Research Notes

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.

Research Note: Dell AI Products & Services Updates

Steve McDowell December 5, 2024

Dell Technologies has made significant additions to its AI portfolio with its recent announcements at SC24 and Microsoft Ignite 2024 in November. The announcements span infrastructure, ecosystem partnerships, and professional services, targeting accelerated AI adoption, operational efficiency, and sustainability in enterprise environments.

Research Note: AWS Trainium2

Steve McDowell December 4, 2024

Tranium is AWS’s machine learning accelerator, and this week at its re:Invent event in Las Vegas, it announced the second generation, the cleverly named Trainium2, purpose-built to enhance the training of large-scale AI models, including foundation models and large language models.

Research Note: Hammerspace Global Data Platform v5.1 with Tier 0

Steve McDowell December 2, 2024

Hammerspace recently announced the version 5.1 release of its Hammerspace Global Data Platform. The flagship feature of the release its new Tier 0 storage capability, which takes unused local NVMe storage on a GPU server and uses it as part of the global shared filesystem. This provides higher-performance storage for the GPU server than can be delivered from remote storage nodes – ideal for AI and GPU-centric workloads.

Research Note: NVIDIA SC24 Announcements

Steve McDowell December 1, 2024

At the recent Supercomputing 2024 (SC24) conference in Atlanta, NVIDIA announced new hardware and software capabilities to enhance AI and HPC capabilities. This includes the new GB200 NVL4 Superchip, the general available of its H200 NVL PCIe, and several new software capabilities.

Research Note: Minio AIStor Object Storage

Steve McDowell November 26, 2024

MinIO recently introduced AIStor, its new object storage solution designed for AI/ML workloads. AIStor leverages insights from large-scale customer environments, some exceeding 1 EiB of data, to address the unique challenges of managing and scaling data infrastructure for AI applications.