Research Notes

Research Note: Qualcomm Validates Wi‑Fi 8 Silicon with LitePoint — A Key Readiness Milestone

Michael McDowell January 13, 2026

For enterprise leaders the marketing noise of Wi-Fi 8 is beginning to be replaced by concrete readiness indicators.

Research Note: VAST’s Novel Approach to NVIDIA’s new Inference Context Memory Storage Platform

Steve McDowell January 9, 2026

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 Inference Context Memory Storage Platform

Steve McDowell January 9, 2026

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.

Research Note: Dynatrace & Google Cloud Collaborate on Observability for Agentic AI

Steve McDowell January 5, 2026

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: Nutanix and Pure Storage Integrated Solution now GA

Steve McDowell December 31, 2025

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