Research Notes

Research Note: NVIDIA NIM Agent Blueprints

Steve McDowell September 4, 2024

NVIDIA launched its new NIM Agent Blueprints, a catalog of pre-trained, customizable AI workflows to help enterprise developers quickly build and deploy generative AI applications for critical use cases, such as customer service, drug discovery, and data extraction from PDFs.

Research Note: Dell Q2 FY2025 Data Center Earnings

Steve McDowell September 3, 2024

Dell Technologies’ latest earnings report paints a picture of a company amid a transformative shift, fueled by increasing demand for AI-driven solutions. In its second quarter of fiscal 2025, Dell delivered strong revenue growth, underscored by the rapid expansion of its Infrastructure Solutions Group (ISG) and a notable surge in AI server sales.

Research Note: IBM Telum II & Spyre AI Accelerators

Steve McDowell August 29, 2024

At the Hot Chips 2024 conference in Palo Alto, California, IBM unveiled the next generationj of enterprise AI solutions: the IBM Telum II processor and the IBM Spyre Accelerator. These new technologies should meet the demands of the AI era, providing enhanced performance, scalability, and AI capabilities. Both are expected to be available in 2025.

Research Note: VMware Cloud Foundation (VCF) 9

Steve McDowell August 27, 2024

Announced at its most recent VMware Discover event in Las Vegas, VMware Cloud Foundation 9 (VCF 9) is a significant evolution in private cloud technology. Designed to simplify operations, enhance security, and drive digital innovation, VCF 9 is a unified platform that merges public cloud environments’ agility with private cloud infrastructure’s control and security.

Research Note: AMD Acquires ZT Systems

Steve McDowell August 26, 2024

AMD announced its strategic acquisition of ZT Systems, a specialty provider of AI and general-purpose compute infrastructure for major hyperscale companies, in a deal valued at $4.9 billion. The acquisition aligns with AMD’s AI strategy to enhance its capabilities in AI training and inferencing solutions for data centers.

Research Note: HPE Acquires Morpheus Data to Simplify GreenLake Management

Steve McDowell August 25, 2024

Hewlett Packard Enterprise (HPE) recently announced that it has entered into a definitive agreement to acquire Morpheus Data, a company known for its innovative software in hybrid cloud management and platform operations. This acquisition is part of HPE’s broader strategy to simplify the complexity of IT environments by enhancing its HPE GreenLake cloud platform.