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Research Notes

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Research Note: IBM Telum II & Spyre AI Accelerators

Steve McDowell August 29, 2024

At the Hot Chips 2024 conference in Palo Alto, California, IBM unveiled the next generationj of enterprise AI solutions: the IBM Telum II processor and the IBM Spyre Accelerator. These new technologies should meet the demands of the AI era, providing enhanced performance, scalability, and AI capabilities. Both are expected to be available in 2025.

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Research Note: VMware Cloud Foundation (VCF) 9

Steve McDowell August 27, 2024

Announced at its most recent VMware Discover event in Las Vegas, VMware Cloud Foundation 9 (VCF 9) is a significant evolution in private cloud technology. Designed to simplify operations, enhance security, and drive digital innovation, VCF 9 is a unified platform that merges public cloud environments’ agility with private cloud infrastructure’s control and security.

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Research Note: AMD Acquires ZT Systems

Steve McDowell August 26, 2024

AMD announced its strategic acquisition of ZT Systems, a specialty provider of AI and general-purpose compute infrastructure for major hyperscale companies, in a deal valued at $4.9 billion. The acquisition aligns with AMD’s AI strategy to enhance its capabilities in AI training and inferencing solutions for data centers.

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Research Note: HPE Acquires Morpheus Data to Simplify GreenLake Management

Steve McDowell August 25, 2024

Hewlett Packard Enterprise (HPE) recently announced that it has entered into a definitive agreement to acquire Morpheus Data, a company known for its innovative software in hybrid cloud management and platform operations. This acquisition is part of HPE’s broader strategy to simplify the complexity of IT environments by enhancing its HPE GreenLake cloud platform.

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Research Note: Palo Alto Networks Q4 FY2024 Earnings

Steve McDowell August 25, 2024

Palo Alto Networks recently announced its earnings for the fourth quarter of the fiscal year 2024. Delivering an estimate-beating $2.19 billion quarter, the company demonstrated robust financial performance, driven by strategic platformization efforts and significant advancements in its next-generation security offerings.

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Research Note: Lenovo FQ1’2025 Earnings

Steve McDowell August 22, 2024

Lenovo reported strong financial results for Q1 of its fiscal year 2025, driven by robust performance across its business segments, particularly by extreme growth in its data center-focused Infrastructure Solutions Group (ISG).

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