Research Notes

Research Note: UALink Consortium Releases UALink 1.0

Steve McDowell April 17, 2025

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

Steve McDowell April 17, 2025

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

Steve McDowell April 16, 2025

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

Steve McDowell April 14, 2025

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

Steve McDowell April 13, 2025

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