Research Notes

Research Note: Cloudera Acquires Taikun for Kubernetes Capabilities

Cloudera announced its acquisition of Taikun, a Czech-based company that develops a Kubernetes-native platform for managing cloud and on-premises infrastructure across hybrid and multi-cloud environments.

The acquisition adds a fully integrated, Kubernetes-based compute layer to the Cloudera Data Platform (CDP), enabling consistent deployment and management of data and AI services across distributed and regulated IT estates.

Read More »

Research Note: AGNTCY Moves to Linux Foundation

AGNTCY delivers foundational infrastructure for the “Internet of Agents”, enabling AI agents from different frameworks, vendors, and deployment environments to discover each other, establish identity, communicate securely, and share runtime observability data.

Read More »

Research Note: Palo Alto Networks’ $25 Billion Acquisition of CyberArk

Palo Alto Networks announced its intent to acquire CyberArk for $25 billion in a cash-and-stock transaction, marking the company’s largest acquisition to date and one of the most significant cybersecurity consolidations in 2025. The deal values CyberArk at $495 per share, representing a 29.2% premium to its pre-announcement price.

The acquisition addresses Palo Alto’s strategic gap in identity security and privileged access management (PAM), positioning the combined entity to capture opportunities in the emerging AI and autonomous agent security market.

Read More »

Research Note: Red Hat OpenShift on Dell AI Factory with NVIDIA

Dell Technologies recently announced that its integrated Red Hat OpenShift with its Dell AI Factory with NVIDIA platform is now generally available to customers. The solution was previewed earlier this year at Dell Tech world. The updated solution combines Dell PowerEdge infrastructure, NVIDIA GPU acceleration, Red Hat container orchestration, and NVIDIA AI Enterprise software into a validated stack.

Read More »