Research Notes

Research Note: UALink Alliance & Accelerator Interconnect Specification

Steve McDowell May 31, 2024

UALink is a new open standard designed to rival NVIDIA’s proprietary NVLink technology. It facilitates high-speed, direct GPU-to-GPU communication crucial for scaling out complex computational tasks across multiple graphics processing units (GPUs) or accelerators within servers or computing pods.

Research Note: IBM InstructLab LLM Tool Kit

Steve McDowell May 30, 2024

At IBM’s 2024 Think conference in Boston, IBM Research unveiled InstructLab, developed in collaboration with Red Hat, to address the inefficiencies of existing training approaches by enabling collaborative, cost-effective model customization.

Research Note: Nutanix FQ3 2024 Earnings

Steve McDowell May 30, 2024

Nutanix reported impressive financial results for its fiscal Q3 2024 quarter, demonstrating significant growth and operational efficiency. The company surpassed its revenue expectations, achieving $525 million, a clear indicator of its robust execution and strategic advancements in the IT sector.

Research Note: Pure Storage FQ1 2025 Earnings

Steve McDowell May 29, 2024

Pure Storage’s Q1 FY2025 earnings show a positive tone for the year, showcasing a remarkable return to double-digit revenue growth and solidifying its strategic position in the competitive data storage market. With an 18% year-over-year revenue increase, the company has demonstrated its ability to leverage emerging opportunities, particularly in AI-driven workloads and hyperscaler environments.

Research Note: Ampere Computing 1H 2024 Roadmap Update

Steve McDowell May 29, 2024

Ampere Computing released its annual roadmap update, outlining significant progress and strategic initiatives aimed at driving innovation in sustainable, power-efficient computing for cloud and AI applications.

Research Note: Lenovo FQ4 2024 Earnings

Steve McDowell May 25, 2024

Lenovo Group announced its fiscal Q4 and full-year results for fiscal year 2023/24, showing a significant resurgence with a near 10% year-on-year revenue growth to US$13.8 billion in the fourth quarter.