Research Feed: Steve McDowell
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.
The Dynamic Duo: Why Wi-Fi 7 and Private 5G
The conversation around industrial connectivity used to be “Wi-Fi versus Private 5G.” Today, that’s not the case at all.
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
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
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.
Research Note: Dell’s 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.
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
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: 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: 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
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
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.