're like most IT practitioners I talk to, you've probably filed them in the "high-performance storage vendor" folder in your brain.
- [SUSE Acquires Losant: Extending the Open Edge Stack into Industrial IoT](https://nand-research.com/suse-acquires-losant-extending-the-open-edge-stack-into-industrial-iot/) - SUSE announced the acquisition of Losant, a Cincinnati-based industrial IoT (IIoT) platform. The acquisition marks a material expansion for SUSE, moving the company from being primarily an edge infrastructure provider (built around SUSE Linux Micro and K3s) to the application and orchestration layer, where operational data from industrial devices is aggregated, visualized, and acted on.
- [Dell Expands Private Cloud Portfolio with Nutanix AHV Support](https://nand-research.com/dell-expands-private-cloud-portfolio-with-nutanix-ahv-support/) - Dell Technologies recently announced the expansion of its Dell Private Cloud offering to support Nutanix AHV as a third hypervisor option, complementing existing support for VMware vSphere and Red Hat OpenShift Virtualization.
- [IBM FlashSystem: Next Generation, Autonomous Storage Meets Agentic AI](https://nand-research.com/ibm-flashsystem-next-generation-autonomous-storage-meets-agentic-ai/) - IBM recently announced a significant refresh of its FlashSystem all-flash storage portfolio, replacing the 5300, 7300, and 9500 product lines with new 5600, 7600, and 9600 models. The company also introduced its new FlashSystem.ai, an agentic AI administration layer that IBM claims can reduce manual storage management effort by up to 90%.
- [Why Cisco Builds Silicon for the Data Center but Buys It for Wi‑Fi](https://nand-research.com/ciscos-split-silicon-strategy/) - Two domains. Two silicons. One intentional strategy. Why Cisco Builds Silicon for the Data Center but Buys It for Wi‑Fi Cisco Qualcomm
- [The Carrier Pivot: What Verizon’s AI Strategy Signals for the Next Phase of Private 5G](https://nand-research.com/verizons-p5g-strategy/) - What stands out is Verizon’s insistence that this is not speculative infrastructure building. Verizon P5G Carrier Wi-Fi8
- [Call Notes: Compute Hardware & Semiconductor Ecosystem](https://nand-research.com/call-notes-compute-hardware-semiconductor-ecosystem/) - Every quarter I participate in a call for buy-side investment analysts focused on compute hardware and the broader semiconductor ecosystem. Here, I’m sharing the raw notes from that call.
- [Research Note: Microsoft Azure Maia 200 Inference Accelerator](https://nand-research.com/research-note-microsoft-azure-maia-200-inference-accelerator/) - Microsoft recently announced its second-generation custom AI accelerator, the Maia 200. The new chip is an inference-optimized alternative to third-party GPUs in its Azure infrastructure. The company says the accelerator delivers 30% better performance per dollar than existing Azure hardware while supporting OpenAI's GPT-5.2 models and Microsoft's own synthetic data generation workloads.
- [Research Note: Commvault Unified Data Vault, S3-Compatible Protection for Modern Workloads](https://nand-research.com/research-note-commvault-unified-data-vault-s3-compatible-protection-for-modern-workloads/) - Commvault recently announced its Commvault Cloud Unified Data Vault, a cloud-native service that extends its air-gapped protection capabilities to data written using the S3 protocol. The service provides an S3-compatible endpoint that applies policy-driven protection to S3-based workloads without requiring agent installation or custom integration work.
- [Research Note: WD Innovation Day](https://nand-research.com/research-note-western-digital-innovation-day/) - Western Digital's February 2026 Innovation Day showed a company fundamentally transformed from its legacy PC-centric storage roots into a critical AI infrastructure provider. The presentations unveiled breakthrough innovations that challenge long-held assumptions about hard drive technology limits.
- [Explainer: What Does It Mean to “Support Apache Iceberg” in a Storage System](https://nand-research.com/explainer-what-does-it-mean-to-support-apache-iceberg-in-a-storage-system/) - Over the past several years, “Apache Iceberg support” has quietly become table stakes in modern data infrastructure conversations. Storage vendors list it in press releases, lakehouse platforms lead with it and architects assume it.
- [Research Note: HPE’s New Networking & Compute (NRF 2026)](https://nand-research.com/research-note-hpes-new-networking-compute-nrf-2026/) - At the recent NRF 2026 in New York, HPE expanded its retail-focused infrastructure portfolio with new networking and compute capabilities intended for always-on retail environments. The announcements emphasize tighter integration between edge networking, cloud-native AI operations, and fault-tolerant compute to support transaction continuity, operational visibility, and distributed retail services.
- [Research Note: Veeam Acquires Object First, Consolidating Its Backup Appliance Strategy](https://nand-research.com/research-note-veeam-acquires-object-first-to-consolidate-backup-appliance-strategy/) - Veeam recently confirmed its acquisition earlier this month of Object First, an immutable backup storage appliance vendor founded by Veeam's original co-founders Ratmir Timashev and Andrei Baronov in 2022. The transaction resolves a strategic conflict where Veeam competed directly with Object First's Ootbi appliance while simultaneously offering its own Veeam Software Appliance for backup storage. The acquisition provides Veeam with purpose-built hardware capabilities to complement its software-first strategy.
- [Broadcom Heats the Wi‑Fi 8 Conversation ](https://nand-research.com/broadcom-heats-the-wi-fi-8-conversation/) - Qualcomm is signaling readiness through ecosystem validation, while Broadcom is sampling silicon to OEMs to kickstart hardware development. Wi‑Fi
- [Research Note: CrowdStrike’s Shopping Spree, Acquires SGNL and Seraphic](https://nand-research.com/research-note-crowdstrikes-shopping-spree-acquires-sgnl-and-seraphic/) - CrowdStrike announced two strategic acquisitions in January 2026 that extend its Falcon platform into browser runtime security and continuous identity authorization. The company acquired SGNL for $740 million and Seraphic Security for an undisclosed amount, with both transactions expected to close in Q1 FY2027.
- [Research Note: Dell PowerStore OS v4.3 brings Capacity Expansion and Enterprise Resilience Enhancements](https://nand-research.com/research-note-dell-powerstore-os-v4-3-brings-capacity-expansion-and-enterprise-resilience-enhancements/) - Dell Technologies has released PowerStore OS v4.3, introducing higher-capacity QLC flash drives, expanded replication capabilities, and file system operational improvements.
- [Research Note: Snowflake Acquires Observe, Advancing Data Platform & Observability Integration](https://nand-research.com/research-note-snowflake-acquires-observe-advancing-data-platform-observability-integration/) - Snowflake recently announced a definitive agreement to acquire Observe, an AI-powered observability platform built on Snowflake's infrastructure. Valued at approximately $1 billion, this is Snowflake's second observability-related acquisition, after TruEra in May 2024. These acquisitions challenge the traditional separation between observability infrastructure and data platforms. By treating telemetry data (logs, metrics, traces) as first-class data within Snowflake rather than requiring specialized observability infrastructure, the combined offering promises to reduce observability costs while enabling full-fidelity data retention.
- [Research Note: Dynatrace Acquires DevCycle, Integrating Observability & Feature Management](https://nand-research.com/research-note-dynatrace-acquires-devcycle-integrating-observability-feature-management/) - Dynatrace this week announced the acquisition of DevCycle, a feature management platform built on the OpenFeature standard. The acquisition addresses a fundamental gap in modern software delivery: the disconnect between feature flag controls and runtime observability.
- ["Chips” is now the “C” in CES](https://nand-research.com/chips-is-now-the-c-in-ces/) - While the focus of CES 2026 remained on consumer electronics, this year felt different. More expansive, with the semiconductor industry dominating the pre-show with overlapping announcements that reveal diverging strategies for AI workload acceleration, manufacturing sovereignty, and market expansion beyond traditional computing segments.
- [Research Report: Cisco FlashStack with Nutanix](https://nand-research.com/5116-2/) - The enterprise infrastructure market is faced with disruption across multiple fronts. Traditional virtualization platforms face unprecedented disruption, while emerging AI-first workloads demand architectures that seamlessly span on-prem, cloud, and edge environments. It’s against this backdrop that Nutanix, Cisco, and Pure Storage have collaborated to reimagine converged infrastructure with Cisco’s FlashStack with Nutanix.
- [Research Note: Qualcomm Validates Wi‑Fi 8 Silicon with LitePoint — A Key Readiness Milestone](https://nand-research.com/qualcomm-wi-fi-8-validation/) - For enterprise leaders the marketing noise of Wi-Fi 8 is beginning to be replaced by concrete readiness indicators.
- [Building the “Always‑On” Store – HPE’s Practical Approach to Retail at NRF 2026](https://nand-research.com/hpe-nrf-2026/) - HPE’s presence at NRF 2026 shows a broader industry shift toward “always‑on” retail
- [NVIDIA at CES: When the Compute Stack Outgrew the Showroom](https://nand-research.com/nvidia-at-ces/) - Jensen used the stage to argue that the world is shifting from CPU‑centric computing to AI‑driven, GPU‑first platforms, and the shift isn’t just for hyperscalers.
- [Research Note: Dynatrace & Google Cloud Collaborate on Observability for Agentic AI](https://nand-research.com/research-note-dynatrace-google-cloud-collaborate-on-observability-for-agentic-ai/) - Dynatrace and Google Cloud have expanded their collaboration to provide observability capabilities for agentic AI workloads through two primary integrations: a Gemini CLI extension for developer access to observability data within terminal environments, and an A2A protocol integration with Gemini Enterprise for real-time system monitoring.
- [Research Note: HPE Announcements at Discover Barcelona 2025](https://nand-research.com/research-note-hpe-announcements-at-discover-barcelona-2025/) - At HPE Discover Barcelona 2025, Hewlett Packard Enterprise centered its announcements on three core pillars of enterprise infrastructure: networking for AI workloads, hybrid cloud and virtualization enhancements, and AI infrastructure systems at scale.
- [Research Note: Qualcomm Acquires RISC-V Player Ventana](https://nand-research.com/research-note-qualcomm-acquires-risc-v-player-ventana/) - Qualcomm Technologies this week announced the acquisition of Ventana Micro Systems, a developer of high-performance RISC-V CPU designs for datacenter and enterprise applications. The acquisition brings proven RISC-V engineering talent and existing chiplet designs into Qualcomm's portfolio, complementing its custom Arm-based Oryon CPU development.
- [Research Note: Dell Adds 20+ Features to its AI Factory](https://nand-research.com/research-note-dell-adds-20-features-to-its-ai-factory/) - Dell Technologies announced more than 20 updates to its AI Factory portfolio ahead of next week’s SC25 event, spanning compute, storage, networking, and cooling infrastructure. The announcements center on three primary themes: expanded support for NVIDIA Blackwell GPUs across multiple server platforms, introduction of AMD MI355X-based systems, and deeper integration of automation tools across the infrastructure stack.
- [Research Note: Marvell to Acquire Silicon Photonics Player Celestial AI](https://nand-research.com/research-note-marvell-to-acquire-silicon-photonics-player-celestial-ai/) - Marvell Technology recently announced a definitive agreement to acquire Celestial AI for $3.25 billion in upfront consideration ($1 billion cash plus $2.25 billion in stock), with potential earnout payments of up to an additional $2.25 billion based on revenue milestones through fiscal 2029.
- [Research Note: VAST Data Expands Cloud Presence with Microsoft Azure and Google Cloud Integrations](https://nand-research.com/research-note-vast-data-expands-cloud-presence-with-microsoft-azure-and-google-cloud-integrations/) - This month VAST Data announced integrations with both Microsoft Azure and Google Cloud, significantly expanding its hyperconverged approach to AI Storage, what its calls its “AI Operating System,” further into major public cloud environments. Azure customers will gain access to VAST's complete data services suite running on Azure infrastructure, while Google Cloud users receive the first fully managed VAST AI OS service. Both integrations emphasize eliminating data migration barriers and supporting agentic AI workloads.
- [Research Note: Nutanix and Pure Storage Integrated Solution now GA](https://nand-research.com/research-note-nutanix-and-pure-storage-integrated-solution-now-ga/) - Nutanix and Pure Storage announced the general availability of their previously announced integrated solution combining Nutanix Cloud Infrastructure with Pure Storage FlashArray. The partnership addresses growing market pressure around VMware licensing costs and vendor consolidation following Broadcom's acquisition.
- [Research Note: ServiceNow Acquires Cyber-Security Player Armis for $7.75 Billion](https://nand-research.com/research-note-servicenow-acquires-cyber-security-player-armis-for-7-75-billion/) - ServiceNow recently entered into an agreement to acquire Armis, a cyber exposure management and cyber-physical security platform, for $7.75 billion in cash. The transaction is ServiceNow's third major security-focused acquisition in 2025, following Moveworks ($2.85 billion) and Veza (undisclosed terms).
- [Call Notes: Memory & NAND Market Update (Dec 2025)](https://nand-research.com/call-notes-memory-nand-market-situation-dec-2025/) - Just before the Holiday break, I participated in an advisory session on the current state of the memory and NAND market, which is experiencing a marked upturn driven by constrained supply of legacy DRAM products and surging demand from higher-margin products like HBM and DDR5. Here I’m sharing some of the notes I used for that discussion.
- [Call Notes: Q4 2025 Neocloud Market](https://nand-research.com/call-notes-q4-2025-neocloud-market/) - Just before the Holiday break, I participated in an advisory session on the current state of the neocloud market, which is continuing to experience significant growth as the demand for AI infrastructure continues unabated. Can it continue? Here I’m sharing some of the notes I used for that discussion.
- [Call Notes: Memory Market  Supply Constraints and Rising Prices (Nov 2025)](https://nand-research.com/analyst-note-semiconductor-memory-market-supply-constraints-and-rising-prices/) - Legacy and mobile DRAM types, including DDR4 and LPDDR5X, face severely extended delivery lead times, while contract prices for DRAM and NAND flash are rising sharply. This is leaving Smartphone OEMs and SoC vendors with elevated memory cost burdens that threaten margins and will likely force higher device prices.
- [The Ecosystem Takes Center Stage at AWS re:Invent 2025](https://nand-research.com/the-ecosystem-takes-center-stage-at-aws-reinvent-2025/) - AWS re:Invent 2025 has become an industry show, with this year’s event showcasing a partner ecosystem focused on agentic AI integration and unified observability. The conference featured major announcements from enterprise ISVs, security platforms, and enterprise software providers, all positioning their technologies to work seamlessly with AWS's new AI capabilities.
- [Research Note: IBM to Acquire Confluent for Real-Time Event Streaming](https://nand-research.com/research-note-ibm-to-acquire-confluent-for-real-time-event-streaming/) - IBM has entered a definitive agreement to acquire Confluent for $11 billion in cash ($31 per share), adding enterprise-grade Apache Kafka streaming infrastructure to its hybrid cloud and AI portfolio. Confluent brings 6,500 enterprise customers, proven streaming architecture handling real-time data flows across hybrid environments, and capabilities specifically relevant to emerging agentic AI requirements. The
- [Research Note: Lenovo's Expanded Storage and HCI Portfolio for Enterprise Modernization & AI Workloads](https://nand-research.com/research-note-lenovos-expanded-storage-and-hci-portfolio-for-enterprise-modernization-ai-workloads/) - Lenovo announced a comprehensive update to its storage and hyperconverged infrastructure portfolio. The announcement includes four new ThinkSystem DS Series all-flash SAN arrays, three ThinkAgile HCI product lines supporting VMware, Nutanix, and Microsoft Azure Local environments, and expanded lifecycle services.
- [Research Note: Qualcomm Shows Strong Automotive Momentum @ IAA](https://nand-research.com/research-note-qualcomm-shows-strong-automotive-momentum-iaa/) - Qualcomm announced multiple strategic partnerships aimed at strengthening its position in the automotive technology market at the recent IAA Mobility 2025 event in Germany. The company announced collaborations with Mercedes-Benz, BMW Group, Google Cloud, HARMAN, and Valeo, spanning digital cockpit systems, automated driving platforms, AI-powered agents, and ADAS solutions.
- [What the 5G‑OT Alliance Summit Revealed About Private 5G](https://nand-research.com/the-5g-ot-revelation/) - Michael McDowell https://nand-research.com/the-5g-ot-revelation/ 2025 was defined more by adoption than by technical breakthroughs.
- [Research Note: AWS S3 AI-Focused Enhancements](https://nand-research.com/research-note-aws-s3-ai-focused-enhancements/) - AWS announced several enhancements to its S3 storage platform at its recent re:Invent 2025, strengthening its object storage capabilities for adjacent markets, including vector databases, enterprise file systems, and enterprise data lakes. The announcements include the general availability of S3 Vectors with substantially increased scale limits, new S3 integration with FSx for NetApp ONTAP file systems, cost-optimization features for S3 Tables, and expanded performance monitoring through S3 Storage Lens.
- [Research Note: AWS Releases Trainium3, Teases Trainium4](https://nand-research.com/research-note-aws-releases-trainium3-teases-trainium4/) - At its recent AWS re:Invent event, AWS moved its custom AI accelerator strategy into a new phase with the general availability of EC2 Trn3 UltraServers based on the Trainium3 chip and the public preview of its next-generation Trainium4.
- [Research Note: VDURA Data Platform v12](https://nand-research.com/research-note-vdura-data-platform-v12/) - VDURA recently announced Version 12 of its VDURA Data Platform (VDP), formerly known as PanFS, introducing three primary architectural enhancements to its parallel file system: an elastic Metadata Engine for distributed metadata processing, system-wide snapshot capabilities, and native support for SMR disk drives.
- [Research Note: VAST Data Integrates with Google Cloud & Microsoft Azure](https://nand-research.com/research-note-vast-data-google-cloud-microsoft-azure-integrations/) - Over the past month, VAST Data has announced partnerships with both Google Cloud and Microsoft Azure to deliver its hyperconverged approach to AI data management (which it calls an “AI Operating System”) as a managed service in public cloud environments.
- [The 5G-OT Alliance is Off and Running](https://nand-research.com/5g-ot-alliance-conference/) - Unlike the polished narratives often seen at trade shows, the 5G-OT Alliance Connect offered a clear-eyed look at the private cellular journey.
- [The Future is Sovereign: How HPE is Forging the Hybrid Cloud Blueprint for the Global Enterprise](https://nand-research.com/the-future-is-sovereign-hpe/) - This is not simply the story of winning a deal; it’s the narrative of HPE defining the next era of hybrid cloud computing.... DOD Hybrid
- [SC25: Beyond Super Computing](https://nand-research.com/sc25-beyond-super-computing/) - Supercomputing 2025 delivered a clear message to enterprise IT leaders: the infrastructure conversation has fundamentally changed. The announcements from SC25 were about architectural transformation. From rack-scale designs to quantum integration to facility-level engineering, the building blocks of large-scale AI and HPC systems are being reimagined.
- [Analysis of the Private 5G Market: Is it Dying?](https://nand-research.com/is-p5g-dying/) - Networking Michael McDowell CBRS
- [Call Notes: Q4 Semiconductor Tracker](https://nand-research.com/q4-semiconductor-tracker/) - We're in a moment that's less about individual chip performance and more about processing-at-scale. It's all about sprawling AI racks, optics, interconnect, and custom silicon hungry for scale, speed, and a story.
- [Research Note: Snowflake BUILD 2025 Announcements](https://nand-research.com/research-note-snowflake-build-2025-announcements/) - At its recent BUILD 2025 event, Snowflake unveiled a substantial array of platform updates centered on three core themes: compute performance optimization, data interoperability across heterogeneous environments, and operational automation. The offerings address persistent enterprise challenges around data fragmentation, manual infrastructure management, and the operational overhead of supporting both transactional and analytical workloads on unified platforms.
- [Quick Take: Qualcomm's Diversification Strategy is Paying Off](https://nand-research.com/qualcomms-transformation-from-mobile-giant-to-ai-infrastructure-contender/) - Qualcomm's fiscal Q4 2025 results tell a story that extends far beyond the smartphone chips that built the company. While the guidance-busting earnings numbers, $11.3 billion in revenue and $3.00 EPS, are impressive, it’s not the full story.
- [Research Brief: Oracle Database 26ai Delivers Fully Integrated AI](https://nand-research.com/research-brief-oracle-database-26ai-delivers-fully-integrated-ai/) - Oracle released its Oracle Database 26ai at its recent AI World event in Las Vegas. The update makes the database an integrated platform that embeds artificial intelligence capabilities across data management, development, and analytics operations. The platform integrates vector search capabilities with traditional database functions, supports agentic AI workflows through in-database tools and MCP servers, and extends analytics capabilities through Iceberg table format support. Oracle also bundles in advanced AI features, including AI Vector Search, at no additional cost.
- [Research Brief: Cisco Partner Summit Infrastructure Announcements](https://nand-research.com/research-brief-cisco-partner-summit-infrastructure-announcements/) - At its 2025 Partner Summit in San Diego this week, Cisco announced three interconnected infrastructure initiatives to address the operational, connectivity, and edge-computing requirements of AI workloads. The announcements span network management simplification through AgenticOps workflows, GPU-as-a-Service connectivity via SD-WAN integration with Megaport AI Exchange, and a new converged edge computing platform called Unified Edge.
- [From DoD to Enterprise: Future Technologies and the New Era of Trust in Mission-Critical Wireless](https://nand-research.com/future-technologies-enterprise-blueprint/) - FT is transforming from a specialized, sector-focused systems integrator into a well-capitalized P5G Market Accelerator and Consolidator. Michael McDowell Wireless
- [Beyond the Captive Portal: Why Passpoint and Private Cellular Are the Only Seamless Options](https://nand-research.com/beyond-the-captive-portal/) - Michael McDowell NAND Research At its core, Passpoint replaces the insecure web login with certificate-based, enterprise-grade authentication.
- [Research Report: Beyond Legacy Virtualization: Wind River's Modern Alternative for Enterprise Infrastructure](https://nand-research.com/research-report-beyond-legacy-virtualization-wind-rivers-modern-alternative-for-enterprise-infrastructure/) - Wind River Cloud Platform emerges as a compelling enterprise-grade alternative that addresses both immediate VMware challenges and long-term infrastructure modernization needs. Built on proven open-source technologies including StarlingX, Kubernetes, and OpenStack, the platform delivers unified management of both virtual machines and containers under a single, highly automated infrastructure solution.
- [Research Report: Addressing Enterprise AI Data Challenges At Scale with the Dell AI Data Platform](https://nand-research.com/research-report-addressing-enterprise-ai-data-challenges-at-scale-with-the-dell-ai-data-platform/) - This Research Report looks at how the Dell AI Data Platform addresses the challenges of AI-at-Scale with a purpose-built, modular approach that integrates file, block, and object storage into a unified system optimized for AI. Key components include data engines that enable aggregation, in-place querying, and searching across both structured and unstructured data sets, as well as storage engines that provide the necessary performance, scale, and security across on-premises, edge, and cloud environments.
- [Oracle AI World 2025: Bringing Cohesion to the AI Data Stack](https://nand-research.com/oracle-ai-world-2025-bringing-cohesion-to-the-ai-data-stack/) - Oracle AI World 2025 in Las Vegas was a clear demonstration of how far the company has come from its roots as a database vendor. This year’s event, as its new name might give away, was all about AI. Oracle’s announcements centered on its Oracle AI Data Platform, a new Oracle database release, the new Autonomous AI Lakehouse, along with new advances in Oracle’s distributed cloud portfolio, and deepened multi-cloud partnerships with both Google Cloud and AWS. That’s a lot - and we're just hitting the highlights.
- [Research Note: Qualcomm Introduces AI200 & AI250 for Data Center Inference](https://nand-research.com/research-note-qualcomm-introduces-ai200-ai250-for-data-center-inference/) - Qualcomm Technologies recently announced two data center inference accelerators, the AI200 and AI250, targeting commercial availability in 2026 and 2027, respectively. The products are Qualcomm's first strategic push into rack-scale AI inference.
- [Research Brief: Oracle Autonomous AI Lakehouse](https://nand-research.com/research-brief-oracle-autonomous-ai-lakehouse/) - Oracle recently announced its Oracle Autonomous AI at its Oracle AI World event in Las Vegas. The new offering combines Oracle’s Autonomous AI Database platform with native Apache Iceberg support. The offering addresses persistent enterprise challenges around data lock-in and platform interoperability by providing standardized access to data across multiple clouds and catalogs.
- [SONiC Operators Rejoice: Cisco Announces NVIDIA based AI Networking with SONiC](https://nand-research.com/cisco-nvidia-sonic/) - SONiC Operators Rejoice: Cisco Announces NVIDIA based AI Networking with SONiC Michael McDowell https://nand-research.com/cisco-nvidia-sonic/
- [Research Note: IBM Releases Granite Model for DocLing Document Processing](https://nand-research.com/research-note-ibm-releases-granite-model-for-docling-document-processing/) - IBM recently released Granite-Docling-258M, a specialized vision-language model for document conversion that operates at 258 million parameters under an Apache 2.0 license. The new model is a production-ready iteration of the experimental SmolDocling-256M-preview released earlier this year and incorporates architectural improvements and stability enhancements.
- [IBM TechXchange 2025: Enterprise AI Comes of Age in Orlando](https://nand-research.com/ibm-techxchange-2025-enterprise-ai-comes-of-age-in-orlando/) - I’ve just returned from IBM TechXchange 2025 in Orlando, and if there was one overarching message from this year's event, it was this: the era of AI experimentation is over, and IBM is ready to help enterprises bring it to production environments.I’ve just returned from IBM TechXchange 2025 in Orlando, and if there was one overarching message from this year's event, it was this: the era of AI experimentation is over, and IBM is ready to help enterprises bring it to production environments.
- [HPE Doesn't Trust Anyone Else with Exascale Speed](https://nand-research.com/hpe-slingshot-hpc/) - Choosing Slingshot instead of buying competitor gear like InfiniBand is a hardcore strategic move centered on performance, predictability, and ownership. HPE
- [Research Note: Red Hat AI 3.0](https://nand-research.com/research-note-red-hat-ai-3-0/) - Red Hat released version 3.0 of its AI platform, introducing production-ready features for distributed inference, expanded hardware support, and foundational components for agentic AI systems. Key additions include the generally available llm-d project for Kubernetes-native distributed inference, support for IBM Spyre accelerators alongside existing NVIDIA and AMD GPU options, and developer preview features for Llama Stack and MCP integration.
- [Is Now the Time to Converge P5G with Wi-Fi?](https://nand-research.com/p5g-wi-fi-convergance/) - The promise of Private 5G (P5G) is tantalizing for enterprises, particularly in mission-critical industrial and campus environments. Michael McDowell Converge
- [Purpose-Driven Networking is the New Standard: RUCKUS Networks Goes All-In on Experience-Critical Verticals](https://nand-research.com/ruckus-purpose-driven-networking/) - Your Network Isn't Just Infrastructure—It's Your Biggest Business Risk. RUCKUS Networks Builds the Mitigation Strategy. Michael McDowell
- [Research Note: Qualcomm Acquires Arduino, Extends IoT Reach](https://nand-research.com/research-note-qualcomm-acquires-arduino-extends-iot-reach/) - Qualcomm announced its acquisition of Arduino, an open-source hardware and software company with an estimated 33 million active users. The acquisition arrives as Qualcomm accelerates diversification beyond smartphones through its Dragonwing brand, launched earlier in 2025, showing the strong organizational commitment to IoT and edge computing as primary growth engines, alongside automotive.
- [The Best-Kept Secret in IT: Why Your Factory Needs to Ditch Copper and Go Full Fiber](https://nand-research.com/nokia_pon/) - Traditional Ethernet networks are a sprawling mess of cables, switches, and distribution frames......POL, on the other hand, is deceptively simple. Michael McDowell
- [Private 5G News Snapshot: September's Industrial Surge](https://nand-research.com/p5g-sept-news/) - Michael McDowell Digital upgrades in the industrial world are hitting top speed, and Private 5G (P5G) is the engine driving it all.
- [Research Note: MongoDB Application Modernization Platform (AMP)](https://nand-research.com/research-note-mongodb-application-modernization-platform-amp/) - At its recent MongoDB.local NYC event, MongoDB launched its Application Modernization Platform (AMP), seeing the database vendor's expansion into full-stack enterprise application transformation services. The new platform combines AI-powered code transformation tools, proven migration frameworks, and professional services to modernize legacy applications for MongoDB's Atlas cloud platform.
- [Research Note: Cloudera Adds Support for Dell ObjectScale](https://nand-research.com/research-note-cloudera-adds-support-for-dell-objectscale/) - Cloudera announced the integration of Dell ObjectScale into its AI-in-a-Box offering, positioning the collaboration as a comprehensive Private AI platform for enterprise-scale deployments. The new integration allows Cloudera's compute engines to operate directly against Dell's object storage infrastructure, creating what the vendors characterize as a validated, integrated data platform.
- [Research Note: Pure Storage Enhances Cyber-Resilience](https://nand-research.com/research-note-pure-storage-enhances-cyber-resilience/) - At its recent Accelerate event in New York, Pure Storage unveiled a comprehensive expansion of its cyber-resilience capabilities.
- [Research Note: Pure Storage September Platform Updates](https://nand-research.com/research-note-pure-storage-september-platform-updates/) - At its recent Accelerate event in New York, Pure Storage announced a comprehensive platform refresh, introducing six major product updates that span high-performance storage arrays, AI acceleration capabilities, cloud-native services, and advanced storage modules.
- [Cohesity Catalyst 1](https://nand-research.com/cohesity-catalyst-1/) - The Cohesity Catalyst 1 announcements aren't just about new features; they represent a cohesive strategy to simplify and secure the enterprise data landscape.
- [India's Wi-Fi 7 Dream Hits a Snag: A Spectrum Setback](https://nand-research.com/indias-wi-fi-7-spectrum/) - This delay is particularly impactful when considering how heavily mobile device traffic actually relies on Wi-Fi, not cellular data. Wi-Fi 7 Spectrum
- [Research Note: CrowdStrike to Acquire AI Security Firm Pangea](https://nand-research.com/research-note-crowdstrike-to-acquire-ai-security-firm-pangea/) - CrowdStrike announced its intent to acquire Pangea Cyber for a reported $260 million, adding specialized AI security capabilities to its expanding agentic security platform. Pangea targets a critical vulnerability in enterprise AI: protecting AI agents and LLMs from prompt injection attacks and other AI-specific threats.
- [Research Note: Taara Lightbridge](https://nand-research.com/research-note-taara-lightbridge/) - Research Note: Taara Lightbridge Taara is responding to a clear need in the market for a rapid-to-deploy, high-capacity solution that can scale on demand.
- [Research Note: Check Point to Acquire Lakera for End-to-End AI Security](https://nand-research.com/research-note-check-point-to-acquire-lakera-for-end-to-end-ai-security/) - Check Point Software announced its intention to acquire Lakera, an AI-native security platform, for $300 million in a transaction expected to close in the fourth quarter of 2025. The acquisition is designed to establish comprehensive AI security capabilities as part of its broader solution stack.
- [Research Note: Cisco's AI-Powered Transformation of the Splunk Portfolio at .conf 2025](https://nand-research.com/research-note-ciscos-ai-powered-transformation-of-the-splunk-portfolio-at-conf-2025/) - At its recent Splunk .conf25 in Boston, Cisco unveiled a comprehensive suite of AI-powered enhancements across its recently acquired Splunk portfolio, showing significant progress in integrating the two companies' technologies. The announcements centered on three core themes: agentic AI automation, unified data architectures, and enhanced observability capabilities.
- [Research Note: Palo Alto Networks SASE 4.0](https://nand-research.com/research-note-palo-alto-networks-sase-4-0/) - Palo Alto Networks recently released Prisma SASE 4.0, the company’s AI-driven secure access service edge platform to address modern threat vectors and data security challenges. The new release focuses on three primary areas: browser-based threat protection, AI-enhanced data security, and unified operations management.
- [Research Note: Celona AerFlex](https://nand-research.com/research-note-celona-aerflex/) - #Michael McDowell
- [Research Note: Veeam Software Appliance for Veeam Data Platform](https://nand-research.com/research-note-veeam-software-appliance-for-veeam-data-platform/) - IT teams have long faced the trade-off of choosing between hardware appliances that lock them into specific vendors and increase costs, or spending resources hardening and maintaining custom backup infrastructure. Veeam's new Software Appliance offers a third path by delivering appliance-like simplicity without the hardware constraints.
- [Research Note: Dell’s New Automation Platform](https://nand-research.com/research-note-dells-new-automation-platform/) - First teased at Dell Technologies World earlier this year, the company has launched its Dell Automation Platform. The new centralized software orchestration solution consolidates management of AI, private cloud, and edge computing environments.
- [The Dynamic Duo: Why Wi-Fi 7 and Private 5G](https://nand-research.com/dynamic-duo-wifi-7-p5g/) - Michael McDowell The conversation around industrial connectivity used to be "Wi-Fi versus Private 5G." Today, that's not the case at all. The Dynamic Duo: Why Wi-Fi 7 and Private 5G
- [Research Note: Marvell Solidifies CXL Leadership w/ Ecosystem-Wide Interoperability](https://nand-research.com/research-note-marvell-solidifies-cxl-leadership-w-ecosystem-wide-interoperability/) - The CXL ecosystem is moving quickly from concept to deployment as hyperscalers, OEMs, and chipmakers seek new ways to address the memory bottlenecks that limit AI, cloud, and high-performance computing workloads. In this environment, interoperability is not a checkbox—it is the foundation that determines how quickly new architectures can reach scale.
- [Research Note: CrowdStrike Acquires Onum for Streaming Data Capabilities](https://nand-research.com/research-note-crowdstrike-acquires-onum-for-streaming-data-capabilities/) - CrowdStrike recently announced its intended acquisition of Onum, a two-year-old startup specializing in real-time telemetry pipeline management, to enhance its Falcon Next-Gen SIEM platform.
- [Research Note: IBM and AMD Collaborate on Classical-Quantum Computing](https://nand-research.com/research-note-ibm-and-amd-collaborate-on-classical-quantum-computing/) - IBM and AMD recently announced a strategic collaboration to develop quantum-centric supercomputing architectures that combine quantum computers with high-performance computing infrastructure. The partnership is based on a memorandum of understanding between the companies, with no immediate financial exchange.
- [T-Mobile's CBRS Bombshell](https://nand-research.com/t-mobiles-cbrs-bombshell/) - T-Mobile’s CBRS Bombshell But now, they've pulled the rug out. They're telling their partners to prioritize using T-Mobile’s own licensed mid-band spectrum for all new neutral-host projects.
- [SonicWall and the Cybersecurity Warranty Landscape](https://nand-research.com/sonicwall-and-the-cybersecurity-warranty-landscape/) - A central feature of this new platform is a built-in cyber warranty, which SonicWall is positioning as the "industry's first embedded cyber warranty."
- [Research Note: DXC Technology and 7AI Partner on Agentic Security Operations](https://nand-research.com/research-note-dxc-technology-and-7ai-partner-on-agentic-security-operations/) - Announced earlier this month at Black Hat, DXC Technology has partnered with cybersecurity startup 7AI to launch the DXC Agentic Security Operations Center (SOC) for delivering managed security services. The collaboration integrates 7AI's autonomous AI agents into DXC's global security operations workflow, covering alert ingestion, investigation, and remediation processes.
- [Research Note: Extreme Networks’ Platform ONE](https://nand-research.com/research-note-extreme-networks-platform-one/) - The Extreme Platform ONE integrates conversational, multimodal, and agentic AI capabilities into a single enterprise networking management system, consolidating oversight across physical, access, fabric, and service layers through a cloud-native architecture.
- [Research Note: CrowdStrike Falcon Next-Gen Identity Security](https://nand-research.com/research-note-crowdstrike-falcon-next-gen-identity-security/) - CrowdStrike recently launched its new Falcon Next-Gen Identity Security, a unified platform that consolidates identity protection capabilities across human, non-human, and AI agent identities within hybrid environments. The solution integrates initial access prevention, privileged access management (PAM), identity threat detection and response (ITDR), SaaS identity security, and agentic identity protection into the existing Falcon platform architecture.
- [Research Note: SentinelOne to Acquire Prompt Security](https://nand-research.com/research-note-sentinelone-to-acquire-prompt-security/) - SentinelOne recently announced a definitive agreement to acquire Prompt Security for an estimated $250-300 million, more than 10x the startup's funding history. The transaction, expected to close by November 2025, will allow SentinelOne to address enterprise AI governance risks through real-time monitoring and control of generative AI tool usage.
- [Research Note: F5 Acquires MantisNet](https://nand-research.com/research-note-f5-acquires-mantisnet/) - Application security player F5 announced its acquisition of real-time network observability company MantisNet for an undisclosed amount. The acquisition promises to enhance F5's Application Delivery and Security Platform (ADSP) with eBPF-powered observability capabilities, specifically targeting the monitoring of encrypted traffic in containerized infrastructures.
- [Microsoft Project Ire: Autonomous Malware Reverse Engineering at Scale](https://nand-research.com/microsoft-project-ire-autonomous-malware-reverse-engineering-at-scale/) - Microsoft recently introduced Project Ire, an autonomous AI agent that performs full-scale reverse engineering and classification of software files, with a focus on malware detection.
- [Research Note: Tenable Brings Exposure Management to Enterprise AI](https://nand-research.com/research-note-tenable-brings-exposure-management-to-enterprise-ai/) - Tenable recently expanded its Tenable One exposure management platform with AI Exposure, a comprehensive solution designed to address generative AI security risks in enterprise environments. Announced at Black Hat USA 2025, the platform addresses the growing visibility gap as organizations rapidly adopt AI tools, such as ChatGPT Enterprise and Microsoft Copilot.
- [Research Note: Rubrik Safeguards Agentic Workflows with Agent Rewind](https://nand-research.com/research-note-rubrik-safeguards-agentic-workflows-with-agent-rewind/) - Rubrik recently introduced Agent Rewind, a solution targeting the emerging challenge of AI agent error recovery. The new offering, powered by technology from Rubrik’s acquisition of AI infrastructure startup Predibase earlier this year, provides visibility, audit trails, and rollback capabilities for actions taken by autonomous AI agents across enterprise systems.
- [The Unseen Architects: How System Integrators are Powering Carrier-Led Private 5G Deployments](https://nand-research.com/si_carrier_p5g_partnership/) - For mobile carriers like Verizon, AT&T, and T-Mobile, the P5G opportunity is immense, offering new revenue streams beyond consumer services. System Integrators
- [HPE’s Cybersecurity Evolution: Unifying Solutions for the Hybrid Cloud Era](https://nand-research.com/hpe-blackhat-announcement/) - HPE’s Cybersecurity Evolution: Unifying Solutions for the Hybrid Cloud Era In a rapidly evolving threat landscape, cybersecurity is no longer a matter of simply blocking attacks—it's about building resilience to withstand them.
- [Research Brief: Oracle Globally Distributed Exadata Database on Exascale Infrastructure](https://nand-research.com/research-brief-oracle-globally-distributed-exadata-database-on-exascale-infrastructure/) - Oracle announced the general availability of its Globally Distributed Exadata Database on Exascale Infrastructure, a managed cloud service that combines distributed database capabilities with serverless computing architecture. The platform automatically distributes and synchronizes data across multiple Oracle Cloud Infrastructure (OCI) regions, maintaining full SQL compatibility and support for Oracle Database features.
- [Research Note: Cloudera Acquires Taikun for Kubernetes Capabilities](https://nand-research.com/research-note-cloudera-acquires-taikun-for-kubernetes-capabilities/) - Cloudera announced its acquisition of Taikun, a Czech-based company that develops a Kubernetes-native platform for managing cloud and on-premises infrastructure across hybrid and multi-cloud environments. The acquisition adds a fully integrated, Kubernetes-based compute layer to the Cloudera Data Platform (CDP), enabling consistent deployment and management of data and AI services across distributed and regulated IT estates.
- [Research Note: AWS Open Sources MCP Server for Aparch Spark History Server](https://nand-research.com/research-note-aws-open-sources-spark-history-server-mcp/) - AWS recently announced the open-source release of Spark History Server MCP, a specialized implementation of the Model Context Protocol (MCP). This server enables AI agents to directly access and analyze historical execution data from Apache Spark workloads through a standardized, structured interface.
- [Research Note: AGNTCY Moves to Linux Foundation](https://nand-research.com/research-note-agntcy-moves-to-linux-foundation/) - AGNTCY delivers foundational infrastructure for the “Internet of Agents”, enabling AI agents from different frameworks, vendors, and deployment environments to discover each other, establish identity, communicate securely, and share runtime observability data.
- [Research Note: State of the Private 5G Industry](https://nand-research.com/state-of-the-private-5g-industry/) - McDowell The outlook for the Private 5G industry remains positive, driven by the ongoing digital transformation needs of enterprises across various sectors.
- [Research Note: Palo Alto Networks' $25 Billion Acquisition of CyberArk](https://nand-research.com/research-note-palo-alto-networks-25-billion-acquisition-of-cyberark/) - Palo Alto Networks announced its intent to acquire CyberArk for $25 billion in a cash-and-stock transaction, marking the company's largest acquisition to date and one of the most significant cybersecurity consolidations in 2025. The deal values CyberArk at $495 per share, representing a 29.2% premium to its pre-announcement price. The acquisition addresses Palo Alto's strategic gap in identity security and privileged access management (PAM), positioning the combined entity to capture opportunities in the emerging AI and autonomous agent security market.
- [Quick Take: Dell Tech World 2025](https://nand-research.com/quick-take-dell-tech-world-2025/) - Last week I was back in Las Vegas for Dell Technologies World 2025. The company has a broad portfolio but was telling a single-minded story: Dell has a relentless focus on AI, emphasizing the Dell AI Factory and the shift towards on-premises enterprise AI solutions.
- [Research Note: Dell Updates its Dell AI Factory with NVIDIA](https://nand-research.com/research-note-dell-updates-its-dell-ai-factory-with-nvidia/) - At its annual Dell Technologies World event in Las Vegas, Dell announced significant updates to its AI Factory with NVIDIA, expanding the platform's hardware capabilities and introducing new managed services. The updated platform targets enterprises transitioning from AI experimentation to full-scale implementation, particularly for agentic AI and multi-modal applications. Key updates include new PowerEdge server configurations supporting up to 256 NVIDIA Blackwell Ultra GPUs per rack, enhanced data platform integrations, and comprehensive managed services.
- [Intel's Networking Exodus: A Strategic Rebirth or a Sign of Decline?](https://nand-research.com/intels-networking-exodus/) - Intel's foray into networking didn't start with flashy switches or routers. Its foundational contribution dates back to 1980...
- [Arista Eyes VeloCloud: A Strategic Move in the Networking Game?](https://nand-research.com/arista-eyes-velocloud-a-strategic-move-in-the-networking-game/) - The SDWAN world is buzzing with reports suggesting that Arista Networks is set to acquire VeloCloud, Broadcom's software-defined wide area network (SD-WAN) business. While no official announcement confirming the deal has been made, the potential acquisition has sparked considerable discussion about the strategic implications for both companies and the broader networking market.
- [Research Note: Cisco Introduces AI Canvas](https://nand-research.com/research-note-cisco-introduces-ai-canvas/) - AI Infrastructure A New Kind of Technology Research & Advisory Firm
- [Research Note: FortiGate 700G Series for the Modern Campus](https://nand-research.com/research-note-fortigate-700g-series-for-the-modern-campus/) - Michael McDowell Research Note: FortiGate 700G Series for the Modern Campus Cybersecurity NAND Research
- [HPE/Juniper- Unfiltered Weekend Thoughts](https://nand-research.com/hpe-juniper-unfiltered-weekend-thoughts/) - Can this combined entity truly have the agility to innovate against more focused players (yeah I am talking about Cisco).....
- [Research Note: AMG Secure-Net™ SFP Carrier – A New Approach to Industrial Network Security](https://nand-research.com/research-note-amg-secure-net-sfp/) - The AMG Secure-Net™ SFP carrier offers several compelling advantages by implementing encryption at the SFP level, particularly for industrial environments.
- [Broadcom's Tomahawk Ultra: Challenging Nvidia's Dominance in AI Networking](https://nand-research.com/broadcom-tomahawk-ultra/) - Broadcom’s Tomahawk Ultra: Challenging Nvidia’s Dominance in AI Networking The significance of this battle lies in "scale-up" computing – the technique of ensuring closely located chips can communicate at lightning speed.
- [The Great Network Shift: Why Enterprises Are Outsourcing Support and What It Means for Contracts](https://nand-research.com/the-great-network-shift-why-enterprises-are-outsourcing-support-and-what-it-means-for-contracts/) - The Great Network Shift: Why Enterprises Are Outsourcing Support and What It Means for Contracts
- [Azure Marketplace: meter's New Avenue for Enterprise Customer Acquisition](https://nand-research.com/meter-azure-marketplace/) - Azure Marketplace: meter’s New Avenue for Enterprise Customer Acquisition Michael McDowell
- [Research Note: Red Hat OpenShift on Dell AI Factory with NVIDIA](https://nand-research.com/research-note-red-hat-openshift-on-dell-ai-factory-with-nvidia/) - Dell Technologies recently announced that its integrated Red Hat OpenShift with its Dell AI Factory with NVIDIA platform is now generally available to customers. The solution was previewed earlier this year at Dell Tech world. The updated solution combines Dell PowerEdge infrastructure, NVIDIA GPU acceleration, Red Hat container orchestration, and NVIDIA AI Enterprise software into a validated stack.
- [Research Note: Oracle Exadata X11M on Oracle Database@Azure](https://nand-research.com/research-note-oracle-exadata-x11m-on-oracle-databaseazure/) - Oracle recently announced that it’s expanded its Oracle Database@Azure service with the general availability of Exadata Database Service on Exascale Infrastructure, introducing a shared, multi-tenant deployment model. The service now spans 14 Azure regions, with 18 additional regions planned within the next 12 months.
- [Open Flash Platform Initiative Aims to Redefine Flash Storage for AI](https://nand-research.com/open-flash-platform-initiative-aims-to-redefine-flash-storage-for-ai/) - Six industry participants recently launched the Open Flash Platform (OFP) initiative, backed by six founding members: Hammerspace, the Linux Foundation, Los Alamos National Laboratory (LANL), ScaleFlux, SK hynix, and Xsight Labs. The initiative purports to address the challenges presented by the next wave of AI-driven data storage, specifically the limitations of power, heat, and data center space.
- [Research Note: AWS Enhances S3 for Enterprise AI](https://nand-research.com/research-note-aws-enhances-s3-for-enterprise-ai/) - At its recent AWS Summit in NYC, Amazon Web Services introduced two significant enhancements to its S3 object storage service: S3 Vectors for cost-effective vector data storage and expanded S3 Metadata capabilities for comprehensive object visibility.
- [Research Note: Enterprise AI Agents Take Center Stage at AWS Summit NYC 2025](https://nand-research.com/research-note-enterprise-ai-agents-take-center-stage-at-aws-summit-nyc-2025/) - AWS recently concluded its New York City Summit with a clear message: the future of enterprise software is agentic AI, and Amazon aims to own the infrastructure that enables it.
- [NAND Insider Newsletter: Week Ending Nov 17 2024](https://nand-research.com/nand-insider-week-ending-nov-17-2024/) - Every week we send a newsletter to our list of tech industry insiders. Here's an excerpt of what we shared for the week ending November 17.
- [NAND Insider Newsletter: January 5, 2025](https://nand-research.com/insider-newsletter-january-5-2025/) - Every week NAND Research puts out a newsletter for our industry customers. Below is a excerpt from this week’s.
- [NAND Insider Newsletter: January 12, 2025](https://nand-research.com/insider-newsletter-january-5-2025-2/) - Every week NAND Research puts out a newsletter for our industry customers. Below is a excerpt from this week’s.
- [NAND Insider Newsletter: January 21, 2025](https://nand-research.com/insider-newsletter-january-21-2025/) - Every week NAND Research puts out a newsletter for our industry customers. Below is an excerpt from this week’s.
- [NAND Insider Newsletter: January 28, 2025](https://nand-research.com/nand-insider-newsletter-january-28-2025/) - Every week NAND Research puts out a newsletter for our industry customers. Below is a excerpt from this week’s.
- [NAND Insider Newsletter:  February 4, 2025](https://nand-research.com/nand-insider-newsletter-february-4-2025/) - Every week NAND Research puts out a newsletter for our industry customers. Below is a excerpt from this week’s, February 4, 2025.
- [NAND Insider Newsletter: February 10, 2025](https://nand-research.com/nand-insider-newsletter-february-10-2025/) - Every week NAND Research puts out a newsletter for our industry customers. Below is a excerpt from this week’s, February 10, 2025.
- [NAND Insider Newsletter: February 17, 2025](https://nand-research.com/nand-insider-newsletter-february-17-2025/) - Every week NAND Research puts out a newsletter for our industry customers taking a look at what's driving the week, and what happened last week that caught our attention. Below is a excerpt from this week’s, February 17, 2025.
- [NAND Insider Newsletter: March 3, 2025](https://nand-research.com/nand-insider-newsletter-march-3-2025/) - Every week NAND Research puts out a newsletter for our industry customers taking a look at what’s driving the week, and what happened last week that caught our attention. Below is a excerpt from this week’s, March 3, 2025.
- [NAND Insider Newsletter: March 10, 2025](https://nand-research.com/nand-insider-newsletter-march-10-2025/) - Every week NAND Research puts out a newsletter for our industry customers taking a look at what’s driving the week, and what happened last week that caught our attention. Below is a excerpt from this week’s, March 10, 2025.
- [NAND Insider Newsletter: March 24, 2025](https://nand-research.com/nand-insider-newsletter-march-24-2025/) - Every week NAND Research puts out a newsletter for our industry customers taking a look at what’s driving the week, and what happened last week that caught our attention. Below is a excerpt from this week’s, March 24, 2025.
- [NAND Insider Newsletter: March 30 2025](https://nand-research.com/nand-insider-newsletter-march-30-2025/) - Every week NAND Research puts out a newsletter for our industry customers taking a look at what’s driving the week, and what happened last week that caught our attention. Below is a excerpt from this week’s, March 30, 2025.
- [NAND Insider Newsletter: April 6 2025](https://nand-research.com/nand-insider-newsletter-april-6-2025/) - Each week NAND Research puts out a newsletter for our industry customers taking a look at what’s driving the week, and what happened last week that caught our attention. Below is a excerpt from this week’s, April 6, 2025.
- [NAND Insider Newsletter: April 21 2025](https://nand-research.com/nand-insider-newsletter-april-21-2025/) - Each week NAND Research puts out a newsletter for our industry customers taking a look at what’s driving the week, and what happened last week that caught our attention. Below is a excerpt from this week’s, April 21, 2025.
- [NAND Insider Newsletter: Week of April 28, 2025](https://nand-research.com/nand-insider-newsletter-week-of-april-28-2025/) - Each week NAND Research puts out a newsletter for our industry customers taking a look at what’s driving the week, and what happened last week that caught our attention. Below is a excerpt from this week’s, April 28, 2025.
- [NAND Insider Newsletter: Week of May 12, 2025](https://nand-research.com/nand-insider-newsletter-week-of-may-10-2025/) - Each week NAND Research puts out a newsletter for our industry customers taking a look at what’s driving the week, and what happened last week that caught our attention. Below is a excerpt from this week’s, May 10, 2025.
- [Research Note: IBM Brings Hyper Protect to Red Hat](https://nand-research.com/research-note-ibm-brings-hyper-protect-to-red-hat/) - IBM recently expanded its Hyper Protect confidential computing portfolio to the Red Hat ecosystem through two new offerings: Hyper Protect Container Runtime (HPCR) for Red Hat Virtualization Solutions and Hyper Protect Confidential Containers (HPCC) for Red Hat OpenShift Container Platform.
- [Research Note: IBM Power11](https://nand-research.com/research-note-ibm-power11/) - IBM recently announced the latest generation of its Power family, Power 11. The new processor and associated servers provide a significant architectural evolution, focusing on autonomous operations, AI integration, and hybrid cloud deployment.
- [Research Brief: Oracle Database@AWS](https://nand-research.com/research-brief-oracle-databaseaws-is-generally-available/) - First announced in December 2024, Oracle and AWS have announced the general availability of Oracle Database@AWS. This strategic partnership positions Oracle Exadata Database Service and Oracle Autonomous Database on dedicated Oracle Cloud Infrastructure within AWS data centers.
- [Research Note: Oracle Introduces MCP Server for Oracle Database](https://nand-research.com/oracle-introduces-mcp-server-for-oracle-database/) - Oracle this week introduced its new MCP Server for Oracle Database, leveraging Anthropic's Model Context Protocol to enable direct interaction with its AI assistant on the database platform. The new capability transforms AI-database workflows (from code generation to execution), allowing large language models to connect, query, and analyze Oracle databases while maintaining existing security frameworks. With MCP Server for Oracle Database, Oracle becomes the first major database vendor to implement MCP, continuing its aggressive approach to quickly bringing MCP capabilities to its database customers.
- [Why Independent Advisory Matters: Navigating Private 5G Vendor Noise in a Complex Industrial Landscape](https://nand-research.com/why-independent-advisory-matters-navigating-private-5g-vendor-noise-in-a-complex-industrial-landscape/) - Michael McDowell NAND Research
- [MSP Quotes- Unfiltered Weekend Thoughts](https://nand-research.com/msp_unfiltered-weekend-thoughts-2/) - Having spent most of my career on the enterprise client side, I've learned that an MSP's quoting process isn't just about them getting a number out the door. It’s about how they show up professionally.
- [The 'Single Pane of Glass' Illusion: Interoperability or Trojan Horse?](https://nand-research.com/the-single-pane-of-glass-illusion-interoperability-or-trojan-horse/) - But here’s my unfiltered take, whispered over a cold pizza slice: Is this newfound love for interoperability a genuine embrace of the multi-vendor reality, or is it a Trojan horse designed to eventually displace your third-party gear?
- [Research Note: Private 5G Consolidation – Analyzing Boldyn Networks' Restructuring](https://nand-research.com/research-note-private-5g-consolidation-analyzing-boldyn-networks-restructuring/) - The recent restructuring at Boldyn Networks is accompanied by a strengthened leadership framework designed to foster a unified operational vision.
- [Building Bridges: Why Industry Understanding is Key to System Integrator Trust](https://nand-research.com/building-bridges-why-industry-understanding-is-key-to-system-integrator-trust/) - To truly earn the trust of enterprise customers, system integrators must expand their value proposition. It's no longer enough to just present a strong technology component.
- [Don't Get Lost in the Noise: Crafting a Private 5G RFP That Delivers Results](https://nand-research.com/dont-get-lost-in-the-noise-crafting-a-private-5g-rfp-that-delivers-results/) - Investing the time to create a solid unambiguous Private 5G RFP ensures you select a solution that truly aligns with your strategic objectives.
- [HPE Discover 2025: The AI Evolution Takes Center Stage (and Everywhere Else) Day 1 Wrap Up](https://nand-research.com/hpe-discover-2025-the-ai-evolution-takes-center-stage-and-everywhere-else-day-1-wrap-up/) - AI Infrastructure HPE Discover 2025: The AI Evolution Takes Center Stage (and Everywhere Else) Day 1 Wrap Up
- [HPE + Juniper: The Green Light for an AI-Powered Networking Future](https://nand-research.com/hpe-juniper-the-green-light-for-an-ai-powered-networking-future/) - Acquisition 2025 Michael McDowell
- [Research Note: HPE GreenLake Intelligence](https://nand-research.com/research-note-hpe-greenlake-intelligence/) - At the recent HPE Discover event, HPE introduced GreenLake Intelligence, an agentic AI framework that attempts to address the operational complexity of modern hybrid IT environments through autonomous agent orchestration.The platform combines domain-specific large language models with real-time telemetry from HPE's infrastructure portfolio, enabling proactive, cross-domain IT operations management.
- [Research Note: HPE’s Updated AI Factory](https://nand-research.com/research-note-hpes-updated-ai-factory/) - At its recent Discover event, HPE announced an expansion of its NVIDIA-based AI Computing portfolio with three distinct AI factory configurations targeting enterprise, service provider, and sovereign deployment scenarios.The offerings center on the upgraded HPE Private Cloud AI platform, which integrates NVIDIA Blackwell GPUs with HPE ProLiant Gen12 servers, custom storage solutions, and orchestration software.
- [Research Note: Meter NaaS](https://nand-research.com/research-note-meter-naas/) - A New Kind of Technology Research & Advisory Firm Networking Research Note: Meter NaaS Network as a service
- [Research Brief: WEKA NeuralMesh, a Micro-Services-based AI Data Architecture](https://nand-research.com/research-brief-weka-neuralmesh-a-micro-services-based-ai-data-platform/) - WEKA recently announced NeuralMesh, its software-defined, microservices-based storage platform engineered for high-performance, distributed AI workloads. NeuralMesh introduces a dynamic mesh architecture that departs from traditional monolithic or appliance-bound storage systems. It addresses the requirements of emerging AI applications, including agentic AI, large-scale inference, and token warehouse infrastructure, by delivering consistent microsecond-level latency, fault isolation, and scale-out performance across hybrid environments.
- [Research Note: Pure Storage's New Enterprise Data Cloud](https://nand-research.com/research-note-pure-storages-new-enterprise-data-cloud/) - At its recent Pure //Accelerate event, Pure Storage introduced its new Enterprise Data Cloud (EDC) architecture, positioning the concept as a unified data management platform that consolidates storage operations across hybrid environments. The EDC centers on Pure Fusion, the company's storage orchestration layer, with new automation capabilities, including workload presets, workflow orchestration, and enhanced security integrations.
- [Research Note: Snowflake's Crunchy Data Acquisition](https://nand-research.com/research-note-snowflakes-crunchy-data-acquisition/) - At its annual Snowflake Summit in San Francisco, Snowflake announced its intent to acquire Crunchy Data for approximately $250 million. The deal brings enterprise-grade PostgreSQL capabilities into Snowflake's AI Data Cloud through a new offering called Snowflake Postgres. This acquisition addresses a critical gap in Snowflake's platform, while intensifying competition with Databricks for dominance in AI infrastructure.
- [Research Note: Snowflake Evolves into AI Platform at Summit 2025](https://nand-research.com/research-note-snowflake-evolves-into-ai-platform-at-summit-2025/) - Snowflake recently held its annual Snowflake Summit in San Francisco where the announcements show the company evolving from a data warehouse provider to an AI platform orchestrator. The announcements address three core enterprise challenges: democratizing data access beyond technical teams, accelerating AI development workflows, and reducing data integration overhead.
- [Research Note: Snowflake Deep Integration with Anthropic's Claude](https://nand-research.com/research-note-snowflake-deep-integration-with-anthropics-claude/) - Snowflake announced that it’s integrated Anthropic's Claude models across its Cortex AI platform, enabling enterprises to query and analyze data using natural language instead of SQL. The partnership targets the fundamental challenge of data democratization, allowing business users to access insights without requiring technical expertise. The integration spans three core products: Cortex Analyst converts natural language to SQL, Cortex Search retrieves unstructured data, and Cortex Agents orchestrates complex multi-step operations.
- [Research Note: Broadcom Releases VMware Cloud Foundation 9.0](https://nand-research.com/research-note-broadcom-releases-vmware-cloud-foundation-9-0/) - Broadcom has announced the general availability of VMware Cloud Foundation (VCF) 9.0, a major release that advances its unified private cloud platform across on-premises, edge, and managed service provider environments. This release consolidates infrastructure management and developer operations into a single interface while integrating support for AI workloads, modern applications, and advanced cost transparency and security features.
- [Research Note: AMD Raises its Game at its Advancing AI 2025 Event](https://nand-research.com/research-note-amd-raises-its-game-at-its-advancing-ai-2025-event/) - AMD announced a comprehensive portfolio of AI infrastructure solutions at its recent Advancing AI 2025 event, positioning itself as a full-stack competitor to NVIDIA. The announcements include the immediate availability of MI350 Series GPUs with 4x generational performance improvements, the ROCm 7.0 software platform achieving 3.5x gains in inference, and the AMD Developer Cloud for broader ecosystem access. AMD also previewed its 2026 "Helios" rack solution, which integrates MI400 GPUs, EPYC "Venice" CPUs, and Pensando "Vulcano" NICs.
- [Cisco Live Day 1 Recap](https://nand-research.com/cisco-live-day-1-recap/) - San Diego- the sun's shining, the breeze is cool, and Cisco Live! 2025 just kicked off, bringing all sorts of cool vibes and as expected, a boatload of announcements. But here's the real talk: Cisco has come to play with their AI powered networking gear.
- [DataCore Acquires StarWind, Expands HCI Capabilities from Core to Edge](https://nand-research.com/datacore-acquires-starwind-expands-hci-capabilities-from-core-to-edge/) - DataCore Software, a long-time player in software-defined storage (SDS) and data infrastructure, announced the acquisition of StarWind Software, a hyperconverged infrastructure (HCI) vendor best known for serving edge and ROBO environments
- [Research Note: VDURA Data Platform 11.2](https://nand-research.com/research-note-vdura-data-platform-11-2/) - Earlier this month, VDURA announced Version 11.2 of its Data Platform, featuring native Kubernetes CSI support, end-to-end encryption, and the VDURACare Premier support package. The release also includes a technology preview of V-ScaleFlow, a data movement capability that VDURA claims will reduce flash requirements by over 50% through intelligent tiering between QLC flash and high-capacity HDDs.
- [The Unsung Hero: How Edge AI and ZTNA are Transforming Industrial IoT Connectivity](https://nand-research.com/the-unsung-hero-how-edge-ai-and-ztna-are-transforming-industrial-iot-connectivity/) - As the number of connected devices explodes on sprawling factory floors, in remote oil & gas fields, and across utility grids, the dual challenge of handling massive data volumes and securing vulnerable endpoints becomes paramount. The solution lies not just in more bandwidth but in the synergy of Edge AI and Zero Trust Network Access (ZTNA).
- [HPE Aruba Networking Levels Up for the AI Age](https://nand-research.com/hpe-aruba-networking-levels-up-for-the-ai-age/) - Big news from Hewlett Packard Enterprise (HPE)! Its Aruba Networking crew just dropped some major upgrades for both wired and wireless networks. The goal? To tackle the huge demands of AI, IoT, and other super-fast apps, proving HPE's serious about keeping businesses ahead of the game.
- [Research Note: HPE’s New Storage SLAs and Edge-Ready Backup Appliances](https://nand-research.com/research-note-hpes-new-storage-slas-and-edge-ready-backup-appliances/) - HPE recently introduced new service-level guarantees and product innovations focused on cyber resilience, energy efficiency, and zero data loss for its flagship HPE Alletra Storage MP B10000 platform. It also expanded its StoreOnce data protection portfolio with new appliances tailored to remote offices and SMBs.
- [Research Note: RUCKUS Networks Introduces AI-Driven Wi-Fi 7 Outdoor Access Point](https://nand-research.com/research-note-ruckus-networks-introduces-ai-driven-wi-fi-7-outdoor-access-point/) - RUCKUS Networks recently expanded its portfolio by introducing the RUCKUS T670 and T670sn outdoor Wi-Fi 7 access points. This announcement is a significant step in bringing the latest Wi-Fi standards and AI capabilities to challenging outdoor environments, focusing on high-density and performance needs.
- [HPE Strengthens Cloud and Edge Security Posture](https://nand-research.com/hpe-strengthens-cloud-and-edge-security-posture/) - HPE rolled confidently into RSAC Conference recently, and, I must say, they brought some interesting tech to the table. HPE has been around the network security block a time or two. But these latest moves, especially around GreenLake and the Aruba Networking gear, show that they're serious about stepping up their security game.
- [Research Note: Nutanix & Pure Storage Partnership](https://nand-research.com/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.
- [Research Note: IBM Orchestrate for Enterprise Agentic AI](https://nand-research.com/research-note-ibm-orchestrate-for-enterprise-agentic-ai/) - At IBM Think 2025 in Boston, IBM announced its new watsonx Orchestrate, catching the shift that sees enterprise AI moving beyond simple model deployment toward agent orchestration. The platform enables organizations to build, deploy, and manage AI agents across enterprise environments with minimal technical expertise required.
- [Quick Take: UALink & OCP Join Forces](https://nand-research.com/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: CrowdStrike’s Falcon Adversary OverWatch](https://nand-research.com/research-note-crowdstrikes-falcon-adversary-overwatch/) - CrowdStrike expanded its threat-hunting capabilities, introducing its new Falcon Adversary OverWatch Next-Gen SIEM, extending visibility beyond endpoints to third-party data sources. The new solution uses managed threat hunting to uncover threats in their early stages using available third-party SIEM data from network edge devices, identity and access management tools, SaaS applications, and email security tools.
- [Research Note: IBM Autonomous Threat Operations Machine (ATOM) & Predictive Threat Intelligence](https://nand-research.com/research-note-ibm-autonomous-threat-operations-machine-atom-predictive-threat-intelligence/) - At RSAC 2025, IBM introduced new agentic AI capabilities to its managed security services portfolio, focusing on autonomous threat detection and response. The two key offerings are the Autonomous Threat Operations Machine (ATOM) and X-Force Predictive Threat Intelligence (PTI).
- [Research Note: Palo Alto Networks Prisma AIRS for AI Protection](https://nand-research.com/research-note-palo-alto-networks-prisma-airs-for-ai-protection/) - At RSAC 2025, Palo Alto Networks launched its new Prisma AIRS (AI Security), a comprehensive security platform targeting threats across enterprise AI ecosystems. Building upon their "Secure AI by Design" portfolio introduced last year, Prisma AIRS addresses emerging security challenges posed by the proliferation of AI applications, agents, and models.
- [Quick Take: Palo Alto Networks to Acquire Protect AI](https://nand-research.com/quick-take-palo-alto-networks-to-acquire-protect-ai/) - Today, Palo Alto Networks announced that it has entered into a definitive agreement to acquire Protect AI, which secures AI and ML applications. The deal is part of Palo Alto Networks' broader strategy to expand its cybersecurity portfolio into AI risk management.
- [Research Note: Palo Alto Networks Cortex XSIAM 3.0](https://nand-research.com/research-note-palo-alto-networks-xsiam-3-0/) - Palo Alto Networks recently released Cortex XSIAM 3.0, expanding its security operations platform with proactive exposure management and advanced email security capabilities. The update shifts the platform's focus from primarily reactive to proactive security measures.
- [Research Note: Veeam’s VeeamOn Announcements](https://nand-research.com/research-note-veeams-veeamon-announcements/) - At its annual VeeamON 2025 event, Veeam Software announced three significant expansions to its data resilience platform. The updates focus on identity protection, AI integration, and security partnerships.
- [Research Note: Atlassian Team ’25 Announcements](https://nand-research.com/research-note-atlassian-team-25-announcements/) - At Atlassian's Team '25 event in Anaheim, the company unveiled a comprehensive set of product updates that unify cross-functional collaboration, strategic execution, and service delivery capabilities under a single AI-enabled platform. The key announcements focus on expanding the Rovo AI system, launching new strategic planning and workforce management tools, introducing a Customer Service Management solution, and bundling core collaboration tools into the new Teamwork Collection.
- [Research Note: Scality-Veeam Unified Software Appliance](https://nand-research.com/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: CrowdStrike Falcon Privileged Access](https://nand-research.com/research-note-crowdstrike-falcon-privileged-access/) - CrowdStrike recently introduced Falcon Privileged Access, a new component of its Falcon Identity Protection portfolio that adopts a just-in-time access model for privileged access management. CrowdStrike also announced complementary capabilities, including integration between Falcon Identity Protection and Falcon Next-Gen SIEM, Charlotte AI Detection Triage for identity-based attacks, and new CrowdStrike Pulse Services for security maturity improvement.
- [Research Note: Hitachi Vantara’s CyberSense Integration](https://nand-research.com/research-note-hitachi-vantaras-cybersense-integration/) - Hitachi Vantara is partnering with Index Engines to integrate CyberSense, an AI-powered ransomware detection solution, into its Virtual Storage Platform One (VSP One). With this move, Hitachi joins Dell, IBM, and Infinidat as the fourth OEM to adopt Index Engines' technology.
- [Research Note: IBM Updates Concert Platform](https://nand-research.com/research-note-ibm-updates-concert-platform/) - IBM has introduced three significant updates to its IBM Concert platform, extending its capabilities in resilience management and hybrid infrastructure support. These updates allow IT organizations to shift operations from reactive to proactive posture by applying AI and workflow automation across observability, remediation, and mainframe operations.
- [Research Note: VMware Tanzu’s AI Makeover](https://nand-research.com/research-note-vmware-tanzus-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: Fortanix Armet AI Public Preview](https://nand-research.com/research-note-fortanix-armet-ai-public-preview/) - Fortanix recently launched a public preview of Armet AI, a turnkey generative AI platform that integrates confidential computing and enterprise-grade data governance. Targeted at enterprises managing sensitive or regulated data, Armet AI addresses the challenges of building secure and compliant generative AI systems by combining Intel’s trusted execution environments (SGX, TDX) with fine-grained access control, policy enforcement, and AI-specific security mechanisms.
- [Research Note: NetApp Updates Google NetApp Cloud Volumes](https://nand-research.com/research-note-netapp-updates-google-netapp-cloud-volumes/) - At the recent Google Cloud Next event, NetApp and Google Cloud announced enhancements to Google Cloud NetApp Volumes, their fully managed file storage service. The updates focus on increasing scalability, performance, and integration capabilities while reducing complexity for enterprise workloads. Key improvements include throughput increases to 30GiBps for Premium and Extreme service levels, independent scaling of capacity and performance for the Flex service level, integration with Google Cloud's Vertex AI Platform, and support for Google Cloud Assured Workloads.
- [Research Note: Azure NetApp Files Enhancements](https://nand-research.com/research-note-azure-netapp-files-enhancements/) - NetApp recently announced enhancements to their Azure NetApp Files (ANF) offering, introducing a new Flexible service level along with new capabilities to provide greater control over storage resources.
- [Quick Take: Databricks Acquires Fennel](https://nand-research.com/quick-take-databricks-acquires-fennel/) - Databricks announced the acquisition of Fennel, a specialized platform focused on feature engineering for machine learning applications. This acquisition bolsters Databricks' capabilities in feature engineering, especially for real-time and streaming data applications.
- [Research Note: UALink Consortium Releases UALink 1.0](https://nand-research.com/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: Hammerspace $100M Series B to Accelerate AI Infrastructure Growth](https://nand-research.com/research-note-hammerspace-100m-series-b-to-accelerate-ai-infrastructure-growth/) - Hammerspace, which provides a high-performance data orchestration solution for AI and hybrid cloud environments, announced it’s raised $100 million in a Series B funding round. The round, led by Altimeter Capital and including participation from ARK Invest and other strategic investors, values Hammerspace at more than $500 million.
- [Research Note: Dynatrace & AWS New Strategic Collaboration](https://nand-research.com/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.
- [Research Note: Portworx Enhanced Kubernetes VM Support](https://nand-research.com/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.
- [OFC 2025: Optical Interconnects Take Center Stage in the AI-First Data Center](https://nand-research.com/ofc-2025-optical-interconnects-take-center-stage-in-the-ai-first-data-center/) - AI is reshaping the data center, bringing networking along for the ride. It’s clear that optical networking is rapidly moving from a back-end concern to a front-line enabler of next-generation infrastructure. AI workloads, with their massive datasets, distributed training pipelines, and high-performance compute requirements, demand interconnect solutions that combine extreme bandwidth with low power consumption and low latency. At last month’s OFC 2025 event in San Francisco, this shift was unmistakable.
- [Key Takeaways: Microsoft FabCon 2025](https://nand-research.com/key-takeaways-microsoft-fabcon-2025/) - At Microsoft’s second annual Fabric Community Conference (FabCon) 2025, held earlier this month in Las Vegas, the company unveiled several significant announcements that together enhance its unified data platform. The updates to Fabric focus on improving data security, AI integration, and streamlined data management.
- [Research Note: HPE Updates Aruba Networking Central](https://nand-research.com/research-note-hpe-updates-aruba-networking-central/) - Hewlett Packard Enterprise recently announced significant enhancements to its HPE Aruba Networking Central platform, which expand its deployment options and strengthen AI and analytics capabilities. The platform now supports four distinct deployment models: public cloud SaaS, virtual private cloud, on-premises, and network-as-a-service.
- [Research Note: Cohesity’s Updates Cyber-Resilience for Google Cloud](https://nand-research.com/research-note-cohesitys-updates-cyber-resilience-for-google-cloud/) - At Google Cloud Next 2025, Cohesity announced several enhancements to its cyber resilience portfolio that provide deeper integrations with Google Cloud’s security capabilities. The announcements focus on AI-driven threat intelligence, incident response, secure recovery environments, and operational integration with Google Security Operations.
- [Research Note: Rubrik Expands Annapurna to GCP](https://nand-research.com/research-note-rubrik-expands-annapurna-to-gcp/) - At Google Cloud Next 2025, Rubrik announced the expansion of Rubrik Annapurna, its API-driven AI data security and governance platform, to Google Cloud. The announcement sees Rubrik delivering Annapurna as a secure data access layer for AI-driven application development within Google’s Agentspace framework.
- [Research Note: Anthropic/Databricks Partnership](https://nand-research.com/research-note-anthropic-databricks-partnership/) - Anthropic recently announced a new five-year strategic partnership with Databricks to integrate its Claude language models, including the newly released Claude 3.7 Sonnet, into the Databricks Data Intelligence Platform. The deal, valued at approximately $100 million, will allow Databricks’ enterprise customers to build, deploy, and govern AI agents that operate directly on their proprietary enterprise data. Databricks will offer Claude models natively through its platform across AWS, Microsoft Azure, and Google Cloud.
- [Research Note: Infineon Acquires Marvell’s Auto Ethernet Business](https://nand-research.com/research-note-infineon-acquires-marvells-auto-ethernet-business/) - Infineon Technologies announced its intention to acquire Marvell Technology’s Automotive Ethernet business for $2.5 billion in cash in a move that expands its microcontroller and automotive systems portfolio.
- [Research Note: IBM QisKit 2.0](https://nand-research.com/research-note-ibm-qiskit-2-0/) - IBM recently released Qiskit SDK v2.0, a major update to its open-source quantum software development kit. The new release is a key element of IBM’s long-term strategy to support utility-scale quantum computing by delivering architectural improvements, higher performance, and expanded interoperability with classical HPC systems.
- [Dryad Networks: Using LoRaWAN to Protect Forests and Promote Sustainability](https://nand-research.com/dryad-networks-using-lorawan-to-protect-forests-and-promote-sustainability/) - Dryad Networks is making waves in the growing realm of environmental technology with its innovative use of LoRaWAN (Long Range Wide Area Network). Self-described as an “impact for profit” company, Dryad is on a mission to deploy ultra-early fire detection and environmental monitoring systems into remote, densely forested regions throughout the world.
- [Research Note: Dell’s Data Protection & Storage Updates](https://nand-research.com/research-note-dells-data-protection-storage-updates/) - Dell Technologies this week announced a comprehensive set of updates spanning its data protection and storage platforms, including PowerProtect Data Domain, PowerProtect Data Manager, PowerScale, and PowerStore.
- [Research Note: Enhanced Google Cloud NetApp Volumes](https://nand-research.com/research-note-enhanced-google-cloud-netapp-volumes/) - At the 2025 Google Cloud Next event, NetApp and Google Cloud announced a significant expansion of capabilities for Google Cloud NetApp Volumes, their jointly developed fully managed file storage offering. The updates provide enhance performance, scalability, and integration with AI and compliance frameworks, targeting large-scale enterprise workloads
- [Quick Take: IBM Acquires Hakkoda, Expands Consulting Reach](https://nand-research.com/quick-take-ibm-acquires-hakkoda-expands-consulting-business/) - IBM has announced its acquisition of Hakkoda, a New York-based data and AI consultancy, as part of its strategy to expand its consulting services, particularly in the financial services, public sector, and healthcare and life sciences industries.
- [Research Note: OpenText Titanium X in CE 25.2](https://nand-research.com/research-note-opentext-titanium-x-in-ce-25-2/) - OpenText recently launched Titanium X, part of its Cloud Editions (CE) 25.2 release, its most comprehensive AI-native upgrade across all major product clouds. The release introduces new AI agents, expanded automation capabilities, and integrated cloud security enhancements.
- [Quick Take: Qualcomm Acquires VinAI’s MovianAI Division](https://nand-research.com/quick-take-qualcomm-acquires-vinais-movianai-division/) - Qualcomm last week announced its acquisition of MovianAI, the generative AI division of VinAI, a leading Vietnamese AI research firm within the Vingroup ecosystem. The acquisition will enhance Qualcomm’s generative AI R&D capabilities by bringing VinAI’s deep expertise in AI, machine learning, computer vision, and natural language processing to its already-strong arsenal.
- [Research Note: Siemens Acquires Altair Engineering](https://nand-research.com/research-note-siemens-acquires-altair-engineering/) - Siemens AG recently announced the acquisition of Altair Engineering, a leading provider of industrial simulation and HPC software, for an enterprise value of approximately $10 billion. This is Siemens’ largest acquisition to date and expands the company’s industrial software portfolio with core technologies in mechanical and electromagnetic simulation, data science, AI, and HPC.
- [Research Note: Verizon Trusted Connection](https://nand-research.com/research-note-verizon-trusted-connection/) - Earlier this month at MWC 2025, Verizon Business announced the release of its new Verizon Trusted Connection, a Zero Trust Network Access (ZTNA) and Security Service Edge (SSE) platform that unifies secure connectivity and policy enforcement across enterprise devices, networks, and applications. The new offering sees Verizon targeting midsize enterprises seeking to consolidate security and networking services under a single provider and management interface.
- [Research Note: Palo Alto Networks Prisma SASE for 5G](https://nand-research.com/research-note-palo-alto-networks-prisma-sase-for-5g/) - Earlier this month at MWC 2025, Palo Alto Networks announced the general availability of Prisma SASE 5G, its new cloud-delivered cybersecurity solution for enterprises leveraging 5G connectivity. The offering expands the company’s SASE portfolio to provide integrated Zero Trust security for 5G-enabled infrastructure, including mobile users, IoT/OT devices, and SD-WAN endpoints.
- [Research Note: NetApp AI Data Announcements @ GTC 2025](https://nand-research.com/research-note-netapp-ai-data-announcements-gtc-2025/) - At the recent GTC 2025 event, NetApp announced, in collaboration with NVIDIA, a comprehensive set of product validations, certifications, and architectural enhancements to its intelligent data products. The announcements include NetApp’s integration with the NVIDIA AI Data Platform, support for NVIDIA’s latest accelerated computing systems, and expanded availability of enterprise-grade AI infrastructure offerings, including NetApp AFF A90 and NetApp AIPod.
- [Research Note: Lenovo AI Announcements @ GTC 2025](https://nand-research.com/research-note-lenovo-ai-announcements-gtc-2025/) - At NVIDIA GTC 2025, Lenovo showed off its latest Hybrid AI Factory platforms in partnership with NVIDIA, focused on agentic AI. The Lenovo Hybrid AI Advantage framework integrates a full-stack hardware and software solution, optimized for both private and public AI model deployments, and spans on-prem, edge, and cloud environments.
- [Metadata: The Silent Bottleneck in AI Infrastructure](https://nand-research.com/metadata-the-silent-bottleneck-in-ai-infrastructure/) - One of the most impactful but underappreciated architectural changes impacting storage performance for AI is how these solutions manage metadata. Separating metadata processing from data storage unlocks significant gains in performance, scalability, and efficiency across AI workloads. Let’s look at why metadata processing matters for AI.
- [Research Note: WEKA Augmented Memory Grid](https://nand-research.com/research-note-weka-augmented-memory-grid/) - At the recent NVIDIA GTC conference, WEKA announced the general availability of its Augmented Memory Grid, a software-defined storage extension engineered to mitigate the limitations of GPU memory during large-scale AI inferencing. The Augmented Memory Grid is a new approach that integrates with the WEKA Data Platform and leverages NVIDIA Magnum IO GPUDirect Storage (GDS) to bypass CPU bottlenecks and deliver data directly to GPU memory with microsecond latency.
- [MWC 2025 Playbook: Enterprise IT’s Big AI & 5G Moment](https://nand-research.com/mwc-2025-playbook-enterprise-its-big-ai-5g-moment/) - If you blinked, you might have missed the tidal wave of AI, 5G, and cloud announcements at Mobile World Congress 2025. But don’t worry—we’ve got the cheat sheet.
- [Research Note: IBM Content-Aware Storage for RAG AI Workflows](https://nand-research.com/research-note-ibm-content-aware-storage-for-rag-ai-workflows/) - At the recent NVIDIA GTC event, IBM announced new content-aware capabilities for its Storage Scale platform, expanding its AI infrastructure offerings to support more efficient, semantically rich data access for enterprise AI applications.
- [Research Note: HPE’s New Full-Stack Enterprise AI Infrastructure Offerings](https://nand-research.com/research-note-hpes-new-full-stack-enterprise-ai-infrastructure-offerings/) - At the recent NVIDIA GTC 2025, Hewlett Packard Enterprise (HPE) and NVIDIA jointly introduced NVIDIA AI Computing by HPE, full-stack AI infrastructure offerings targeting enterprise deployment of generative, agentic, and physical AI workloads. The solutions span private cloud AI platforms, observability and management software, reference blueprints, AI development environments, and new AI-optimized servers featuring NVIDIA’s Blackwell architecture.
- [Research Note: VDURA V5000 All-Flash AI Storage Appliance](https://nand-research.com/research-note-vdura-v5000-all-flash-ai-storage-appliance/) - VDURA recently announced its new V5000 All-Flash Appliance, a high-performance storage solution engineered for AI and high-performance computing workloads. The system integrates with the VDURA V11 Data Platform for a combination of high throughput, low-latency access, and seamless scalability.
- [Liquid Cooling is Front & Center at GTC 2025](https://nand-research.com/liquid-cooling-is-front-center-at-gtc-2025/) - One thing was clear at the just-wrapped NVIDIA GTC event: the race to cool the next generation of HPC and AI systems is intensifying. Let's take a quick look at some of our favorite announcements.
- [Research Note: Pure Storage FlashBlade//EXA](https://nand-research.com/research-note-pure-storage-flashblade-exa/) - Pure Storage recently announced the launch of its new FlashBlade//EXA, a high-performance storage platform designed for AI and HPC workloads. FlashBlade//EXA extends the company’s Purity operating environment and DirectFlash technology to provide extreme performance, scalability, and metadata management that addresses the increasing demands of AI-driven applications.
- [Research Note: HPE Storage Enhancements for AI](https://nand-research.com/research-note-hpe-storage-enhancements-for-ai/) - At NVIDIA GTC 2025, Hewlett Packard Enterprise (HPE) announced a slew of new storage capabilities, including a new unified data layer. These capabilities are designed to accelerate AI adoption by integrating structured and unstructured data across multi-vendor and multi-cloud environments.
- [Research Note: NVIDIA AI Storage Certifications & AI Data Platform](https://nand-research.com/research-note-nvidia-ai-storage-certifications-ai-data-platform/) - At its annual GTC event in San Jose, NVIDIA announced an expansion of its NVIDIA-Certified Systems program, including the new NVIDIA AI Data Platform reference design, to include enterprise storage certification to help streamline AI factory deployments.
- [Quick Take: Google’s $32B Wiz Acquisition](https://nand-research.com/quick-take-googles-32b-wiz-acquisition/) - Google today announced its intent to acquire cybersecurity start-up Wiz for a staggering $32 billion in an all-cash deal. This acquisition is one of the largest ever cybersecurity deals.
- [NVIDIA GTC 2025: The Super Bowl of AI](https://nand-research.com/nvidia-gtc-2025-the-super-bowl-of-ai/) - If you thought AI was already moving fast, buckle up, Jensen Huang threw more fuel on the fire. NVIDIA’s GTC 2025 keynote wasn’t just about new GPUs; it was a full-scale vision of computing’s future, one where AI isn’t just a tool — it’s the foundation of everything. Let’s look at what Jensen talk about during his 2+ hour keynote.
- [Research Note: Red Hat Releases OpenShift 4.18](https://nand-research.com/research-note-red-hat-releases-openshift-4-18/) - Red Hat recently released OpenShift 4.18, bringing enhancements to the solution for networking, virtualization, security, and deployment flexibility.
- [Research Note: ServiceNow to Acquire Moveworks](https://nand-research.com/research-note-servicenow-to-acquire-moveworks/) - ServiceNow has agreed to acquire Moveworks, an enterprise AI assistant and search technology provider. The cash-and-stock transaction, expected to close in the second half of 2025, is ServiceNow's largest acquisition. The acquisition strengthens ServiceNow's agentic AI strategy and expands its capabilities in AI-driven enterprise automation, employee experience, and search.
- [Research Note: Couchbase Edge Server for Offline-First Data Processing](https://nand-research.com/research-note-couchbase-edge-server-for-offline-first-data-processing/) - Couchbase recently announced its new Couchbase Edge Server, a lightweight, offline-first database and sync solution designed for edge computing environments. The new solution extends Couchbase’s mobile data synchronization capabilities to resource-constrained deployments where full-scale database solutions are not feasible.
- [CoreWeave’s Wild Ride Towards IPO](https://nand-research.com/coreweaves-wild-ride-towards-ipo/) - CoreWeave, the AI-focused cloud provider that’s that was early in catching and riding the generative AI boom, is officially gunning for the big leagues. The NVIDIA-backed company has filed for an IPO, looking to capitalize on the insatiable demand for AI compute. That’s big news for the AI infrastructure world, where CoreWeave has rapidly positioned itself as a major player, taking on the likes of Amazon, Google, and Microsoft. But before you start picturing ringing bells on Wall Street and champagne toasts, there’s more to the story. A lot more.
- [Research Note: HPE Alletra Object Storage](https://nand-research.com/research-note-hpe-alletra-object-storage/) - At its recent HPE Discover Barcelona event, HPE announced its new Alletra Storage MP X10000, an object storage platform integrated with its HPE GreenLake cloud. This release introduces a multi-protocol, software-defined architecture consolidating block, file, and object storage into a single, cloud-managed system.
- [March Survey Round-Up: AI is Booming, But Data Quality & Security Haunt Leaders](https://nand-research.com/march-survey-round-up-ai-is-booming-but-data-quality-security-haunt-leaders/) - Who doesn’t love a good survey? We’ve combed through a bumper crop of new surveys on AI and tech trends for 2025 to find the bottom line: Executives can't pump the brakes on AI spending — but lousy data, security holes, and an alarming skills gap could cause serious headaches. Let's look at what we’ve learned from February’s batch of surveys tell us about the state of enterprise IT.
- [March Cyber Tracker: AI, Partnerships, and the Future of Cyber Resilience](https://nand-research.com/march-cyber-tracker-ai-partnerships-and-the-future-of-cyber-resilience/) - Cyber threats are evolving, and the industry is fighting back with AI-powered defenses, strategic alliances, and enhanced resilience measures. Here’s what we’ve seen over the past month that’s captured our attention:
- [Enterprise Infrastructure Tracker: March 2025](https://nand-research.com/enterprise-infrastructure-tracker-march-2025/) - We’re barely two months into the new year and already the enterprise infrastructure market is heating up. Here’s what caught our attention over the past month:
- [Research Note: IBM FlashSystem C200 High-Capacity Flash Archive](https://nand-research.com/research-note-ibm-flashsystem-c200-high-capacity-flash-archive/) - IBM recently announced its FlashSystem C200, a new storage platform integrating 46 TB QLC NAND drives to provide an archive tier within a FlashSystem grid. The C200 expands IBM's FlashSystem portfolio with a high-density flash solution that competes with traditional nearline HDD storage. IBM claims the C200 provides flash-like performance with QLC-level economics, enhanced endurance, and seamless grid integration.
- [Quick Take: NTT DATA & Palo Alto Networks Partner on Private 5G Security](https://nand-research.com/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](https://nand-research.com/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).
- [Research Note: Rubrik Expanded Cyber-Resilience Capabilities](https://nand-research.com/research-note-rubrik-expanded-cyber-resilience-capabilities/) - Rubrik recently announced new cyber-resilience features to strengthen data protection across public cloud, SaaS, and on-premises environments. The latest enhancements focus on threat detection, data protection, identity recovery, and automated recovery processes to mitigate cyberattack risks.
- [Research Note: NVIDIA & Cisco Partner on Spectrum-X](https://nand-research.com/research-note-nvidia-cisco-partner-on-spectrum-x/) - Cisco and NVIDIA announced an expanded partnership to unify AI data center networking by integrating Cisco Silicon One with NVIDIA Spectrum-X. The companies will create a joint architecture that supports high-performance, low-latency AI workloads across enterprise and cloud environments.
- [Quick Take: Ambient IoT Alliance](https://nand-research.com/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: IBM to Acquire DataStax](https://nand-research.com/research-note-ibm-to-acquire-datastax/) - IBM recently announced its intent to acquire DataStax, which specializes in NoSQL and vector database solutions built on Apache Cassandra. The acquisition aligns with IBM’s broader strategy to enhance its watsonx enterprise AI stack by integrating advanced data management capabilities, particularly for handling unstructured and semi-structured data.
- [Research Note: OpenText Core Threat Detection & Response](https://nand-research.com/research-note-opentext-core-threat-detection-response/) - OpenText recently announced its new Core Threat Detection and Response, an AI-driven cybersecurity solution that will become generally available with its Cloud Editions 25.2. The new platform integrates with Microsoft security tools, including Microsoft Defender for Endpoint, Microsoft Entra ID, and Microsoft Security Copilot, to enhance threat detection and response capabilities. The solution operates as an Open XDR (Extended Detection and Response) platform, enabling enterprises to integrate telemetry from multiple security tools and applications.
- [Research Note: IBM Granite 3.2 Models](https://nand-research.com/research-note-ibm-granite-3-2-models/) - IBM recently introduced Granite 3.2, bringing significant new capabilities to its AI model lineup that brings enhanced reasoning, multimodal capabilities, improved forecasting, and more efficient safety models.
- [Research Note: WEKA & HPE Set SpecStorage Records](https://nand-research.com/research-note-weka-hpe-set-specstorage-records/) - WEKA and HPE recently announced record-breaking results across all five benchmark workloads in the SPECstorage Solution 2020 suite. The results were achieved using the WEKA Data Platform on the HPE Alletra Storage Server 4110, powered by Intel Xeon processors. The results show the system's ability to handle data-intensive workloads, including AI, genomics, software development, and video analytics, with high efficiency and low latency.
- [Research Note: HPE ProLiant Gen12 Servers](https://nand-research.com/research-note-hpe-proliant-gen12-servers/) - Hewlett Packard Enterprise (HPE) recently introduced eight new ProLiant Compute Gen12 servers for enhanced security, performance optimization, and AI-powered management. These servers will feature the upcoming Intel Xeon 6 processors and are built for data centers and edge environments.
- [Research Note: SAP Business Data Cloud & Databricks Partnership](https://nand-research.com/research-note-sap-business-data-cloud-databricks-partnership/) - SAP recently announced SAP Business Data Cloud (BDC), a fully managed SaaS platform that unifies SAP and third-party data while embedding AI-driven analytics and governance capabilities. The new solution expands upon SAP Datasphere and integrates with Databricks’ Lakehouse technology to improve data unification, AI adoption, and advanced analytics.
- [Quick Take: Juniper Network’s Q4 Earnings](https://nand-research.com/quick-take-juniper-networks-q4-earnings/) - While waiting for its pending acquisition by Hewlett Packard Enterprise to become unstuck by recent regulatory scrutiny, Juniper Networks reported strong earnings that showa return to revenue growth, posting a 3% year-over-year increase and a 5% sequential jump.
- [Quick Take: CQ4’24 Cloud Earnings](https://nand-research.com/quick-take-cq424-cloud-earnings/) - The top three US public cloud providers — Amazon Web Services (AWS), Microsoft Azure, and Google Cloud — each reported strong but slightly decelerating growth for calendar Q4 2024. The increasing importance of AI workloads, rising capital expenditures, and shifts in customer spending patterns all impacted earnings and guidance for the quarter.
- [Research Note: Palo Alto Networks Cortex Cloud](https://nand-research.com/research-note-palo-alto-networks-cortex-cloud/) - Palo Alto Networks recently introduced Cortex Cloud, its integrated cloud security and security operations (SecOps) platform that consolidates the capabilities of Prisma Cloud and Cortex CDR. The new platform provides a unified approach to managing cloud security risks, real-time threat prevention, and automated response workflows.
- [Research Note: Deloitte & May Mobility Partner on Transparent Autonomous Vehicle Safety](https://nand-research.com/research-note-deloitte-may-mobility-partner-on-transparent-autonomous-vehicle-safety/) - Deloitte and May Mobility recently announced a strategic partnership to improve safety in autonomous transportation through data analytics. By combining Deloitte’s expertise in data analysis with May Mobility’s autonomous vehicle (AV) technology, the two companies will track safety events, provide actionable insights, and help cities and businesses optimize their AV systems.
- [Research Note: NetApp's New ASA + Realtime Malware Detection for Block Storage](https://nand-research.com/research-note-netapp-entry-mid-range-all-flash-block-realtime-block-malware-detection/) - NetApp announced a major expansion of its all-flash SAN (ASA) product line while also introducing new ransomware protection capabilities advancements.
- [Research Note: Delinea Platform Enhancements](https://nand-research.com/research-note-delinea-platform-enhancements/) - Delinea recently introduced new features to its cloud-native identity security platform, focusing on centralized identity lifecycle management, credential security, and behavioral analytics. The updates give enterprises enhanced visibility, automation, and security control over human and non-human identities. They also include mobile access via the new Delinea Platform App, which supports remote identity and access management (IAM).
- [Research Note: Databricks Acquires BladeBridge](https://nand-research.com/research-note-databricks-acquires-bladebridge/) - Databricks announced the acquisition of BladeBridge, a provider of AI-powered migration solutions, to facilitate the transition of enterprise data warehouses to Databricks SQL (DBSQL). BladeBridge automates the migration of workloads from over 20 different data warehouses and ETL platforms, using large language models for code analysis, conversion, and validation.
- [Research Note: Pure Storage Revamps Reseller Partner Program](https://nand-research.com/research-note-pure-storage-revamps-reseller-partner-program/) - Pure Storage recently announced an update to its Reseller Partner Program, introducing new incentives, training, and automation capabilities to drive greater partner engagement and accelerate the adoption of all-flash solutions.
- [Research Note: CyberArk/SentinelOne Partnership](https://nand-research.com/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.
- [Research Note: AMG Systems' New Hardened NTP Time Servers](https://nand-research.com/research-note-amg-systems-new-hardened-ntp-time-servers/) - AMG Systems recently introduced its new line of NTP Servers aimed at closed industrial networks needing a secure and industrial hardened time synching solution. The product line consists of four models allowing for AC/DC power flexibility and both DIN Rail and 19-inch rack mounting options.
- [Research Report: Understanding VMware Alternatives](https://nand-research.com/research-report-understanding-vmware-alternatives/) - Broadcom's acquisition of VMware has left a lasting impact on the enterprise IT landscape. Promising simplification, Broadcom's licensing and bundling changes have instead created confusion, increased costs, and led to widespread dissatisfaction among VMware customers. Many of these customers are actively exploring alternatives, driven by frustration and the need to future-proof their IT environments. This Research Report takes a look at how to best approach looking for a VMware alternative.
- [Infrastructure News Roundup: January 2025](https://nand-research.com/infrastructure-news-roundup-january-2025/) - January isn’t usually a big month for announcements related to enterprise infrastructure, but then this isn’t a normal January. Let’s look at what happened.
- [Oracle Database@Google Cloud Enhancements & Expanded Availability](https://nand-research.com/oracle-databasegoogle-cloud-enhancements-expanded-availability/) - Oracle and Google Cloud announced a significant expansion of Oracle Database@Google Cloud, introducing eight new regions and enhanced capabilities aimed at bolstering database resiliency, optimizing costs, and increasing operational flexibility.
- [Research Note: ServiceNow Unveils New AI Agent Capabilities](https://nand-research.com/research-note-servicenow-unveils-new-ai-agent-capabilities/) - ServiceNow announced the expansion of its agentic AI capabilities by introducing the AI Agent Orchestrator and AI Agent Studio. The new capabilities provide centralized coordination of AI agents within enterprise workflows, integrating with the ServiceNow Platform to improve automation and task execution across IT, HR, customer service, and other business functions.
- [Research Note: Kioxia's Open Source AiSAQ ANN Search](https://nand-research.com/research-note-kioxias-open-source-aisaq-ann-search/) - Today, Kioxia announced the open-source release of All-in-Storage ANNS with Product Quantization (AiSAQ), an approximate nearest neighbor search (ANNS) technology optimized for SSD-based storage. AiSAQ enables large-scale retrieval-augmented generation (RAG) workloads by offloading vector data from DRAM to SSDs, significantly reducing memory requirements.
- [Research Note: Komprise PII Protection Capabilities](https://nand-research.com/research-note-komprise-pii-protection-capabilities/) - Komprise recently introduced new capabilities in its Smart Data Workflow Manager, enhancing its ability to detect and protect personally identifiable information (PII) within unstructured data environments. The enhanced features are currently in early access and are expected to be generally available by the end of Q1 2025 as part of the Komprise Intelligent Data Management Platform.
- [Research Note: Cisco AI Defense](https://nand-research.com/research-note-cisco-ai-defense/) - Cisco recently introduced its Cisco AI Defense, its new enterprise security solution to address the growing risks associated with AI adoption in multi-cloud and multi-model environments.
- [Research Note: Minio AIStor Object Storage](https://nand-research.com/research-note-minio-aistor-object-storage/) - MinIO recently introduced AIStor, its new object storage solution designed for AI/ML workloads. AIStor leverages insights from large-scale customer environments, some exceeding 1 EiB of data, to address the unique challenges of managing and scaling data infrastructure for AI applications.
- [Research Note:  DeepSeek's Impact on IT Infrastructure Market](https://nand-research.com/research-note-deepseeks-impact-on-it-infrastructure-market/) - Chinese AI startup DeepSeek recently introduced an AI model, DeepSeek-R1l that the company claims that it matches or surpasses models from industry. The move created significant buzz in the AI industry. Though the claims remain unverified, the potential to democratize AI training and fundamentally alter industry dynamics is clear.
- [Research Note: The Stargate Project](https://nand-research.com/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.
- [Meta’s AI Ambitions in the Wake of Stargate](https://nand-research.com/metas-ai-ambitions-in-the-wake-of-stargate/) - As the tech world buzzes about Project Stargate, Meta has quietly, but assertively, announced its own transformative AI initiatives. While the $500 billion Stargate Project promises to build exclusive, centralized AI infrastructure for OpenAI, Meta is charting a different course. With a focus on scalability, accessibility, and open-source innovation, Meta’s AI moves reflect a strategic vision that balances ambition with practicality.
- [The AI Debate at Davos: Concerns and Controversies Surrounding Stargate](https://nand-research.com/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: IBM Consulting Acquires Oracle Specialist AST](https://nand-research.com/research-note-ibm-consulting-acquires-oracle-specialist-ast/) - IBM announced that it intends to acquire Applications Software Technology(AST), a leading global Oracle consultancy. AST specializes in delivering digital transformation solutions via Oracle Cloud Applications, with a focus on the public sector, including local governments and K-12 education.
- [Research Note: ServiceNow to Acquire Conversation Data Analysis Company Cuein](https://nand-research.com/research-note-servicenow-to-acquire-conversation-data-analysis-company-cuein/) - ServiceNow has entered into an agreement to acquire Cuein, a company specializing in AI-native conversation data analysis and insights. This acquisition bolsters ServiceNow’s strategic focus on Agentic AI—autonomous AI agents capable of processing data, making decisions, and executing tasks across enterprise workflows.
- [Research Note: Lenovo to Acquire Infinidat, Grow into High-End Storage](https://nand-research.com/research-note-lenovo-to-acquire-infinidat-grow-into-high-end-storage/) - In a surprise move, Lenovo has announced its intention to acquire Infinidat, a privately held enterprise storage company specializing in scalable, high-performance, and cyber-resilient storage solutions. Financial terms of the transaction have not been disclosed. This acquisition marks Lenovo’s strategic entry into the high-end enterprise storage market, complementing its existing portfolio, which primarily focuses on entry and mid-range storage solutions. The deal is expected to close sometime in 2H calendar 2025.
- [Research Note: HPE Aruba Introduces Retail-Specific Offerings at NRF](https://nand-research.com/research-note-hpe-aruba-introduces-retail-specific-offerings-at-nrf/) - At NRF, HPE showed off advancements to securely connect IoT devices, deliver real-time AI insights at the edge, and provide reliable pop-up and backup connectivity for critical applications like credit card processing.
- [Quick Take: CoreWeave & IBM Partner on NVIDIA Grace Blackwell Supercomputing](https://nand-research.com/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.
- [Research Note: UALink Consortium Expands Board, adds Apple, Alibaba Cloud & Synopsys](https://nand-research.com/research-note-ualink-consortium-expands-board-adds-apple-alibaba-cloud-synopsys/) - The Ultra Accelerator Link Consortium (UALink), an industry organization taking a collaborative approach to advance high-speed interconnect standards for next-generation AI workloads, announced an expansion to its Board of Directors, welcoming Alibaba Cloud, Apple, and Synopsys – joining existing member companies like AMD, AWS, Cisco, Google, HPE, Intel, Meta, and Microsoft.
- [Research Note: Red Hat OpenShift Virtualization Engine](https://nand-research.com/research-note-red-hat-openshift-virtualization-engine/) - Red Hat announced the general availability of Red Hat OpenShift Virtualization Engine, a tailored version of its OpenShift orchestration platform for virtualization workloads. The new offering utilizes the open-source KVM hypervisor and can run on-premises hardware with Red Hat Enterprise Linux and bare-metal cloud services.
- [Quick Take: Datadog Acquires Log Search Provider Quickwit](https://nand-research.com/quick-take-datadog-acquires-log-search-provider-quickwit/) - Datadog announced the acquisition of Quickwit, a cutting-edge provider of search and indexing software for petabyte-scale log datasets. The acquisition should enhance Datadog’s capabilities in observability, security, and data analytics by integrating Quickwit’s cost-efficient, high-performance search technology into its product suite.
- [CES 2025- Enterprise Tech Was There Too](https://nand-research.com/ces-2025-enterprise-tech-was-there-too/) - Oh my, CES 2025 has taken me on one heck of a ride through the tech universe. I am an enterprise IT guy but, I must admit, the non-IT tech at CES had me fully distracted. Automated lawnmowers, high tech indoor garden planters, and my favorite- an ultra-realistic flight simulator. Wowzers- really neat stuff.
- [CES 2025- Must See Tech](https://nand-research.com/ces-2025-must-see-tech/) - Can you believe it? The Consumer Electronics Show, aka CES, is just days away. I know, the timing is hard for all of us considering there hasn’t been much time to recover from our New Years festivities. No rest for the weary as we head out to Vegas for the big event. The show is always full of surprises, so stay tuned next week for lots of announcements to hit the wire. In the meantime, I have a few thoughts to share on what I will be looking for at the show.
- [Research Note: Marvell Custom HBM for Cloud AI](https://nand-research.com/research-note-marvell-custom-hbm-for-cloud-ai/) - Marvell recently announced a new custom high-bandwidth memory (HBM) compute architecture that addresses the scaling challenges of XPUs in AI workloads. The new architecture enables higher compute and memory density, reduced power consumption, and lower TCO for custom XPUs.
- [Research Note: Enfabrica ACF-S Millennium](https://nand-research.com/research-note-enfabrica-acf-s-millennium/) - First detailed at Hot Chips 2024, Enbrica recently announced that its ACF-S "Millennium" chip, which addresses the limitations of traditional networking hardware for AI and accelerated computing workloads, will be available to customers in calendar Q1 2025.
- [Qualcomm Grows Automotive Business With Cadillac Win](https://nand-research.com/qualcomm-grows-automotive-business-with-cadillac-win/) - This month, the momentum continues as Cadillac announces it’s putting Snapdragon Digital Chassis technology into its upcoming 2025 Cadillac Escalade IQ, Cadillac's first all-electric full-size SUV. The design win includes more than just Snapdragon Digital Cockpit. The new vehicle will consist of Snapdragon Auto Connectivity and Snapdragon Ride.
- [Pure Storage Demonstrates the Sustainability of Flash in New ESG Report](https://nand-research.com/pure-storage-demonstrates-the-sustainability-of-flash-in-new-esg-report/) - Pure Storage takes ESG seriously, making it not just a pillar of its messaging but a core part of the company's values. Earlier this month Pure Storage released its annual ESG Report, detailing its progress on the environmental, social, and governance issues that most impact the company, its customers and its stakeholders. Insight: Pure's Flash
- [Marvell Sees Momentum in Cloud, AI, and Automotive](https://nand-research.com/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
- [Qualcomm's New Auto Platform, Partnership with AWS & Expanded Reach into Auto OEMs](https://nand-research.com/qualcomm-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,
- [Cisco and Nutanix Embark on Strategic Relationship](https://nand-research.com/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.
- [Qualcomm Introduces 10G Broadband and Wi-Fi 7 Fiber Gateway](https://nand-research.com/qualcomm-introduces-10g-broadband-and-wi-fi-7-fiber-gateway/) - This week Qualcomm introduced its new 10G Fiber Gateway Platform, the industry’s first fully integrated 5G advanced-ready fixed wireless access (FWA) and Wi-Fi 7 offering.
- [Dell Introduces APEX Cloud Platform for OpenShift](https://nand-research.com/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 HashiCorp's Multiple Announcements at HashiConf](https://nand-research.com/inside-hashicorps-multiple-announcements-at-hashiconf/) - HashiCorp recently wrapped up its annual HashiConf event in San Francisco, where it talked to developers and investors alike. HashiCorp tells a good story, one that you should know. Let’s look at some of its recent innovations.
- [Quick Take: Microsoft & Quantiniuum Achieve Quantum Error Correction Breakthrough](https://nand-research.com/quick-take-microsoft-quantiniuum-achieve-quantum-error-correction-breakthrough/) - Microsoft and Quantinuum announced an advancement in quantum computing that significantly reduces quantum error correction, a significant achievement that addresses one of the major hurdles in quantum computing.
- [Research Report: Solving AI Data Pipeline Inefficiencies, the VAST Data Way](https://nand-research.com/research-report-solving-ai-data-pipeline-inefficiences/) - 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: CommVault FQ1 2025 Earnings](https://nand-research.com/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.
- [Quick Take: Datadog Q2 2024 Earnings](https://nand-research.com/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: IBM DS8000 Mainframe Storage](https://nand-research.com/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.
- [Quick Take: Veeam Acquires Alcion](https://nand-research.com/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.
- [Extreme Networks Platform ONE: A New Approach to AI-Driven Network Management](https://nand-research.com/extreme-networks-platform-one-a-new-approach-to-ai-driven-network-management/) - Extreme Networks recently announced the launch of Extreme Platform ONE, its comprehensive management platform integrating networking, security, and AI to streamline enterprise infrastructure operations.
- [Research Note: Cohesity & Veritas Complete Merger](https://nand-research.com/research-note-cohesity-veritas-complete-merger/) - Cohesity completed its long-awaited merger with Veritas’ enterprise data protection business. The combined entity, valued at $7 billion, now serves 12,000 customers globally and generates $1.5 billion in ARR.
- [Research Note: Cohesity to Merge with Veritas Data Protection Business](https://nand-research.com/research-note-cohesity-acquires-veritas-data-protection-business/) - In a landmark deal poised to redefine the data protection and cyber-resiliency market, Cohesity announced it has entered into a definitive agreement to merge with Veritas’s data protection business, creating a new entity focused on the data protection and management market.
- [Quick Take: AWS re:Invent AI Services & Infrastructure Announcement Wrap-Up](https://nand-research.com/quick-take-aws-reinvent-ai-services-infrastructure-announcements/) - AWS has made close to 50 announcements in the first 2 days of re:Invent. This blog takes a look at the most interesting AI services & infrastructure related ones.
- [Research Note: Dell AI Products & Services Updates](https://nand-research.com/research-note-dell-ai-products-services-updates/) - Dell Technologies has made significant additions to its AI portfolio with its recent announcements at SC24 and Microsoft Ignite 2024 in November. The announcements span infrastructure, ecosystem partnerships, and professional services, targeting accelerated AI adoption, operational efficiency, and sustainability in enterprise environments.
- [Research Note: AWS Trainium2](https://nand-research.com/research-note-awss-new-trainium2/) - Tranium is AWS’s machine learning accelerator, and this week at its re:Invent event in Las Vegas, it announced the second generation, the cleverly named Trainium2, purpose-built to enhance the training of large-scale AI models, including foundation models and large language models.
- [Understanding AI Data Types: The Foundation of Efficient AI Models](https://nand-research.com/understanding-ai-data-types-the-foundation-of-efficient-ai-models/) - AI Datatypes aren't just a technical detail—it’s a critical factor that affects performance, accuracy, power efficiency, and even the feasibility of deploying AI models. Understanding the datatypes used in AI isn’t just for hands-on practitioners, you often see published benchmarks and other performance numbers broken out by datatype (just look at an NVIDIA GPU data sheet). What’s it all mean?
- [Quick Take: AWS re:Invent Day 1](https://nand-research.com/quick-take-aws-reinvent-day-1/) - On the first day of re:Invent, AWS made multiple announcements about GenAI, Storage-optimized EC2 compute instances, and Storage. This blog takes a look.
- [Research Note: Hammerspace Global Data Platform v5.1 with Tier 0](https://nand-research.com/research-note-hammerspace-global-data-platform-v5-1-with-tier-0/) - Hammerspace recently announced the version 5.1 release of its Hammerspace Global Data Platform. The flagship feature of the release its new Tier 0 storage capability, which takes unused local NVMe storage on a GPU server and uses it as part of the global shared filesystem. This provides higher-performance storage for the GPU server than can be delivered from remote storage nodes – ideal for AI and GPU-centric workloads.
- [Quick Take: Snowflake Acquires Datavolo](https://nand-research.com/quick-take-snowflake-acquires-datavolo/) - Snowflake recently announced its acquisition of Datavolo, a data pipeline management company, to enhance its capabilities in automating data flows across enterprise environments.
- [Research Note: NVIDIA SC24 Announcements](https://nand-research.com/research-note-nvidia-sc24-announcements/) - At the recent Supercomputing 2024 (SC24) conference in Atlanta, NVIDIA announced new hardware and software capabilities to enhance AI and HPC capabilities. This includes the new GB200 NVL4 Superchip, the general available of its H200 NVL PCIe, and several new software capabilities.
- [Quick Take: NTT Data Acquires Niveus Solutions](https://nand-research.com/quick-take-ntt-data-acquires-niveus-solutions/) - NTT Data, a global IT services leader, announced its acquisition of Niveus Solutions, a cloud engineering firm specializing in Google Cloud Platform (GCP) services. The deal brings a strategic addition to NTT Data’s arsenal, enhancing its position in the cloud services ecosystem and advancing its partnership with Google Cloud.
- [IT Infrastructure Round-Up: Emerging Trends in Infrastructure and Connectivity (Nov 2024)](https://nand-research.com/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.
- [Are IT Organizations Ready for the GenAI Revolution? Let's Ask.](https://nand-research.com/are-it-organizations-ready-for-the-genai-revolution-lets-ask/) - Over the past few months, we’ve seen surveys published by tech companies across the spectrum that show us how gen AI is forcing IT organizations to assess their readiness for its adoption and deployment. The surveys offer a comprehensive view of the industry's current stance, showing enthusiasm balanced by caution around organizational and infrastructure challenges. Let’s examine recent surveys from the tech industry itself to see what they say about IT's readiness to tackle the challenges of generative AI.
- [Research Note: Tanium’s New AEM & Cloud Workload Solutions](https://nand-research.com/research-note-taniums-new-aem-cloud-workload-solutions/) - At its recent Converge 2024 user conference in Orlando, Tanium announced two significant portfolio updates: Tanium Autonomous Endpoint Management (AEM) and Tanium Cloud Workloads. The new solutions advance endpoint and containerized workload management through real-time insights, automation, and AI-powered functionalities.
- [SC24: Shaping the Future of IT with High-Performance Computing and AI](https://nand-research.com/sc24-shaping-the-future-of-it-with-high-performance-computing-and-ai/) - Last week’s Supercomputing 2024 (SC24) conference in Atlanta brought together IT leaders, researchers, and industry innovators to unveil advancements in HPC and AI, with even a little quantum computing thrown in.
- [Insights from the 2024 IBM Quantum Developer Conference](https://nand-research.com/insights-from-the-2024-ibm-quantum-developer-conference/) - Insights from the 2024 IBM Quantum Developer Conference
- [Research Brief: Cloudian Tackles AI Storage Complexity with NVIDIA GPUDirect for Object Storage](https://nand-research.com/research-brief-cloudian-tackles-ai-storage-complexity-with-nvidia-gpudirect-for-object-storage/) - Cloudian Tackles AI Storage Complexity with NVIDIA GPUDirect for Object Storage
- [Research Note: Veeam Cloud Data Vault v2](https://nand-research.com/research-note-veeam-cloud-data-vault-v2/) - Veeam Software recently announced the release of its Veeam Data Cloud Vault v2.
- [What Dynatrace and Datadog Earnings Tell Us About the Observability Market](https://nand-research.com/what-dynatrace-and-datadog-earnings-tell-us-about-the-observability-market/) - Recent earnings releases from observability leaders Dynatrace and Datadog provide a revealing look into the current state of the observability market.
- [Research Note: Red Hat Acquires Neural Magic](https://nand-research.com/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.
- [Research Note: Nutanix Enterprise AI](https://nand-research.com/research-note-nutanix-enterprise-ai/) - Nutanix Enterprise AI simplifies multi-cloud generative AI deployments with rapid setup, hybrid flexibility, and transparent pricing. Deploy on AWS, GCP and Azure
- [Research Note: Pure Storage FlashArray//C20](https://nand-research.com/research-note-pure-storage-flasharray-c20/) - Pure Storage has expanded its FlashArray//C, announcing its new FlashArray//C20 that provides high-density, capacity-optimized all-flash storage for SMB, ROBO, and workloads that require high availability but not ultra-low latency.
- [Lightbits Labs Certified on Oracle Cloud Infrastructure](https://nand-research.com/lightbits-labs-certified-on-oracle-cloud-infrastructure/) - Lightbits Labs Certified on Oracle Cloud Infrastructure.
- [Quick Take: NTT DATA and Google Cloud Expand Strategic Partnership in APAC](https://nand-research.com/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.
- [Research Note: AutoOps for Elastic Cloud](https://nand-research.com/research-note-autoops-for-elastic-cloud/) - Elastic recently unveiled AutoOps for Elastic Cloud, an advanced management tool from Elastic’s Opster Team that simplifies Elasticsearch cluster administration through automation, real-time insights, and optimization. Based on Opster technology and integrated directly into the Elastic platform, AutoOps empowers users by reducing the time and expertise needed to maintain optimal Elasticsearch performance. This makes it an attractive solution for organizations reliant on search and analytics capabilities.
- [The Next Wave of Digital Transformation Won’t Be Built on VMware ](https://nand-research.com/the-next-wave-of-digital-transformation-wont-be-built-on-vmware/) - It’s been nearly a year since Broadcom completed its acquisition of VMware, time enough to understand the impact of a deal that disrupted and challenged VMware customers and partners alike—challenges that continue even today. While much of the discussion about VMware focuses on Broadcom’s pricing and bundling changes, moves that have led to dramatic cost increases for its customers, there's much more to the story.
- [What Earnings Tell Us About the Public Cloud Market](https://nand-research.com/what-earnings-tell-us-about-the-public-cloud-market/) - All of the major public cloud providers have released earnings for calendar Q3 2024, allowing us to draw conclusions about the state of the public cloud market and the relative competitiveness of each CSP. The public cloud market remains highly competitive and rapidly evolving, with each provider strategically leveraging AI, infrastructure innovation, and multi-cloud partnerships to drive growth.
- [Research Note: Pure Storage Cloud for Azure VMware Solution (AVS)](https://nand-research.com/research-note-pure-storage-cloud-for-azure-vmware-solution-avs/) - Pure Storage recently launched its new Pure Storage Cloud for Azure VMware Solution (AVS), a fully managed block-storage-as-a-service offering integrated directly into the Azure portal as an Azure Native ISV Service. This solution addresses the storage and scalability requirements of enterprise VMware workloads transitioning to the cloud, specifically those needing high storage capacity relative to compute.
- [Quick Take: Palantir and L3Harris Collaboration on AI and Defense Innovation](https://nand-research.com/quick-take-palintir-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
- [Quick Take: Siemens To Acquire Altair Engineering](https://nand-research.com/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.
- [Research Note: WEKA’s New WEKApod Nitro & Extreme](https://nand-research.com/research-note-wekas-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.
- [Application Modernization Takes on New Dimension in the Post-VMware World](https://nand-research.com/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.
- [Quick Take: AMD Data Center Group Earnings – Q3 2024](https://nand-research.com/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.
- [Commvault FQ2’25 Earnings: Strong Growth, Cloud Resilience Focus, and Strategic Partnerships](https://nand-research.com/commvault-fq225-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: ServiceNow Workflow Data Fabric](https://nand-research.com/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: Google Cloud Database & Related GenAI Announcements](https://nand-research.com/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.
- [Research Note: IBM Granite 3.0 Models](https://nand-research.com/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.
- [OCP Global Summit 2024: Key Announcements](https://nand-research.com/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.
- [Quick Take: AWS Leadership Transition](https://nand-research.com/quick-take-aws-leadership-transition/) - Amazon Web Services (AWS) is undertaking a significant leadership change as longtime CEO Adam Selipsky steps down to “prioritize family time” after a 14-year tenure with the company. Matt Garman, Senior Vice President of Sales and Marketing at AWS, is slated to succeed Selipsky effective June 3.
- [AMD MI300 Gains Momentum with New Vultr & Oracle Cloud Wins](https://nand-research.com/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.
- [Research Note: GenAI Enhancements to Oracle Autonomous Database](https://nand-research.com/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](https://nand-research.com/research-note-oracle-databasegoogle-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.
- [Research Note: Dell AI Portfolio Updates](https://nand-research.com/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](https://nand-research.com/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](https://nand-research.com/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](https://nand-research.com/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](https://nand-research.com/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](https://nand-research.com/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](https://nand-research.com/research-note-commvaults-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](https://nand-research.com/quick-take-ciscos-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](https://nand-research.com/research-note-supermicros-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](https://nand-research.com/research-note-vast-datas-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](https://nand-research.com/hpe-aruba-central-the-multi-vendor-network-management-solution-youve-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](https://nand-research.com/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
- [Quick Take: Veeam Software and Palo Alto Networks Integration](https://nand-research.com/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](https://nand-research.com/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: IBM QisKit Performance & Quality Leadership](https://nand-research.com/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: NetApp's New AI Vision](https://nand-research.com/research-note-netapps-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](https://nand-research.com/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: Pure Storage Sept'24 Announcements](https://nand-research.com/research-note-pure-storage-sept24-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: Commvault's Clumio Acquisition](https://nand-research.com/research-note-commvaults-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](https://nand-research.com/in-conversation-netapps-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: NetApp & AWS Expand Strategic Collaboration Agreement](https://nand-research.com/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: Fortinet Enhances Unified SASE Solution](https://nand-research.com/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?](https://nand-research.com/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: CrowdStrike Fal.Con 2024 Announcements](https://nand-research.com/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](https://nand-research.com/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: IBM Boosts Oracle Consulting with Accelalpha Acquisition & Consulting Expansion](https://nand-research.com/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](https://nand-research.com/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](https://nand-research.com/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](https://nand-research.com/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](https://nand-research.com/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](https://nand-research.com/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](https://nand-research.com/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](https://nand-research.com/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.
- [JFrog Introduces Comprehensive Runtime Security Solution & Nvidia Integration](https://nand-research.com/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.
- [Quick Take: Rubrik Estimate-Beating Q2 Earnings](https://nand-research.com/rubrik-delivers-strong-q2-earnings-driven-by-cyber-resilience-leadership/) - Rubrik reported impressive financial results for its Q2 FY2025, significantly outperforming key metrics and analyst expectations while raising its full-year guidance.
- [Research Note: Juniper Expands AIOps Portfolio](https://nand-research.com/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](https://nand-research.com/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: HPE Aruba NDR](https://nand-research.com/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: Cerebras Inference Service](https://nand-research.com/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 Q3 FY2024 Earnings](https://nand-research.com/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](https://nand-research.com/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](https://nand-research.com/3070-2/) - 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](https://nand-research.com/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](https://nand-research.com/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.
- [Research Note: IBM Telum II & Spyre AI Accelerators](https://nand-research.com/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](https://nand-research.com/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](https://nand-research.com/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: Qualcomm FQ3 2024 Earnings](https://nand-research.com/research-note-qualcomm-fq3-2024/) - 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: HPE Acquires Morpheus Data to Simplify GreenLake Management](https://nand-research.com/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: Lenovo FQ1'2025 Earnings](https://nand-research.com/research-note-lenovo-fq12025-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](https://nand-research.com/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](https://nand-research.com/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](https://nand-research.com/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.
- [Quick Take: Quantum FQ1'2025 Earnings](https://nand-research.com/quick-take-quantum-fq12025-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.
- [IBM Algorithms Included in 1st NIST Post-Quantum Cryptography Standards](https://nand-research.com/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).
- [Research Note: Palantir Q2 2024 Earnings](https://nand-research.com/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.
- [Research Brief: Oracle Exadata on Exascale Infrastructure](https://nand-research.com/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 Report: Impact of Storage Architecture on the AI Lifecycle](https://nand-research.com/research-report/) - 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: Western Digital FQ4 2024 Earnings](https://nand-research.com/research-note-2/) - 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. 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 Note: Ampere Computing Roadmap Updates](https://nand-research.com/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 Report: Taming the AI-enabled Edge with HCI-based Architectures](https://nand-research.com/research-note-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.
- [Backgrounder: State of CXL](https://nand-research.com/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.
- [Quick Take: Azure's Impact on Microsoft FQ4 2024 Earnings](https://nand-research.com/quick-take-azures-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](https://nand-research.com/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.
- [Research Note: onsemi EliteSIC M3e MOSFET](https://nand-research.com/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 Note: IBM Q2 2024 Earnings](https://nand-research.com/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](https://nand-research.com/let-openai-gpt-4o-mini-tell-you-about-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](https://nand-research.com/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.
- [Research Note: NVIDIA AI Factory & NIM Inference Microservices](https://nand-research.com/research-note-nvidia-ai-factory-nim-inference-microservices-research-note-nvidia-ai/) - 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.
- [In Conversation: Extending HCI to the Edge](https://nand-research.com/in-conversation-extending-hci-to-the-edge/) - I recently sat with Nutanix's Greg White, Senior Director of Product Marketing, to understand the challenges of deploying resources, including AI, to the edge. Greg also talked in-depth about how hyper-converged architectures (HCI) can be leveraged to address many of these challenges.
- [Research Note: Pure Storage Expands Platform @ Pure Accelerate](https://nand-research.com/research-note-pure-storage-expands-platform-pure-accelerate/) - At its recent Pure Accelerate customer event, Pure unveiled a slew of new capabilities focused on bolstering Pure’s platform approach to enterprise storage. Pure delivers a comprehensive, flexible, high-performance platform tailored to modern “data first” enterprise needs.
- [Quick Reference: Cyber Security Acronyms](https://nand-research.com/quick-reference-cyber-security-acronyms/) - The cybersecurity industry is filled with acronyms. For your reference (and ours!), we maintain the list of common acronyms. We hope you find it useful.
- [Oracle Releases APEX 24.1 Low-Code Development Platform](https://nand-research.com/oracle-releases-apex-24-1-low-code-development-platform/) - Oracle recently announced that its APEX 24.1 low-code development platform is now available for download. It is being rolled out globally across OCI APEX Application Development and Autonomous Database Cloud Service regions.
- [Research Note: Lenovo AI Updates](https://nand-research.com/research-note-lenovo-ai-updates/) - Lenovo recently introduced new enterprise AI solutions designed to simplify AI adoption. These include turnkey services, business-ready vertical solutions, and energy-efficient innovations to accelerate practical AI applications.
- [Research Note: Micron FQ3 2024 Earnings](https://nand-research.com/research-note-micron-fq3-2024-earnings/) - Micron Technology delivered a strong performance in Q3 FY2024, significantly surpassing market expectations in several key areas. The company's financial results reflect robust demand, strategic pricing, and technological advancements that position it well for future growth.
- [Research Note: Microsoft & IBM's Expanded Cyber Security Alliance](https://nand-research.com/research-note-microsoft-ibms-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.
- [Quick Take: VAST Data Platform Achieves NVIDIA Partner Network Certification](https://nand-research.com/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.
- [Quick Take: AWS Launches Graviton 4](https://nand-research.com/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.
- [Research Note: AMD Acquires Silo AI](https://nand-research.com/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.
- [Research Note: AWS Updates Bedrock](https://nand-research.com/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: NetApp Updates Cloud Offerings](https://nand-research.com/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.
- [Quick Take: OpenText Cloud Editions (CE) 24.3](https://nand-research.com/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: Mistral NeMo 12B Small Language Model](https://nand-research.com/research-note-mistral-nemo-12b-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: SAP's Strong Q2 Earnings](https://nand-research.com/quick-take-sap-se-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: NTT Data's New AI Edge Platform](https://nand-research.com/research-note-ntt-data-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: Micron 9550, The Industry’s Fastest Data Center SSD](https://nand-research.com/quick-take-micron-9550-industrys-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.
- [Quick Take: Tanium's Autonomous Endpoint Management (AEM)](https://nand-research.com/quick-take-taniums-autonomous-endpoint-management-aem/) - Tanium, a leader in converged endpoint management, is bringing AEM into the mainstream, highlighting the technology as the future direction of its XEM platform at its recent Converge event. Let’s look at AEM and how it might impact the cybersecurity market.
- [HPE Networking- Not quite ready to take over the world and that’s okay.](https://nand-research.com/hpe-networking-not-quite-ready-to-take-over-the-world-and-thats-okay/) - An AI wave is soon to hit enterprise shores and is bringing a need to totally rethink enterprise network design, support models, and functional capabilities. HPE is spending billions to develop offerings for IoT, distributed computing, and artificial intelligence (AI).The years-long build is leading to HPE’s realization that a more advanced network offering is critical to the successful deployment of its AI portfolio, hence the pending Juniper acquisition.
- [Riverbed’s New Platform Approach to AI-powered Observability](https://nand-research.com/riverbeds-new-platform-approach-to-ai-powered-observability/) - This week at the 2024 RSA conference, observability company Riverbed launched an aggressive update to its advanced AI-powered observability platform. The new platform includes several new solutions and features built on an open architecture, addressing critical visibility challenges across public cloud, Zero Trust, SD-WAN, and remote work environments.
- [Research Note: HPE OpsRamp Enhancements](https://nand-research.com/research-note-hpe-opsramp-enhancements/) - Hewlett Packard Enterprises introduced several enhancements to its OpsRamp solution at its recent HPE Discover event in Las Vegas that bolster its autonomous IT operations vision.
- [What is Intent-Based Networking?](https://nand-research.com/what-is-intent-based-networking/) - Intent-Based Networking (IBN) is an advanced approach to network management and operation that uses high-level business goals and policies to automate and manage the network. Unlike traditional network management methods that require manual configurations and constant monitoring, IBN focuses on the desired outcomes or "intent" and uses AI, machine learning, and automation to achieve those outcomes.
- [HPE Updates Partner Programs for AI](https://nand-research.com/hpe-updates-partner-programs-for-ai/) - At HPE Discover 2024, HPE announced an ambitious new AI enablement program in collaboration with NVIDIA to boost profitability and deliver new revenue streams for partners. This program includes enhanced competencies and resources across AI, compute, storage, networking, hybrid cloud, sustainability, and HPE GreenLake offerings.
- [Research Note: NVIDIA AI Computing by HPE](https://nand-research.com/research-note-nvidia-ai-computing-by-hpe/) - At its HPE Discover event in Las Vegas, Hewlett Packard Enterprise and NVIDIA announced a collaborative effort to accelerate the adoption of generative AI across enterprises. The collaboration, branded as NVIDIA AI Computing by HPE, introduces a portfolio of co-developed AI solutions and joint go-to-market integrations to address the complexities and barriers of large-scale AI adoption.
- [Research Note: VAST Data/Cisco AI Collaboration](https://nand-research.com/research-note-vast-data-cisco-ai-collaboration/) - VAST Data and Cisco announced a new collaboration to deliver a robust, high-performance AI data infrastructure that integrates seamlessly with an Ethernet-based AI fabric designed to handle data at an exabyte scale. Each company brings specialized expertise to create a unified, high-performance AI data platform.
- [Quick Take: Mirantis and Portworx Collaboration](https://nand-research.com/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.
- [Quick Take: Hammerspace Integrates Gryf with SourceCode/GigaIO Partnership](https://nand-research.com/quick-take-hammerspace-integrates-gryf-with-sourcecode-gigaio-partnership/) - Hammerspace announced a significant addition to its Global Data Platform, enabling it to process, store, and manage data in edge compute environments. This advancement is achieved through the integration with Gryf, a portable AI supercomputer developed by SourceCode and GigaIO. This combined solution brings increased shared AI processing power to edge locations, even those with limited or no network infrastructure.
- [Research Note: Fortinet Acquires Lacework](https://nand-research.com/research-note-fortinet-acquires-lacework/) - Fortinet, a converged networking and security market player, announced its definitive agreement to acquire Lacework, a data-driven cloud security company known for its AI-powered platform. This acquisition will bolster Fortinet's already robust Security Fabric, delivering enhanced security solutions from code to cloud for its vast customer base.
- [Quick Take: Databricks to Acquire Tabular](https://nand-research.com/quick-take-databricks-to-acquire-tabular/) - Databricks announced its agreement to acquire Tabular, a data management company founded by Ryan Blue, Daniel Weeks, and Jason Reid. The acquisition aims to unify the Apache Iceberg and Delta Lake open-source lakehouse formats, enhancing data compatibility for organizations.
- [Research Note: AMD Computex MI325x & MI350 Accelerator Announcements](https://nand-research.com/research-note-amd-computex-mi325x-mi350-accelerator-announcements/) - At the 2024 Computex event in Taiwan, AMD CEO Lisa Su revealed details about AMD’s upcoming MI350 and MI325X accelerators, follow-ons to its current MI300x products, highlighting significant advancements in AI performance and memory capacity. The new products are positioned as key components in AMD's strategy to lead the AI accelerator market.
- [Research Note: IBM Research's Breakthrough in Error Mitigation/Correction for Quantum Computing](https://nand-research.com/research-note-ibm-researchs-breakthrough-in-error-mitigation-correction-in-quantum-computing/) - In a new paper published in the journal Nature, IBM Research describes a new approach that addresses a fundamental challenge in quantum computing: the vulnerability of quantum hardware to errors caused by environmental noise. This issue is a significant hurdle in developing and operating utility-scale quantum circuits, which are essential for practical applications of quantum computing.
- [Research Note: IBM QisKit 1.0 Quantum SDK Release](https://nand-research.com/research-note-ibm-qiskit-1-0-quantum-sdk-release/) - IBM released significant enhancements to Qiskit, its widely used quantum software platform. These enhancements show its evolution from a software development kit launched in 2017 into a comprehensive software stack.
- [Research Note: Red Hat Summit 2024 AI Announcements](https://nand-research.com/research-note-red-hat-summit-2024-ai-announcements/) - At its recent Red Hat Summit, Red Hat announced several new products and enhancements, many of which simplify or enable the use of AI within the enterprise. These include its new OpenShift AI, OpenShift LightSpeed enhancements, and a new RHEL AI release.
- [Quick Take: Lenovo & Cisco Expand Relationship for AI Innovation](https://nand-research.com/quick-take-lenovo-cisco-expand-relationship-for-ai-innovation/) - Ahead of Cisco Live, Lenovo and Cisco announced a global strategic partnership to deliver fully integrated infrastructure and networking solutions that accelerate digital transformation and AI innovation for businesses of all sizes.
- [Quick Take: IBM & AWS Collaborate on Responsible AI](https://nand-research.com/quick-take-ibm-aws-collaborate-on-responsible-ai/) - At the IBM Think conference, IBM announced a collaboration with Amazon Web Services (AWS) to integrate the full suite of IBM's watsonx AI and data platform with AWS services. The partnership helps streamline enterprise AI scaling through an open, hybrid approach with comprehensive governance.
- [Research Note: UALink Alliance & Accelerator Interconnect Specification](https://nand-research.com/research-note-ualink-alliance-accelerator-interconnect-specification/) - UALink is a new open standard designed to rival NVIDIA's proprietary NVLink technology. It facilitates high-speed, direct GPU-to-GPU communication crucial for scaling out complex computational tasks across multiple graphics processing units (GPUs) or accelerators within servers or computing pods.
- [Research Note: IBM InstructLab LLM Tool Kit](https://nand-research.com/research-note-ibm-instructlab-llm-tool-kit/) - At IBM’s 2024 Think conference in Boston, IBM Research unveiled InstructLab, developed in collaboration with Red Hat, to address the inefficiencies of existing training approaches by enabling collaborative, cost-effective model customization.
- [Quick Take: HPE Zerto Updated Cyber Resilience Vault w/ HPE Alletra Storage MP](https://nand-research.com/quick-take-hpe-zerto-updated-cyber-resilience-vault-w-hpe-alletra-storage-mp/) - Zerto, a Hewlett Packard Enterprise company, enhanced its Cyber Resilience Vault with a new HPE Alletra Storage MP integration. The integration enhances the vault's immutability features, ensuring that data copies remain inaccessible to threat actors. It also offers a 100% data availability guarantee for the landing zone within the vault.
- [Research Note: Nutanix FQ3 2024 Earnings](https://nand-research.com/research-note/) - Nutanix reported impressive financial results for its fiscal Q3 2024 quarter, demonstrating significant growth and operational efficiency. The company surpassed its revenue expectations, achieving $525 million, a clear indicator of its robust execution and strategic advancements in the IT sector.
- [Quick Take: Hitachi/Google Cloud AI Partnership](https://nand-research.com/quick-take-hitachi-google-cloud-ai-partnership/) - Hitachi and Google Cloud announced a multi-year partnership to drive enterprise innovation and productivity using generative AI. Hitachi will establish a new business unit that addresses industry challenges with AI technologies like Gemini models and Vertex AI. The partnership also helps expand Hitachi's Lumada digital business and improve operational efficiencies within the Hitachi Group.
- [Research Note: Ampere Computing 1H 2024 Roadmap Update](https://nand-research.com/research-note-ampere-computing-1h-2024-roadmap-update/) - Ampere Computing released its annual roadmap update, outlining significant progress and strategic initiatives aimed at driving innovation in sustainable, power-efficient computing for cloud and AI applications.
- [Quick Take: IBM’s Storage Assurance Program](https://nand-research.com/quick-take-ibms-storage-assurance-program/) - IBM announced its new IBM Storage Assurance program. IBM’s new IT lifecycle management option aims to maximize performance and provide clients with enhanced choice and control within the data center.
- [Research Note: Pure Storage FQ1 2025 Earnings](https://nand-research.com/research-note-pure-storage-fq1-2025-earnings/) - Pure Storage's Q1 FY2025 earnings show a positive tone for the year, showcasing a remarkable return to double-digit revenue growth and solidifying its strategic position in the competitive data storage market. With an 18% year-over-year revenue increase, the company has demonstrated its ability to leverage emerging opportunities, particularly in AI-driven workloads and hyperscaler environments.
- [Research Report: Oracle Database Vector Search](https://nand-research.com/research-paper-oracle-database-vector-search/) - Oracle introduced full support for vectors, including vector search, in its just-released Oracle Database 23ai. Known as AI Vector Search, this capability represents a significant advancement in how databases can store, index, and search data semantically.
- [Quick Take: IBM and Salesforce Strategic Partnership](https://nand-research.com/quick-take-ibm-and-salesforce-strategic-partnership/) - At IBM Think in Boston this week, IBM and Salesforce announced an expanded strategic partnership integrating IBM's watsonx AI and Data Platform capabilities with the Salesforce Einstein 1 Platform. This collaboration gives enterprise customers great choice and flexibility in AI and data deployment.
- [Quick Take: Microsoft Corp. and G42 Digital Investments in Kenya](https://nand-research.com/quick-take-microsoft-corp-and-g42-digital-investments-in-kenya/) - Microsoft and G42 announced a substantial digital investment initiative in Kenya, partnering with the Republic of Kenya’s Ministry of Information, Communications, and the Digital Economy. The initiative, supported by an initial $1 billion investment arranged by G42, aims to enhance Kenya's digital infrastructure, AI capabilities, and connectivity, fostering the region's digital transformation and economic growth.
- [Research Note: Lenovo FQ4 2024 Earnings](https://nand-research.com/research-note-lenovo-fq4-2024-earnings/) - Lenovo Group announced its fiscal Q4 and full-year results for fiscal year 2023/24, showing a significant resurgence with a near 10% year-on-year revenue growth to US$13.8 billion in the fourth quarter.
- [Quick Take: CoreWeave $7.5B Debt Financing to Expand AI Infrastructure](https://nand-research.com/quick-take-coreweave-7-5b-debt-financing-to-expand-ai-infrastructure/) - GPU-cloud provider CoreWeave announced a definitive agreement for a $7.5 billion debt financing round. The funds will be used to expand CoreWeave’s high-performance computing infrastructure to meet the demands of existing contracts with enterprise customers and AI innovators.
- [Microsoft Azure Cobalt 100 Arm-based VMs](https://nand-research.com/microsoft-azure-cobalt-100-arm-based-vms/) - At its 2024 Microsoft Build Event this week, Microsoft announced the preview of new Azure Virtual Machines powered by Microsoft’s previously announced in-house-design Arm-based processor, the Cobalt 100
- [Microsoft New Phi-3 Model Additions](https://nand-research.com/microsoft-new-phi-3-model-additions/) - This week at the Microsoft Build 2024 conference, the tech giant announced an exciting set of updates to its Phi-3 family of small, open models. The news includes the introduction of Phi-3-vision, a multimodal model that combines language and vision capabilities, providing developers with powerful tools for generative AI applications.
- [Quick Take: Informatica GenAI Enhancements](https://nand-research.com/quick-take-informatica-genai-enhancements/) - At the ongoing Informatica World in Las Vegas, enterprise cloud data management leader Informatica announced significant product innovations that promise to use generative AI to bring secure and instant access to critical data insights to its customers.
- [Research Note: Dell PowerStore Prime](https://nand-research.com/research-note-dell-powerstore-prime/) - Dell Technologies announced its new PowerStore Prime solutions at the 2024 Dell Technologies World. PowerStore Prime combines cutting-edge all-flash storage technology with strategic business enhancements designed to address the rapidly evolving needs of modern enterprises.
- [Quick Take: Palo Alto Networks FQ3 2024 Earnings](https://nand-research.com/quick-take-palo-alto-networks-fq3-2024-earnings/) - Palo Alto Networks released its FQ3 2024 earnings, beating consensus on revenue and earnings, but disappointing with weaker than expected guidance.
- [Research Brief: Dell AI Factory](https://nand-research.com/research-brief-dell-ai-factory/) - At NVIDIA GTC earlier this year, Dell announced a collaboration with NVIDIA to deliver the Dell AI Factory with NVIDIA that was heavily based on NVIDIA technology. At this year’s Dell Tech World, Dell went further, introducing its own Dell AI Factory, while also updating the Dell AI Factory with NVIDIA.
- [Quick Take: 2024 Red Hat Summit Wrap-Up](https://nand-research.com/quick-take-2024-red-hat-summit-wrap-up/) - Red Hat held its annual Red Hat in Denver, Colorado, showcasing significant innovations in AI and policy automation, reinforcing Red Hat's commitment to advancing AI applications within the enterprise sector. Key highlights included the introduction of "Policy as Code" in the Red Hat Ansible Automation Platform, expansions in the Red Hat Lightspeed portfolio to incorporate
- [Quick Take: Dynatrace FQ4 2024 Earnings](https://nand-research.com/quick-take-dynatrace-fq4-2024-earnings/) - Dynatrace wrapped up its fiscal year 2024 with robust financial performance and strategic advancements. The company's ARR exceeded expectations, crossing the $1.5 billion mark, growing 20% year-over-year. This growth is bolstered by significant deals, including a landmark 9-figure TCV deal, highlighting Dynatrace's competitive edge in the observability and AI ops markets.
- [Research Brief: IBM & Palo Alto Networks Strategic Partnership](https://nand-research.com/research-brief-ibm-palo-alto-networks-strategic-partnership/) - IBM and Palo Alto Networks recently entered into a groundbreaking partnership, driving a substantial shift in the cybersecurity landscape. The new collaboration leverages each company's strengths to enhance AI-powered customer security outcomes, while also moving IBM's QRadar offering to Palo Alto Networks.
- [Quick Take: New Dell PowerEdge Models](https://nand-research.com/quick-take-new-dell-poweredge-models/) - Dell Technologies announced enhancements to its PowerEdge server portfolio. The servers are designed for versatility and aim to simplify operations across various sectors, including CSPs, small businesses, and edge operations.
- [Research Note: Google Trillium TPU](https://nand-research.com/research-note-google-trillium-tpu/) - The Trillium TPU, Google's sixth-generation TPU, was announced at Google I/O. It promises unprecedented compute performance, memory capacity, and energy efficiency for generative AI training and inference.
- [Research Note: New ServiceNow GenAI Capabilities](https://nand-research.com/research-note-new-servicenow-genai-capabilities/) - At its Knowledge 2024 event, ServiceNow introduced a series of generative AI capabilities to enhance productivity and drive innovation across enterprise operations. These developments significantly enhance ServiceNow's AI offerings.
- [Research Note: Datadog Q1 2024 Earnings](https://nand-research.com/research-note-datadog-q1-2024-earnings/) - Datadog recently released its fiscal Q1 2024 earnings, beating consensus estimates on earnings and revenue, but disappointed analysts with its guidance.
- [Research Note: Elastic SIEM Solution](https://nand-research.com/research-note-elastic-siem-solution/) - At the 2024 RSA conference, Elastic announced that its AI-driven security analytics solution, part of the Search AI platform, will supplant traditional SIEM systems in modern SOCs. The solution leverages search and retrieval-augmented generation (RAG) to streamline the previously manual configuration, investigation, and response processes, delivering hyper-relevant results swiftly.
- [Research Note: CrowdStrike Falcon ASPM & CDR Updates](https://nand-research.com/reseach-note-crowdstrike-falcon-aspm-cdr-updates/) - At the 2024 RSA conference, CrowdStrike announced enhancements to its Falcon platform, introducing its new Falcon Application Security Posture Management (ASPM) along with an expansion of its Cloud Detection and Response (CDR) capabilities.
- [Research Note: IBM Open Sources Granite Code Models](https://nand-research.com/research-note-ibm-open-sources-granite-code-models/) - IBM is releasing its Granite code models to the open-source community, aiming to simplify coding for a broad range of developers. The Granite models, part of IBM's wider initiative to harness AI in software development, range from 3 to 34 billion parameters and include base and instruction-following variants.
- [Research Note: Arm FQ4 2024 Earnings Results](https://nand-research.com/research-note-arm-fq4-2024-earnings-results/) - Arm reported record revenues for its fiscal Q4 2024, increasing revenue during the quarter by 47% year-over-year, driven by significant gains in royalties and licensing. Arm’s growth was fueled by the rapid adoption of the v9 architecture and a strategic increase in R&D investment, mainly targeted towards harnessing opportunities in AI technologies.
- [Research Note: Palantir Q1 2024 Earnings](https://nand-research.com/research-note-palantir-q1-2024-earnings/) - Panatir Technologies reported its Q1 2024 earnings, surpassed revenue expectations with its robust 21% year-over-year growth, achieving $634 million. While the company met consensus estimates on EPS, it delivered weaker-than-expected guidance.
- [Quick Take: IBM Power S1012](https://nand-research.com/quick-take-ibm-power-s1012/) - IBM expanded its server portfolio with the introduction of its new IBM Power S1012. Based on IBM's Power10 processor, the new server offers up to three times more performance per core compared to its predecessor, the Power S812, in a 1-socker half-width form factor.
- [Quick Take: Fortinet Q1 2024 Earnings](https://nand-research.com/quick-take-fortine-q1-2024-earnings/) - Fortinet released its earnings for its fiscal Q1 2024, demonstrating robust financial performance across several key metrics.
- [Research Note: Elastic's AI-Focused SIEM Updates](https://nand-research.com/research-note-elastics-ai-focused-siem-updates/) - At the 2024 RSA Conference, Elastic introduced significant enhancements to its Security Information and Event Management (SIEM) solution, Elastic Security. The upgrades, revealed at the recent RSA Conference, are a substantial leap in the evolution of security operations centers (SOCs).
- [Research Note: SentinelOne Purple AI Updates](https://nand-research.com/research-note-sentinelone-purple-ai-updates/) - At the 2024 RSA Conference, SentinelOne announced a significant leap in this ongoing battle with recent enhancements to its Singularity platform, specifically through the capabilities of Purple AI—advancements that see artificial intelligence play a more proactive and autonomous role in protecting digital assets.
- [Quick Take: New Relic Brings Observability to Atlassian](https://nand-research.com/quick-take-new-relic-brings-observability-to-atlassian/) - At the recent Atlassian Team24 event, New Relic announced new integrations with Atlassian's offerings to enhance the efficiency of incident management and resolution within software development environments.
- [Quick Take: Panasas Rebrands as VDURA, Shifts to SaaS Model](https://nand-research.com/quick-take-panasas-rebrands-as-vdura-shifts-to-saas-model/) - Legacy parallel file system provider Panasas is transitioning from hardware sales to focusing on the public cloud under its new brand, VDURA. Traditionally, Panasas offered the PanFS software platform, which supports high-capacity drives and diverse connectivity options targeting the HPC market.
- [Quick Take: Google Cloud Threat Intelligence](https://nand-research.com/quick-take-google-cloud-threat-intelligence/) - Google announced its new Google Threat Intelligence at the 2024 RSA Conference in San Francisco. The latest offering addresses longstanding issues in threat intelligence by offering a more comprehensive view and easier operationalization of data.
- [Quick Take: Informatica Q1 2024 Earnings](https://nand-research.com/quick-take-informatica-q1-2024-earnings/) - Informatica released its Q1 2024 earnings, showing strong financial performance in the first quarter, reflecting the successful execution of its strategic initiatives.
- [Research Brief: Oracle Database 23ai](https://nand-research.com/research-brief-oracle-database-23ai/) - Oracle announced the release of Oracle Database 23ai. As its name implies, this long-term support version integrates seamlessly with artificial intelligence. Beyond new GenAI-focused features, it includes more than 300 new features that enhance app development, support mission-critical workloads, and simplify the integration of AI with data.
- [Quick Take: Sygnia & NVIDIA's Edge Security Play](https://nand-research.com/quick-take-sygnia-nvidias-edge-security-play/) - Sygnia and NVIDIA announced a strategic collaboration to enhance cybersecurity in the energy and industrial sectors using AI-powered edge solutions. The aim is to directly improve data collection, threat detection, and response capabilities at the edge of industrial and critical infrastructure networks.
- [Research Note: Snyk AppRisk Pro](https://nand-research.com/research-note-snyk-apprisk-pro/) - Snyk launched Snyk AppRisk Pro, a new tool designed to enhance application security by integrating AI with application context from various third-party integrations. The new tool helps application security (AppSec) and development teams prioritize and accelerate the remediation of business-critical risks throughout the full development lifecycle by providing a comprehensive view of application risk by assessing how the application is built, its code, its business impact, and team responsibilities.
- [Research Note: Commvault FQ4 2024 Earnings](https://nand-research.com/research-note-commvault-fq4-2024-earnings/) - Commvault released its fiscal Q4 2024 earnings results, closing out its fiscal year '24 on a high note with substantial growth across key financial metrics.
- [Research Note: MongoDB AI Applications Program](https://nand-research.com/research-note-mongodb-ai-applications-program/) - MongoDB announced the launch of the MongoDB AI Applications Program (MAAP). This comprehensive initiative enables organizations to effectively integrate generative AI technologies into their modern applications at an enterprise scale.
- [Research Note: Atlassian Rovo](https://nand-research.com/research-note-atlassian-rovo/) - Atlassian, a long-time leader in enterprise collaboration and IT workflow management tools has taken a bold step forward with the launch of Atlassian Rovo. Its new cutting-edge product, powered by Atlassian Intelligence, transforms how organizations manage, search, and utilize data across various platforms and tools.
- [Sovereign Cloud Explained](https://nand-research.com/sovereign-cloud-explained/) - As enterprises increasingly migrate to the cloud, ensuring that data remains secure, private, and within legal jurisdictional boundaries is paramount. Sovereign cloud solutions have emerged as a pivotal technological innovation designed to address these complex requirements.
- [Quick Take: Amazon Invests $4B in AI Model Developer Anthropic](https://nand-research.com/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.
- [Amdocs Survey Says: Telecom Slow to Embrace Generative AI](https://nand-research.com/amdocs-survey-says-telecom-slow-to-embrace-generative-aiamdocs-survey-says/) - Amdocs, one of the giants in the telecommunications industry, together with analytics company Analysys Mason, released the results of a global survey of communications service providers to understand how generative AI impacts those CSPs. The results were surprising. While the IT industry rapidly embraces generative AI to understand and manage infrastructure, telecom is moving much more slowly. The Amdocs survey showed that less than a quarter of CSPs use GenAI today. The surprising statistic is that nearly half of the respondents haven't even begun exploring the technology.
- [Research Note: NVIDIA & AWS’s Broad AI-Focused Collaboration](https://nand-research.com/research-note-nvidia-awss-broad-ai-focused-collaborationresearch-note/) - At the Nvidia GTC event in San Jose, Nvidia and Amazon Web Services made a series of wide-ranging announcements that showed a broad and strategic collaboration to accelerate global AI innovation and infrastructure capabilities. The joint announcements included the introduction of NVIDIA Grace Blackwell GPU-based Amazon EC2 instances, NVIDIA DGX Cloud integration, and, most critically, a pivotal collaboration called Project Ceiba.
- [Nvidia And Dell Build An AI Factory Together](https://nand-research.com/nvidia-and-dell-build-an-ai-factory-together/) - At last month's Nvidia GTC conference, Dell Technologies unveiled the Dell AI Factory with Nvidia, a comprehensive set of enterprise AI solutions aimed at simplifying the adoption and integration of AI for businesses. Dell also announced enhancements to its flagship PowerEdge XE9680 server, including options for liquid-cooling, which allows the server to deliver the full capabilities of Nvidia’s newly announced AI accelerators.
- [Research Note: NVIDIA H100 Confidential Computing](https://nand-research.com/research-note-nvidia-h100-confidential-computing/) - This week, NVIDIA made its confidential computing capabilities for its flagship NVIDIA Hopper H100 GPU, previewed in August 2023, generally available. This makes NVIDIA's H100 the first GPU with these capabilities, which are critical for protecting data as it is being processed. This Research Note looks at confidential computing and how it works on the NVIDIA H100 GPU.
- [Google Cloud Transforming Healthcare With AI](https://nand-research.com/google-cloud-transforming-healthcare-with-ai/) - At the recent HIMSS24 event in Orlando, Google Cloud unveiled a set of new solutions designed to enhance interoperability, establish a robust data foundation, and deploy generative AI tools within the healthcare and life sciences sectors, all of which promise to improve patient outcomes.
- [AWS And Nvidia Expand AI Relationship](https://nand-research.com/aws-and-nvidia-expand-ai-relationship/) - At the Nvidia GTC event in San Jose, Nvidia and Amazon Web Services made a series of wide-ranging announcements that showed a broad and strategic collaboration to accelerate AI innovation and infrastructure capabilities globally. The joint announcements included the introduction of Nvidia Grace Blackwell GPU-based Amazon EC2 instances, Nvidia DGX Cloud integration, and, most critically, a pivotal collaboration called Project Ceiba.
- [Research Note: IBM FlashSystem 5300](https://nand-research.com/research-note-ibm-flashsystem-5300/) - IBM launched its new IBM FlashSystem 5300, a new entry-level storage solution with exceptional price performance, high availability, and enterprise-class data services within a compact 1U rack unit. The new array meets the needs of both small and large organizations facing the challenges of resource-constrained data centers and demanding workloads.
- [Quick Take: SPDX 3.0 Release](https://nand-research.com/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 FQ1 2024 Earnings](https://nand-research.com/research-note-ibm-fq1-2024-earnings/) - IBM's recently announced fiscal Q1 2024 earnings show a steady trajectory of growth as IBM successfully executes its strategic shift towards hybrid cloud and AI. The technology giant's software and consulting segments led the charge, driving revenue increases and demonstrating the ongoing success of IBM's focus on enterprise solutions.
- [Research Note: CrowdStrike FQ4 2024 Earnings](https://nand-research.com/research-note-crowdstrike-fq4-2024-earnings-2/) - CrowdStrike released consensus-beating results for its fiscal Q4 2024, showing strong growth and record-breaking performance. The company also delivered better-than-expected guidance.
- [Research Note: Western Digital FQ4 2024 Earnings](https://nand-research.com/research-note-western-digital-fq4-2024-earnings/) - Western Digital released its FQ4 2024 financial results. The company exceeded expectations with revenue of $3.5 billion, a non-GAAP gross margin of 29.3%, and non-GAAP earnings per share of $0.63. The success was attributed to a diversified portfolio of products and structural changes to the business that improved profitability.
- [What Microsoft’s FQ3 2024 Earnings Reveal About Azure](https://nand-research.com/what-microsofts-fq3-2024-earnings-reveal-about-azure/) - Microsoft announced its fiscal Q3 2024 results, demonstrating robust growth. The company reported a total revenue of $61.9 billion, a 17% increase year-over-year, primarily driven by the cloud segment. Microsoft’s Cloud business, which includes Azure and other cloud properties such as LinkedIn, generated over $35 billion in revenue, up 23%. During its earnings call, Microsoft said that Azure's expansion and the increasing demand for AI infrastructure propelled much of its growth.
- [Quick Take: Western Digital’s FQ3 2024 Earnings](https://nand-research.com/quick-take-western-digitals-fq3-2024-earnings/) - Western Digital reported strong earnings for its third quarter of fiscal 2024, with revenue reaching $3.5 billion, a non-GAAP gross margin of 29.3%, and non-GAAP earnings per share at $0.63. WD exceeded consensus estimates.
- [What Alphabet Earnings Tell Us About Google Cloud](https://nand-research.com/what-alphabet-earnings-tell-us-about-google-cloud/) - Google Cloud showed significant growth during the quarter, driven by the increasing demand for AI and cloud-based solutions. The business is positioned for continued growth, with a focus on infrastructure leadership, AI-driven innovations, and strong customer adoption.
- [Research Report: Oracle Database@Azure](https://nand-research.com/research-paper-oracle-databaseazure/) - Oracle and Microsoft Azure recently announced Oracle@Azure, making Microsoft Azure the only cloud provider besides Oracle itself capable of running Oracle's database services with the performance, reliability, and security of Oracle Exadata and OCI
- [Quick Take: Apple’s OpenELM Small Language Model](https://nand-research.com/quick-take-apples-openelm-small-language-model/) - Apple this week unveiled its OpenELM, a set of small AI language models designed to run on local devices like smartphones rather than rely on cloud-based data centers. This reflects a growing trend toward smaller, more efficient AI models that can operate on consumer devices without significant computational resources.
- [Quick Take: Intel FQ1 2024 Earnings Results](https://nand-research.com/quick-take-intel-fq1-2024-earnings-results/) - Intel announced solid Q1 earnings, with revenue meeting expectations and EPS exceeding guidance. The company's results reflect a disciplined approach to cost reduction and steady progress toward long-term goals.
- [Research Note: Lenovo's AMD-based AI Portfolio Update](https://nand-research.com/research-note-lenovos-amd-based-ai-portfolio-update/) - Lenovo announced a comprehensive set of AMD-based updates to its AI infrastructure portfolio, which include GPU-rich and thermal-efficient systems designed for compute-intensive workloads in various industries, including financial services and healthcare. The new offerings, designed in partnership with AMD, address the growing demand for compute-intensive workloads across industries, providing the flexibility and scalability required for AI deployments.
- [Research Note: IBM Acquires HashiCorp](https://nand-research.com/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.
- [Research Note: NVIDIA Acquires Run:AI](https://nand-research.com/research-note-nvidia-acquires-runai/) - NVIDIA announced an agreement to acquire Run:ai, a startup specializing in chip management and orchestration software based on Kubernetes. The acquisition is part of CEO Jensen Huang's strategy to diversify Nvidia's revenue streams from chips to software.
- [Quick Take: Vultr Launches Global Inference Cloud](https://nand-research.com/quick-take-vultr-launches-global-inference-cloud/) - Vultr recently announced the launch of Vultr Cloud Inference, a new serverless platform aimed at transforming AI scalability and reach. The new solution facilitates AI model deployment and inference capabilities worldwide.
- [Research Note: HashiCorp Infrastructure Cloud](https://nand-research.com/research-note-hashicorp-infrastructure-cloud/) - HashiCorp introduced "The Infrastructure Cloud" to aid organizations in maximizing their cloud investments, focusing on enabling teams to ship code quickly while minimizing costs and security risks.
- [Research Note: AWS Bedrock GenAI Enhancements](https://nand-research.com/research-note-aws-bedrock-genai-enhancements/) - Amazon announced updates to its Bedrock generative AI platform that expands its capabilities while improving the user experience. These enhancements focus on helping developers create AI applications quickly and securely.
- [Research Note: Microsoft Phi-3 Small Language Model](https://nand-research.com/research-note-microsoft-phi-3-small-language-model/) - Microsoft recently announced its Phi-3 small language models (SLMs), designed to deliver powerful performance at a reduced cost. These SLMs offer a compelling option for developers and businesses looking to harness the potential of generative AI. This Research Note looks at what Microsoft announced.
- [Research Note: Inside Q3 2023 Cloud Earnings](https://nand-research.com/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.
- [Dell Launches APEX Cloud Platform for Microsoft Azure](https://nand-research.com/dell-launches-apex-cloud-platform-for-microsoft-azure-2/) - 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.
- [Quick Take: SAP’s New Business AI Capabilities](https://nand-research.com/quick-take-saps-new-business-ai-capabilities/) - At the recent NVIDIA GTC event, SAP and NVIDIA announced an expanded partnership to enhance generative AI integration across SAP's cloud solutions and applications. The collaboration focuses on developing SAP Business AI, which integrates scalable, business-specific generative AI capabilities within various SAP offerings, including SAP Datasphere, and SAP BTP.
- [Quick Take: NetApp's Updates to Google Cloud Offering & GenAI Toolkit Reference](https://nand-research.com/quick-take-netapps-updates-to-google-cloud-offering-genai-toolkit-reference/) - NetApp is expanding its collaboration with Google Cloud to enhance data utilization for generative AI and hybrid cloud workloads, introducing its Flex service level for Google Cloud NetApp Volumes. Additionally, NetApp previewed its GenAI toolkit reference architecture that facilitates retrieval-augmented generation (RAG) using Google Cloud's Vertex AI platform.
- [Research Note: Dell APEX Files for Microsoft Azure](https://nand-research.com/research-note-dell-apex-files-for-microsoft-azure/) - Dell recently introduced its new APEX File Storage for Microsoft Azure, designed to enhance businesses' multi-cloud capabilities. The new solution integrates Dell PowerScale OneFS, its high-performance storage system, into the Azure cloud, allowing customers to manage and consolidate data efficiently, reduce costs, and improve data security and protection. It also utilizes Azure's AI tools to provide quicker insights.
- [Quick Take: Oracle GA's Globally Distributed Autonomous Database](https://nand-research.com/quick-take-oracle-gas-globally-distributed-autonomous-database/) - Oracle recently announced the general availability of its Globally Distributed Autonomous Database, marking a significant enhancement in its database technology.
- [Quick Take: VAST Data’s Nvidia DPU-Based AI Cloud Architecture](https://nand-research.com/quick-take-vast-datas-nvidia-dpu-based-ai-cloud-architecture/) - VAST Data recently introduced a new AI cloud architecture based on Nvidia's BlueField-3 DPU technology. The architecture is designed to improve performance, security, and efficiency for AI data services. The approach seeks to enhance data center operations and introduce a secure, zero-trust environment by integrating storage and database processing into AI servers.
- [Quick Take: NetApp's Real-Time Ransomware Detection For ONTAP](https://nand-research.com/quick-take-netapps-real-time-ransomware-detection-for-ontap/) - NetApp announced new cyber-resiliency capabilities to help customers better protect against and recover from ransomware attacks. Integrating AI and ML into its enterprise primary storage solutions, NetApp offers real-time ransomware protection for primary and secondary data, regardless of whether it's stored on-premises or in the cloud.
- [CrowdStrike’s Earnings Beat + Flow Acquisition](https://nand-research.com/crowdstrikes-earnings-beat-flow-acquisition/) - CrowdStrike released its fiscal Q4 2024 results, beating consensus on revenue and earnings while providing strong guidance for the coming year. The company also announced the acquisition of Flow, which offers unique capabilities for protecting data within cloud environments.
- [Research Note: SAP HANA Cloud Vector Engine](https://nand-research.com/research-note-sap-hana-cloud-vector-engine/) - SAP recently introduced its new SAP HANA Cloud Vector Engine, designed to bridge the gap between LLMs' advanced capabilities and enterprise-specific business needs.
- [Quick Take: Google Axion Arm-based Processor](https://nand-research.com/quick-take-google-axion-arm-based-processor/) - At its Google Cloud Next event, Google announced its new in-house designed Axion processor, a series of custom Arm-based CPUs explicitly designed for data center applications. These processors are part of Google's continued investment in custom silicon to enhance its cloud computing services' performance and energy efficiency.
- [Research Note: AMD Versal Edge Series Gen 2](https://nand-research.com/research-note-amd-versal-edge-series-gen-2/) - AMD expands its Versal portfolio with the introduction of its Versal AI Edge Series Gen 2 and Versal Prime Series Gen 2 adaptive SoCs. These next-generation solutions cater to the increasing demands for AI-driven and classic embedded systems, providing a balanced mix of performance, power efficiency, functional safety, and security within a single chip.
- [Research Note: Intel Gaudi 3](https://nand-research.com/research-note-intel-gaudi-3/) - Intel announced its long-anticipated new Intel Gaudi 3 AI accelerator at its Intel Vision event. The new accelerator offers significant improvements over the previous generation Gaudi 3 processor and promises to challenge Nvidia's current generation accelerators in training and inference for LLMs and multimodal models.
- [Research Note; Arm Ethos U-65 microNPU](https://nand-research.com/research-note-arm-ethos-u-65-micronpu/) - Arm introduced its new Ethos-U65 microNPU (Neural Processing Unit). This state-of-the-art AI accelerator facilitates machine learning (ML) inference in many embedded systems and high-performance devices.
- [Quick Take: Wasabi AiR Intelligent Media Storage](https://nand-research.com/quick-take-wasabi-air-intelligent-media-storage/) - Wasabi AiR integrates artificial intelligence to transform how video content is stored, accessed, and utilized. The new offering combines the cost-effectiveness and high performance of Wasabi's object storage with sophisticated AI capabilities, including automatic metadata tagging and multilingual searchable speech-to-text transcription.
- [Subscription Growth Fuels Pure Storage Earnings Beat](https://nand-research.com/subscription-growth-fuels-pure-storage-earnings-beat/) - In its fiscal Q4 2024 earnings release, Pure Storage exceeded revenue and operating profit guidance, demonstrating strong financial performance and market demand for its products and services. The most interesting aspect of Pure’s earnings is the growth of its subscription-based business, now accounting for more than 40% of its total revenue.
- [Quick Take: Dell Technologies New 5G Solutions](https://nand-research.com/quick-take-dell-technologies-new-5g-solutions/) - Dell Technologies introduced several new offerings designed to simplify the deployment of advanced 5G solutions by communication service providers. The new offerings center around the Dell Telecom Infrastructure Automation Suite, which automates the management and orchestration of a CSP's network infrastructure. The new suite also sits at the center of Dell's Telecom Infrastructure Blocks for Red Hat update.
- [Quick Take: Hammerspace Hyperscale NAS For AI & HPC](https://nand-research.com/quick-take-hammerspace-hyperscale-nas-for-ai-hpc/) - Hammerspace unveiled its new high-performance NAS architecture, Hyperscale NAS, to cater to the growing demands of enterprise AI, machine learning, deep learning initiatives, and the increasing use of GPU computing both on-premises and in the cloud.
- [Research Note: Databricks DBRX LLM](https://nand-research.com/research-note-databricks-dbrx-llm/) - Databricks launched DBRX, a new open, general-purpose Large Language Model (LLM) that sets a new benchmark for performance and efficiency. DBRX surpasses the capabilities of existing models like GPT-3.5 while also demonstrating competitive performance with closed models such as Gemini 1.0 Pro, making it a formidable player in general-purpose applications and specialized coding tasks.
- [Quick Take: Lacework Expands Enterprise Capabilities](https://nand-research.com/quick-take-lacework-expands-enterprise-capabilities/) - Cloud security company Lacework announced new platform capabilities to enhance efficiency for security stakeholders. The enhancements include the introduction of Lacework Explorer, a combination of a security graph and resource explorer for better asset visibility and relationship analysis. New dashboards have been introduced to provide in-depth insights into the performance of security programs against set goals.
- [Quick Take: Datastax Acquires Langflow](https://nand-research.com/quick-take-datastax-acquires-langflow/) - DataStax announced the acquisition of Logspace, the company behind Langflow, a low-code tool for building applications based on Retrieval-Augmented Generation (RAG). The terms of the deal were not disclosed.
- [Quick Take: Observe’s $115M Series B](https://nand-research.com/quick-take-observes-115m-series-b/) - Observe, a SaaS observability company focused on transforming the management and analysis of machine-generated data, has secured $115 million in Series B funding. The round closed with a valuation 10x of its Series A.
- [Research Note: MLPerf Inference 4.0 Results](https://nand-research.com/research-note-mlperf-inference-4-0-results/) - MLCommons released the results of its MLPerf Inference v4.0 benchmarks, which introduced two new workloads, Llama 2 and Stable Diffusion XL. Since its inception in 2018, MLPerf has established itself as a crucial benchmark in the accelerator market. The benchmarks offer detailed comparisons across a variety of system configurations for specific use cases.
- [Is NVIDIA Lagging in Lucrative Automotive Segment?](https://nand-research.com/is-nvidia-lagging-in-lucrative-automotive-segment/) - Nvidia's most recent earnings release is a tremendous achievement for the company, with reported revenue of $22.1 billion, up an incredible 265% year-on-year. Earnings grew an equally unbelievable 765% year-on-year. Its automotive revenue was $281 million.
- [Research Note: Arm's New Automotive Cores](https://nand-research.com/research-note-arms-new-automotive-cores/) - Arm recently launched new safety-enabled AE processors incorporating Armv9 technology and server-class performance. These processors are tailored for AI-driven applications to enhance autonomous driving and advanced driver-assistance systems (ADAS).
- [Quick Take: Microsoft Cloud for Sustainability Gains Data & AI Capabilities](https://nand-research.com/quick-take-microsoft-cloud-for-sustainability-gains-data-ai-capabilities/) - Microsoft introduced new data and AI solutions in its Cloud for Sustainability at its recent AI for Sustainability event. The new offerings will assist organizations transitioning from sustainability pledges to tangible sustainability progress.
- [Research Note: Dell AI Factory with NVIDIA](https://nand-research.com/research-note-dell-ai-factory-with-nvidia/) - At the 2024 NVIDIA GTC conference, Dell Technologies unveiled the Dell AI Factory with Nvidia, a comprehensive set of enterprise AI solutions aimed at simplifying the adoption and integration of AI for businesses. Dell also announced enhancements to its flagship PowerEdge XE9680 server, including introducing Dell’s first liquid-cooled server solution, which allows the server to deliver the full capabilities of NVIDIA’s newly announced AI accelerators.
- [Quick Take: Cisco Completes Splunk Acquisition](https://nand-research.com/quick-take-cisco-completes-splunk-acquisition/) - Cisco announced that it's completed its acquisition of Splunk, positioning Cisco as one of the world's largest software companies, with the resulting organization promising to bring a new level of visibility and insights across organizations' entire digital landscapes.
- [Research Note: Google Cloud AI-Enabled Healthcare Announcements](https://nand-research.com/research-note-google-cloud-ai-enabled-healthcare-announcements/) - At the recent HIMSS24 event in Orlando, Google Cloud unveiled a set of new solutions designed to enhance interoperability, establish a robust data foundation, and deploy generative AI tools within the healthcare and life sciences sectors. These solutions promise to improve patient outcomes.
- [Quick Take: VAST Data and Supermicro Collaborate on Scalable AI Solution](https://nand-research.com/quick-take-vast-data-and-supermicro-collaborate-on-scalable-ai-solution/) - Supermicro/VAST Data's new solution provides innovative parallel architecture and unified global namespace ensure optimal GPU utilization, scalability, and smooth data access from edge to cloud, eliminating the usual trade-offs between performance and capacity.
- [Research Note: Oracle Globally Distributed Autonomous Database](https://nand-research.com/research-note-oracle-globally-distributed-autonomous-database/) - Oracle released its Globally Distributed Autonomous Database. The new offering enhances the management and processing of distributed data, ensuring top-tier scalability, availability, and adherence to data sovereignty laws for users of Oracle Database.
- [Research Note: NetApp Autonomous Ransomware Protection](https://nand-research.com/research-note-netapp-autonomous-ransomware-protection/) - NetApp recently announced enhanced cyber-resiliency capabilities to help customers better protect against and recover from ransomware attacks. Integrating AI and ML into its enterprise primary storage solutions, NetApp offers real-time malware protection for both primary and secondary data, irrespective of whether it's stored on-premises or in the cloud.
- [Research Note: CrowdStrike FQ4 2024 Earnings](https://nand-research.com/research-note-crowdstrike-fq4-2024-earnings/) - CrowdStrike released its fiscal Q4 2024 results, beating consensus on revenue and earnings while providing strong guidance for the coming year. The company also announced the acquisition of Flow, which offers unique capabilities for protecting data within cloud environments.
- [Quick Take: CrowdStrike Acquires Flow Security](https://nand-research.com/quick-take-crowdstrike-acquires-flow-security/) - CrowdStrike announced its pending acquisition of Flow Security, a company specializing in cloud data security with an approach emphasizing runtime analysis for real-time data discovery, classification, risk detection, and policy enforcement.
- [Research Note: Lenovo's MWC 2024 Telco Edge Announcements](https://nand-research.com/research-note-lenovos-mwc-2024-telco-edge-announcements/) - Lenovo unveiled its latest Edge AI Solutions for the telecom industry at the 2024 MWC in Barcelo, which is aimed at enhancing AI applications across networks. The new solutions are designed to deliver efficient AI computing at scale, supporting the industry's shift towards 5G and AI innovations. Lenovo also announced collaborations with key telecom partners like Deutsche Telekom, Orange, and Telefonica to deploy AI use cases and achieve faster insights through Lenovo's AI-ready infrastructure.
- [Research Note: HashiCorp FQ4 2024 Earnings](https://nand-research.com/research-note-hashicorp-fq4-2024-earnings/) - Hashicorp announced its fiscal Q4 2024 results, beating consensus estimates for both revenue and earnings with solid growth in all the right areas. Let's take a deeper look at what the company announced.
- [Research Note: Couchbase FQ4 2024 Earnings](https://nand-research.com/research-note-couchbase-fq4-2024-earnings/) - Couchbase announced consensus beating earnings in its fiscal Q4 2024 release. The company grew revenue by 20% year-over-year to a respectable $50.1M, while its ARR grew 25%.
- [Research Note: Amazon's New Graviton4 & Tranium2](https://nand-research.com/research-note-amazons-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: Microsoft Updates Azure for Operators](https://nand-research.com/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:  IBM & the GSMA's Collaboration for GenAI Adoption in Telecom](https://nand-research.com/quick-take-ibm-the-gsmas-collaboration-for-genai-adoption-in-telecom/) - The GSMA and IBM recently announced a significant new collaboration to promote the adoption and development of generative artificial intelligence (AI) skills within the telecom industry. This partnership launches through two main initiatives: the GSMA Advance's AI Training program and the GSMA Foundry Generative AI program.
- [Research Note: Intel Edge & AI/RAN MWC Announcements](https://nand-research.com/research-note-intel-edge-ai-ran-mwc-announcements/) - Intel announced a new edge platform and highlighted its momentum in AI-assisted vRAN/O-RAN acceleration at the recent MWC conference in Barcelona.
- [Research Note: NEC & Partners Demonstrate Breakthrough in Open vRAN Technology](https://nand-research.com/research-note-nec-partners-demonstrate-breakthrough-in-open-vran-technology/) - NEC Corporation, along with Arm, Qualcomm Technologies, Inc., Red Hat, and Hewlett Packard Enterprise (HPE) recently showcased a successful demonstration of Open Virtual Radio Access Network (vRAN) and 5G Core Virtual User Plane Function (vUPF) technology in Tokyo.
- [The Breakthrough Verification of vRAN by SoftBank, NEC, and VMware](https://nand-research.com/the-breakthrough-verification-of-vran-by-softbank-nec-and-vmware/) - SoftBank Corp., NEC Corporation, and VMware (recently acquired by Broadcom Inc.) have jointly verified the virtualization of the Radio Access Network (RAN), demonstrating a significant step towards RAN modernization through the convergence of O-RAN architecture and Telco Cloud.
- [Research Note: AMD's CES Automotive Announcements](https://nand-research.com/research-note-amds-ces-automotive-announcements/) - At CES 2024, AMD made a significant announcement, unveiling its expanded venture into the automotive technology sector by introducing two products: the Versal™ AI Edge XA adaptive SoC and the Ryzen™ Embedded V2000A Series processor.
- [Quick Take: Juniper Network's AI-Native Networking Platform](https://nand-research.com/quick-take-juniper-networks-ai-native-networking-platform/) - Juniper Networks announced its AI-Native Networking Platform, designed to fully integrate AI into network operations to enhance experiences for users and operators. The platform, a first in the industry, is built to use AI to make network connections more reliable, secure, and measurable.
- [Quick Take: WEKA Brings Data Platform to NexGen Cloud](https://nand-research.com/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: Dell's PowerScale F210 and F710](https://nand-research.com/quick-take-dells-powerscale-f210-and-f710/) - Dell Technologies today announced the introduction of two new all-flash storage arrays, the PowerScale F210 and F710, as part of its commitment to delivering AI-optimized infrastructure. The PowerScale platform is designed to be AI-ready, offering exceptional performance, scalability, efficiency, federal-grade security, and multi-cloud agility.
- [Quick Take: Dynatrace Runecast Acquisition](https://nand-research.com/quick-take-dynatrace-runecast-acquisition/) - Earlier this month, on the eve of its annual Perform customer conference, Dynatrace announced the definitive acquisition of Runecast, an AI-powered security and compliance solutions provider, including Cloud Security Posture Management.
- [Research Note: Nutanix FQ2 2024 Earnings](https://nand-research.com/research-note-nutanix-fq2-2024-earnings/) - Nutanix reported results for its fiscal Q2 2024, which beat consensus estimates for revenue and earnings. The company also provided healthy guidance for the coming quarters.
- [Research Note: Pure Storage FQ4 2024 Earnings](https://nand-research.com/2159-2/) - In its fiscal Q4 2024 earnings release, Pure Storage exceeded revenue and operating profit guidance, demonstrating strong financial performance and market demand for its products and services. One of the most exciting aspects of Pure’s earnings is the growth of its subscription-based business, now accounting for more than 40% of its total revenue
- [Quick Take: OpenText Cloud Edition 24.1](https://nand-research.com/quick-take-opentext-cloud-edition-24-1/) - OpenText recently announced its OpenText Cloud Edition 24.1, bringing new generative AI capabilities to its OpenText Content Aviator, while also bringing new features targeting supply chain efficiency, improved business intelligence, security and governance, and even DevOps. There’s a lot in this release; let’s take a look.
- [Quick Take: Venafi 'Stop Unauthorized Code' Solution](https://nand-research.com/quick-take-venafi-stop-unauthorized-code-solution/) - Venafi has launched its new "Stop Unauthorized Code Solution," designed to address the rising complexities inherent in software development security, specifically targeting unauthorized code and software supply chain attacks.
- [Quick Take: AI-RAN Alliance launch at MWC Barcelona 2024](https://nand-research.com/quick-take-ai-ran-alliance-launch-at-mwc-barcelona-2024/) - The AI-RAN Alliance is a collaborative initiative focused on the integration of artificial intelligence (AI) into cellular technologies to enhance radio access network (RAN) technology and mobile networks.
- [Research Note: IBM's Enhanced FlashSystem Malware Detection](https://nand-research.com/research-note-ibms-enhanced-flashsystem-malware-detection/) - IBM's new FlashSystem ransomware detection capabilities are driven by advanced AI technologies, new fourth-generation FlashCore Module (FCM) technology, and IBM Storage Defender software enhancements.
- [Research Note: Dell Telecom Infrastructure Blocks for Red Hat 2.0](https://nand-research.com/research-note-dell-telecom-infrastructure-blocks-for-red-hat-2-0/) - Dell Technologies has updated its Dell Telecom Infrastructure Blocks for Red Hat, which is a strategic solution offered by Dell Technologies, specifically designed to aid telecommunications operators in deploying and scaling out modern telecom networks, particularly for 5G. These blocks are critical components in simplifying the implementation of cloud-native network infrastructures.
- [Quick Take: Clumio's $75M Series D Round](https://nand-research.com/quick-take-clumios-75m-series-d-round/) - Clumio, an emerging leader in the public cloud backup and recovery space, announced that it raised $75M in series D funding, showcasing strong investor confidence in its innovative cloud data management solutions.
- [Research Note: Dell Telecom Infrastructure Automation Suite](https://nand-research.com/research-note-dell-telecom-infrastructure-automation-suite/) - Dell Technologies introduced its new Dell Telecom Infrastructure Automation Suite to help CSPs navigate this terrain by delivering a groundbreaking solution to streamline the transition to modern, cloud-based telecom networks.
- [Research Note: Lenovo FQ3 2024 Earnings](https://nand-research.com/research-note-lenovo-fq3-2024-earnings/) - This Research Note explores Lenovo Group financial and operational performance during its fiscal year Q3 2024. Amidst fluctuating global market conditions, Lenovo's adaptability and innovative approach are scrutinized, offering valuable insights into how the tech giant continues to navigate challenges and capitalize on opportunities within the dynamic tech industry.
- [Quick Take: Oracle's OCI Generative AI Service](https://nand-research.com/quick-take-oracles-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: Hammerspace Hyperscale NAS](https://nand-research.com/research-note-hammerspace-hyperscale-nas/) - Hammerspace unveiled its new high-performance NAS architecture, Hyperscale NAS, to cater to the growing demands of enterprise AI, machine learning, deep learning initiatives, and the increasing use of GPU computing both on-premises and in the cloud.
- [Quick Take: IBM Acquisition of Advanced’s Application Modernization Division](https://nand-research.com/quick-take-ibm-acquisition-advanceds-application-modernization-division/) - IBM announced the pending acquisition of application modernization capabilities from Advanced, a strategic move by IBM to bolster its position in hybrid cloud and AI. The terms of the deal were not disclosed, but is expected to close in the second quarter of 2024. This acquisition will enhance IBM Consulting’s services in mainframe application and data modernization, marking a significant step in IBM's ongoing commitment to supporting clients through their digital transformation journeys.
- [Research Brief: Inside Arm's Neoverse CSS N3 & V3 Announcements](https://nand-research.com/research-brief-inside-arms-neoverse-css-n3-v3-announcements/) - Arm brings two new Neoverse compute subsystems to market, each based on its third-generation Neoverse IP, extending its N-Series and V-Series product lines. These new platforms, Neoverse CSS N3, and V3, aim to improve performance-per-watt and support the implementation of new technologies like chiplets.
- [Research Note: Palo Alto Networks FQ2 2024 Earnings](https://nand-research.com/research-note-palo-alto-networks-fq2-2024-earnings/) - Palo Alto Networks announced its fiscal Q2 2024 earnings with impressive figures that beat consensus for both revenue and EPS, showcasing its continued growth and market resilience. The company reported a 19% year-over-year increase in revenue, reaching $1.98 billion, along with a 16% rise in billings.
- [Observability's Now Strategic for IT](https://nand-research.com/observabilitys-now-strategic-for-it/) - Observability allows IT organizations to monitor and understand the internal states of systems by examining their outputs. Observability has transcended its origins in monitoring, evolving into a sophisticated discipline that leverages AI to provide deep insights and predictive capabilities; it’s become a strategic need for enterprise IT.
- [Quick Take: Microsoft & Vodafone's Strategic Engagement](https://nand-research.com/quick-take-microsoft-vodafones-strategic-engagement/) - 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. The collaboration will focus on enhancing Vodafone's customer experience through Microsoft's AI, expanding Vodafone's managed IoT connectivity platform, developing new digital and financial services for SMEs, and revamping Vodafone's global data center strategy.
- [Research Note: Honeywell's $300M Investment in Quantinuum](https://nand-research.com/research-note-honeywells-300m-investment-in-quantinuum/) - Honeywell continues its investments in quantum computing by announcing a $300 million equity fundraising for Quantinuum, the leading integrated quantum computing company, valuing it at $5 billion pre-money.
- [Research Note: Cisco FQ2 2024 Earnings](https://nand-research.com/research-note-cisco-fq2-2024-earnings/) - Cisco Systems, Inc., this week announced its financial results for the second quarter of its fiscal year 2024.
- [Research Note: Informatica Q4 2024 Earnings](https://nand-research.com/research-note-informatica-q4-2024-earnings/) - Informatica, a prominent player in the enterprise cloud data management sector, this week announced its financial results for the fourth quarter, showcasing significant strides in its cloud-first strategy. This Research Note delves into the key financial achievements and strategic milestones that Informatica has attained amidst a rapidly evolving digital landscape.
- [Research Note: New AI & Data Capabilities in Microsoft Cloud for Sustainability](https://nand-research.com/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.
- [After A Year: Checking in on IBM Ceph](https://nand-research.com/after-a-year-checking-in-on-ibm-ceph/) - It's been about a year since IBM brought Red Hat's OpenShift Data into the IBM Storage group. In that time, IBM has focused on addressing data challenges in AI scaling and the storage requirements to support the rapidly growing data, along with various formats and locations, within the modern hybrid-cloud enterprise.
- [Research Note: SailPoint Expands Identity Cloud](https://nand-research.com/research-note-sailpoint-expanded-identity-cloud/) - SailPoint announced enhancements to its identity security offerings by launching a new suite and critical improvements to its existing Business and Business Plus suites. This move underscores SailPoint's commitment to leading the identity security platform market and providing customers with practical solutions.
- [Quick Take: Intel's New Emerald Rapids Processor](https://nand-research.com/a-look-at-intels-new-emerald-rapids-processor/) - Intel unveiled its new Emerald Rapids processors, part of its 5th-Gen Xeon Scalable lineup. The new processors arrive with multiple features designed to enhance performance across workloads, including AI and HPC.
- [Quick Take: Chronosphere Acquires Calyptia](https://nand-research.com/chronosphere-acquires-calyptia/) - Chronosphere, a cloud-native environment observability provider, recently announced the acquisition of Calyptia, a specialist in observability pipelines. This marks a significant expansion in Chronosphere's capabilities.
- [Quick Take: SentinelOne Acquires PingSafe, Expands Unified Security Offerings](https://nand-research.com/sentinelone-acquires-pingsafe-expands-unified-security-offerings/) - SentinelOne, a leader in AI-driven security, announced its pending acquisition of PingSafe, an emergent player in the Cloud Native Application Protection Platform (CNAPP) space, for an undisclosed amount. The acquisition will allow SentinelOne to extend its cloud workload and data security offerings with PingSafe's CNAPP technology to offer an integrated platform for comprehensive coverage and automation across cloud environments.
- [Quick Take: Databricks Acquires Einblick](https://nand-research.com/databricks-acquires-einblick/) - Databricks recently acquired the team behind Einblick, a natural language data science notebook. The acquisition, for an undisclosed amount, is the latest in a series of strategic purchases by Databricks.
- [Quick Take: Intel's Big Automotive Play](https://nand-research.com/intels-big-automotive-play/) - At the CES show in Las Vegas, Intel outlined a bold strategy to expand its AI capabilities into the automotive sector. This includes an agreement to acquire Silicon Mobility, a company specializing in system-on-chips (SoCs) for EV energy management, marking a significant step in Intel's pursuit of automotive market growth.
- [Quick Take: HPE to Acquire Juniper Networks](https://nand-research.com/quick-take-hpe-to-acquire-juniper-networks/) - Hewlett Packard Enterprise has announced its definitive agreement to acquire Juniper Networks, Inc., a leader in AI-native networks, for approximately $14 billion in an all-cash transaction. This is a premium of approximately 32% over Juniper’s closing stock price on the day the deal was announced.
- [Research Note: HPE GreenLake for Block Storage Release 3](https://nand-research.com/research-note-hpe-greenlake-for-block-storage-release-3/) - Hewlett Packard Enterprise (HPE) announced the general availability of Release 3 of HPE GreenLake for Block Storage, built on HPE Alletra Storage MP. The new release represents a significant advancement in block storage technology. It offers the industry's first disaggregated, scale-out block storage with a 100% data availability guarantee.
- [Research Note: AMD'S New Embedded+ CPU/FPGA Platform](https://nand-research.com/2040-2/) - AMD announced the launch of AMD Embedded+, a novel architectural solution that integrates AMD’s Ryzen Embedded processors with its Versal adaptive onto a single board.
- [Research Note: ARM's FISCAL Q3 2024 EARNINGS](https://nand-research.com/research-note-arms-fiscal-q3-2024-earnings/) - Arm Holdings reported a solid financial fiscal 3Q 2024, exceeding expectations and highlighting its robust position in the technology sector. In its earnings call, the company announced record revenues and raised its revenue guidance for the upcoming quarter.
- [Research Note: Inside AMD's 4Q 2023 Data Center Group Performance](https://nand-research.com/research-note-inside-amds-4q-2023-data-center-group-performance/) - Advanced Micro Devices (AMD) reported a stellar end to 2023, marking achievements within its Data Center business amidst a fluctuating demand landscape. This Research Note takes a look at AMD’s performance, focusing on its Data Center Group.
- [Research Note: AMD's new MI300X & MI300A AI Accelerators](https://nand-research.com/research-note-amds-new-mi300x-mi300a-ai-accelerators/) - AMD recently announced its new MI300x and MI300a AI accelerators, its most significant challenge to NVIDIA yet.
- [Research Note: Inside Juniper's Next-Gen AI Networking](https://nand-research.com/research-note-inside-junipers-next-gen-ai-networking/) - Juniper Networks introduced its AI-Native Networking Platform, designed to fully integrate AI into network operations to enhance experiences for users and operators. This platform, a first in the industry, is built to use AI to make network connections more reliable, secure, and measurable.
- [Halcyon’s Latest Funding Shows Robust Cybersecurity Growth](https://nand-research.com/halcyons-latest-funding-shows-robust-cybersecurity-growth/) - Halcyon, an emerging player in the cybersecurity anti-ransomware sector, recently marked a significant milestone in its growth trajectory, securing an additional $40 million in a Series B funding round. This recent infusion of capital brings the company's total funding to an impressive $84 million, following a $44 million Series A round last April.
- [Research Note: Inside Intel's 4Q 2023 Data Center & AI Earnings](https://nand-research.com/research-note-inside-intels-4q-2023-data-center-ai-earnings/) - The latest earnings release from Intel Corporation offers a comprehensive overview of the company's current trajectory and outlook, underscoring significant strides in its ambitious IDM 2.0 transformation. This Research Note focuses primarily on Intel’s Data Center & AI Group (DCAI) and those elements that impact enterprise infrastructure.
- [Research Note: Western Digital FQ2'24 Earnings](https://nand-research.com/research-note-western-digital-fq224-earnings/) - Western Digital's fiscal year 2024 second-quarter results have spotlighted the company's strategic maneuvers in a turbulent technology landscape. Reporting a revenue of $3 billion and facing a non-GAAP loss per share of $0.69, Western Digital finds itself at a crucial crossroads.
- [Research Note: IBM's 4Q 2023 Earnings Results](https://nand-research.com/research-note-ibms-4q-2023-earnings-results/) - IBM announced its fourth-quarter 2023 earnings, highlighting significant revenue growth across all segments, driven by the adoption of its hybrid cloud and AI offerings. The company beat analyst expectations for both revenue and income.
- [Equinix Launches Fully Managed NVIDIA DGX AI](https://nand-research.com/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](https://nand-research.com/research-note-oci-genai/) - 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.
- [The Unexpected Impact of VMware Cost Reductions](https://nand-research.com/the-unexpected-impact-of-vmware-cost-reductions/) - While VMware's new price reductions may seem positive on the surface, there are significant questions as to whether IT buyers are actually saving money, especially as clarity emerges on the details of VMware’s new bundling scheme and the operational limits it’s now placing on products like vSAN.
- [Research Note: Inside OpenText's New CE 24.1 Release](https://nand-research.com/research-note-inside-opentexts-new-ce-24-1-release/) - OpenText announced its OpenText Cloud Edition 23.4, which brings new generative AI capabilities to its OpenText Content Aviator and new features targeting supply chain efficiency, improved business intelligence, security and governance, and even DevOps.
- [IBM Simplifies SW Development for Quantum Computing with New Tools](https://nand-research.com/ibm-simplifies-sw-development-for-quantum-computing-with-new-tools/) - As the quantum computing landscape rapidly advances, IBM stands at the vanguard with innovative solutions designed to make quantum computing more practical and accessible. This is particularly evident in its innovations in developing quantum applications.
- [Research Note: IBM Introduces New Consulting Advantage](https://nand-research.com/research-note-ibm-introduces-new-consulting-advantage/) - IBM Consulting is introducing a significant advancement in business consulting with the launch of IBM Consulting Advantage. This new AI services platform aims to enhance the efficiency and effectiveness of IBM consultants in their client engagements. It incorporates proprietary methods, assets, and AI-driven Assistants, drawing on IBM's technological prowess and strategic partnerships.
- [VMware Customers Cautious after Recent Broadcom Actions](https://nand-research.com/vmware-customers-cautious-after-recent-broadcom-actions/) - Broadcom is moving quickly in undertaking several critical initiatives with VMware that, while likely beneficial to Broadcom shareholders over the long term, are causing uncertainty among many VMware customers.
- [VAST Data More Than Doubles Valuation to $9.1B in Latest Funding Round](https://nand-research.com/vast-data-more-than-doubles-valuation-to-9-1b-in-latest-funding-round/) - VAST Data recently announced a $118 million in a Series E funding round, elevating its valuation to $9.1 billion post-money. The valuation is more than double that of VAST’s previous funding round.
- [SentinelOne Earnings Validates Strategy](https://nand-research.com/sentinelone-earnings-validates-strategy/) - SentinelOne released earnings for its most recent quarter that beat consensus estimates for the top and bottom line for the third consecutive quarter, showing a dramatic year-over-year increase in revenue, annual recurring revenue (ARR), and growth in gross margin.
- [Research Brief: Inside the Qualcomm Cloud AI 100 Accelerator](https://nand-research.com/research-brief-inside-the-qualcomm-cloud-ai-100-accelerator/) - This Research Brief unpacks the features, applications, and technological advancements of the Qualcomm Cloud AI 100 and Cloud AI 100 Ultra.
- [Research Note: Cisco Acquires Isovalent](https://nand-research.com/research-note-cisco-acquires-isovalent/) - Cisco, a global leader in networking and cybersecurity solutions, recently announced a strategic move to redefine the landscape of multi-cloud networking and security with its intent to acquire Isovalent.
- [Research Note: IBM Acquires Advanced](https://nand-research.com/research-note-ibm-acquires-advanced/) - IBM announced a definitive agreement to acquire application modernization capabilities from Advanced, positioned by IBM as a strategic move to bolster its position in hybrid cloud and AI.
- [IBM And Meta Launch an AI Alliance for Safe AI](https://nand-research.com/ibm-and-meta-launch-an-ai-alliance-for-safe-ai/) - Created by IBM and Meta, the AI Alliance is a testament to the belief that open and transparent innovation is crucial for harnessing AI advancements in a way that prioritizes safety, diversity, and widespread economic opportunity.
- [IBM Introduces New Quantum Computing Processors & Platforms](https://nand-research.com/ibm-introduces-new-quantum-computing-processors-platforms/) - IBM recently announced significant advancements in both quantum processors and platforms for quantum computing at its Quantum Summit 2023. In doing so, IBM highlighted several significant advancements in quantum computing, showcasing the company's commitment to pushing the boundaries of this revolutionary technology.
- [Research Note: Microsoft/Vodaphone Strategic Partnership](https://nand-research.com/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: Intel's New Automotive Push](https://nand-research.com/research-note-intels-new-automotive-push/) - Intel outlined a bold new strategy to expand its AI capabilities into the automotive sector. This includes an agreement to acquire Silicon Mobility, a company specializing in system-on-chips (SoCs) for EV energy management, marking a significant step in Intel's pursuit of automotive market growth.
- [Research Note: HPE Intends to Acquire Juniper Networks](https://nand-research.com/research-note-hpe-intends-to-acquire-juniper-networks/) - Hewlett Packard Enterprise (HPE) has announced its definitive agreement to acquire Juniper Networks, Inc., a leader in AI-native networks, for approximately $14 billion in an all-cash transaction, a premium of about 32% over Juniper's closing stock price on the day the deal was announced.
- [Elastic Shows Robust Growth on the Back of GenAI & Cloud Expansion](https://nand-research.com/elastic-shows-robust-growth-on-the-back-of-genai-cloud-expansion/) - Elastic demonstrated an impressive performance in its latest earnings release, handily beating consensus estimates for revenue and EPS, and even surprised Wall Street with its forecast. The earnings showed Elastic making significant strides across every segment of its business.
- [SentinelOne Expands Cybersecurity Capabilities, Positions for Growth](https://nand-research.com/sentinelone-expands-cybersecurity-capabilities-positions-for-growth/) - SentinelOne has consistently redefined its approach to encompass a comprehensive suite of cybersecurity services, ranging from endpoint to cloud to identity security, broadening its scope and addressing the multifaceted nature of cyber threats today.
- [WEKA Lights Up the Vegas Sphere for U2](https://nand-research.com/weka-lights-up-the-vegas-sphere-for-u2/) - Supplying the data infrastructure for something like U2's show at the Sphere in Las Vegas is significant challenge. This piece looks at how WEKA stepped up to meet the demanding challenges of one of the biggest bands in the world.
- [Research Brief: Impact of New VMware Bundles & Pricing](https://nand-research.com/research-brief-impact-of-new-vmware-bundles-pricing/) - This Research Brief explores the impact of VMware's recent announcements of its consolidated its offerings into two primary bundles, while also adjusting price.
- [Research Note: Intel "Emerald Rapids" 5th Generation Xeon Processor](https://nand-research.com/research-note-intel-emerald-rapids-5th-generation-xeon-processor/) - Intel unveiled its new Emerald Rapids processors, part of its 5th-Gen Xeon Scalable lineup at its recent “AI Everywhere” event. The new processors arrive with multiple features designed to enhance performance across workloads, including AI and HPC.
- [Dell Partners with Hugging Face & Meta for Enterprise AI](https://nand-research.com/dell-partners-with-hugging-face-meta-for-enterprise-ai/) - Dell and Hugging Face are working together to aid enterprise adoption of AI by providing a platform where businesses can easily select, deploy, and fine-tune AI models for their specific use cases using Dell’s infrastructure.
- [IBM Introduces watsonx.governance for AI Governance](https://nand-research.com/ibm-introduces-watsonx-governance-for-ai-governance/) - IBM's focus on enterprise-readiness continues with its announcement of watsonx.governance, designed to assist business in managing and governing AI models, will be generally available in early December.
- [Research Note: AMD ROCm 6 Software Stack](https://nand-research.com/research-note-amd-rocm-6-software-stack/) - At its AI-focused event on December 6, Advanced Micro Devices (AMD) introduced the latest release of its ROCm software stack, marking a significant update in the field of high-performance computing (HPC) and artificial intelligence (AI). The new release introduces enhancements that align closely with the company's latest hardware, notably the MI300 series GPUs.
- [Research Note: Microsoft's New Processor & Accelerator](https://nand-research.com/research-note-microsofts-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: Inside IBM's Advances in Software Development for Quantum Computing](https://nand-research.com/research-note-inside-ibms-advances-in-software-development-for-quantum-computing/) - Recognizing that these scientists require tools that integrate seamlessly with their existing workflows while simplifying the complexities of quantum mechanics, IBM introduced a suite of innovative solutions at its recent Quantum Computing Summit. At the forefront of these advancements is Qiskit 1.0, a significant upgrade to IBM's open-source quantum computing software development kit, which simplifies the process of programming quantum computers.
- [Research Note: Inside IBM's Developments in Quantum Processing & Platforms](https://nand-research.com/research-note-inside-ibms-developments-in-quantum-processing-platforms/) - IBM this week announced significant advancements in both quantum processors and platforms for quantum computing at its Quantum Summit 2023. At the event, IBM highlighted several significant advancements in quantum computing, showcasing the company's commitment to pushing the boundaries of this revolutionary technology.
- [Lacework's new SCA & SAST Cyber-Security Capabilities](https://nand-research.com/laceworks-new-sca-sast-cyber-security-capabilities/) - Cloud security provider Lacework recently announced the extension of its platform to include code security, enhancing its coverage of the full application lifecycle. The new features provide Lacework customers with comprehensive visibility throughout the application development process, helping to identify and address security issues before deployment.
- [Research Note: SentinelOne's New & Updated Offerings](https://nand-research.com/research-note-sentinelones-new-updated-offerings/) - In the rapidly shifting terrain of cybersecurity, SentinelOne has emerged as a trailblazer. This was front and center during the company’s inaugural OneCon customer event in Boca Raton earlier this month.
- [Research Note: Elastic Fiscal Q2 2024 Earnings](https://nand-research.com/research-note-elastic-fiscal-q2-2024-earnings/) - Elastic this week released its fiscal Q2 2024 earnings, handily beating consensus estimates for both revenue and EPS. This Research Note explores Elastic's earnings for the quarter, taking a special look at the impact of generative AI on the company's business. 2023-11-30-Elastic-FQ2-24-EarningsDownload
- [Dynatrace's Kubernetes Experience for Platform Engineering](https://nand-research.com/dynatraces-kubernetes-experience-for-platform-engineering/) - Dynatrace recently announced its new Kubernetes Experience for Platform Engineering. Dynatrace built the new solution in response to the growing need for organizations to manage and monitor their Kubernetes-based containerized environments more efficiently.
- [Research Note: Lenovo Fiscal Q2 2024 Earnings](https://nand-research.com/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.
- [Research Note: Cisco Fiscal Q1 2024 Earnings](https://nand-research.com/research-note-cisco-fq1-2024-earnings/) - Cisco Systems, Inc. released its fiscal Q1 2024 earnings results, beating both revenue and EPS consensus estimates. As a bellwether in the technology sector, Cisco often sets the tone for industry trends and expectations. We take a look at Cisco's earnings in this research note.
- [Research Note: What Q3 Earnings Say about the Observability Market](https://nand-research.com/research-note-what-q3-earnings-say-about-the-observability-market/) - In this Research Note we look at what Dynatrace and Datadog earnings tell us about the overall state of observability market.
- [Research Note: Inside Qualcomm's Fiscal Q4 2023 Earnings Results](https://nand-research.com/research-note-inside-qualcomms-fiscal-q4-2023-earnings-results/) - Qualcomm (QCOM) this week released its fiscal Q4 2023 earnings. The company's CEO, Cristiano Amon, highlighted key achievements and strategic initiatives, including advances in generative AI, expansion into the PC market, developments in augmented reality (AR) and virtual reality (VR), and its growing presence in networking and automotive sectors.
- [Research Note: Inside the New Commvault Cloud Platform](https://nand-research.com/research-note-inside-the-new-commvault-cloud-platform/) - Commvault launched the new Commvault Cloud platform this week at its annual Commvault SHIFT event. Commvault hopes that the new offering, powered by its Metallic AI platform, will be a game-changer in enhancing cyber resilience amidst now-frequent ransomware and cyberattacks.
- [Research Note: Inside IBM WatsonX](https://nand-research.com/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:
- [Research Note: Oracle Database 23C AI & ML Features](https://nand-research.com/research-note-oracle-database-23c-ai-ml-features/) - Oracle announced the general availability of its Oracle Database 23c long-term support release. While the release arrives with a staggeringly large number of features that impact nearly every aspect of the database, including improving the developer experience, I want to focus on how the database supports and uses AI.
- [Arm introduces Arm Total Design to Further Simplify SoC Development](https://nand-research.com/arm-introduces-arm-total-design-to-further-simplify-soc-development/) - Arm this week introduced its Arm Total Design program for Neoverse CSS, an ecosystem approach to facilitate developing and delivering custom system-on-chip (SoC) solutions based on Arm's Neoverse Compute Subsystems (CSS).
- [NetApp And Equinix Metal Introduce BM Storage-as-a-Service](https://nand-research.com/netapp-and-equinix-metal-introduce-bm-storage-as-a-service/) - NetApp and Equinix Metal this week introduced a new Bare-Metal-as-a-Service (BMaaS) storage solution, integrating NetApp Storage with Equinix Metal to operate as an as-a-service model through NetApp Keystone.
- [VAST Data to Provide Data Infrastructure for Lambda](https://nand-research.com/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.
- [NetApp Releases 2023 Data Complexity Report](https://nand-research.com/netapp-releases-2023-data-complexity-report/) - NetApp released its 2023 Data Complexity Report results showing the impact of cloud migration, cybersecurity, and even sustainability on enterprise data infrastructure.
- [IBM Acquires Manta, Bolsters Watson.x](https://nand-research.com/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.
- [Lenovo Relentlessly Focused on AI at Tech World 2023](https://nand-research.com/lenovo-relentlessly-focused-on-ai-at-global-tech-world/) - 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.
- [Research Note: Inside the IBM Research NorthPole Accelerator](https://nand-research.com/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.
- [What Q3 Earnings Tell Us about Public Cloud](https://nand-research.com/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.
- [Research Note:  Data Center Impact from AMD's Q3 2023 Earnings](https://nand-research.com/research-note-data-center-impact-from-amds-q3-2023-earnings/) - Advanced Micro Devices, Inc. (AMD) reported its financial results for the third quarter of fiscal year 2023. AMD showcased strong performance across its key segments during the quarter, including Data Center, Client, Gaming, and Embedded, with a focus on AI and high-performance computing solutions. In this research note, we provide an overview of AMD’s key announcements and financial performance during the quarter, along with NAND Research’s analysis of what the results mean for AMD’s data center business.
- [Research Note: Inside Qualcomm's Snapdragon X Elite](https://nand-research.com/1583-2/) - Qualcomm unveiled its highly anticipated Snapdragon X Elite system-on-a-chip (SoC), representing a significant leap in its chip design capabilities. This next-generation Arm-based SoC is designed to power Windows devices and showcases Qualcomm's commitment to high-performance computing.
- [IBM Launches $500M AI Venture Fund](https://nand-research.com/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: Pure Storage's New & Updated Evergreen Offerings](https://nand-research.com/research-note-pure-storages-new-updated-evergreen-offerings/) - Pure Storage introduced several enhancements that the bar for how Infrastructure- as-a-Service is delivered. At the same time, the company expanded its longevity programs to give IT organizations an unprecedented level of investment protection.
- [Research Note: Inside the Dell PowerMaxOS 10.1 Update](https://nand-research.com/research-note-inside-the-dell-powermaxos-10-1-update/) - Dell Technologies has updated its high-end block storage OS, PowerMaxOS, with version 10.1. The update focuses on several key areas, including data reduction, power usage monitoring, and cybersecurity certification.
- [Research Note: Databricks Acquires Arcion](https://nand-research.com/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.
- [The 2023 Enterprise Storage Agenda](https://nand-research.com/the-2023-enterprise-storage-agenda/) - 2023 is going to be an exciting year in enterprise storage. Principal Analyst Steve McDowell walks us through his predictions for the storage industry over the coming calendar year.
- [Dynatrace Blends AI, Automation & Observability With New Offerings](https://nand-research.com/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.
- [Palo Alto Networks Earnings Show Growing Momentum](https://nand-research.com/palo-alto-networks-earnings-show-growing-momentum/) - BackgroundThe most recent projections from Canalys show that the cybersecurity market is expected to grow by 13.2% in 2023, with total spending of up to $223.8B worldwide. Cybersecurity products make up $79.5B and are expected to grow by 13% this year. Palo Alto Networks benefits from the overall growth of the market. The company is
- [VAST Data Reports Record Momentum in 2022](https://nand-research.com/vast-data-reports-record-momentum-in-2022/) - VAST is not a company that’s shy about its success or aspirations, and appears to have reasonable cause to brag. VAST Data told us this week that it more than doubled its business in 2022, exiting the year with its best quarter in company history.
- [HPE Grows GreenLake with OpsRamp Acquisition](https://nand-research.com/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.
- [NVIDIA Updates Data Center Platform Strategy at GTC 2023](https://nand-research.com/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.
- [NVIDIA Grows Momentum in Public Cloud](https://nand-research.com/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.
- [Oracle Adds New AI-Enabling Features to MySQL HeatWave](https://nand-research.com/oracle-adds-new-ai-enabling-features-to-mysql-heatwave/) - Oracle announces the latest batch of updates to HeatWave that bring new capabilities for enterprise machine learning, AI-driven automation, and multi-cloud support.
- [NetApp's 2023 Cloud Complexity Report](https://nand-research.com/inside-netapps-2023-cloud-complexity-report/) - NetApp’s new 2023 Cloud Complexity Report shows that corporate leadership is recognizing that the reality of the public cloud is far messier.
- [HPE Releases New GreenLake Storage Options, Partners with VAST Data](https://nand-research.com/559-2/) - While HPE announced a set of compelling new storage-related offerings for GreenLake, we were most surprised by the news that HPE tapped VAST Data to deliver the engine behind its new File Services solution.
- [Quantum Moves into File & Object Storage Market with its new Myriad Solution](https://nand-research.com/quantum-moves-into-file-object-storage-market-with-its-new-myriad-solution/) - Quantum Corporation jumped head-first into the scale-out file and object storage market earlier this month with the announcement of its new Quantum Myriad all-flash storage solution.
- [Nutanix's Project Beacon Lights The Way To A Unified Hybrid Multi-Cloud Future](https://nand-research.com/nutanixs-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
- [Inside the IBM FlashSystem Realtime Ransomware Detection](https://nand-research.com/inside-the-ibm-flashsystem-realtime-ransomware-detection/) - Background As the market for cybersecurity products explodes, we’re also beginning to see innovative approaches to detecting threats built into the infrastructure. A storage array, for example, should be able to detect data corruption. After all, storage is where your data lives. The challenge, however, is that a storage array often needs more context to
- [APEX Is The Center Of Dell’s Multi-Cloud Strategy](https://nand-research.com/apex-is-the-center-of-dells-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
- [Infinidat Grows Its Momentum With New Cloud & Cyber-Resiliency Offerings](https://nand-research.com/infinidat-grows-its-momentum-with-new-cloud-cyber-resiliency-offerings/) - Background The storage market is the most competitive that I’ve ever seen. While enterprise sales cycles are unusually elongated, and the market is stuttering forward in fits-and-starts, innovation continues unabated. Nearly any solution currently offered by the top five storage vendors can be deployed without regret – there’s no dog in the bunch. As a
- [The Innovative Cooling Approach Behind NVIDIA’s $5M COOLERCHIPS Grant](https://nand-research.com/the-innovative-cooling-approach-behind-nvidias-5m-coolerchips-grant/) - BackgroundCooling 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. Traditional
- [Scality ARTESCA 2.0 Object Storage Focuses On CyberSecurity And Enterprise Features](https://nand-research.com/scality-artesca-2-0-object-storage-focuses-on-cybersecurity-and-enterprise-features/) - BackgroundScality is a company with the wind at its back. Chief Marketing Officer Paul Speciale recently told me that the company outgrew the overall storage market in 2022, increasing its business by about 20% year-on-year. A surprising amount of that business, nearly 40%, was from public sector business, while another 40% was from enterprise buyers.
- [Elastic’s Elasticsearch Relevance Engine Enables Generative AI Search](https://nand-research.com/elastics-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
- [Oracle Introduces new Exadata X10M for High-Performance OLTP Database](https://nand-research.com/oracle-introduces-new-exadata-x10m-for-high-performance-oltp-database/) - Oracle Corporation continues its cycle of redefining OLTP database performance with its purpose-built Exadata platforms. Last week the company continued the tradition, introducing its twelfth Exadata platform, the Oracle Exadata X10M database machine. The X10M is engineered to do only one thing: run Oracle Autonomous Database and Oracle Database faster and better than anything else
- [Pure Storage Unveils New Market-Expanding Storage Products At Pure Accelerate](https://nand-research.com/pure-storage-unveils-new-market-expanding-storage-products-at-pure-accelerate/) - At Pure Accelerate, Pure Storage announced a new capacity-optimized scalable storage solution, new generations of its FlashArray storage products, new flash modules, and even new data resiliency SLAs in Evergreen//One. There’s a lot here that will make Pure’s customers happy. Its new capacity-optimized solutions should also give investors something to smile about. Replacing HDDs with Flash
- [MongoDB Embraces AI & Reduces Developer Friction With New Features](https://nand-research.com/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
- [HPE Brings AI-as-a-Service to the Enterprise with Its GreenLake for LLMs](https://nand-research.com/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
- [Ampere’s Momentum Continues with New Oracle Database Support](https://nand-research.com/amperes-momentum-continues-with-new-oracle-database-support/) - Oracle and Ampere Computing held an event today to talk about Ampere’s role at Oracle, in Oracle’s cloud business, and in support of Oracle’s enterprise Oracle Database. Today’s announcement goes beyond Oracle Database simply gaining support for a new processor architecture. The news acknowledges Ampere’s credibility, will contribute to Ampere’s growing momentum, and will play
- [IBM Extends FinOps And Cloud Management Capabilities Acquisition of Apptio](https://nand-research.com/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.
- [In Conversation:  Taruna Gandhi, VP Marketing, Pure Storage Digital Experience Team](https://nand-research.com/in-conversation-taruna-gandhi-pure-storage-vp-of-digital-experience/) - At the recent Pure Storage Accelerate, Principal Analyst Steve McDowell had a conversation with Taruna Gandhi, Pure Storage’s VP/Marketing for its Digital Experience business about the shifting needs of the enterprise storage market.
- [NetApp Updates BlueXP With New Cyber-Resiliency Features](https://nand-research.com/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 FlashSystem 5045 Arrives With Enhanced Data Resilience Capabilities](https://nand-research.com/ibm-flashsystem-5045-arrives-with-enhanced-data-resilience-capabilities/) - IBM introduced its new entry-level FlashSystem 5045 release are a broad set of features that bring enhanced data protection and cyber-resiliency into IBM’s entry-level flash storage space.
- [Lenovo Unveils New ThinkSystem Storage Offerings Targeted At AI And SMB](https://nand-research.com/lenovo-unveils-new-thinksystem-storage-offerings-targeted-at-ai-and-smb/) - Lenovo announced two new storage offerings that build on its overall infrastructure momentum. The new ThinkSystem DG series of enterprise storage arrays are designed to balance the needs of high-performance workloads, such as AI, with capacity-optimized performance. Lenovo’s new ThinkSystem DM3010H storage array brings the enterprise-level features of the ThinkSystem DM series to the SMB market.
- [Palo Alto Networks New CI/CD Prisma Cloud Features Protects Software Delivery Pipeline](https://nand-research.com/palo-alto-networks-new-ci-cd-prisma-cloud-features-protects-software-delivery-pipeline/) - Palo Alto Networks this month stepped up to address AppSec concerns around cloud native security with a new set of CI/CD security capabilities for its Prisma Cloud offering.
- [In Conversation: Michael McDowell on Networking, Private 5G, and Staying Current](https://nand-research.com/in-conversation-michael-mcdowell-on-networking-private-5g-and-staying-current/) - Principal Analyst Steve McDowell caught up with IT journeyman Michael McDowell at the recent HPE Discover event in Las Vegas, where they had a wide-ranging conversation about networking, private 5G, as-a-Service, and even the value of a vendor event, like HPE Discover, to someone in IT.
- [In Conversation: VAST Data CMO Jeff Denworth on the New VAST Data Platform](https://nand-research.com/in-conversation-vast-data-cmo-jeff-denworth-on-the-new-vast-data-platform/) - At the launch of VAST Data's new VAST Data Platform, principal analyst Steve McDowell talked with VAST CMO & cofounder Jeff Denworth about the new offering.
- [VAST Data Unveils New VAST Data Platform](https://nand-research.com/vast-data-unveils-new-vast-data-platform/) - The new VAST Data Platform extends VAST's universal storage capabilities with new data access and analytics features. The VAST Data Platform combines the VAST DataStore, VAST DataBase, and VAST DataSpace. The company also teased the VAST DataEngine, coming sometime next year. Let’s look at each of these elements.
- [Dell Technologies & NVIDIA Collaborate On Full-Stack Generative AI Solutions](https://nand-research.com/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.
- [Dynatrace Beats Earnings, Acquires A Company & Embraces Generative AI](https://nand-research.com/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.
- [Oracle Announces Fully Integrated Cloud Experience With New Compute Cloud@Customer](https://nand-research.com/oracle-announces-fully-integrated-cloud-experience-with-new-compute-cloudcustomer/) - 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.
- [Pure Storage Brings Cloud Block Store To Microsoft’s Azure VMware Solution](https://nand-research.com/pure-storage-brings-cloud-block-store-to-microsofts-azure-vmware-solution/) - Pure Storage is bringing its Cloud Block Store (CBS) to Microsoft AVS, allowing users to provision storage as needed to fully use an Azure AVS deployment without having to scale out compute resources.
- [Sysdig Sees Continued Momentum In Cybersecurity](https://nand-research.com/sysdig-sees-continued-momentum-in-cybersecurity/) - Context While Sysdig emerged in the observability space over a decade ago, the company entered the security realm in 2017, bringing container security features into its observability tools. Its offering correlates logs with the security information it collects on container workloads to identify threats. The company has grown since adding a cloud security posture management
- [Nutanix Introduces new Generative AI-in-a-Box](https://nand-research.com/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
- [Arm Enables Faster Silicon Development with Neoverse CSS N2](https://nand-research.com/arm-enables-faster-silicon-development-with-neoverse-css-n2/) - At this week’s Hot Chips 2023 event, Arm unveiled its Arm Neoverse Compute Subsystems (CSS) offering, which promises to simplify and accelerate the adoption of Arm Neoverse technology into new solutions. It’s a powerful enabler that will reduce the friction of integrating Arm IP into new designs and accelerate the time-to-market for Arm's partners. News:
- [Google Cloud Introduces New Vertex AI Capabilities](https://nand-research.com/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
- [Oracle Brings Exadata to Microsoft Azure](https://nand-research.com/oracle-brings-exadata-to-microsoft-azure/) - Oracle and Microsoft last week jointly announced that Oracle's Exadata platform is coming to Azure cloud.
- [Amazon Unveils New Cloud Storage Offerings at AWS Storage Day](https://nand-research.com/amazon-unveils-new-cloud-storage-offerings-at-aws-storage-day/) - At Amazon's recent AWS Storage Day, Amazon announced updated to FSx for Lustre, Logical air-gap for AWS Backup, and expanded DataSync integrations.
- [Elastic Introduces Generative AI for Observability & GA's Universal Profiling](https://nand-research.com/elastic-introduces-generative-ai-for-observability-gas-universal-profiling/) - Elastic, the company behind the industry-leading Elasticsearch, today unveiled two significant updates: Elastic AI Assistant for Observability and the general availability of its Universal Profiling features.
- [Infinidat Adds All-Flash Capabilities in InfiniBox SSA & Introduces Higher-Capacity Model](https://nand-research.com/infinidat-adds-all-flash-capabilities-in-infinibox-ssa-introduces-higher-capacity-model/) - Infinidat announced an increase in the capacity of it InfiniBox SSA II array and introduced new scalability options for its entry-level models. It also unveiled a unique software capability delivers the power of an all-flash array from within InfiniBox for workloads that need that extra bit of performance.
- [Orca Security Expands Relationship with Google Cloud + Adds Generative AI Features](https://nand-research.com/orca-security-expands-relationship-with-google-cloud-adds-generative-ai-features/) - It's been a busy year for Orca Security. Back in June, the company announced an expanded relationship with Google Cloud. Earlier this month, Orca released a new generative AI-based tool for asset discovery.
- [Komprise’s Unveils Storage Insights Tool to Help Tame Unstructured Data Sprawl](https://nand-research.com/komprises-unveils-storage-insights-tool-to-help-tame-unstructured-data-sprawl/) - Komprise recently announced a new data management capability, Storage Insights, delivered as part of the latest update to its leading Intelligent Data Management platform.
- [Lenovo Introduces New AMD-based ThinkEdge + Extends TruScale to the Edge](https://nand-research.com/lenovo-introduces-new-amd-based-thinkedge-extends-truscale-to-the-edge/) - Lenovo last week announced a new ThinkEdge platform, based on Advanced Micro Device’s new edge-targeted AMD EPYC 8004-series processor, and is extending its TruScale offering to the edge.
- [Intel Details New Processors & Looks to the Future @ Intel Innovation](https://nand-research.com/intel-details-new-processors-looks-to-the-future-intel-innovation/) - Intel made a sweeping set of announcements at its recent Intel Innovation event, including detailing next generation Xeon processors.
- [Dell Launches APEX Cloud Platform for Microsoft Azure](https://nand-research.com/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.
- [VAST Data Powers the Infrastructure Behind CoreWeave’s AI Cloud](https://nand-research.com/vast-data-powers-the-infrastructure-behind-coreweaves-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.
- [IBM Releases Granite Foundation Models for Enterprise AI](https://nand-research.com/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.
- [Dell's Validated Design for Generative AI + New Tools & Services](https://nand-research.com/dells-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.
- [Dell Launces APEX Block Storage for Azure](https://nand-research.com/dell-launces-apex-block-storage-for-azure/) - This week, Dell has launched its new APEX Block Storage for Azure, just days after it released its APEX Cloud Platform for Microsoft Azure. Let’s look at what Dell is delivering.
- [In Conversation: Infinidat CMO Eric Herzog on Strengthening Enterprise Storage](https://nand-research.com/in-conversation-infinidat-cmo-eric-herzog-on/) - Enterprise storage is changing as IT organizations demand more flexible, more affordable, easier to use, cyber-resilient, and higher-performance storage solutions. Infinidat CMO Eric Herzog and NAND Research Principal Analyst Steve McDowell delve into the evolving needs of enterprise storage, and how Infinidat's recent innovations expand the options available to enterprise IT.
- [NVIDIA, Wind River & NTT DOCOMO Deliver First GPU-Accelerated 5G vRAN Solution](https://nand-research.com/nvidia-wind-river-ntt-docomo-deliver-first-gpu-accelerated-5g-vran-solution/) - NVIDIA, along with Japanese telecom provider NTT DOCOMO, recently announced a pioneering GPU-accelerated commercial Open RAN 5G built on NVIDIA, Fujitsu, and Wind River technology. This marks the world's first deployment of a GPU-accelerated commercial 5G network by a telecom provider.
- [Inside Microsoft's New Cloud-Based Data & AI Solutions for Healthcare](https://nand-research.com/inside-microsofts-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.
- [Inside Pure Storage's New Evergreen Offerings](https://nand-research.com/inside-pure-storages-new-evergreen-offerings/) - Pure announced that it would pay back its customers for the power and rack costs for its Evergreen//One Storage-as-a-Service. The company also introduced new guarantees for its overall storage portfolio that make its storage easier to procure while increasing its longevity. The new options include flexible financing, enhanced resilience, and AI-powered service capabilities.
- [Cloudian, AMD & Micron Boost Performance of Object Storage](https://nand-research.com/cloudian-amd-micron-boost-performance-of-object-storage/) - Cloudian, in partnership with AMD and Micron, recently demonstrated a significant breakthrough in object storage performance and energy efficiency, delivering extreme performance levels from Cloudian’s software-defined object storage solution.
- [SailPoint Introduces Atlas Identity Management Platform](https://nand-research.com/sailpoint-introduces-atlas-identity-management-platform/) - SailPoint Technologies this week unveiled its new SailPoint Atlas platform, its new multi-tenant SaaS platform that serves as the foundation for the SailPoint Identity Security Cloud, offering a common set of services that simplify and accelerate identity security operations for modern enterprises.
- [Google Brings Vertex AI Search to Healthcare](https://nand-research.com/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.
- [OpenText Releases Aviator AI Tools for Business & Technologists](https://nand-research.com/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.
- [Inside Hitachi Vantara’s new Virtual Storage Platform One](https://nand-research.com/hitachi-vantaras-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.
- [ServiceNow Introduces Now Assist, Bringing GenAI to its Now Platform](https://nand-research.com/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.
- [Confluent Introduces Partner-Driven Real-Time AI Initiative + New AI Tools](https://nand-research.com/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.
- [Palo Alto Networks Prisma Cloud Gains Code-to-Cloud Intelligence](https://nand-research.com/palo-alto-networks-prisma-cloud-gains-code-to-cloud-intelligence/) - Palo Alto Networks has unveiled the latest iteration of its leading Prisma Cloud offering, which it calls "Darwin." The new Prisma Cloud release introduces tools and features that secure the entire application lifecycle, from the code's inception to its deployment and runtime in the cloud.
- [IBM Introduces its Storage Scale System 6000](https://nand-research.com/ibms-new-storage-scale-system-6000/) - IBM recently introduced its Storage Scale System 6000. IBM’s cloud-scale global software-defined data platform addresses the escalating demands of data-intensive workloads and artificial intelligence (AI) applications.
- [Cisco Announces Intent to Acquire Splunk](https://nand-research.com/cisco-announces-intent-to-acquire-splunk/) - Last week, Cisco announced its intention to acquire Splunk for $157 per share in cash, representing approximately $28 billion in equity value.

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- [Splunk](https://nand-research.com/tag/splunk/)
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- [AMD](https://nand-research.com/tag/amd/)
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- [Confluent](https://nand-research.com/tag/confluent/)
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- [Rookout](https://nand-research.com/tag/rookout/)
- [Prisma](https://nand-research.com/tag/prisma/)
- [ThinkSystem](https://nand-research.com/tag/thinksystem/)
- [BlueXP](https://nand-research.com/tag/bluexp/)
- [Apptio](https://nand-research.com/tag/apptio/)
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- [Cohesity](https://nand-research.com/tag/cohesity/)
- [Veritas](https://nand-research.com/tag/veritas/)
- [Juniper Networks](https://nand-research.com/tag/juniper-networks/)
- [Honeywell](https://nand-research.com/tag/honeywell/)
- [Quantinuum](https://nand-research.com/tag/quantinuum/)
- [Tanium](https://nand-research.com/tag/tanium/)
- [Hammerspace](https://nand-research.com/tag/hammerspace/)
- [Clumio](https://nand-research.com/tag/clumio/)
- [Venafi](https://nand-research.com/tag/venafi/)
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- [SoftBank](https://nand-research.com/tag/softbank/)
- [NEC](https://nand-research.com/tag/nec/)
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- [Couchbase](https://nand-research.com/tag/couchbase/)
- [CrowdStrike](https://nand-research.com/tag/crowdstrike/)
- [Supermicro](https://nand-research.com/tag/supermicro/)
- [Observe](https://nand-research.com/tag/observe/)
- [DBRX](https://nand-research.com/tag/dbrx/)
- [Datastax](https://nand-research.com/tag/datastax/)
- [Langflow](https://nand-research.com/tag/langflow/)
- [Wasabi](https://nand-research.com/tag/wasabi/)
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- [Extreme Networks](https://nand-research.com/tag/extreme-networks/)
- [Huawei](https://nand-research.com/tag/huawei/)
- [Nuage Networks](https://nand-research.com/tag/nuage-networks/)
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- [Silo AI](https://nand-research.com/tag/silo-ai/)
- [Exascale](https://nand-research.com/tag/exascale/)
- [Cerabyte](https://nand-research.com/tag/cerabyte/)
- [Alternative Storage](https://nand-research.com/tag/alternative-storage/)
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- [Language Model](https://nand-research.com/tag/language-model/)
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- [Mistral](https://nand-research.com/tag/mistral/)
- [onsemi](https://nand-research.com/tag/onsemi/)
- [power](https://nand-research.com/tag/power/)
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- [SiFive](https://nand-research.com/tag/sifive/)
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- [ZT Systems](https://nand-research.com/tag/zt-systems/)
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- [Rubrick](https://nand-research.com/tag/rubrick/)
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- [Raspberry Pi](https://nand-research.com/tag/raspberry-pi/)
- [Neuro AI](https://nand-research.com/tag/neuro-ai/)
- [Autonomous Database](https://nand-research.com/tag/autonomous-database/)
- [OCP](https://nand-research.com/tag/ocp/)
- [Chiplet](https://nand-research.com/tag/chiplet/)
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- [Siemens](https://nand-research.com/tag/siemens/)
- [Altair Engineering](https://nand-research.com/tag/altair-engineering/)
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- [GCP](https://nand-research.com/tag/gcp/)
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- [Lightbits Labs](https://nand-research.com/tag/lightbits-labs/)
- [Neural Magic](https://nand-research.com/tag/neural-magic/)
- [GPUDirect](https://nand-research.com/tag/gpudirect/)
- [Object Storage](https://nand-research.com/tag/object-storage/)
- [IonQ](https://nand-research.com/tag/ionq/)
- [JetCool](https://nand-research.com/tag/jetcool/)
- [Flex](https://nand-research.com/tag/flex/)
- [Qubitekk](https://nand-research.com/tag/qubitekk/)
- [SpaceX](https://nand-research.com/tag/spacex/)
- [Nokia](https://nand-research.com/tag/nokia/)
- [Rapid](https://nand-research.com/tag/rapid/)
- [DDN](https://nand-research.com/tag/ddn/)
- [MSI](https://nand-research.com/tag/msi/)
- [Infineon](https://nand-research.com/tag/infineon/)
- [nVent](https://nand-research.com/tag/nvent/)
- [CoolIT](https://nand-research.com/tag/coolit/)
- [MiTAC](https://nand-research.com/tag/mitac/)
- [Eviden](https://nand-research.com/tag/eviden/)
- [Lawrence Livermore National Laboratory](https://nand-research.com/tag/lawrence-livermore-national-laboratory/)
- [Maxwell Labs](https://nand-research.com/tag/maxwell-labs/)
- [Algorithmiq](https://nand-research.com/tag/algorithmiq/)
- [Penguin Solutions](https://nand-research.com/tag/penguin-solutions/)
- [Zettar](https://nand-research.com/tag/zettar/)
- [Minio](https://nand-research.com/tag/minio/)
- [Boston Consulting Group](https://nand-research.com/tag/boston-consulting-group/)
- [Deloitte](https://nand-research.com/tag/deloitte/)
- [McKinsey](https://nand-research.com/tag/mckinsey/)
- [Hakkoda](https://nand-research.com/tag/hakkoda/)
- [Cloudera](https://nand-research.com/tag/cloudera/)
- [Dataiku](https://nand-research.com/tag/dataiku/)
- [Apache](https://nand-research.com/tag/apache/)
- [Slack](https://nand-research.com/tag/slack/)
- [Hammersapce](https://nand-research.com/tag/hammersapce/)
- [EchoStar](https://nand-research.com/tag/echostar/)
- [Verizon](https://nand-research.com/tag/verizon/)
- [Enfabrica](https://nand-research.com/tag/enfabrica/)
- [Qumulo](https://nand-research.com/tag/qumulo/)
- [F5](https://nand-research.com/tag/f5/)
- [Viettel](https://nand-research.com/tag/viettel/)
- [Niveus Solutions](https://nand-research.com/tag/niveus-solutions/)
- [Snowflake](https://nand-research.com/tag/snowflake/)
- [Datavolo](https://nand-research.com/tag/datavolo/)
- [Arctera](https://nand-research.com/tag/arctera/)
- [Samsung](https://nand-research.com/tag/samsung/)
- [Samsung Electronics](https://nand-research.com/tag/samsung-electronics/)
- [SK Hynix](https://nand-research.com/tag/sk-hynix/)
- [CES](https://nand-research.com/tag/ces/)
- [LG](https://nand-research.com/tag/lg/)
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- [Quickwit](https://nand-research.com/tag/quickwit/)
- [Mediatek](https://nand-research.com/tag/mediatek/)
- [SnapAttack](https://nand-research.com/tag/snapattack/)
- [Softchoice](https://nand-research.com/tag/softchoice/)
- [Accenture](https://nand-research.com/tag/accenture/)
- [SIA](https://nand-research.com/tag/sia/)
- [NXP](https://nand-research.com/tag/nxp/)
- [TTTech Auto](https://nand-research.com/tag/tttech-auto/)
- [Blackstone](https://nand-research.com/tag/blackstone/)
- [Alibaba Cloud](https://nand-research.com/tag/alibaba-cloud/)
- [NRF](https://nand-research.com/tag/nrf/)
- [Cuein](https://nand-research.com/tag/cuein/)
- [Altera](https://nand-research.com/tag/altera/)
- [Alibaba](https://nand-research.com/tag/alibaba/)
- [Flexera](https://nand-research.com/tag/flexera/)
- [Iceotope](https://nand-research.com/tag/iceotope/)
- [Synopsis](https://nand-research.com/tag/synopsis/)
- [Stargate Project](https://nand-research.com/tag/stargate-project/)
- [Facebook](https://nand-research.com/tag/facebook/)
- [Davos](https://nand-research.com/tag/davos/)
- [WEF](https://nand-research.com/tag/wef/)
- [DeepSeek](https://nand-research.com/tag/deepseek/)
- [Kioxia](https://nand-research.com/tag/kioxia/)
- [BMC](https://nand-research.com/tag/bmc/)
- [Observo](https://nand-research.com/tag/observo/)
- [Fractal ai](https://nand-research.com/tag/fractal-ai/)
- [John Deere](https://nand-research.com/tag/john-deere/)
- [AMG Systems](https://nand-research.com/tag/amg-systems/)
- [CyberArk](https://nand-research.com/tag/cyberark/)
- [BladeBridge](https://nand-research.com/tag/bladebridge/)
- [Redshift](https://nand-research.com/tag/redshift/)
- [Teradata](https://nand-research.com/tag/teradata/)
- [Delinea](https://nand-research.com/tag/delinea/)
- [Wiz](https://nand-research.com/tag/wiz/)
- [May Mobility](https://nand-research.com/tag/may-mobility/)
- [Kalray](https://nand-research.com/tag/kalray/)
- [Glean](https://nand-research.com/tag/glean/)
- [Kinara](https://nand-research.com/tag/kinara/)
- [DataCore](https://nand-research.com/tag/datacore/)
- [Seagate Technology](https://nand-research.com/tag/seagate-technology/)
- [Intevac](https://nand-research.com/tag/intevac/)
- [AIoTA](https://nand-research.com/tag/aiota/)
- [Atmosic](https://nand-research.com/tag/atmosic/)
- [VusionGroup](https://nand-research.com/tag/vusiongroup/)
- [Wiliot](https://nand-research.com/tag/wiliot/)
- [Arista Networks](https://nand-research.com/tag/arista-networks/)
- [Acer](https://nand-research.com/tag/acer/)
- [Barracuda Networks](https://nand-research.com/tag/barracuda-networks/)
- [Voyage AI](https://nand-research.com/tag/voyage-ai/)
- [Check Point](https://nand-research.com/tag/check-point/)
- [Rubrik](https://nand-research.com/tag/rubrik/)
- [DeepSeek AI](https://nand-research.com/tag/deepseek-ai/)
- [Teledyne LeCroy](https://nand-research.com/tag/teledyne-lecroy/)
- [Apache Kafka](https://nand-research.com/tag/apache-kafka/)
- [Zoho](https://nand-research.com/tag/zoho/)
- [Gartner](https://nand-research.com/tag/gartner/)
- [Dremio](https://nand-research.com/tag/dremio/)
- [Qlik](https://nand-research.com/tag/qlik/)
- [O���Reilly](https://nand-research.com/tag/oreilly/)
- [Fortanix](https://nand-research.com/tag/fortanix/)
- [Thoughtworks](https://nand-research.com/tag/thoughtworks/)
- [Pew Research](https://nand-research.com/tag/pew-research/)
- [SoftServe](https://nand-research.com/tag/softserve/)
- [SnapLogic](https://nand-research.com/tag/snaplogic/)
- [Moveworks](https://nand-research.com/tag/moveworks/)
- [Workday](https://nand-research.com/tag/workday/)
- [Adobe](https://nand-research.com/tag/adobe/)
- [Druva](https://nand-research.com/tag/druva/)
- [Asana](https://nand-research.com/tag/asana/)
- [Cloudbase](https://nand-research.com/tag/cloudbase/)
- [GTC](https://nand-research.com/tag/gtc/)
- [Asus](https://nand-research.com/tag/asus/)
- [HP](https://nand-research.com/tag/hp/)
- [Boxx](https://nand-research.com/tag/boxx/)
- [Chemours](https://nand-research.com/tag/chemours/)
- [Hibiya Engineering](https://nand-research.com/tag/hibiya-engineering/)
- [Noka](https://nand-research.com/tag/noka/)
- [Celona](https://nand-research.com/tag/celona/)
- [VIAVI](https://nand-research.com/tag/viavi/)
- [Hibiya](https://nand-research.com/tag/hibiya/)
- [LibGen](https://nand-research.com/tag/libgen/)
- [Anterix](https://nand-research.com/tag/anterix/)
- [OneLayer](https://nand-research.com/tag/onelayer/)
- [Pente](https://nand-research.com/tag/pente/)
- [Telenor](https://nand-research.com/tag/telenor/)
- [Zscaler](https://nand-research.com/tag/zscaler/)
- [Cloudflare](https://nand-research.com/tag/cloudflare/)
- [Dassault Systèmes](https://nand-research.com/tag/dassault-systemes/)
- [Ansys](https://nand-research.com/tag/ansys/)
- [Autodesk](https://nand-research.com/tag/autodesk/)
- [MovianAI](https://nand-research.com/tag/movianai/)
- [VinAI](https://nand-research.com/tag/vinai/)
- [GitLab](https://nand-research.com/tag/gitlab/)
- [Renesas](https://nand-research.com/tag/renesas/)
- [Realtek](https://nand-research.com/tag/realtek/)
- [AG Siemens](https://nand-research.com/tag/ag-siemens/)
- [AT&T](https://nand-research.com/tag/att/)
- [Lepton AI](https://nand-research.com/tag/lepton-ai/)
- [Gretel](https://nand-research.com/tag/gretel/)
- [Cerebrus](https://nand-research.com/tag/cerebrus/)
- [Clarotv](https://nand-research.com/tag/clarotv/)
- [CNCF](https://nand-research.com/tag/cncf/)
- [FuriosaAI](https://nand-research.com/tag/furiosaai/)
- [Playground lLobal](https://nand-research.com/tag/playground-llobal/)
- [DTS Systems](https://nand-research.com/tag/dts-systems/)
- [Research 227](https://nand-research.com/tag/research-227/)
- [Precisely](https://nand-research.com/tag/precisely/)
- [Syncsort](https://nand-research.com/tag/syncsort/)
- [TSMC](https://nand-research.com/tag/tsmc/)
- [Seagate](https://nand-research.com/tag/seagate/)
- [SimSpace](https://nand-research.com/tag/simspace/)
- [OFC](https://nand-research.com/tag/ofc/)
- [Lumentum](https://nand-research.com/tag/lumentum/)
- [Corning](https://nand-research.com/tag/corning/)
- [OIF](https://nand-research.com/tag/oif/)
- [Ethernet Alliance](https://nand-research.com/tag/ethernet-alliance/)
- [Fennel](https://nand-research.com/tag/fennel/)
- [Index Engines](https://nand-research.com/tag/index-engines/)
- [Worldspeed](https://nand-research.com/tag/worldspeed/)
- [Varvell](https://nand-research.com/tag/varvell/)
- [Nasuni](https://nand-research.com/tag/nasuni/)
- [Cohere](https://nand-research.com/tag/cohere/)
- [Pollen Robotics](https://nand-research.com/tag/pollen-robotics/)
- [RSAC](https://nand-research.com/tag/rsac/)
- [Protect AI](https://nand-research.com/tag/protect-ai/)
- [Phison](https://nand-research.com/tag/phison/)
- [Huawai](https://nand-research.com/tag/huawai/)
- [Orchid Security](https://nand-research.com/tag/orchid-security/)
- [Tenable](https://nand-research.com/tag/tenable/)
- [StorONE](https://nand-research.com/tag/storone/)
- [Hamerspace](https://nand-research.com/tag/hamerspace/)
- [RUKUS](https://nand-research.com/tag/rukus/)
- [Rapid7](https://nand-research.com/tag/rapid7/)
- [DXC](https://nand-research.com/tag/dxc/)
- [Eppo](https://nand-research.com/tag/eppo/)
- [Digi International](https://nand-research.com/tag/digi-international/)
- [Cradlepoint](https://nand-research.com/tag/cradlepoint/)
- [StarWind](https://nand-research.com/tag/starwind/)
- [Scale Computing](https://nand-research.com/tag/scale-computing/)
- [Neon](https://nand-research.com/tag/neon/)
- [Crunchy Data](https://nand-research.com/tag/crunchy-data/)
- [Meter](https://nand-research.com/tag/meter/)
- [HPE Aruba](https://nand-research.com/tag/hpe-aruba/)
- [P5G](https://nand-research.com/tag/p5g/)
- [RFP](https://nand-research.com/tag/rfp/)
- [Pinecone](https://nand-research.com/tag/pinecone/)
- [Weaviate](https://nand-research.com/tag/weaviate/)
- [Chroma](https://nand-research.com/tag/chroma/)
- [Open Flash Platform](https://nand-research.com/tag/open-flash-platform/)
- [OFP](https://nand-research.com/tag/ofp/)
- [ScaleFlux](https://nand-research.com/tag/scaleflux/)
- [Xsight Labs](https://nand-research.com/tag/xsight-labs/)
- [VST Data](https://nand-research.com/tag/vst-data/)
- [AGNTCY](https://nand-research.com/tag/agntcy/)
- [Galileo](https://nand-research.com/tag/galileo/)
- [Taikun](https://nand-research.com/tag/taikun/)
- [GSA Research](https://nand-research.com/tag/gsa-research/)
- [Orca](https://nand-research.com/tag/orca/)
- [MantisNet](https://nand-research.com/tag/mantisnet/)
- [Prompt Security](https://nand-research.com/tag/prompt-security/)
- [BeyondTrust](https://nand-research.com/tag/beyondtrust/)
- [Okta](https://nand-research.com/tag/okta/)
- [7AI](https://nand-research.com/tag/7ai/)
- [SentineOne](https://nand-research.com/tag/sentineone/)
- [SonicWall](https://nand-research.com/tag/sonicwall/)
- [Cyber Advisors](https://nand-research.com/tag/cyber-advisors/)
- [UnderDefense](https://nand-research.com/tag/underdefense/)
- [Corsica Technologies](https://nand-research.com/tag/corsica-technologies/)
- [Rigetti](https://nand-research.com/tag/rigetti/)
- [Onum](https://nand-research.com/tag/onum/)
- [Kyndryl](https://nand-research.com/tag/kyndryl/)
- [HYCU](https://nand-research.com/tag/hycu/)
- [#Taara](https://nand-research.com/tag/taara/)
- [#Laser](https://nand-research.com/tag/laser/)
- [#GoogleX](https://nand-research.com/tag/googlex/)
- [#Moonshot](https://nand-research.com/tag/moonshot/)
- [Lakera](https://nand-research.com/tag/lakera/)
- [Pangea](https://nand-research.com/tag/pangea/)
- [#DataProtection](https://nand-research.com/tag/dataprotection/)
- [spectrum](https://nand-research.com/tag/spectrum/)
- [#Nokia](https://nand-research.com/tag/nokia-2/)
- [Arduino](https://nand-research.com/tag/arduino/)
- [RUCKUS](https://nand-research.com/tag/ruckus/)
- [HUMAIN](https://nand-research.com/tag/humain/)
- [Groq](https://nand-research.com/tag/groq/)
- [Future Technologies](https://nand-research.com/tag/future-technologies/)
- [Milvus](https://nand-research.com/tag/milvus/)
- [Nanya Technology](https://nand-research.com/tag/nanya-technology/)
- [Suppliers in Taiwan](https://nand-research.com/tag/suppliers-in-taiwan/)
- [Winbond](https://nand-research.com/tag/winbond/)
- [Powerchip Technology](https://nand-research.com/tag/powerchip-technology/)
- [ChangXin Memory Technologies](https://nand-research.com/tag/changxin-memory-technologies/)
- [CMXT](https://nand-research.com/tag/cmxt/)
- [dbt](https://nand-research.com/tag/dbt/)
- [Athonet](https://nand-research.com/tag/athonet/)
- [#P5G](https://nand-research.com/tag/p5g-2/)
- [#Celona](https://nand-research.com/tag/celona-2/)
- [#CBRS](https://nand-research.com/tag/cbrs/)
- [Druid](https://nand-research.com/tag/druid/)
- [LGE](https://nand-research.com/tag/lge/)
- [Mercedes-Benz](https://nand-research.com/tag/mercedes-benz/)
- [BMW](https://nand-research.com/tag/bmw/)
- [HARMAN](https://nand-research.com/tag/harman/)
- [Valeo](https://nand-research.com/tag/valeo/)
- [Mobileye](https://nand-research.com/tag/mobileye/)
- [re:Invent](https://nand-research.com/tag/reinvent/)
- [SUSE](https://nand-research.com/tag/suse/)
- [ZEST Security](https://nand-research.com/tag/zest-security/)
- [Salt Security](https://nand-research.com/tag/salt-security/)
- [Sumo Logic](https://nand-research.com/tag/sumo-logic/)
- [SanDisk](https://nand-research.com/tag/sandisk/)
- [PSMC](https://nand-research.com/tag/psmc/)
- [Nebius](https://nand-research.com/tag/nebius/)
- [Nscale](https://nand-research.com/tag/nscale/)
- [Crusoe Cloud](https://nand-research.com/tag/crusoe-cloud/)
- [Core Scientific](https://nand-research.com/tag/core-scientific/)
- [Ventana](https://nand-research.com/tag/ventana/)
- [Armis](https://nand-research.com/tag/armis/)
- [QUalys](https://nand-research.com/tag/qualys/)
- [Celestial AI](https://nand-research.com/tag/celestial-ai/)
- [Lightmatter](https://nand-research.com/tag/lightmatter/)
- [Ayar Labs](https://nand-research.com/tag/ayar-labs/)
- [Avicena](https://nand-research.com/tag/avicena/)
- [Astera Labs](https://nand-research.com/tag/astera-labs/)
- [AIC](https://nand-research.com/tag/aic/)
- [LitePoint](https://nand-research.com/tag/litepoint/)
- [Wi-Fi 8](https://nand-research.com/tag/wi-fi-8/)
- [DevCycle](https://nand-research.com/tag/devcycle/)
- [LaunchDarkly](https://nand-research.com/tag/launchdarkly/)
- [SPlit](https://nand-research.com/tag/split/)
- [Flagsmith](https://nand-research.com/tag/flagsmith/)
- [Unleash](https://nand-research.com/tag/unleash/)
- [SGNL](https://nand-research.com/tag/sgnl/)
- [Seraphic Security](https://nand-research.com/tag/seraphic-security/)
- [Entra](https://nand-research.com/tag/entra/)
- [Island](https://nand-research.com/tag/island/)
- [Talon](https://nand-research.com/tag/talon/)
- [Ericom](https://nand-research.com/tag/ericom/)
- [Symantec](https://nand-research.com/tag/symantec/)
- [CybeArk](https://nand-research.com/tag/cybeark/)
- [Saviynt](https://nand-research.com/tag/saviynt/)
- [Object First](https://nand-research.com/tag/object-first/)
- [ExaGrid](https://nand-research.com/tag/exagrid/)
- [ST MIcro](https://nand-research.com/tag/st-micro/)
- [Silicon](https://nand-research.com/tag/silicon/)
- [Losant](https://nand-research.com/tag/losant/)
- [Everpure](https://nand-research.com/tag/everpure/)
- [1touch](https://nand-research.com/tag/1touch/)
- [@NVIDIA](https://nand-research.com/tag/nvidia-2/)
- [Kingston](https://nand-research.com/tag/kingston/)
- [Coherent](https://nand-research.com/tag/coherent/)
- [Domino Data](https://nand-research.com/tag/domino-data/)
- [Arize](https://nand-research.com/tag/arize/)
- [Weights & Biases](https://nand-research.com/tag/weights-biases/)
- [Braintrust](https://nand-research.com/tag/braintrust/)
- [Patronus](https://nand-research.com/tag/patronus/)
- [DragonWing](https://nand-research.com/tag/dragonwing/)
- [FastConnect](https://nand-research.com/tag/fastconnect/)
- [Ethernet](https://nand-research.com/tag/ethernet/)
- [Infiniband](https://nand-research.com/tag/infiniband/)
- [Crusoe](https://nand-research.com/tag/crusoe/)
- [IREN](https://nand-research.com/tag/iren/)
- [GTC2026](https://nand-research.com/tag/gtc2026/)
- [Zero Trust](https://nand-research.com/tag/zero-trust/)
- [MLCommons](https://nand-research.com/tag/mlcommons/)
- [EDA](https://nand-research.com/tag/eda/)
- [SUSECON](https://nand-research.com/tag/susecon/)
- [Fsas Technologies](https://nand-research.com/tag/fsas-technologies/)
- [n8n](https://nand-research.com/tag/n8n/)
- [Revenium](https://nand-research.com/tag/revenium/)
- [Stacklok](https://nand-research.com/tag/stacklok/)
- [1Password](https://nand-research.com/tag/1password/)
- [Varonis](https://nand-research.com/tag/varonis/)
- [Mandiant](https://nand-research.com/tag/mandiant/)
- [Google Cloud Next](https://nand-research.com/tag/google-cloud-next/)
- [Nutanix NEXT](https://nand-research.com/tag/nutanix-next/)
- [Ubuntu](https://nand-research.com/tag/ubuntu/)
- [SolarWinds](https://nand-research.com/tag/solarwinds/)
- [Cribl](https://nand-research.com/tag/cribl/)
- [OVHcloud](https://nand-research.com/tag/ovhcloud/)
- [Fujitsu](https://nand-research.com/tag/fujitsu/)
- [HCLTech](https://nand-research.com/tag/hcltech/)
- [Portkey](https://nand-research.com/tag/portkey/)
- [Capgemini](https://nand-research.com/tag/capgemini/)
- [PwC](https://nand-research.com/tag/pwc/)
- [Astrix Security](https://nand-research.com/tag/astrix-security/)
- [Connect26](https://nand-research.com/tag/connect26/)
- [Data Center World](https://nand-research.com/tag/data-center-world/)
- [Together AI](https://nand-research.com/tag/together-ai/)
- [Foxconn](https://nand-research.com/tag/foxconn/)
- [Vertiv](https://nand-research.com/tag/vertiv/)
- [Schneider Electric](https://nand-research.com/tag/schneider-electric/)
- [Eaton](https://nand-research.com/tag/eaton/)
- [Delta Power Group](https://nand-research.com/tag/delta-power-group/)
- [STMicro](https://nand-research.com/tag/stmicro/)
- [Texas Instruments](https://nand-research.com/tag/texas-instruments/)
- [Navitas](https://nand-research.com/tag/navitas/)
- [IBM Think](https://nand-research.com/tag/ibm-think/)
- [Team](https://nand-research.com/tag/team/)
- [Github](https://nand-research.com/tag/github/)
- [Starburst](https://nand-research.com/tag/starburst/)
- [US Government](https://nand-research.com/tag/us-government/)
- [Anderon](https://nand-research.com/tag/anderon/)
- [GlobalFoundries](https://nand-research.com/tag/globalfoundries/)
- [D-Wave](https://nand-research.com/tag/d-wave/)
- [Infleqtion](https://nand-research.com/tag/infleqtion/)
- [Atom Computing](https://nand-research.com/tag/atom-computing/)
- [PsiQuantum](https://nand-research.com/tag/psiquantum/)
- [IQM](https://nand-research.com/tag/iqm/)
- [SkyWalker Technology](https://nand-research.com/tag/skywalker-technology/)
- [Albany NanoTech](https://nand-research.com/tag/albany-nanotech/)
- [Veracode](https://nand-research.com/tag/veracode/)
- [Black Duck](https://nand-research.com/tag/black-duck/)
- [Canonical](https://nand-research.com/tag/canonical/)
- [Think](https://nand-research.com/tag/think/)
- [Dirq](https://nand-research.com/tag/dirq/)
- [Google Quantum AI](https://nand-research.com/tag/google-quantum-ai/)
- [Browave](https://nand-research.com/tag/browave/)
- [SENKO](https://nand-research.com/tag/senko/)
- [TFC Communication](https://nand-research.com/tag/tfc-communication/)
- [Credo Technology](https://nand-research.com/tag/credo-technology/)
- [Eoptolink](https://nand-research.com/tag/eoptolink/)
- [Fabrinet](https://nand-research.com/tag/fabrinet/)
- [Innolight](https://nand-research.com/tag/innolight/)
- [Computex](https://nand-research.com/tag/computex/)
- [Cisco LIVE](https://nand-research.com/tag/cisco-live/)
- [Microsoft Build](https://nand-research.com/tag/microsoft-build/)
- [MNO](https://nand-research.com/tag/mno/)
- [nVentures](https://nand-research.com/tag/nventures/)
- [Rigetti Computing](https://nand-research.com/tag/rigetti-computing/)
- [MEXT](https://nand-research.com/tag/mext/)
- [MemVerge](https://nand-research.com/tag/memverge/)
- [integration](https://nand-research.com/tag/integration/)
- [AIOps](https://nand-research.com/tag/aiops/)
- [Mist](https://nand-research.com/tag/mist/)
- [Discover](https://nand-research.com/tag/discover/)
- [HPE Discover](https://nand-research.com/tag/hpe-discover/)
- [Pure Accelerate](https://nand-research.com/tag/pure-accelerate/)
- [Tenstorrent](https://nand-research.com/tag/tenstorrent/)
- [Modular](https://nand-research.com/tag/modular/)
- [QuEra](https://nand-research.com/tag/quera/)
- [Riverlane](https://nand-research.com/tag/riverlane/)
- [Bindplane](https://nand-research.com/tag/bindplane/)
- [Mezmo](https://nand-research.com/tag/mezmo/)
- [RSA](https://nand-research.com/tag/rsa/)
- [HiddenLayer](https://nand-research.com/tag/hiddenlayer/)
- [Knowledge 2026](https://nand-research.com/tag/knowledge-2026/)
- [#CAB](https://nand-research.com/tag/cab/)
- [#AINetworking](https://nand-research.com/tag/ainetworking/)
- [#Mist](https://nand-research.com/tag/mist-2/)
- [#HPE](https://nand-research.com/tag/hpe-2/)
- [#Cisco](https://nand-research.com/tag/cisco-2/)
- [Pasqal](https://nand-research.com/tag/pasqal/)
- [QuNorth](https://nand-research.com/tag/qunorth/)
- [qBraid](https://nand-research.com/tag/qbraid/)
- [Strangeworks](https://nand-research.com/tag/strangeworks/)
- [IBM Consulting](https://nand-research.com/tag/ibm-consulting/)
- [Microsoft Consulting](https://nand-research.com/tag/microsoft-consulting/)
- [Megaport](https://nand-research.com/tag/megaport/)
- [DataPelago](https://nand-research.com/tag/datapelago/)
- [Advancing AI](https://nand-research.com/tag/advancing-ai/)
- [HRL Laboratories](https://nand-research.com/tag/hrl-laboratories/)
- [SQC](https://nand-research.com/tag/sqc/)
- [OutSystems](https://nand-research.com/tag/outsystems/)
- [Mendix](https://nand-research.com/tag/mendix/)