Research Notes

Research Note: Dell & Nutanix Expand Relationship & Offerings

Steve McDowell August 22, 2024

Dell Technologies and Nutanix recently announced a strategic expansion of their partnership aimed at capturing disillusioned VMware customers following Broadcom’s acquisition of VMware.

The updated partnership sees Dell offering Nutanix software on its PowerEdge servers and integrating Dell’s PowerFlex storage with the Nutanix Cloud Platform.

Research Note: Cisco FQ4 2024 Earnings

Steve McDowell August 16, 2024

Cisco Systems reported its financial results for the fourth quarter (Q4) and full fiscal year 2024 (FY24), beating analyst expectations for both revenue and earnings.

Research Note: SiFive P870-D RISC-V Server CPU

Steve McDowell August 14, 2024

The SiFive P870-D is a new cutting-edge RISC-V-based processor specifically designed for data center applications. As part of SiFive’s broader family of high-performance processors, the P870-D is engineered to meet the growing demands for compute density, power efficiency, and system resilience in modern infrastructure environments.

Research Note: Palantir Q2 2024 Earnings

Steve McDowell August 12, 2024

Palantir Technologies delivered strong Q2 2024 earnings, underlining its position as a leader in enterprise AI solutions. The company’s strategic focus on moving from AI prototypes to full-scale production has driven significant growth and expanded its customer base.

Research Note: Ampere Computing Roadmap Updates

Steve McDowell August 3, 2024

Ampere announced updates to its AmpereOne processor roadmap, highlighting its upcoming product AmpereOne Aurora processor. The company also offered pricing updates and other details about its overall roadmap.

Research Note: Qualcomm FQ3 2024 Earnings

Steve McDowell August 1, 2024

In its fiscal third quarter, Qualcomm demonstrated strong financial performance, driven by its continued success in diversifying its business beyond mobile handsets into sectors like automotive, IoT, and PCs. With its focus on innovation, particularly in AI and advanced computing, Qualcomm is well-positioned to sustain its leadership across various industries.