Research Notes

Research Note: ServiceNow to Acquire Moveworks

ServiceNow has agreed to acquire Moveworks, an enterprise AI assistant and search technology provider. The cash-and-stock transaction, expected to close in the second half of 2025, is ServiceNow’s largest acquisition.

The acquisition strengthens ServiceNow’s agentic AI strategy and expands its capabilities in AI-driven enterprise automation, employee experience, and search.

Read More »

Research Note: IBM FlashSystem C200 High-Capacity Flash Archive

IBM recently announced its FlashSystem C200, a new storage platform integrating 46 TB QLC NAND drives to provide an archive tier within a FlashSystem grid. The C200 expands IBM’s FlashSystem portfolio with a high-density flash solution that competes with traditional nearline HDD storage.

IBM claims the C200 provides flash-like performance with QLC-level economics, enhanced endurance, and seamless grid integration.

Read More »

Research Note: Rubrik Expanded Cyber-Resilience Capabilities

Rubrik recently announced new cyber-resilience features to strengthen data protection across public cloud, SaaS, and on-premises environments. The latest enhancements focus on threat detection, data protection, identity recovery, and automated recovery processes to mitigate cyberattack risks.

Read More »

Research Note: Check Point & Wiz Enter Strategic Partnership

Wiz and Check Point recently announced a strategic partnership to integrate cloud network security with cloud-native application protection. The collaboration will merge Check Point’s AI-driven cloud security and networking capabilities with Wiz’s Cloud Native Application Protection Platform (CNAPP).

Read More »

Research Note: NVIDIA & Cisco Partner on Spectrum-X

Cisco and NVIDIA announced an expanded partnership to unify AI data center networking by integrating Cisco Silicon One with NVIDIA Spectrum-X.

The companies will create a joint architecture that supports high-performance, low-latency AI workloads across enterprise and cloud environments.

Read More »

Research Note: IBM to Acquire DataStax

IBM recently announced its intent to acquire DataStax, which specializes in NoSQL and vector database solutions built on Apache Cassandra.

The acquisition aligns with IBM’s broader strategy to enhance its watsonx enterprise AI stack by integrating advanced data management capabilities, particularly for handling unstructured and semi-structured data.

Read More »