Research Notes
Research Note: Cisco AI Defense
Cisco recently introduced its Cisco AI Defense, its new enterprise security solution to address the growing risks associated with AI adoption in multi-cloud and multi-model environments.
Research Note: DeepSeek’s Impact on IT Infrastructure Market
Chinese AI startup DeepSeek recently introduced an AI model, DeepSeek-R1l that the company claims that it matches or surpasses models from industry. The move created significant buzz in the AI industry. Though the claims remain unverified, the potential to democratize AI training and fundamentally alter industry dynamics is clear.
Research Note: The Stargate Project
The Stargate Project, announced at a political event on January 25, 2025, is a joint venture between OpenAI, SoftBank, Oracle, and MGX that will invest up to $500 billion by 2030 to develop AI infrastructure across the United States.
Research Note: IBM Consulting Acquires Oracle Specialist AST
IBM announced that it intends to acquire Applications Software Technology(AST), a leading global Oracle consultancy. AST specializes in delivering digital transformation solutions via Oracle Cloud Applications, with a focus on the public sector, including local governments and K-12 education.
Research Note: ServiceNow to Acquire Conversation Data Analysis Company Cuein
ServiceNow has entered into an agreement to acquire Cuein, a company specializing in AI-native conversation data analysis and insights. This acquisition bolsters ServiceNow’s strategic focus on Agentic AI—autonomous AI agents capable of processing data, making decisions, and executing tasks across enterprise workflows.
Research Note: Lenovo to Acquire Infinidat, Grow into High-End Storage
In a surprise move, Lenovo has announced its intention to acquire Infinidat, a privately held enterprise storage company specializing in scalable, high-performance, and cyber-resilient storage solutions.
Financial terms of the transaction have not been disclosed. This acquisition marks Lenovo’s strategic entry into the high-end enterprise storage market, complementing its existing portfolio, which primarily focuses on entry and mid-range storage solutions.
The deal is expected to close sometime in 2H calendar 2025.
Archives
- August 2025
- July 2025
- June 2025
- May 2025
- April 2025
- March 2025
- February 2025
- January 2025
- December 2024
- November 2024
- October 2024
- September 2024
- August 2024
- July 2024
- June 2024
- May 2024
- April 2024
- March 2024
- February 2024
- January 2024
- December 2023
- November 2023
- October 2023
- September 2023
- August 2023
- July 2023
- June 2023
- May 2023
- April 2023
- March 2023
- February 2023
- January 2023