Research Notes

Research Note: Qualcomm Acquires Arduino, Extends IoT Reach

Steve McDowell October 8, 2025

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.

Research Note: Cloudera Adds Support for Dell ObjectScale

Steve McDowell September 28, 2025

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 September Platform Updates

Steve McDowell September 28, 2025

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.

Research Note: Pure Storage Enhances Cyber-Resilience

Steve McDowell September 26, 2025

At its recent Accelerate event in New York, Pure Storage unveiled a comprehensive expansion of its cyber-resilience capabilities.

Research Note: MongoDB Application Modernization Platform (AMP)

Steve McDowell September 18, 2025

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: CrowdStrike to Acquire AI Security Firm Pangea

Steve McDowell September 18, 2025

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.