Research Notes

Research Note: Snowflake BUILD 2025 Announcements

Steve McDowell November 11, 2025

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.

From DoD to Enterprise: Future Technologies and the New Era of Trust in Mission-Critical Wireless

Michael McDowell November 4, 2025

FT is transforming from a specialized, sector-focused systems integrator into a well-capitalized P5G Market Accelerator and Consolidator.

Research Note: Qualcomm Introduces AI200 & AI250 for Data Center Inference

Steve McDowell October 29, 2025

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 Note: Red Hat AI 3.0

Steve McDowell October 22, 2025

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.

Purpose-Driven Networking is the New Standard: RUCKUS Networks Goes All-In on Experience-Critical Verticals

Michael McDowell October 19, 2025

Your Network Isn’t Just Infrastructure—It’s Your Biggest Business Risk. RUCKUS Networks Builds the Mitigation Strategy.

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.