Research Notes
Research Note: UALink Consortium Releases UALink 1.0
The UALink Consortium recently released its Ultra Accelerator Link (UALink) 1.0 specification. This industry-backed standard challenges the dominance of NVIDIA’s proprietary NVLink/NVSwitch memory fabric with an open alternative for high-performance accelerator interconnect technology.
Research Note: Hammerspace $100M Series B to Accelerate AI Infrastructure Growth
Hammerspace, which provides a high-performance data orchestration solution for AI and hybrid cloud environments, announced it’s raised $100 million in a Series B funding round.
The round, led by Altimeter Capital and including participation from ARK Invest and other strategic investors, values Hammerspace at more than $500 million.
Research Note: Dynatrace & AWS New Strategic Collaboration
Dynatrace and AWS announced a multi-year strategic collaboration agreement, deepening their decade-long partnership that began in 2014. This expanded collaboration aims to address enterprise challenges in digital transformation through enhanced AI-powered observability and security solutions.
Research Note: HPE Updates Aruba Networking Central
Hewlett Packard Enterprise recently announced significant enhancements to its HPE Aruba Networking Central platform, which expand its deployment options and strengthen AI and analytics capabilities. The platform now supports four distinct deployment models: public cloud SaaS, virtual private cloud, on-premises, and network-as-a-service.
Research Note: Cohesity’s Updates Cyber-Resilience for Google Cloud
At Google Cloud Next 2025, Cohesity announced several enhancements to its cyber resilience portfolio that provide deeper integrations with Google Cloud’s security capabilities. The announcements focus on AI-driven threat intelligence, incident response, secure recovery environments, and operational integration with Google Security Operations.
Research Note: Rubrik Expands Annapurna to GCP
At Google Cloud Next 2025, Rubrik announced the expansion of Rubrik Annapurna, its API-driven AI data security and governance platform, to Google Cloud. The announcement sees Rubrik delivering Annapurna as a secure data access layer for AI-driven application development within Google’s Agentspace framework.
Archives
- April 2025
- March 2025
- February 2025
- January 2025
- December 2024
- November 2024
- October 2024
- September 2024
- August 2024
- July 2024
- June 2024
- May 2024
- April 2024
- March 2024
- February 2024
- January 2024
- December 2023
- November 2023
- October 2023
- September 2023
- August 2023
- July 2023
- June 2023
- May 2023
- April 2023
- March 2023
- February 2023
- January 2023