Research Notes

Research Note: Celona AerFlex

Michael McDowell September 11, 2025

AerFlex’s innovative AP-only, cloud-based architecture offers a compelling solution for enterprises seeking to adopt private 5G for Industry 4.0 applications without the complexity of traditional network hardware.

Research Note: Veeam Software Appliance for Veeam Data Platform

Steve McDowell September 4, 2025

IT teams have long faced the trade-off of choosing between hardware appliances that lock them into specific vendors and increase costs, or spending resources hardening and maintaining custom backup infrastructure. Veeam’s new Software Appliance offers a third path by delivering appliance-like simplicity without the hardware constraints.

Research Note: Marvell Solidifies CXL Leadership w/ Ecosystem-Wide Interoperability

Steve McDowell September 2, 2025

The CXL ecosystem is moving quickly from concept to deployment as hyperscalers, OEMs, and chipmakers seek new ways to address the memory bottlenecks that limit AI, cloud, and high-performance computing workloads. In this environment, interoperability is not a checkbox—it is the foundation that determines how quickly new architectures can reach scale.

Research Note: CrowdStrike Acquires Onum for Streaming Data Capabilities

Steve McDowell August 28, 2025

CrowdStrike recently announced its intended acquisition of Onum, a two-year-old startup specializing in real-time telemetry pipeline management, to enhance its Falcon Next-Gen SIEM platform.

Research Note: IBM and AMD Collaborate on Classical-Quantum Computing

Steve McDowell August 27, 2025

IBM and AMD recently announced a strategic collaboration to develop quantum-centric supercomputing architectures that combine quantum computers with high-performance computing infrastructure. The partnership is based on a memorandum of understanding between the companies, with no immediate financial exchange.

Research Note: Dell’s New Automation Platform

Steve McDowell August 25, 2025

First teased at Dell Technologies World earlier this year, the company has launched its Dell Automation Platform. The new centralized software orchestration solution consolidates management of AI, private cloud, and edge computing environments.