Research Notes

Research Note: UALink Consortium Expands Board, adds Apple, Alibaba Cloud & Synopsys

Steve McDowell January 15, 2025

The Ultra Accelerator Link Consortium (UALink), an industry organization taking a collaborative approach to advance high-speed interconnect standards for next-generation AI workloads, announced an expansion to its Board of Directors, welcoming Alibaba Cloud, Apple, and Synopsys – joining existing member companies like AMD, AWS, Cisco, Google, HPE, Intel, Meta, and Microsoft.

Research Note: Red Hat OpenShift Virtualization Engine

Steve McDowell January 15, 2025

Red Hat announced the general availability of Red Hat OpenShift Virtualization Engine, a tailored version of its OpenShift orchestration platform for virtualization workloads.
The new offering utilizes the open-source KVM hypervisor and can run on-premises hardware with Red Hat Enterprise Linux and bare-metal cloud services.

Research Note: HPE Aruba Introduces Retail-Specific Offerings at NRF

Michael McDowell January 15, 2025

At NRF, HPE showed off advancements to securely connect IoT devices, deliver real-time AI insights at the edge, and provide reliable pop-up and backup connectivity for critical applications like credit card processing.

Research Note: Marvell Custom HBM for Cloud AI

Steve McDowell December 18, 2024

Marvell recently announced a new custom high-bandwidth memory (HBM) compute architecture that addresses the scaling challenges of XPUs in AI workloads. The new architecture enables higher compute and memory density, reduced power consumption, and lower TCO for custom XPUs.

Research Note: Enfabrica ACF-S Millennium

Steve McDowell December 15, 2024

First detailed at Hot Chips 2024, Enbrica recently announced that its ACF-S “Millennium” chip, which addresses the limitations of traditional networking hardware for AI and accelerated computing workloads, will be available to customers in calendar Q1 2025.

Research Note: Cohesity & Veritas Complete Merger

Steve McDowell December 11, 2024

Cohesity completed its long-awaited merger with Veritas’ enterprise data protection business. The combined entity, valued at $7 billion, now serves 12,000 customers globally and generates $1.5 billion in ARR.