Research Notes

Research Note: Anthropic/Databricks Partnership

Steve McDowell April 13, 2025

Anthropic recently announced a new five-year strategic partnership with Databricks to integrate its Claude language models, including the newly released Claude 3.7 Sonnet, into the Databricks Data Intelligence Platform.

The deal, valued at approximately $100 million, will allow Databricks’ enterprise customers to build, deploy, and govern AI agents that operate directly on their proprietary enterprise data. Databricks will offer Claude models natively through its platform across AWS, Microsoft Azure, and Google Cloud.

Research Note: Infineon Acquires Marvell’s Auto Ethernet Business

Steve McDowell April 12, 2025

Infineon Technologies announced its intention to acquire Marvell Technology’s Automotive Ethernet business for $2.5 billion in cash in a move that expands its microcontroller and automotive systems portfolio.

Research Note: IBM QisKit 2.0

Steve McDowell April 12, 2025

IBM recently released Qiskit SDK v2.0, a major update to its open-source quantum software development kit. The new release is a key element of IBM’s long-term strategy to support utility-scale quantum computing by delivering architectural improvements, higher performance, and expanded interoperability with classical HPC systems.

Research Note: Dell’s Data Protection & Storage Updates

Steve McDowell April 9, 2025

Dell Technologies this week announced a comprehensive set of updates spanning its data protection and storage platforms, including PowerProtect Data Domain, PowerProtect Data Manager, PowerScale, and PowerStore.

Research Note: Enhanced Google Cloud NetApp Volumes

Steve McDowell April 8, 2025

At the 2025 Google Cloud Next event, NetApp and Google Cloud announced a significant expansion of capabilities for Google Cloud NetApp Volumes, their jointly developed fully managed file storage offering.

The updates provide enhance performance, scalability, and integration with AI and compliance frameworks, targeting large-scale enterprise workloads

Research Note: OpenText Titanium X in CE 25.2

Steve McDowell April 6, 2025

OpenText recently launched Titanium X, part of its Cloud Editions (CE) 25.2 release, its most comprehensive AI-native upgrade across all major product clouds. The release introduces new AI agents, expanded automation capabilities, and integrated cloud security enhancements.