Research Notes

Research Note: ServiceNow Acquires Cyber-Security Player Armis for $7.75 Billion

Steve McDowell December 31, 2025

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).

Research Note: Dell Adds 20+ Features to its AI Factory

Steve McDowell December 30, 2025

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: Qualcomm Acquires RISC-V Player Ventana

Steve McDowell December 30, 2025

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: HPE Announcements at Discover Barcelona 2025

Steve McDowell December 30, 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: IBM to Acquire Confluent for Real-Time Event Streaming

Steve McDowell December 11, 2025

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

Research Note: Lenovo’s Expanded Storage and HCI Portfolio for Enterprise Modernization & AI Workloads

Steve McDowell December 11, 2025

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 Notes

Research Note: ServiceNow Acquires Cyber-Security Player Armis for $7.75 Billion

Research Note: Dell Adds 20+ Features to its AI Factory

Research Note: Qualcomm Acquires RISC-V Player Ventana

Research Note: HPE Announcements at Discover Barcelona 2025

Research Note: IBM to Acquire Confluent for Real-Time Event Streaming

Research Note: Lenovo’s Expanded Storage and HCI Portfolio for Enterprise Modernization & AI Workloads

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